Small Modular Reactor Stocks: Potential and Risks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 10 hours ago
0mins
Should l Buy SMR?
Source: Fool
- Market Potential: According to a report from Bank of America, the nuclear energy market is projected to become a $10 trillion opportunity, particularly as AI and data center electricity demands surge, with nuclear being rediscovered as a key solution to global power shortages.
- Investment Appeal: Despite Oklo and NuScale's stock prices falling over 10% and 20% respectively, their market valuations remain at approximately $10 billion and $4 billion, indicating attractive potential relative to their growth prospects, especially with the rapid development of small modular reactor technology.
- Slow Technological Progress: NuScale received SMR design approval from the U.S. Nuclear Regulatory Commission in 2023, but its first system is not expected to be operational until 2030, while Oklo's system is projected for late 2027 but lacks construction approval.
- Significant Financial Risks: With no revenue-generating customers, both Oklo and NuScale continue to incur quarterly losses, and over the past three years, both companies have seen their total outstanding shares increase by over 100%, indicating that investors must be cautious of shareholder dilution while pursuing growth.
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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: 12.850
Low
18.50
Averages
32.77
High
60.00
Current: 12.850
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 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 potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that NuScale failed to disclose ENTRA1 Energy LLC's lack of experience in the nuclear sector during the class period, exposing investors to significant risks, and when the truth emerged, investors suffered damages.
- Law Firm's Advantage: Rosen Law Firm specializes in securities class actions and has achieved the largest settlement against a Chinese company, demonstrating its successful track record, urging investors to choose experienced counsel wisely.
- Investor Action Recommendation: Investors can visit Rosen Law Firm's website or call the toll-free number for more information on how to join the class action, ensuring they receive appropriate legal representation during the litigation process.
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 energy projects during the period from May 13 to November 6, 2025, which has undermined investor confidence.
- Financial Losses: On November 6, 2025, NuScale reported a staggering 3,000% increase in general and administrative expenses to $519 million for Q3, resulting in a quarterly net loss of $532 million, a sharp rise from $46 million the previous year, which directly contributed to a 14.4% drop in stock price.
- Investor Action: Affected investors are encouraged to file for lead plaintiff status by April 20, 2026, with Kessler Topaz Meltzer & Check, LLP offering free legal consultations to protect investor rights without any upfront costs.
- Legal Risks: The lawsuit claims that NuScale entrusted its commercialization and distribution to ENTRA1 Energy LLC, which lacks significant experience in nuclear projects, exposing its commercialization strategy to undisclosed risks that could lead to further legal and financial challenges.
See More
Small Modular Reactor Stocks: Potential and Risks
- Market Potential: According to a report from Bank of America, the nuclear energy market is projected to become a $10 trillion opportunity, particularly as AI and data center electricity demands surge, with nuclear being rediscovered as a key solution to global power shortages.
- Investment Appeal: Despite Oklo and NuScale's stock prices falling over 10% and 20% respectively, their market valuations remain at approximately $10 billion and $4 billion, indicating attractive potential relative to their growth prospects, especially with the rapid development of small modular reactor technology.
- Slow Technological Progress: NuScale received SMR design approval from the U.S. Nuclear Regulatory Commission in 2023, but its first system is not expected to be operational until 2030, while Oklo's system is projected for late 2027 but lacks construction approval.
- Significant Financial Risks: With no revenue-generating customers, both Oklo and NuScale continue to incur quarterly losses, and over the past three years, both companies have seen their total outstanding shares increase by over 100%, indicating that investors must be cautious of shareholder dilution while pursuing growth.
See More
Top Nuclear Energy Stocks to Buy Now
- Stock Recommendations: Motley Fool contributors Jason Hall and Tyler Crowe advocate for Rolls-Royce and Curtiss-Wright as the top nuclear energy stocks to buy now, reflecting strong confidence in these companies amid a growing nuclear market.
- Market Performance: As of February 27, 2026, Rolls-Royce's stock price stood at $2.60, while Curtiss-Wright saw a 3.23% increase, indicating rising investor interest in the nuclear sector, which could drive future investment returns.
- Competitive Analysis: Although Oklo and NuScale Power are also recognized as pure-play nuclear companies, Motley Fool's analysis suggests that Rolls-Royce and Curtiss-Wright possess superior technology and market potential, likely offering better long-term returns for investors.
- Industry Outlook: With the global demand for clean energy on the rise, the potential of nuclear energy as a sustainable source is being reassessed, and investing in these two companies could benefit from policy support and increasing market demand in the coming years.
See More
Eagle Nuclear Energy Corp. Goes Public, Advancing Nuclear Energy Development
- Surging Nuclear Demand: Global nuclear power capacity is projected to triple by 2050, with reactor uranium requirements expected to rise from 68,900 metric tons in 2025 to over 150,000 metric tons by 2040, indicating robust growth potential in the nuclear energy market.
- Uranium Procurement Status: In 2023, U.S. utilities purchased over 51 million pounds of uranium, yet less than 5% was sourced domestically, increasing reliance on foreign suppliers like Russia and Kazakhstan, which highlights the tightening domestic uranium supply situation.
- Successful Public Listing: Eagle Nuclear Energy Corp. officially commenced trading on Nasdaq on February 25, 2026, under the ticker NUCL, with over 99% of shareholder votes in favor of the transaction, reflecting strong market confidence in its future development.
- Resource Development Plans: The company holds rights to 32.75 million pounds of uranium at the Aurora deposit on the Oregon-Nevada border and plans to engage BBA USA for targeted drilling to support a Pre-Feasibility Study, enhancing its resource development potential.
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 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 statements during the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in nuclear projects, exposing investors to significant risks that could impact the company's commercialization strategy.
- Law Firm's Advantage: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, demonstrating its success and resource advantages in handling such cases.
- Investor Selection Advice: Investors are advised to carefully choose legal counsel and avoid inexperienced intermediaries to ensure effective legal representation and support in the class action.
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 potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that NuScale failed to disclose ENTRA1 Energy LLC's lack of experience in the nuclear sector during the class period, exposing investors to significant risks, and when the truth emerged, investors suffered damages.
- Law Firm's Advantage: Rosen Law Firm specializes in securities class actions and has achieved the largest settlement against a Chinese company, demonstrating its successful track record, urging investors to choose experienced counsel wisely.
- Investor Action Recommendation: Investors can visit Rosen Law Firm's website or call the toll-free number for more information on how to join the class action, ensuring they receive appropriate legal representation during the litigation process.
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 energy projects during the period from May 13 to November 6, 2025, which has undermined investor confidence.
- Financial Losses: On November 6, 2025, NuScale reported a staggering 3,000% increase in general and administrative expenses to $519 million for Q3, resulting in a quarterly net loss of $532 million, a sharp rise from $46 million the previous year, which directly contributed to a 14.4% drop in stock price.
- Investor Action: Affected investors are encouraged to file for lead plaintiff status by April 20, 2026, with Kessler Topaz Meltzer & Check, LLP offering free legal consultations to protect investor rights without any upfront costs.
- Legal Risks: The lawsuit claims that NuScale entrusted its commercialization and distribution to ENTRA1 Energy LLC, which lacks significant experience in nuclear projects, exposing its commercialization strategy to undisclosed risks that could lead to further legal and financial challenges.
See More
Small Modular Reactor Stocks: Potential and Risks
- Market Potential: According to a report from Bank of America, the nuclear energy market is projected to become a $10 trillion opportunity, particularly as AI and data center electricity demands surge, with nuclear being rediscovered as a key solution to global power shortages.
- Investment Appeal: Despite Oklo and NuScale's stock prices falling over 10% and 20% respectively, their market valuations remain at approximately $10 billion and $4 billion, indicating attractive potential relative to their growth prospects, especially with the rapid development of small modular reactor technology.
- Slow Technological Progress: NuScale received SMR design approval from the U.S. Nuclear Regulatory Commission in 2023, but its first system is not expected to be operational until 2030, while Oklo's system is projected for late 2027 but lacks construction approval.
- Significant Financial Risks: With no revenue-generating customers, both Oklo and NuScale continue to incur quarterly losses, and over the past three years, both companies have seen their total outstanding shares increase by over 100%, indicating that investors must be cautious of shareholder dilution while pursuing growth.
See More
Top Nuclear Energy Stocks to Buy Now
- Stock Recommendations: Motley Fool contributors Jason Hall and Tyler Crowe advocate for Rolls-Royce and Curtiss-Wright as the top nuclear energy stocks to buy now, reflecting strong confidence in these companies amid a growing nuclear market.
- Market Performance: As of February 27, 2026, Rolls-Royce's stock price stood at $2.60, while Curtiss-Wright saw a 3.23% increase, indicating rising investor interest in the nuclear sector, which could drive future investment returns.
- Competitive Analysis: Although Oklo and NuScale Power are also recognized as pure-play nuclear companies, Motley Fool's analysis suggests that Rolls-Royce and Curtiss-Wright possess superior technology and market potential, likely offering better long-term returns for investors.
- Industry Outlook: With the global demand for clean energy on the rise, the potential of nuclear energy as a sustainable source is being reassessed, and investing in these two companies could benefit from policy support and increasing market demand in the coming years.
See More
Eagle Nuclear Energy Corp. Goes Public, Advancing Nuclear Energy Development
- Surging Nuclear Demand: Global nuclear power capacity is projected to triple by 2050, with reactor uranium requirements expected to rise from 68,900 metric tons in 2025 to over 150,000 metric tons by 2040, indicating robust growth potential in the nuclear energy market.
- Uranium Procurement Status: In 2023, U.S. utilities purchased over 51 million pounds of uranium, yet less than 5% was sourced domestically, increasing reliance on foreign suppliers like Russia and Kazakhstan, which highlights the tightening domestic uranium supply situation.
- Successful Public Listing: Eagle Nuclear Energy Corp. officially commenced trading on Nasdaq on February 25, 2026, under the ticker NUCL, with over 99% of shareholder votes in favor of the transaction, reflecting strong market confidence in its future development.
- Resource Development Plans: The company holds rights to 32.75 million pounds of uranium at the Aurora deposit on the Oregon-Nevada border and plans to engage BBA USA for targeted drilling to support a Pre-Feasibility Study, enhancing its resource development potential.
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 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 statements during the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in nuclear projects, exposing investors to significant risks that could impact the company's commercialization strategy.
- Law Firm's Advantage: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, demonstrating its success and resource advantages in handling such cases.
- Investor Selection Advice: Investors are advised to carefully choose legal counsel and avoid inexperienced intermediaries to ensure effective legal representation and support in the class action.
See More
