$SMR

NuScale Power (NYSE: SMR) shares fell 7.17% after UBS downgraded the stock to Sell with a $6 price target, citing concerns over competitive edge, weak customer traction, and cash burn. Pomerantz LLP launched an investigation into potential securities fraud. The company reported $31.5M in revenue, significant losses, and negative cash flow. SMR's valuation is high with an enterprise value near $2.49B and a price-to-sales ratio above 300.

The Nuclear Regulatory Commission approved GE Vernova's (GEV) BWRX-300 reactor design for construction by the Tennessee Valley Authority. NuScale Power (SMR), which holds a different design certification, has not yet secured customer commitments. NuScale's shares are down 86% from their peak, and its revenue has significantly declined. The company's next milestone depends on a definitive power purchase agreement with TVA, which is still under negotiation.

Jan van Eck, CEO of Van Eck Funds, suggests the nuclear energy sector may have bottomed out, citing a 20-year deal between Constellation Energy (CEG) and Google (GOOG, GOOGL) for 890 MW of nuclear capacity, backed by $4.3B in investment. The deal sparked a rally in nuclear stocks, with CEG up 12% and others like VST, TLN, OKLO, SMR, and NNE also gaining. Van Eck believes supporting AI infrastructure, like nuclear power, could rebound, though prediction markets see low odds for this year.

NuScale Power (SMR) has extended its funding runway, secured a fully certified U.S. small modular reactor design, and made progress with partners. Its share price has fluctuated, with a 1-day return of 4.43% and a year-to-date decline of 50.83%. The company is unprofitable, with revenue of $10.69M and a net loss of $415.702M, but some analysts argue it is undervalued at $8.02, with a fair value estimate of $100.

NuScale Power (SMR) rose 4.82% after a small modular reactor deal. The company reported $31.48M revenue, $2.49B enterprise value, and significant losses. It has strong cash reserves but trades on sentiment. Recent volatility and insider activity are under scrutiny.

Oklo (OKLO) and NuScale (SMR) shares rose 9% and 7% respectively, driven by Google's nuclear energy commitment. Oklo achieved operational milestones, while NuScale advanced reactor technology. Analysts rate Oklo a Moderate Buy with an $73.28 average target, and NuScale a Hold with an $11.32 target.

Shares of Oklo (OKLO), NuScale Power (SMR), X-Energy (XE), and Nano Nuclear Energy (NNE) rose on Tuesday following Google's 20-year nuclear power deal with Constellation Energy (CEG). The deal includes a five-year AI technology partnership. All four stocks are down year-to-date, with NNE having a Strong Buy consensus and an average price target of $39.17.

Google's deal with Constellation Energy to upgrade nuclear reactors boosted shares of small modular reactor developers. NANO Nuclear Energy (NNE) +8%, Oklo (OKLO) +8%, NuScale Power (SMR) +7%. Global X Uranium ETF (URA) rose 5%. All three companies are pre-revenue, with NuScale having U.S. regulatory certification.

NuScale Power (SMR) partners with ENTRA1 Energy to advance its small modular reactor technology, targeting power generation and other applications. ENTRA1 develops and finances projects, while NuScale supplies its approved reactor technology. The partnership aims for a potential 6 GW deployment with the Tennessee Valley Authority, which could be the largest nuclear deployment program in U.S. history.

Oklo (OKLO) and NuScale Power (SMR) are developing small modular reactors. Oklo, pre-revenue, has prepayment deals with Meta (META), Switch, Equinix (EQIX), and Diamondback (FANG). NuScale reported $31.5M revenue, $355.8M net loss in FY 2025. Both face risks, including regulatory hurdles and cash burn.