Renewed Interest in Small Modular Reactors for AI Power Needs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SMR?
Source: Fool
- Rise of Small Modular Reactors: Small Modular Reactors (SMRs) are gaining attention for their smaller footprint, capable of providing stable power near data centers to meet the energy demands of artificial intelligence, presenting significant market potential.
- NuScale's Leading Position: NuScale Power has been awarded a $400 million grant by the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, becoming the only SMR approved by the U.S. Nuclear Regulatory Commission, with commercial operations targeted for early next decade.
- Revenue Volatility Risk: Although NuScale generated $63.1 million in revenue from its project with Romania's RoPower, its revenue has declined quarter-over-quarter in 2025, highlighting a heavy reliance on investor funding and government projects, which increases investment risk.
- Market Outlook and Investment Considerations: While NuScale is at the forefront of SMR technology, the instability of its revenue necessitates cautious investment, positioning it as a speculative play for the next few years, especially before the technology is commercialized.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SMR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SMR
Wall Street analysts forecast SMR stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 10.990
Low
18.50
Averages
32.77
High
60.00
Current: 10.990
Low
18.50
Averages
32.77
High
60.00
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
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's Small Modular Reactor Approved by NRC
- Regulatory Approval: NuScale's small modular reactor (SMR) has received approval from the U.S. Nuclear Regulatory Commission (NRC), making it the only approved SMR, which marks a significant milestone for the company and could pave the way for future commercialization.
- Project Partnership: NuScale has partnered with the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, backed by a $400 million grant, with commercial operations targeted for early next decade, significantly enhancing the company's market position and revenue potential.
- Revenue Volatility: While NuScale expects to generate $63.1 million in revenue from its ongoing project with Romania's RoPower between Q2 2024 and Q4 2025, its revenue is dependent on project continuity and has shown a declining trend in 2025, indicating risks in revenue stability.
- Investment Risks: Although NuScale is at the forefront of SMR technology deployment, its reliance on irregular revenue streams and investor funding necessitates cautious consideration of its speculative investment potential, particularly over the next few years.
See More
Renewed Interest in Small Modular Reactors for AI Power Needs
- Rise of Small Modular Reactors: Small Modular Reactors (SMRs) are gaining attention for their smaller footprint, capable of providing stable power near data centers to meet the energy demands of artificial intelligence, presenting significant market potential.
- NuScale's Leading Position: NuScale Power has been awarded a $400 million grant by the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, becoming the only SMR approved by the U.S. Nuclear Regulatory Commission, with commercial operations targeted for early next decade.
- Revenue Volatility Risk: Although NuScale generated $63.1 million in revenue from its project with Romania's RoPower, its revenue has declined quarter-over-quarter in 2025, highlighting a heavy reliance on investor funding and government projects, which increases investment risk.
- Market Outlook and Investment Considerations: While NuScale is at the forefront of SMR technology, the instability of its revenue necessitates cautious investment, positioning it as a speculative play for the next few years, especially before the technology is commercialized.
See More
NuScale Power Class Action Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased NuScale Power Class A common stock between May 13, 2025, and November 6, 2025, to apply as lead plaintiffs by April 20, 2026, to participate in the class action and seek compensation.
- Lawsuit Background: The lawsuit alleges that NuScale made false and misleading statements throughout the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in the nuclear sector, exposing investors to significant risks and potential losses.
- Law Firm's Advantage: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019, demonstrating a strong track record in handling such cases, prompting investors to carefully select experienced legal counsel.
- Investor Rights Protection: Until the class action is certified, investors can choose to remain absent or select their own counsel, with their ability to participate in any potential recovery not dependent on serving as lead plaintiffs, ensuring their rights are safeguarded.
See More
NuScale Power Faces Securities Fraud Lawsuit
- Lawsuit Background: Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action against NuScale Power Corporation on behalf of investors who purchased Class A common stock between May 13, 2025, and November 6, 2025, highlighting serious concerns over the company's financial transparency.
- Financial Crisis: NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss of $532 million, indicating significant mismanagement of company finances.
- Stock Price Plunge: Following the financial disclosures, NuScale's Class A common stock dropped by $5.45, or approximately 14.4%, from $37.91 to $32.46 on November 6, 2025, reflecting market pessimism regarding the company's future prospects.
- Investor Action: Affected investors can seek to be appointed as lead plaintiffs in the class action by April 20, 2026, indicating a growing concern over corporate governance and legal compliance, which may influence future investment decisions.
See More
NuScale Power Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: NuScale Power Corporation is facing a class action lawsuit for alleged violations of the Securities Exchange Act during the trading period from May 13 to November 6, 2025, with investors having until April 20, 2026, to apply as lead plaintiffs, highlighting significant investor concerns regarding corporate governance and transparency.
- Financial Losses Exposed: The lawsuit alleges that NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss skyrocketing to $532 million, indicating a severe deterioration in the company's financial health.
- Technology Partnership Risks: The global commercialization partnership with ENTRA1 is under scrutiny as ENTRA1 lacks operational experience in the nuclear energy sector, raising investor concerns about the feasibility of NuScale's commercialization strategy and potential delays or regulatory challenges for future projects.
- Stock Price Volatility: Following the financial disclosures on November 6, 2025, NuScale's stock price plummeted over 12% within two days, reflecting a pessimistic market sentiment regarding the company's future prospects and severely undermining investor confidence.
See More
NuScale Power Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: NuScale Power Corporation (NYSE: SMR) is facing a class action lawsuit for securities fraud, alleging significant misstatements regarding its commercialization strategy for nuclear projects during the period from May 13 to November 6, 2025, with a deadline of April 20, 2026, for investors to seek lead plaintiff status.
- Financial Crisis: On November 6, 2025, NuScale revealed a shocking increase in general and administrative expenses by over 3,000% to $519 million in Q3, resulting in a quarterly net loss of $532 million, a substantial rise from $46 million the previous year, which directly impacted investor confidence and stock performance.
- Stock Price Volatility: Following the financial crisis announcement, NuScale's Class A common stock price dropped by $5.45, or approximately 14.4%, from a closing price of $37.91 on November 5, 2025, to $32.46 on November 6, indicating market concerns about the company's future viability.
- Investor Action: Affected investors are encouraged to contact Kessler Topaz Meltzer & Check, LLP for a free legal consultation, with all representation on a contingency fee basis, aimed at assisting investors in recovering their losses through the ongoing litigation process.
See More
NuScale's Small Modular Reactor Approved by NRC
- Regulatory Approval: NuScale's small modular reactor (SMR) has received approval from the U.S. Nuclear Regulatory Commission (NRC), making it the only approved SMR, which marks a significant milestone for the company and could pave the way for future commercialization.
- Project Partnership: NuScale has partnered with the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, backed by a $400 million grant, with commercial operations targeted for early next decade, significantly enhancing the company's market position and revenue potential.
- Revenue Volatility: While NuScale expects to generate $63.1 million in revenue from its ongoing project with Romania's RoPower between Q2 2024 and Q4 2025, its revenue is dependent on project continuity and has shown a declining trend in 2025, indicating risks in revenue stability.
- Investment Risks: Although NuScale is at the forefront of SMR technology deployment, its reliance on irregular revenue streams and investor funding necessitates cautious consideration of its speculative investment potential, particularly over the next few years.
See More
Renewed Interest in Small Modular Reactors for AI Power Needs
- Rise of Small Modular Reactors: Small Modular Reactors (SMRs) are gaining attention for their smaller footprint, capable of providing stable power near data centers to meet the energy demands of artificial intelligence, presenting significant market potential.
- NuScale's Leading Position: NuScale Power has been awarded a $400 million grant by the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, becoming the only SMR approved by the U.S. Nuclear Regulatory Commission, with commercial operations targeted for early next decade.
- Revenue Volatility Risk: Although NuScale generated $63.1 million in revenue from its project with Romania's RoPower, its revenue has declined quarter-over-quarter in 2025, highlighting a heavy reliance on investor funding and government projects, which increases investment risk.
- Market Outlook and Investment Considerations: While NuScale is at the forefront of SMR technology, the instability of its revenue necessitates cautious investment, positioning it as a speculative play for the next few years, especially before the technology is commercialized.
See More
NuScale Power Class Action Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased NuScale Power Class A common stock between May 13, 2025, and November 6, 2025, to apply as lead plaintiffs by April 20, 2026, to participate in the class action and seek compensation.
- Lawsuit Background: The lawsuit alleges that NuScale made false and misleading statements throughout the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in the nuclear sector, exposing investors to significant risks and potential losses.
- Law Firm's Advantage: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019, demonstrating a strong track record in handling such cases, prompting investors to carefully select experienced legal counsel.
- Investor Rights Protection: Until the class action is certified, investors can choose to remain absent or select their own counsel, with their ability to participate in any potential recovery not dependent on serving as lead plaintiffs, ensuring their rights are safeguarded.
See More
NuScale Power Faces Securities Fraud Lawsuit
- Lawsuit Background: Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action against NuScale Power Corporation on behalf of investors who purchased Class A common stock between May 13, 2025, and November 6, 2025, highlighting serious concerns over the company's financial transparency.
- Financial Crisis: NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss of $532 million, indicating significant mismanagement of company finances.
- Stock Price Plunge: Following the financial disclosures, NuScale's Class A common stock dropped by $5.45, or approximately 14.4%, from $37.91 to $32.46 on November 6, 2025, reflecting market pessimism regarding the company's future prospects.
- Investor Action: Affected investors can seek to be appointed as lead plaintiffs in the class action by April 20, 2026, indicating a growing concern over corporate governance and legal compliance, which may influence future investment decisions.
See More
NuScale Power Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: NuScale Power Corporation is facing a class action lawsuit for alleged violations of the Securities Exchange Act during the trading period from May 13 to November 6, 2025, with investors having until April 20, 2026, to apply as lead plaintiffs, highlighting significant investor concerns regarding corporate governance and transparency.
- Financial Losses Exposed: The lawsuit alleges that NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss skyrocketing to $532 million, indicating a severe deterioration in the company's financial health.
- Technology Partnership Risks: The global commercialization partnership with ENTRA1 is under scrutiny as ENTRA1 lacks operational experience in the nuclear energy sector, raising investor concerns about the feasibility of NuScale's commercialization strategy and potential delays or regulatory challenges for future projects.
- Stock Price Volatility: Following the financial disclosures on November 6, 2025, NuScale's stock price plummeted over 12% within two days, reflecting a pessimistic market sentiment regarding the company's future prospects and severely undermining investor confidence.
See More
NuScale Power Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: NuScale Power Corporation (NYSE: SMR) is facing a class action lawsuit for securities fraud, alleging significant misstatements regarding its commercialization strategy for nuclear projects during the period from May 13 to November 6, 2025, with a deadline of April 20, 2026, for investors to seek lead plaintiff status.
- Financial Crisis: On November 6, 2025, NuScale revealed a shocking increase in general and administrative expenses by over 3,000% to $519 million in Q3, resulting in a quarterly net loss of $532 million, a substantial rise from $46 million the previous year, which directly impacted investor confidence and stock performance.
- Stock Price Volatility: Following the financial crisis announcement, NuScale's Class A common stock price dropped by $5.45, or approximately 14.4%, from a closing price of $37.91 on November 5, 2025, to $32.46 on November 6, indicating market concerns about the company's future viability.
- Investor Action: Affected investors are encouraged to contact Kessler Topaz Meltzer & Check, LLP for a free legal consultation, with all representation on a contingency fee basis, aimed at assisting investors in recovering their losses through the ongoing litigation process.
See More
