Vattenfall Selects Rolls-Royce for Small Modular Reactors Supply
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Newsfilter
- Nuclear Cooperation Agreement: Swedish utility Vattenfall has selected Britain's Rolls-Royce SMR to supply small modular reactors, marking a significant advancement in Sweden's nuclear energy sector and expected to enhance national energy security.
- Legislative Support: Last year, the Swedish parliament passed legislation to finance a new generation of reactors, the first to be built in Sweden in over 40 years, which the government views as essential for achieving net zero emissions by 2045.
- Project Scale: Vattenfall plans to order either five BWRX-300 reactors from GE Vernova or three Rolls-Royce SMRs through its Videberg Kraft venture by August 2025, providing a total output of approximately 1,500 MW, significantly boosting power supply capacity.
- Energy Transition Strategy: This initiative not only aids Sweden in achieving its energy transition goals but also promotes the synergistic development of renewable energy and nuclear power, ensuring the stability and sustainability of future energy supplies.
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Analyst Views on GEV
Wall Street analysts forecast GEV stock price to fall
24 Analyst Rating
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 982.350
Low
714.00
Averages
858.23
High
1087
Current: 982.350
Low
714.00
Averages
858.23
High
1087
About GEV
GE Vernova Inc. is engaged in the electric power industry, with products and services that generate, transfer, orchestrate, convert, and store electricity. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. The electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
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.
Vattenfall Selects Rolls-Royce for Small Modular Reactors Supply
- Nuclear Cooperation Agreement: Swedish utility Vattenfall has selected Britain's Rolls-Royce SMR to supply small modular reactors, marking a significant advancement in Sweden's nuclear energy sector and expected to enhance national energy security.
- Legislative Support: Last year, the Swedish parliament passed legislation to finance a new generation of reactors, the first to be built in Sweden in over 40 years, which the government views as essential for achieving net zero emissions by 2045.
- Project Scale: Vattenfall plans to order either five BWRX-300 reactors from GE Vernova or three Rolls-Royce SMRs through its Videberg Kraft venture by August 2025, providing a total output of approximately 1,500 MW, significantly boosting power supply capacity.
- Energy Transition Strategy: This initiative not only aids Sweden in achieving its energy transition goals but also promotes the synergistic development of renewable energy and nuclear power, ensuring the stability and sustainability of future energy supplies.
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- Price Target Set: Ocalan set a price target of $1,206 per share for GE Vernova, nearly 15% above its recent closing price, reflecting strong confidence in the company's future growth potential.
- Strong Market Demand: The analyst noted that GE Vernova is experiencing robust demand for its turbines and equipment amid global trends of decarbonization and energy security concerns, indicating the company's favorable positioning in the current economic landscape.
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- Order Boom: The grid business of GE Vernova saw an 86% increase in orders, securing $2.4 billion in data center equipment orders in a single quarter, surpassing the total for fiscal 2025, indicating accelerated demand driven by data center construction.
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- Future Growth Outlook: Vertiv anticipates full-year 2026 revenue between $13.5 billion and $14 billion, reflecting a year-over-year growth rate of 29% to 31%, although it faces risks from potential slowdowns in hyperscaler data center spending, its collaboration with Nvidia provides a replicable global market blueprint.
See More
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- Nuclear Cooperation Agreement: Swedish utility Vattenfall has selected Britain's Rolls-Royce SMR to supply small modular reactors, marking a significant advancement in Sweden's nuclear energy sector and expected to enhance national energy security.
- Legislative Support: Last year, the Swedish parliament passed legislation to finance a new generation of reactors, the first to be built in Sweden in over 40 years, which the government views as essential for achieving net zero emissions by 2045.
- Project Scale: Vattenfall plans to order either five BWRX-300 reactors from GE Vernova or three Rolls-Royce SMRs through its Videberg Kraft venture by August 2025, providing a total output of approximately 1,500 MW, significantly boosting power supply capacity.
- Energy Transition Strategy: This initiative not only aids Sweden in achieving its energy transition goals but also promotes the synergistic development of renewable energy and nuclear power, ensuring the stability and sustainability of future energy supplies.
See More
GE Vernova Stock Rises on Analyst's Bullish Coverage Initiation
- Analyst Optimism: Sunaina Ocalan from Bernstein SocGen Group initiated coverage of GE Vernova with a clear outperform (buy) rating, which helped lift the company's stock nearly 7% on a day when the broader market declined.
- Price Target Set: Ocalan set a price target of $1,206 per share for GE Vernova, nearly 15% above its recent closing price, reflecting strong confidence in the company's future growth potential.
- Strong Market Demand: The analyst noted that GE Vernova is experiencing robust demand for its turbines and equipment amid global trends of decarbonization and energy security concerns, indicating the company's favorable positioning in the current economic landscape.
- Optimistic Future Outlook: GE Vernova's power unit accounted for over half of the company's total orders in 2025, and with the rapid expansion of AI computing, this stock is poised to be a solid investment choice for the foreseeable future.
See More
US Stocks Plummet on Rate Hike Bets Following Warsh Fed Meeting
- Market Reaction: Following the first Warsh Fed meeting, stocks experienced broad and sharp losses due to heightened rate hike expectations, indicating investor anxiety about future monetary policy and its potential impact on overall economic growth.
- SpaceX Decline: SpaceX shares fell for the first time, illustrating that even tech giants are not immune to market sentiment, which could negatively affect its financing and future projects.
- Robinhood Surge: In contrast to the overall market trend, Robinhood's stock rose, possibly due to a reassessment of its business model by investors, reflecting ongoing interest in emerging fintech companies.
- Rate Hike Implications: The rising expectations for rate hikes may lead to increased capital costs, impacting corporate profitability and investment decisions, prompting investors to closely monitor upcoming economic data to gauge market direction.
See More
Recap of CNBC Investing Club Monthly Meeting
- Portfolio Analysis: During the June Monthly Meeting, Jim Cramer and Jeff Marks provided an in-depth analysis of 35 portfolio stocks, highlighting their preference for Intel due to its significant upside potential in data center CPU growth, particularly in the context of competition with TSMC.
- Tech Giants Restructuring: Cramer noted a reordering of the 'Magnificent Seven,' with newcomers like SpaceX and the yet-to-go-public Anthropic and OpenAI emerging as formidable competitors, indicating intensified market competition, especially in the AI sector.
- Strengths of Alphabet and Apple: Alphabet is positioned advantageously in the AI era with its YouTube and Waymo businesses, while Apple leverages its ecosystem of over 2.5 billion iPhone users to strengthen its AI partnership with Alphabet, showcasing both companies' robust market positions.
- Market Dynamics and Investment Strategy: Despite challenges faced by Meta and Microsoft, Cramer advises maintaining investments in Amazon and Nvidia, believing that the latter's GPU demand will continue to grow, and that Amazon's cloud business remains highly profitable.
See More
Latest Wall Street Ratings Overview
- GE Vernova Rating: Bernstein initiates GE Vernova as outperform, citing the potential for U.S. natural gas to displace coal globally, thereby reducing electricity costs and providing reliable power, which could drive the stock price higher.
- NeoVolta Buy Rating: Needham initiates coverage on NeoVolta with a Buy rating and an $8 price target, indicating significant upside potential for the battery company, reflecting strong market demand for its products.
- Nvidia Outlook: Bernstein reiterates Nvidia as outperform, emphasizing the enormous and still early data center market opportunity, suggesting that the company's leadership in technology will continue to drive stock price growth.
- Allegiant Acquisition Boost: Goldman Sachs reinstates Allegiant as a Buy with a $125 price target, believing that the acquisition of Sun Country will provide incremental profitable growth opportunities, enhancing the company's competitive position in the market.
See More
GE Vernova and Vertiv: Power and Cooling Behind AI
- GE Vernova Performance Surge: In Q1 2026, GE Vernova reported a 16% revenue increase to $9.34 billion, with net income soaring from $264 million to $4.75 billion, primarily due to a one-time gain of $4.5 billion from acquiring the remaining 50% stake in Prolec GE, highlighting strong demand in the power supply sector.
- Order Boom: The grid business of GE Vernova saw an 86% increase in orders, securing $2.4 billion in data center equipment orders in a single quarter, surpassing the total for fiscal 2025, indicating accelerated demand driven by data center construction.
- Vertiv's Market Edge: Vertiv's revenue climbed 30% in Q1 2026 to approximately $2.65 billion, with net income rising from $164.5 million to $390 million, showcasing its competitive position in high-density data center cooling systems, particularly through its partnership with Nvidia.
- Future Growth Outlook: Vertiv anticipates full-year 2026 revenue between $13.5 billion and $14 billion, reflecting a year-over-year growth rate of 29% to 31%, although it faces risks from potential slowdowns in hyperscaler data center spending, its collaboration with Nvidia provides a replicable global market blueprint.
See More
