NuScale Power Earnings Reveal Project Updates Amid Uncertainty
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Fool
- Project Financing Uncertainty: NuScale Power's two major projects, a 6-gigawatt system in the U.S. and a 462-megawatt system in Romania, have not yet entered the construction phase, and the lack of financing decisions has led the market to price the stock at a discount due to significant uncertainty about their future viability.
- Future Announcement Expectations: NuScale is expected to release its next earnings report in August, with the November report being the last major opportunity for management to update the project pipeline, creating anticipation in the market, particularly regarding the collaboration with Romania's Nuclearelectrica.
- Romania Project Progress: Romania's Energy Minister stated that the final investment decision for the Doicești SMR project marks the transition from analysis to implementation, with plans to replace 600 megawatts of old thermal power with 462 megawatts of clean energy, highlighting the country's leadership in the new European nuclear industry.
- TVA Project Outlook: The project with the Tennessee Valley Authority is viewed as more significant, with management expressing hope to finalize a binding power purchasing agreement (PPA) this year, which would pave the way for construction and potentially lead to a major announcement in the November earnings call.
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Analyst Views on SMR
Wall Street analysts forecast SMR stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 12.890
Low
18.50
Averages
32.77
High
60.00
Current: 12.890
Low
18.50
Averages
32.77
High
60.00
About SMR
NuScale Power Corporation is a provider of proprietary advanced small modular reactor (SMR) nuclear technology. The NuScale Power Module, the Company's SMR technology, is a small pressurized water reactor that can generate approximately 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 domestic and international governments, utilities, state-owned enterprises and technology and industrial companies in need of carbon-free, reliable energy.
About the author
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.
NuScale Power Earnings Reveal Project Updates Amid Uncertainty
- Project Financing Uncertainty: NuScale Power's two major projects, a 6-gigawatt system in the U.S. and a 462-megawatt system in Romania, have not yet entered the construction phase, and the lack of financing decisions has led the market to price the stock at a discount due to significant uncertainty about their future viability.
- Future Announcement Expectations: NuScale is expected to release its next earnings report in August, with the November report being the last major opportunity for management to update the project pipeline, creating anticipation in the market, particularly regarding the collaboration with Romania's Nuclearelectrica.
- Romania Project Progress: Romania's Energy Minister stated that the final investment decision for the Doicești SMR project marks the transition from analysis to implementation, with plans to replace 600 megawatts of old thermal power with 462 megawatts of clean energy, highlighting the country's leadership in the new European nuclear industry.
- TVA Project Outlook: The project with the Tennessee Valley Authority is viewed as more significant, with management expressing hope to finalize a binding power purchasing agreement (PPA) this year, which would pave the way for construction and potentially lead to a major announcement in the November earnings call.
See More
NuScale Power's Project Pipeline Outlook
- Financing Uncertainty: NuScale Power's two major projects, a 6-gigawatt nuclear system in the U.S. and a 462-megawatt system in Romania, have not yet entered construction and are still awaiting financing updates, leading to a discounted stock price reflecting significant uncertainty about the future of these small modular reactor (SMR) systems.
- Future Announcement Timing: NuScale is set to release its next earnings report in August, followed by a significant announcement in November, which may provide crucial updates on its project pipeline, particularly regarding the collaboration with Romanian nuclear operator Nuclearelectrica, although no major progress is expected this year.
- Power Purchase Agreement Progress: The project with the Tennessee Valley Authority (TVA) is considered more critical, with management expressing hope to finalize a binding power purchase agreement (PPA) this year, which would pave the way for construction and significantly enhance the company's market position if successful.
- Decreased Market Attention: Despite management's comments on a “quieter quarter” in terms of announcements during the latest earnings call, investors should remain vigilant regarding NuScale's future developments, especially with the upcoming earnings report that may reveal positive news about project advancements.
See More
NuScale Power Welcomes New Board Members
- New Board Members: On May 29, 2026, NuScale Power elected Stuart A. Harshaw and Dr. Dale E. Klein to its Board of Directors during the Annual Meeting, expanding the board to nine members, eight of whom are independent, thereby reinforcing the company's leadership and strategic direction.
- Rich Leadership Experience: Harshaw brings over 35 years of leadership experience in the mining industry, having held senior positions at Vale S.A. and Inco Ltd., and his expertise in engineering, procurement, and construction models will provide significant value to NuScale's mission of delivering clean energy solutions.
- Nuclear Industry Expert: Dr. Klein has over 40 years of technical expertise in the nuclear sector and previously served as chairman of the U.S. Nuclear Regulatory Commission, and his experience in nuclear safety and defense will strategically support NuScale's global deployment and long-term growth.
- Strategic Implications: The addition of these members not only strengthens NuScale's board but also propels the company's mission in the global clean energy transition, further solidifying its leadership position in advanced small modular reactor technology.
See More
Oklo and NuScale Compete in Nuclear Power Market
- Market Demand Outlook: Oklo and NuScale are both targeting the next wave of nuclear power demand, yet their strategic paths are markedly different, with Oklo's ownership model potentially generating decades of recurring power revenue if successfully executed.
- Regulatory Advantage: NuScale holds a regulatory head start, allowing it to advance projects more swiftly and capture market share, positioning itself favorably in the nuclear energy sector.
- Stock Performance: As of May 22, 2026, Oklo and NuScale's stock prices increased by 7.27% and 7.25%, respectively, indicating market optimism regarding both companies' future developments.
- Execution Challenges: While Oklo's business model holds significant potential, its success hinges on the ability to effectively execute its strategy and overcome market and technical challenges to achieve the anticipated revenue growth.
See More
Oklo and NuScale's Divergent Nuclear Power Strategies
- Market Positioning: Both Oklo and NuScale are vying for the nuclear power market, but NuScale's regulatory head start gives it a competitive edge that could impact Oklo's market share.
- Revenue Model Potential: If Oklo's ownership model is successfully executed, it could generate decades of recurring power revenue, supporting its long-term financial stability and boosting investor confidence.
- Investment Advisory Caution: Although NuScale is recommended by The Motley Fool, analysts have noted it did not make the current list of top investment stocks, indicating a cautious market outlook that could affect its stock performance.
- Historical Return Comparison: According to The Motley Fool, previously recommended stocks like Netflix and Nvidia achieved returns of 462,983% and 1,375,447%, respectively, providing investors with a benchmark and emphasizing the importance of stock selection.
See More
Nuclear Energy Market Poised for Explosive Growth
- Nuclear Renaissance Potential: According to Bank of America analysts, the nuclear energy market is viewed as a $10 trillion opportunity, expected to be key in addressing global power shortages, particularly amid surging electricity demand.
- Optimistic Investment Outlook: Morgan Stanley predicts that global nuclear capacity could double to 860 gigawatts by 2050, with investments in the nuclear value chain potentially reaching $2.2 trillion over the next 25 years, reflecting strong market confidence in nuclear energy.
- AI-Driven Demand Surge: With data centers driving a surge in electricity demand, U.S. electricity usage is expected to hit new highs in 2026 and 2027, positioning nuclear energy as a critical solution for the AI and data center industries.
- Watch Nuclear Stocks: Oklo and NuScale Power are two nuclear companies to watch; Oklo focuses on small modular reactors while NuScale partners with electric utilities, and although neither currently operates plants, interest is rapidly growing in the market.
See More
NuScale Power Earnings Reveal Project Updates Amid Uncertainty
- Project Financing Uncertainty: NuScale Power's two major projects, a 6-gigawatt system in the U.S. and a 462-megawatt system in Romania, have not yet entered the construction phase, and the lack of financing decisions has led the market to price the stock at a discount due to significant uncertainty about their future viability.
- Future Announcement Expectations: NuScale is expected to release its next earnings report in August, with the November report being the last major opportunity for management to update the project pipeline, creating anticipation in the market, particularly regarding the collaboration with Romania's Nuclearelectrica.
- Romania Project Progress: Romania's Energy Minister stated that the final investment decision for the Doicești SMR project marks the transition from analysis to implementation, with plans to replace 600 megawatts of old thermal power with 462 megawatts of clean energy, highlighting the country's leadership in the new European nuclear industry.
- TVA Project Outlook: The project with the Tennessee Valley Authority is viewed as more significant, with management expressing hope to finalize a binding power purchasing agreement (PPA) this year, which would pave the way for construction and potentially lead to a major announcement in the November earnings call.
See More
NuScale Power's Project Pipeline Outlook
- Financing Uncertainty: NuScale Power's two major projects, a 6-gigawatt nuclear system in the U.S. and a 462-megawatt system in Romania, have not yet entered construction and are still awaiting financing updates, leading to a discounted stock price reflecting significant uncertainty about the future of these small modular reactor (SMR) systems.
- Future Announcement Timing: NuScale is set to release its next earnings report in August, followed by a significant announcement in November, which may provide crucial updates on its project pipeline, particularly regarding the collaboration with Romanian nuclear operator Nuclearelectrica, although no major progress is expected this year.
- Power Purchase Agreement Progress: The project with the Tennessee Valley Authority (TVA) is considered more critical, with management expressing hope to finalize a binding power purchase agreement (PPA) this year, which would pave the way for construction and significantly enhance the company's market position if successful.
- Decreased Market Attention: Despite management's comments on a “quieter quarter” in terms of announcements during the latest earnings call, investors should remain vigilant regarding NuScale's future developments, especially with the upcoming earnings report that may reveal positive news about project advancements.
See More
NuScale Power Welcomes New Board Members
- New Board Members: On May 29, 2026, NuScale Power elected Stuart A. Harshaw and Dr. Dale E. Klein to its Board of Directors during the Annual Meeting, expanding the board to nine members, eight of whom are independent, thereby reinforcing the company's leadership and strategic direction.
- Rich Leadership Experience: Harshaw brings over 35 years of leadership experience in the mining industry, having held senior positions at Vale S.A. and Inco Ltd., and his expertise in engineering, procurement, and construction models will provide significant value to NuScale's mission of delivering clean energy solutions.
- Nuclear Industry Expert: Dr. Klein has over 40 years of technical expertise in the nuclear sector and previously served as chairman of the U.S. Nuclear Regulatory Commission, and his experience in nuclear safety and defense will strategically support NuScale's global deployment and long-term growth.
- Strategic Implications: The addition of these members not only strengthens NuScale's board but also propels the company's mission in the global clean energy transition, further solidifying its leadership position in advanced small modular reactor technology.
See More
Oklo and NuScale Compete in Nuclear Power Market
- Market Demand Outlook: Oklo and NuScale are both targeting the next wave of nuclear power demand, yet their strategic paths are markedly different, with Oklo's ownership model potentially generating decades of recurring power revenue if successfully executed.
- Regulatory Advantage: NuScale holds a regulatory head start, allowing it to advance projects more swiftly and capture market share, positioning itself favorably in the nuclear energy sector.
- Stock Performance: As of May 22, 2026, Oklo and NuScale's stock prices increased by 7.27% and 7.25%, respectively, indicating market optimism regarding both companies' future developments.
- Execution Challenges: While Oklo's business model holds significant potential, its success hinges on the ability to effectively execute its strategy and overcome market and technical challenges to achieve the anticipated revenue growth.
See More
Oklo and NuScale's Divergent Nuclear Power Strategies
- Market Positioning: Both Oklo and NuScale are vying for the nuclear power market, but NuScale's regulatory head start gives it a competitive edge that could impact Oklo's market share.
- Revenue Model Potential: If Oklo's ownership model is successfully executed, it could generate decades of recurring power revenue, supporting its long-term financial stability and boosting investor confidence.
- Investment Advisory Caution: Although NuScale is recommended by The Motley Fool, analysts have noted it did not make the current list of top investment stocks, indicating a cautious market outlook that could affect its stock performance.
- Historical Return Comparison: According to The Motley Fool, previously recommended stocks like Netflix and Nvidia achieved returns of 462,983% and 1,375,447%, respectively, providing investors with a benchmark and emphasizing the importance of stock selection.
See More
Nuclear Energy Market Poised for Explosive Growth
- Nuclear Renaissance Potential: According to Bank of America analysts, the nuclear energy market is viewed as a $10 trillion opportunity, expected to be key in addressing global power shortages, particularly amid surging electricity demand.
- Optimistic Investment Outlook: Morgan Stanley predicts that global nuclear capacity could double to 860 gigawatts by 2050, with investments in the nuclear value chain potentially reaching $2.2 trillion over the next 25 years, reflecting strong market confidence in nuclear energy.
- AI-Driven Demand Surge: With data centers driving a surge in electricity demand, U.S. electricity usage is expected to hit new highs in 2026 and 2027, positioning nuclear energy as a critical solution for the AI and data center industries.
- Watch Nuclear Stocks: Oklo and NuScale Power are two nuclear companies to watch; Oklo focuses on small modular reactors while NuScale partners with electric utilities, and although neither currently operates plants, interest is rapidly growing in the market.
See More
