NuScale Power (NYSE:SMR) Shares Up 4.3% – Here’s What Happened

NuScale Power Corporation (NYSE:SMR)’s share price shot up 4.3% on Thursday . The stock traded as high as $21.06 and last traded at $20.59. 33,459,413 shares changed hands during mid-day trading, a decline of 6% from the average session volume of 35,482,340 shares. The stock had previously closed at $19.75.

Key Headlines Impacting NuScale Power

Here are the key news stories impacting NuScale Power this week:

• Positive Sentiment: High‑level political support for nuclear energy — President Trump publicly praised nuclear power’s safety and affordability at Davos, which can boost sentiment for SMR and the broader small modular reactor (SMR) theme as investors favor policy tailwinds and potential federal support. Trump’s Nuclear Nod: 3 Discounted Stocks Primed for a 2026 Breakout
• Positive Sentiment: Study validates NuScale’s chemical‑plant use case — an independent study cited by industry press supports NuScale’s approach to powering chemical plants, strengthening SMR’s revenue pathway beyond electricity and improving the company’s commercial prospects. This underpins bullish narratives about project diversity and long‑term contract potential. Study backs NuScale chemical play
• Positive Sentiment: Catalyst: ENTRA1 and chemical‑plant analysis — coverage explains what the chemical‑plant study and NuScale’s ENTRA1 deal mean for shareholders, highlighting nearer‑term commercialization signals that can justify investor optimism if the company converts studies into contracts. What NuScale Power (SMR)’s Chemical‑Plant Study and ENTRA1 Deal Mean For Shareholders
• Negative Sentiment: Analyst downgrade to “strong sell” by Zacks Research — a formal downgrade increases near‑term downside risk by encouraging selling pressure and reducing investor enthusiasm, especially given NuScale’s negative earnings and long development timeframes. Zacks.com
• Negative Sentiment: Peer comparison favors GE Vernova — analyst commentary noting GE Vernova’s steadier fundamentals and more advanced SMR progress frames NuScale as a higher‑risk, longer‑dated play, which can shift capital away from SMR toward competitors with clearer near‑term prospects. SMR vs. GEV: Which Small Modular Reactor Stock is a Better Pick?

Wall Street Analyst Weigh In

A number of research firms have commented on SMR. Citigroup reissued a “sell” rating and set a $37.50 price target (down from $46.00) on shares of NuScale Power in a report on Tuesday, October 21st. UBS Group set a $20.00 target price on NuScale Power in a research report on Tuesday, November 25th. The Goldman Sachs Group lowered their price target on NuScale Power from $27.00 to $23.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Bank of America upgraded NuScale Power from an “underperform” rating to a “neutral” rating and set a $28.00 price target for the company in a research note on Friday, January 9th. Finally, BNP Paribas Exane lowered shares of NuScale Power from a “hold” rating to a “strong sell” rating in a report on Tuesday, October 21st. Four research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $33.42.

NuScale Power Stock Up 4.3%

The business’s fifty day moving average is $18.73 and its two-hundred day moving average is $32.35. The stock has a market capitalization of $6.15 billion, a PE ratio of -7.20 and a beta of 2.12.

NuScale Power (NYSE:SMR) last released its quarterly earnings results on Thursday, November 6th. The company reported ($1.85) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.11) by ($1.74). NuScale Power had a negative net margin of 594.63% and a negative return on equity of 51.27%. The business had revenue of $8.24 million for the quarter, compared to analysts’ expectations of $11.29 million. During the same period in the previous year, the company earned ($0.18) EPS. NuScale Power’s revenue for the quarter was up 1635.2% compared to the same quarter last year. Sell-side analysts expect that NuScale Power Corporation will post -0.73 EPS for the current fiscal year.

Insider Activity at NuScale Power

In related news, CFO Robert Ramsey Hamady sold 40,000 shares of the stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $22.17, for a total value of $886,800.00. Following the completion of the transaction, the chief financial officer owned 46,283 shares of the company’s stock, valued at approximately $1,026,094.11. This trade represents a 46.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.20% of the company’s stock.

Institutional Investors Weigh In On NuScale Power

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of NuScale Power by 22.6% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,310,961 shares of the company’s stock valued at $263,195,000 after purchasing an additional 1,346,796 shares during the last quarter. Van ECK Associates Corp lifted its position in NuScale Power by 67.2% in the third quarter. Van ECK Associates Corp now owns 5,287,814 shares of the company’s stock worth $190,362,000 after buying an additional 2,125,250 shares during the last quarter. Samsung C&T Corp boosted its stake in NuScale Power by 98.9% during the third quarter. Samsung C&T Corp now owns 5,185,804 shares of the company’s stock worth $186,689,000 after buying an additional 2,578,702 shares during the period. Clear Street Group Inc. purchased a new position in NuScale Power during the third quarter worth $155,616,000. Finally, Geode Capital Management LLC increased its position in NuScale Power by 25.2% during the second quarter. Geode Capital Management LLC now owns 2,854,664 shares of the company’s stock valued at $112,944,000 after acquiring an additional 574,295 shares during the last quarter. 78.37% of the stock is currently owned by hedge funds and other institutional investors.

About NuScale Power

NuScale Power Corporation, trading on the NYSE American under the ticker SMR, is a pioneering developer of small modular nuclear reactors. Established in 2007 as a spinout from Oregon State University, the company is headquartered in Portland, Oregon. NuScale’s mission is to deliver zero-carbon baseload power through scalable modular reactor technology, aiming to transform traditional nuclear energy deployment.

At the core of NuScale’s offering is the VOYGR small modular reactor design, featuring 77-megawatt electric (MWe) modules with passive safety systems.