4 Stocks To Play The Nuclear Energy Revival
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Updated: Jun 11 20250mins
Nuclear Energy Revival: The nuclear energy sector is experiencing a resurgence, bolstered by executive orders from President Trump aimed at increasing production and reducing regulations, alongside rising clean energy initiatives and the demand for consistent power sources like nuclear energy.
Key Players in Nuclear Stocks: Companies such as Constellation Energy, Oklo, NuScale Power, and Cameco are positioned to benefit from this revival, with significant partnerships and innovations that could enhance their market presence and operational efficiency in the coming years.
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Analyst Views on SMR
Wall Street analysts forecast SMR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SMR is 36.55 USD with a low forecast of 20.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
4 Buy
5 Hold
3 Sell
Hold
Current: 21.390
Low
20.00
Averages
36.55
High
60.00
Current: 21.390
Low
20.00
Averages
36.55
High
60.00
UBS
Neutral
downgrade
$38 -> $20
2025-11-25
Reason
UBS
Price Target
$38 -> $20
2025-11-25
downgrade
Neutral
Reason
UBS lowered the firm's price target on NuScale Power to $20 from $38 and keeps a Neutral rating on the shares. The price target reduction reflects Q3 results and milestone payments under the ENTRA1 milestones agreement, the analyst tells investors in a research note. UBS remains cautiously optimistic on the outlook for U.S. nuclear development broadly with concerns over capital needs for project development and potential delays and cost overruns.
Northland
Jeff Grampp
Market Perform
downgrade
$40 -> $30
2025-11-11
Reason
Northland
Jeff Grampp
Price Target
$40 -> $30
2025-11-11
downgrade
Market Perform
Reason
Northland analyst Jeff Grampp lowered the firm's price target on NuScale Power to $30 from $40 and keeps a Market Perform rating on the shares. NuScale's Q3 focused on potential timing of a firm order, which the firm thinks slips into 2026, and payment structure to ENTRA1 as part of a previously announced Partnership Milestone Agreement. The firm reduced its target as it pushes out deployment timing and revised the timing of working capital needs with the PMA, the analyst noted.
DA Davidson
Brent Thielman
maintain
$50 -> $55
2025-11-10
Reason
DA Davidson
Brent Thielman
Price Target
$50 -> $55
2025-11-10
maintain
Reason
DA Davidson analyst Brent Thielman raised the firm's price target on Fluor (FLR) to $55 from $50 and keeps a Buy rating on the shares after its Q3 earnings beat. Monetization of the remaining portion of NuScale Power (SMR) over the next several months should permit ongoing significant repurchase activity, the analyst tells investors in a research note.
RBC Capital
Sector Perform
downgrade
$35 -> $32
2025-11-10
Reason
RBC Capital
Price Target
$35 -> $32
2025-11-10
downgrade
Sector Perform
Reason
RBC Capital lowered the firm's price target on NuScale Power to $32 from $35 and keeps a Sector Perform rating on the shares after its Q3 results. The company continues to work towards cmmercialization though no new updates on RoPower or ENTRA1/TVA timing were provided, the analyst tells investors in a research note. RBC adds however that the potential up to $25B investment announcement for ENTRA1 under the U.S.-Japan Framework Agreement is an important proof point, and the management indicated that this could be helping to support conversations with additional counterparties.
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About SMR
NuScale Power Corporation is a provider of proprietary advanced small modular reactor nuclear technology. The NuScale Power Module, the Company's SMR technology, is a small pressurized water reactor that can generate 77 megawatts of electricity (MWe) or 250 megawatts thermal (gross) and can be scaled to meet customer needs through an array of flexible configurations of up to 924 MWe (12 modules) of output. In addition to the sale of NPMs, it offers a diversified suite of services throughout the development and operating life of the power plant. The Company's suite of services is planned to include licensing support, testing, training, fuel supply services and program management, among others. It serves a range of customers consisting of governments, political subdivisions, state-owned enterprises, investor-owned utilities and other technology and industrial companies, both in domestic and international markets.
About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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