NUSCALE POWER Corp
NuScale Power (SMR) reported a 75% revenue decline to $75,000 in Q2, missing estimates, despite $1.9B in liquidity. Insiders sold shares totaling $478.9M. Analysts' price targets range from $7 to $25, with a median of $14. Short sale restrictions and high borrowing costs may impact trading.
NuScale Power (NYSE:SMR) shares fell about 6% to $8.66 after Q2 2026 revenue dropped to $75,000, down 99.1% year over year from $8.05 million, and the company filed an additional $750 million at-the-market share offering. NuScale reported $1.9 billion cash and investments and a higher share count.
According to S3 Partners, short sellers made an estimated $2.1bn betting against NuScale Power, Nano Nuclear and Oklo. The firms’ combined market value fell by $30.3bn since their Oct peak, as investor enthusiasm for SMRs cooled amid limited near-term revenue and long development timelines. The article also cites X-energy’s $5.8bn decline and S&P data on shares on loan.
Over the past 7 days, alphai's AI scored 19 news stories mentioning SMR (NUSCALE POWER Corp). Coverage has skewed bearish: 7 bullish, 2 neutral, and 10 bearish.
Recent SMR coverage spans corporate actions, earnings and sector analysis.
In the last 30 days, SMR insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($176K). The most active reporter was Fisher Carl M., Chief Operating Officer, with 1 filing.
The article frames a fundamental earnings disappointment but offsets it with strong liquidity, which can keep downside capped while traders debate execution risk.
The combination of extreme revenue timing weakness and a fresh $750M equity raise increases dilution and near-term funding overhang.
Short-interest proxy data suggests sentiment has turned against NuScale after the SMR hype reversal.
The article highlights a liquidity-driven story: heavy dilution risk via an additional $750M ATM alongside collapsing near-term revenue visibility.
A potential TVA-scale SMR program is a major commercialization validation path for NuScale, but it remains discussion-level with no signed PPA.
alphai scores every news story that mentions SMR with an AI model for sentiment and relevance, and aggregates insider trades from NUSCALE POWER Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
NuScale Power (SMR) reported a 75% revenue decline to $75,000 in Q2, missing estimates, despite $1.9B in liquidity. Insiders sold shares totaling $478.9M. Analysts' price targets range from $7 to $25, with a median of $14. Short sale restrictions and high borrowing costs may impact trading.
6 min readNuScale Power (NYSE:SMR) shares fell about 6% to $8.66 after Q2 2026 revenue dropped to $75,000, down 99.1% year over year from $8.05 million, and the company filed an additional $750 million at-the-market share offering. NuScale reported $1.9 billion cash and investments and a higher share count.
6 min readAccording to S3 Partners, short sellers made an estimated $2.1bn betting against NuScale Power, Nano Nuclear and Oklo. The firms’ combined market value fell by $30.3bn since their Oct peak, as investor enthusiasm for SMRs cooled amid limited near-term revenue and long development timelines. The article also cites X-energy’s $5.8bn decline and S&P data on shares on loan.
6 min readNuScale (SMR) reported Q2 results Aug. 5. Revenue fell 99% year over year to $75,000, while cash, cash equivalents, and liquid investments rose to $1.9 billion, up $900 million from Q1. The increase was driven mainly by $984.5 million net proceeds from stock offerings. NuScale plans SMR deployments in the early 2030s.
6 min readNuScale Power (SMR) said on its Q2 earnings call that its partner, ENTRA1 Energy, is advancing discussions with the Tennessee Valley Authority (TVA) on a potential nuclear deployment of 6 to 8 GW. NuScale cited its VOYGR 77 MW modular design and NRC certification. It ended Q2 with $1.9B cash, but reported $75,000 revenue and a ~$47.5M net loss.
6 min readNuScale Power (NYSE: SMR) shares have fallen sharply since a 52-week high of $57.42 in October, trading near $9.50 and cutting a $10,000 investment to about $1,650. Q2 revenue was $75,000 versus $8.1M a year earlier. NuScale filed to sell up to $750M more stock; TVAs PPA talks and Romania’s RoPower project remain pending.
5 min readNuScale Power (SMR) reported Q2 FY2026 revenue of $75,000, down 99.1% YoY, and a GAAP loss of -$0.13 per share, while net loss widened to $47.54 million. The company’s diluted share count rose to 364.5M after about $984.48M net equity proceeds. CEO John Hopkins cited TVA and Romania RoPower catalysts.
6 min readGoldman Sachs estimates global AI data-center spending could reach $1T in 2026, JPMorgan $697B in the US, and Bank of America about $1.2T by 2027. The article says the bottleneck is not cash but compute, skilled labor, regulation, and especially power, citing a 19 GW power shortfall by 2035. It notes NVDA, AMZN, and CoreWeave demand exceeds supply.
6 min readNuScale Power (SMR) is valued around $4.2B on about $10.7M trailing-12-month revenue, with Q2 revenue of $75,000 and a Class A shareholder net loss of $47.5M. The article cites NRC SMR certification and May 2025 updated design approval. It notes Vogtle’s 26-to-2 new-reactor outcome and that NuScale’s major deals are still pending.
6 min readNuScale Power (SMR) is drawing retail and analyst attention as nuclear AI data-center demand expectations grow. Citi cut its SMR price target to $7 from $9 and kept a Sell rating, citing over 46% downside. Northland lowered its target to $19 from $21, citing dilution from a $1 billion ATM offering. Q1 revenue fell 96% to $0.57M; net loss was $0.14/share.
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