Nuclear Stocks Rebound on an Oversold Bounce: Uranium Energy Jumps 6%, NuScale Power and Oklo Climb 5%
The nuclear group is bouncing on Tuesday morning while the broad market barely moves.
SMR - NuScale Power Corporation
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$12.00
DETAILS
HIGH:
$16.00
LOW:
$9.00
MEDIAN:
$11.00
CONSENSUS:
$12.00
UPSIDE:
22.45%
Stock News
NuScale Power Deploys Nuclear-Specific AI from NPX and Nuclearn to Speed Development of Its Advanced Reactor Program
CORVALLIS, Ore. & PHOENIX & KINCARDINE, Ontario--(BUSINESS WIRE)--NuScale is deploying nuclear-specific AI in partnership with Nuclearn and NPX to speed development of its groundbreaking SMR technology.
Elon Musk Says SpaceX Needs More Power Than New York City in a Heatwave. These 2 Nuclear Stocks Should Benefit.
SpaceX CEO Elon Musk believes the company's energy needs will skyrocket. Another AI CEO is betting big on nuclear energy as an antidote to the industry's power challenges.
I Love NuScale Stock for 1 Reason, and It's Not What You Think
AI companies need more power quickly. NuScale Power's biggest growth catalyst could hit this year.
NuScale Power Stock Collapsed And It Is Now Closer To Commercialization
NuScale Power receives a speculative Buy rating at $9.44, with a five-year horizon focused on commercialization milestones. TVA remains the key growth catalyst; a definitive PPA could transform SMR's revenue trajectory and validate its unique regulatory and supply chain position. Despite a strong $1.9B cash balance, dilution and milestone payments tied to ENTRA1 agreements temper the near-term investment case.
Nuscale Power Corp call volume above normal and directionally bullish
Bullish option flow detected in Nuscale Power Corp with 36,675 calls trading, 2.0x expected, and implied vol increasing over 4 points to 81.04%. Aug-26 9.5 calls and 8/28 weekly 10 calls are the most active options, with total volume in those strikes near 10,000 contracts. The Put/Call Ratio is 0.36. Earnings are expected on November 5th.
NuScale Power and Oklo Drop 5%, Centrus Energy Sinks 6%: What's Behind the Nuclear Stock Selloff?
Investors who remain bullish on nuclear power may want to keep their SMR, OKLO, LEU or URA positions moderate rather than assuming today's selloff marks a durable bottom.
Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.
Modern data centers powered by advanced Nvidia chips require significantly more power compared to traditional setups. Technology companies have signed some major long-term power purchase agreements with independent power producers.
Can X-Energy's Fuel Strategy Accelerate SMR Commercialization?
XE strengthens its fuel and supply-chain capabilities with HALEU and graphite agreements as it advances the Xe-100 toward commercialization.
Nuclear Stocks Plunge Tuesday: Oklo Down 5%, Constellation Energy Down 4%, NuScale Down 5%
Nuclear names sold off hard into Tuesday's close. Oklo (NYSE:OKLO | OKLO Price Prediction) finished down roughly 6% at $41, Constellation Energy (NASDAQ:CEG) fell about 4% to $267, and NuScale Power (NYSE:SMR) slid roughly 6% to $9.
NuScale Power Falls 6% With Q2 Revenue Drop to $75,000 and a New $750M Share Sale
NuScale Power (NYSE:SMR) stock is down 6% Tuesday to $8.66 as the small modular reactor developer digests a Q2 2026 revenue collapse and a fresh $750 million equity offering.
Bank of America Corp DE Has $22.36 Million Stock Position in NuScale Power Corporation $SMR
Bank of America Corp DE increased its holdings in shares of NuScale Power Corporation (NYSE: SMR) by 33.4% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 2,062,232 shares of the company's stock after purchasing an additional 516,097 shares during the period. Bank of America Corp
NuScale's Revenue Fell 99%. Its Cash Pile Grew By $900 Million.
NuScale's revenue plummeted in its latest quarter as its FEED studies ended. But the bigger problem is its dependence on stock offerings to raise cash.
Could Industrial Heat Unlock New Growth for NuScale Stock?
NuScale Power aims to decarbonize industrial heat with modular reactors supplying high-temperature steam for chemicals, fuels and other industries.
The Bottlenecks of the Nuclear Fuel & Supply Chain
While there is no shortage of demand from the nuclear renaissance, the rate of deploying new reactors will be determined by the capacity of the supply chain. Expanding capacity for supply chain bottlenecks, such as pump manufacturing and uranium enrichment, is not addressed overnight.
3 Nuclear Stocks With Real Revenue vs. 3 That Are Still Pre-Revenue. Here's Where the Money Actually Is.
Nuclear is booming, and the smartest money may be flowing to the companies already selling the power, equipment, and fuel.
NuScale's Potential TVA Deal Could Be 6 to 8 Gigawatts. Here's Why the CEO Calls It the Largest Nuclear Build-Out in U.S. History.
TVA could transform NuScale's commercial future. A 6- to 8-gigawatt project would be historically significant.
$10,000 in NuScale at Its 52-Week High Is Worth About $1,650 Today
NuScale traded as high as $57.42 last October; the stock is near $9.50 as of this writing. Second-quarter revenue was $75,000, down from $8.1 million a year earlier.
HD Hyundai, TerraPower and Hyundai E&C Set Out to Transform the Next-Generation Nuclear Market
HD Hyundai, TerraPower and Hyundai E&C Set Out to Transform the Next-Generation Nuclear Market PR Newswire SEOUL,
The Last U.S. Nuclear Boom Applied to Build 26 Reactors and Finished 2. NuScale Carries a $4 Billion Market Value on $10.7 Million of Sales.
By mid-2009, utilities had filed applications for 26 new U.S. reactors; only Vogtle Units 3 and 4 were ever completed. Vogtle's two units were originally estimated at $14 billion and ended up costing more than $30 billion, entering service about seven years late.
Price Targets
Nuscale Power (SMR) PT Lowered to $15 at B.Riley
$15.00
(was $9.86)
Ryan Pfingst
·
B.Riley Financial
NuScale Power price target lowered to $10 from $14 at RBC Capital
$10.00
(was $9.59)
RBC Capital
NuScale Power price target lowered to $16 from $19 at Northland
$16.00
(was $9.52)
Northland Securities
NuScale Power price target lowered to $11 from $15 at Barclays
$11.00
(was $8.65)
Barclays
NuScale Power initiated with a Hold at Truist
$10.00
(was $8.36)
Truist Financial
NuScale Power price target lowered to $19 from $21 at Northland
$19.00
(was $12.76)
Northland Securities
NuScale Power price target lowered to $9 from $10 at Goldman Sachs
$9.00
(was $11.89)
Goldman Sachs
NuScale Power initiated with a Hold at HSBC
$13.00
(was $13.58)
HSBC
NuScale Power price target lowered to $20 from $55 at Cantor Fitzgerald
$20.00
(was $12.60)
Cantor Fitzgerald
NuScale Power price target lowered to $15 from $45 at Barclays
$15.00
(was $13.44)
Barclays
NuScale Power price target lowered to $20 from $23 at Goldman Sachs
$20.00
(was $17.91)
Brian Lee
·
Goldman Sachs
NuScale Power price target lowered to $21 from $32 at RBC Capital
$21.00
(was $19.77)
RBC Capital
NuScale Power price target lowered to $23 from $27 at Goldman Sachs
$23.00
(was $21.21)
Goldman Sachs
NuScale Power price target lowered to $20 from $38 at UBS
$20.00
(was $19.94)
UBS
NuScale Power downgraded to Underperform from Neutral at BNP Paribas Exane
$25.00
(was $44.21)
BNP Paribas
NuScale Power initiated with an Overweight at Cantor Fitzgerald
$55.00
(was $44.21)
Cantor Fitzgerald
NuScale Power initiated with an Equal Weight at Barclays
$45.00
(was $38.00)
Barclays
NuScale Power initiated with a Sector Perform at RBC Capital
$35.00
(was $39.09)
Christopher Dendrinos
·
RBC Capital
NuScale Power price target raised to $38 from $34 at UBS
$38.00
(was $39.76)
Jon Windham
·
UBS
Nuscale Power price target raised to $35 from $26 at Canaccord
$35.00
(was $30.24)
George Gianarikas
·
Canaccord Genuity