NuScale Power's Space Reactor Prospects Brighten
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy SMR?
Source: Fool
- Optimistic Market Outlook: The U.S. government's plan to send nuclear reactors into orbit by 2028 and deploy them on the Moon by 2030 presents potential contract opportunities for NuScale's SMR technology, despite its stock price having dropped 70% over the past six months.
- Clear Technological Advantage: NuScale holds the only SMR design approved by the U.S. Nuclear Regulatory Commission and has over 700 patents across 21 countries, providing it with an early competitive edge, although it has yet to build any commercial reactors.
- Market Size Projections: According to Grand View Research, the global SMR market is expected to grow from $6.5 billion in 2025 to $10.6 billion by 2033, while Precedence Research forecasts it will reach $8.1 billion by 2026 and $17.3 billion by 2035, indicating long-term growth potential.
- Investor Patience Required: Although the SMR market may develop slowly in the short term, NuScale could see significant upside in the future, especially as demand for nuclear energy in data centers increases, with nuclear expected to become a key power source in the U.S. by the 2030s.
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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: 12.720
Low
18.50
Averages
32.77
High
60.00
Current: 12.720
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.
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- Massive Market Opportunity: NuScale Power is developing small modular reactors (SMRs) with a potential market value of $10 trillion, which could position it as one of the most significant energy companies of the century if successful.
- Slow Sales Progress: Despite having an SMR design approved by the Nuclear Regulatory Commission, NuScale has yet to finalize any SMR projects for customers and is unlikely to generate meaningful revenue for the next two years, posing a challenge to its business model.
- Diverse Customer Base: NuScale's SMR technology not only targets utilities but also offers on-site power generation solutions for data centers, industrial clients, and governments, thereby broadening its potential customer base.
- Significant Investment Risks: Although NuScale's technology holds great promise, the lack of actual sales and profitability has led to a stock decline of over 75% since October 2025, necessitating cautious risk assessment by investors.
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- Leading Technological Innovation: NuScale Power's advanced Small Modular Reactor technology, certified by the U.S. Nuclear Regulatory Commission and capable of generating 77 megawatts of electricity, stands as the only certified technology in the market, which is anticipated to drive its commercialization efforts in the nuclear sector.
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- AI-Driven Demand: With the rapid expansion of the artificial intelligence market, approximately $7 trillion is expected to be invested in data center infrastructure over the next few years, and Oklo's nuclear solutions are poised to meet this growing energy demand, enhancing its competitive edge.
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- Analyst Rating: HSBC initiated coverage on Oklo (OKLO) with a Buy rating and a $96 price target, with analysts suggesting that Oklo is well-positioned to leverage the new Department of Energy-led licensing process, potentially accelerating the construction and licensing of new reactors.
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- Massive Market Opportunity: NuScale Power is developing small modular reactors (SMRs) with a potential market value of $10 trillion, which could position it as one of the most significant energy companies of the century if successful.
- Slow Sales Progress: Despite having an SMR design approved by the Nuclear Regulatory Commission, NuScale has yet to finalize any SMR projects for customers and is unlikely to generate meaningful revenue for the next two years, posing a challenge to its business model.
- Diverse Customer Base: NuScale's SMR technology not only targets utilities but also offers on-site power generation solutions for data centers, industrial clients, and governments, thereby broadening its potential customer base.
- Significant Investment Risks: Although NuScale's technology holds great promise, the lack of actual sales and profitability has led to a stock decline of over 75% since October 2025, necessitating cautious risk assessment by investors.
See More
NASDAQ 100 Pre-Market Indicator Rises Significantly
- Market Indicator Surge: The NASDAQ 100 Pre-Market Indicator rises by 347.58 points to 27,130.2, indicating a positive shift in market sentiment that may attract more investors to tech stocks.
- Intel's Strong Performance: Intel Corporation (INTC) sees its stock price increase by 17.76 to $84.54, with a trading volume of 21,456,313 shares, and has had three upward revisions in earnings forecasts over the last four weeks, reflecting strong market confidence in its future performance.
- WiMi and Direxion ETF Activity: WiMi Hologram Cloud Inc. (WIMI) rises by 0.23 to $2.01 with 12,765,242 shares traded, while Direxion Daily TSLA Bull 2X ETF (TSLL) increases by 0.13 to $12.15, showcasing investor interest in tech-related ETFs.
- Other Stock Movements: Nokia Corporation (NOK) increases by 0.50 to $10.83, currently at 133.72% of its target price, while Organon & Co. (OGN) rises by 2.62 to $11.22, indicating growing market confidence in these companies.
See More
Oklo Accelerates Nuclear Deployment with Major Tech Partnerships
- Strengthened Partnerships: Oklo is ramping up collaborations with major tech firms like Nvidia and Meta to accelerate the deployment of its fast-fission power plants, aiming to meet the surging power demands of AI data centers, which is expected to significantly enhance the company's market competitiveness.
- Leading Technological Innovation: NuScale Power's advanced Small Modular Reactor technology, certified by the U.S. Nuclear Regulatory Commission and capable of generating 77 megawatts of electricity, stands as the only certified technology in the market, which is anticipated to drive its commercialization efforts in the nuclear sector.
- Strong Stock Performance: Oklo's shares have surged over 214% in the past year, while NuScale's shares have declined by 23%, reflecting strong investor confidence in Oklo and highlighting its potential in the clean energy market.
- Positive Analyst Ratings: HSBC initiated coverage on Oklo with a 'Buy' rating and a price target of $96, indicating a potential upside of 25.6%, while NuScale received a 'Hold' rating with a target of $13, showcasing differing market perceptions of these two companies.
See More
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- Massive Market Potential: The AI industry is expected to drive approximately $7 trillion in data center infrastructure spending over the next few years, highlighting the rapid growth and urgent energy needs of this sector.
- Nuclear Renaissance Outlook: Bank of America predicts a global nuclear renaissance worth around $10 trillion, positioning Oklo, as a developer of small modular reactors, to capture significant market share, especially with SMR technology projected to command 15% of nuclear spending by 2050.
- Clear Competitive Advantage: Oklo's market strategy involves locating its power plants directly with data center infrastructure, which has led to a stronger customer signing performance compared to competitors like NuScale Power, who face challenges in this area.
- Investment Return Potential: With the global nuclear market expected to reach several hundred billion dollars, Oklo achieving a $100 billion market cap implies a potential 1,000% upside from current prices, although it faces challenges in execution and market expansion.
See More
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- Massive Market Potential: The global nuclear energy market is projected to reach around $10 trillion in the coming years, positioning Oklo Inc. as a key player in the small modular reactor (SMR) sector, potentially capturing significant market share.
- AI-Driven Demand: With the rapid expansion of the artificial intelligence market, approximately $7 trillion is expected to be invested in data center infrastructure over the next few years, and Oklo's nuclear solutions are poised to meet this growing energy demand, enhancing its competitive edge.
- Strategic Customer Agreements: Oklo has signed potential agreements with numerous data center clients, employing a market strategy that integrates its power plants directly with data center infrastructure, giving it an advantage over competitors like NuScale Power.
- Long-Term Investment Opportunity: Despite facing challenges in execution and market expansion, if Oklo successfully achieves its market share goals, the potential for its market cap to reach $100 billion seems plausible, implying a 1,000% upside from current prices.
See More
Oklo Partners with Nvidia to Advance Nuclear Research and Infrastructure
- Stock Surge: Oklo (OKLO) shares rose 6.1% to their highest level in over two months, primarily driven by news of collaboration with Nvidia and Los Alamos National Laboratory, reflecting market confidence in its future prospects.
- Strategic Collaboration: The partnership will focus on physics- and chemistry-based AI models, materials science, and R&D for nuclear-powered AI factories, which is expected to drive innovation and development in nuclear infrastructure.
- Analyst Rating: HSBC initiated coverage on Oklo (OKLO) with a Buy rating and a $96 price target, with analysts suggesting that Oklo is well-positioned to leverage the new Department of Energy-led licensing process, potentially accelerating the construction and licensing of new reactors.
- Strong Financial Position: With no debt and approximately $2.5 billion in cash and equivalents, Oklo expects to book its first revenue later this year from the Idaho Radiochemistry Laboratory, with analysts noting that it offsets high upfront capital costs through customer prepayments and third-party investments, guiding for $400 million in annual capex over the next two years.
See More
