SpaceX IPO Could Reach $1.75 Trillion Valuation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 16 2026
0mins
Source: Yahoo Finance
- IPO Valuation Outlook: SpaceX is expected to go public this summer with a valuation potentially reaching $1.75 trillion, making it one of the largest IPOs in history and drawing significant investor attention.
- Retail Investor Opportunity: Up to 30% of shares will be reserved for smaller retail investors, allowing millions to participate in SpaceX stock, thereby increasing public interest in the aerospace sector.
- Impact on Nuclear Stocks: The SpaceX IPO is likely to spotlight companies like NuScale Power, particularly its small modular reactor (SMR) technology, which could be key in addressing the energy-intensive challenges faced by the AI industry.
- Market Focus Shift: While SpaceX's orbital data center plans face technological hurdles, its IPO will spark widespread discussions on energy solutions, potentially driving NuScale's expansion of SMR capabilities in the U.S. market.
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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: 11.240
Low
18.50
Averages
32.77
High
60.00
Current: 11.240
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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See More
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- Financial Position: With a market cap of approximately $1.3 billion and a stock price between $26 and $27, the company holds about $569 million in cash and equivalents, indicating financial resilience as it could last five years even at a burn rate of $40 million per year.
- Industry Competition: Despite Nano's lower market valuation in the small modular reactor (SMR) space, its memorandum of understanding with Super Micro Computer demonstrates initial interest in its technology, potentially laying the groundwork for future contracts.
- Investment Risks: Although analysts have set a price target of $45, implying about 73% upside, the lack of regulatory approvals and market uncertainties necessitate caution for investors, particularly those with lower risk tolerance who may prefer nuclear energy ETFs.
See More
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- Clear Strategic Goals: Nano aims not only to certify its microreactor designs but also to establish a vertically integrated nuclear business that includes fuel fabrication and transportation, which, if successful, would significantly enhance its competitive position in the market.
- Emerging Partnership Potential: Super Micro Computer signed a memorandum of understanding with Nano to explore integrating microreactors with its AI infrastructure, which, while not a purchase commitment, demonstrates early interest in the technology and could lead to more contracts in the future.
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See More
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- Technological Partnership Progress: On June 9, 2026, Eagle announced a collaboration with Tensor Medium Corporation to leverage advanced algorithms and AI for reactor simulation and optimization, marking a significant technological advancement in reactor design and engineering support for its small modular reactor (SMR) program.
- Uranium Resource Advantage: Eagle's Aurora uranium project is recognized as hosting the largest conventional uranium resource in the U.S., with 32.75 million pounds of indicated resources and 4.98 million pounds inferred, with a pre-feasibility study targeted for completion in the second half of 2027, propelling the company towards uranium production.
- Growing Market Demand: U.S. electricity demand is projected to surge due to the rise of AI data centers, with nuclear power emerging as the preferred clean and stable energy source for tech companies and utilities, aligning Eagle's strategic positioning with this market trend.
See More
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- Resource and Technology Integration: Eagle Nuclear Energy Corp. holds the largest conventional uranium resource in the U.S., approximately 32.75 million pounds, and has partnered with Tensor Medium to leverage AI for optimizing small modular reactor design and simulation, aiming for an integrated approach to fuel and reactor technology.
- Project Progress and Challenges: The Aurora uranium project is advancing towards a Pre-Feasibility Study targeted for the second half of 2027, despite facing environmental review and permitting risks, its substantial resource potential aligns with the U.S. national security strategy to rebuild the uranium supply chain.
- Market Outlook and Competition: As U.S. uranium demand continues to rise, Eagle's dual focus on domestic uranium production and advanced reactor technology positions it favorably in the competitive landscape, despite challenges from established players like Energy Fuels and Uranium Energy.
See More
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- AI-Driven Demand Surge: U.S. data center electricity demand is projected to soar from approximately 176 terawatt-hours to 580 terawatt-hours by 2028, making nuclear power a critical choice for reliable, carbon-free baseload electricity, thus revitalizing the nuclear sector.
- Uranium Price Recovery: Spot uranium prices briefly surpassed $100 per pound in early 2026 before settling in the high $80s, reflecting strong buyer demand for uranium supply and increasing investor interest in the uranium market.
- Supply Security Priority: Decades of underinvestment have left Western uranium supply chains heavily reliant on a few foreign suppliers, prompting a national security focus on domestic uranium production and enrichment, thereby enhancing the emphasis on local resources.
- Dual Waves of Technology: The nuclear renaissance encompasses not only traditional large reactors but also a new generation of small modular reactors (SMRs) and microreactors designed to directly power individual facilities like data centers, highlighting the significance of technological innovation in the industry.
See More
