Nuclear Energy Market Recovery and Investment Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Fool
- Market Recovery: The International Atomic Energy Agency (IAEA) forecasts that global nuclear capacity could expand by up to 2.6 times from 2024 to 2050, reflecting a growing demand for reliable and efficient power, which may present a favorable opportunity for investors.
- NuScale Power Development: NuScale Power focuses on small modular reactors (SMRs), with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission in 2023 and 2025, respectively, which is expected to drive future revenue growth.
- GE Vernova Diversification: GE Vernova's Power and Electrification segments benefited from rapid expansion in the cloud and data center markets over the past year, with revenue and adjusted EBITDA projected to grow at CAGRs of 15% and 54% from 2025 to 2028.
- Investment Outlook: Despite NuScale's high market valuation, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, indicating significant future growth potential, making it a compelling stock to consider buying now.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SMR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SMR
Wall Street analysts forecast SMR stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 12.530
Low
18.50
Averages
32.77
High
60.00
Current: 12.530
Low
18.50
Averages
32.77
High
60.00
About SMR
NuScale Power Corporation is a provider of proprietary advanced small modular reactor nuclear technology. The NuScale Power Module, the Company's SMR technology, is a small pressurized water reactor that can generate 77 megawatts of electricity (MWe) or 250 megawatts thermal (gross) and can be scaled to meet customer needs through an array of flexible configurations of up to 924 MWe (12 modules) of output. In addition to the sale of NPMs, it offers a diversified suite of services throughout the development and operating life of the power plant. The Company's suite of services is planned to include licensing support, testing, training, fuel supply services and program management, among others. It serves a range of customers consisting of governments, political subdivisions, state-owned enterprises, investor-owned utilities and other technology and industrial companies, both in domestic and international markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nuclear Energy Market Recovery and Investment Opportunities
- Market Recovery: The International Atomic Energy Agency (IAEA) forecasts that global nuclear capacity could expand by up to 2.6 times from 2024 to 2050, reflecting a growing demand for reliable and efficient power, which may present a favorable opportunity for investors.
- NuScale Power Development: NuScale Power focuses on small modular reactors (SMRs), with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission in 2023 and 2025, respectively, which is expected to drive future revenue growth.
- GE Vernova Diversification: GE Vernova's Power and Electrification segments benefited from rapid expansion in the cloud and data center markets over the past year, with revenue and adjusted EBITDA projected to grow at CAGRs of 15% and 54% from 2025 to 2028.
- Investment Outlook: Despite NuScale's high market valuation, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, indicating significant future growth potential, making it a compelling stock to consider buying now.
See More
NuScale and GE Vernova's Nuclear Market Prospects
- Nuclear Market Recovery: Following the Fukushima disaster in 2011, the nuclear energy market faced a decade-long decline; however, new decarbonization initiatives and safer reactor technologies are driving a recovery, with global nuclear capacity expected to expand by up to 2.6 times by 2050, indicating strong growth potential.
- NuScale's Technological Edge: NuScale's small modular reactors (SMRs) are designed to be 65 feet high and 9 feet wide, allowing for on-site assembly that significantly reduces construction time and costs for nuclear power plants, with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission.
- GE Vernova's Diversified Strategy: As the energy division of GE, GE Vernova derived over half of its 2025 orders from its Power segment, which includes gas turbines and nuclear services, with analysts projecting revenue and adjusted EBITDA growth rates of 15% and 54% respectively from 2025 to 2028, reflecting robust market demand.
- Investment Outlook: Despite NuScale's market cap of $4 billion and a sales multiple of 45 times, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, highlighting significant future growth potential, suggesting investors consider gradually increasing their holdings in the stock now.
See More
Fluor Corp. Stock Surges 32% Amid Growth Prospects
- Stock Price Surge: Fluor Corp.'s shares jumped 13.2% in February and have surged 32% over the past 12 months, primarily due to strong performance in several growth sectors and a stable business backlog, despite a lackluster fourth-quarter report.
- Nuclear Investment Returns: Fluor is reaping substantial rewards from its investment in modular nuclear reactor startup NuScale Power, having invested approximately $600 million since 2011 and generating $1.35 billion from a share sale in early 2026, with plans to sell the remaining 40 million shares in Q2.
- Enhancing Shareholder Value: Fluor has utilized nearly $700 million for share buybacks, repurchasing about 17 million shares since Q4 2025, and expanded its repurchase program by authorizing an additional 30 million shares, totaling over 20% of outstanding shares.
- Project Growth Outlook: Although the project backlog slightly declined in Q4, Fluor secured a multi-year contract to expand a uranium enrichment facility in Ohio and continues to engage in data center and pharmaceutical expansion projects, which are expected to further boost its project backlog.
See More
NuScale Stock Declines, Future Outlook Worrisome
- Poor Stock Performance: NuScale's stock is currently trading near its 52-week low, having dropped over 75% since October 2025, indicating a significant decline in market confidence that could deter potential investors.
- Deteriorating Financials: For the fiscal year 2025, NuScale's net losses have deepened substantially, and while liquidity remains strong at $1.3 billion, ongoing losses may hinder its technology deployment timeline and market competitiveness.
- Significant Market Potential: The small modular reactor (SMR) market is projected to reach $16 billion or more in the next decade, and as the only company with an NRC-approved SMR design, NuScale could see substantial growth if it successfully deploys its technology.
- Controversial Partnership: The partnership with ENTRA1 has sparked class-action lawsuits alleging NuScale overstated its capabilities, which could negatively impact the company's reputation and investor confidence, although these allegations remain unproven.
See More
NuScale's Stock Plummets Over 75% from 2025 High
- Poor Stock Performance: NuScale's stock has plummeted over 75% from its October 2025 high, currently trading near its 52-week low, indicating market concerns about its future and potentially undermining investor confidence.
- Strong Liquidity Position: Despite facing significant losses, NuScale's liquidity grew to $1.3 billion in fiscal year 2025, providing sufficient runway for future operations and technology deployment, demonstrating some capability in financial management.
- Clear First-Mover Advantage: As the only company with a small modular reactor design approved by the Nuclear Regulatory Commission, NuScale holds a significant first-mover advantage that positions it well in the growing demand for cleaner energy, potentially paving the way for increased market share.
- Controversial Partnership: While the collaboration with ENTRA1 presents potential market opportunities, it is also marred by class-action lawsuits alleging NuScale overstated its partner's capabilities, which could negatively impact the company's reputation and investor confidence.
See More
NuScale Power Stock Slides as Analysts Cut Price Targets Amid Market Concerns
- Stock Decline: NuScale Power's shares fell by 3.8% following analysts' downgrades, recovering from an earlier 10% drop, indicating growing market concerns about its future performance.
- Price Target Cuts: Citigroup lowered its price target for NuScale Power from $18.50 to $11.50 while maintaining a sell rating, and RBC Capital reduced its target from $21 to $14, reflecting a pessimistic outlook on the company's growth potential.
- Market Sentiment Impact: Concerns over U.S. military actions in Iran have contributed to a general market downturn, causing investors to shy away from growth stocks like NuScale Power in favor of more conservative investments.
- Focus on Fundamentals: Despite the analysts' negative outlook, investors should prioritize NuScale Power's progress towards commercial operations in the U.S. and its financial health to make informed decisions amid current market volatility.
See More
Nuclear Energy Market Recovery and Investment Opportunities
- Market Recovery: The International Atomic Energy Agency (IAEA) forecasts that global nuclear capacity could expand by up to 2.6 times from 2024 to 2050, reflecting a growing demand for reliable and efficient power, which may present a favorable opportunity for investors.
- NuScale Power Development: NuScale Power focuses on small modular reactors (SMRs), with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission in 2023 and 2025, respectively, which is expected to drive future revenue growth.
- GE Vernova Diversification: GE Vernova's Power and Electrification segments benefited from rapid expansion in the cloud and data center markets over the past year, with revenue and adjusted EBITDA projected to grow at CAGRs of 15% and 54% from 2025 to 2028.
- Investment Outlook: Despite NuScale's high market valuation, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, indicating significant future growth potential, making it a compelling stock to consider buying now.
See More
NuScale and GE Vernova's Nuclear Market Prospects
- Nuclear Market Recovery: Following the Fukushima disaster in 2011, the nuclear energy market faced a decade-long decline; however, new decarbonization initiatives and safer reactor technologies are driving a recovery, with global nuclear capacity expected to expand by up to 2.6 times by 2050, indicating strong growth potential.
- NuScale's Technological Edge: NuScale's small modular reactors (SMRs) are designed to be 65 feet high and 9 feet wide, allowing for on-site assembly that significantly reduces construction time and costs for nuclear power plants, with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission.
- GE Vernova's Diversified Strategy: As the energy division of GE, GE Vernova derived over half of its 2025 orders from its Power segment, which includes gas turbines and nuclear services, with analysts projecting revenue and adjusted EBITDA growth rates of 15% and 54% respectively from 2025 to 2028, reflecting robust market demand.
- Investment Outlook: Despite NuScale's market cap of $4 billion and a sales multiple of 45 times, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, highlighting significant future growth potential, suggesting investors consider gradually increasing their holdings in the stock now.
See More
Fluor Corp. Stock Surges 32% Amid Growth Prospects
- Stock Price Surge: Fluor Corp.'s shares jumped 13.2% in February and have surged 32% over the past 12 months, primarily due to strong performance in several growth sectors and a stable business backlog, despite a lackluster fourth-quarter report.
- Nuclear Investment Returns: Fluor is reaping substantial rewards from its investment in modular nuclear reactor startup NuScale Power, having invested approximately $600 million since 2011 and generating $1.35 billion from a share sale in early 2026, with plans to sell the remaining 40 million shares in Q2.
- Enhancing Shareholder Value: Fluor has utilized nearly $700 million for share buybacks, repurchasing about 17 million shares since Q4 2025, and expanded its repurchase program by authorizing an additional 30 million shares, totaling over 20% of outstanding shares.
- Project Growth Outlook: Although the project backlog slightly declined in Q4, Fluor secured a multi-year contract to expand a uranium enrichment facility in Ohio and continues to engage in data center and pharmaceutical expansion projects, which are expected to further boost its project backlog.
See More
NuScale Stock Declines, Future Outlook Worrisome
- Poor Stock Performance: NuScale's stock is currently trading near its 52-week low, having dropped over 75% since October 2025, indicating a significant decline in market confidence that could deter potential investors.
- Deteriorating Financials: For the fiscal year 2025, NuScale's net losses have deepened substantially, and while liquidity remains strong at $1.3 billion, ongoing losses may hinder its technology deployment timeline and market competitiveness.
- Significant Market Potential: The small modular reactor (SMR) market is projected to reach $16 billion or more in the next decade, and as the only company with an NRC-approved SMR design, NuScale could see substantial growth if it successfully deploys its technology.
- Controversial Partnership: The partnership with ENTRA1 has sparked class-action lawsuits alleging NuScale overstated its capabilities, which could negatively impact the company's reputation and investor confidence, although these allegations remain unproven.
See More
NuScale's Stock Plummets Over 75% from 2025 High
- Poor Stock Performance: NuScale's stock has plummeted over 75% from its October 2025 high, currently trading near its 52-week low, indicating market concerns about its future and potentially undermining investor confidence.
- Strong Liquidity Position: Despite facing significant losses, NuScale's liquidity grew to $1.3 billion in fiscal year 2025, providing sufficient runway for future operations and technology deployment, demonstrating some capability in financial management.
- Clear First-Mover Advantage: As the only company with a small modular reactor design approved by the Nuclear Regulatory Commission, NuScale holds a significant first-mover advantage that positions it well in the growing demand for cleaner energy, potentially paving the way for increased market share.
- Controversial Partnership: While the collaboration with ENTRA1 presents potential market opportunities, it is also marred by class-action lawsuits alleging NuScale overstated its partner's capabilities, which could negatively impact the company's reputation and investor confidence.
See More
NuScale Power Stock Slides as Analysts Cut Price Targets Amid Market Concerns
- Stock Decline: NuScale Power's shares fell by 3.8% following analysts' downgrades, recovering from an earlier 10% drop, indicating growing market concerns about its future performance.
- Price Target Cuts: Citigroup lowered its price target for NuScale Power from $18.50 to $11.50 while maintaining a sell rating, and RBC Capital reduced its target from $21 to $14, reflecting a pessimistic outlook on the company's growth potential.
- Market Sentiment Impact: Concerns over U.S. military actions in Iran have contributed to a general market downturn, causing investors to shy away from growth stocks like NuScale Power in favor of more conservative investments.
- Focus on Fundamentals: Despite the analysts' negative outlook, investors should prioritize NuScale Power's progress towards commercial operations in the U.S. and its financial health to make informed decisions amid current market volatility.
See More
