NuScale Power has received a speculative Buy rating with a target price of $9.44, focusing on a five-year horizon tied to key commercialization milestones. The Tennessee Valley Authority (TVA) remains the primary catalyst for growth, as securing a definitive power purchase agreement (PPA) could significantly boost NuScale's revenue and validate its position in the small modular reactor (SMR) market. Despite a strong cash balance of $1.9 billion, near-term investment risks include dilution and milestone payments related to ENTRA1 agreements. The stock valuation is not cheap based on 2026–2028 projections, and future upside depends on winning major contracts, clarifying profit margins, and achieving successful mass production by 2031.
Shares of NuScale Power, Oklo, and Centrus Energy dropped 5-6% amid broader weakness in nuclear and uranium stocks, as seen in the 3% decline of the Global X Uranium ETF. The selloff reflects investor concerns over high financing costs and long devel...
Nuclear energy stocks like Oklo, Constellation Energy, and NuScale Power fell sharply due to concerns over AI-related capital expenditure and a spike in long-term Treasury yields to a 19-year high. AI companies reported lower-than-expected revenue fo...
NuScale Power's stock fell 6% following a 99.1% plunge in Q2 2026 revenue to $75,000 due to completion of a major engineering contract and no immediate replacement work. The company raised $984.5 million in equity in H1 2026 and plans an additional $...
In Q2 2026, billionaires Stanley Druckenmiller, George Soros, and David Einhorn made contrasting moves on Fluor, a Texas-based engineering and construction company. Druckenmiller initiated a new position, Einhorn trimmed his stake slightly, and Soros...
