SMR Stock!
Someone joked that NuScale’s stock chart looks like a polygraph during a poker game, and they’re not wrong. In September 2025, its stock jumped to $46 on the NYSE a 20% increase in one day before settling around $38 by the end of the week. Day traders, institutional investors, and climate policy folks are all watching NuScale, seeing it as a way to invest in nuclear energy and a risky tech play.
What’s NuScale?
NuScale Power (NYSE: SMR) is a leader in small modular reactor (SMR) tech. Unlike big, risky, and slow-to-build traditional nuclear plants, SMRs are supposed to be safer, easier to expand, and cheaper—an energy solution for governments and utilities aiming for carbon neutrality.
What’s Special About NuScale?
They have the only NRC-approved SMR design in the US (as of 2025).
They’re supported by US government grants, partnerships with the Department of Energy, and pilot projects with international clients.
They tell investors that they offer smaller initial costs, less building risk, and fast setup compared to old-fashioned plants.
NuScale is promoting the idea of clean baseload power, giving a way to have zero-carbon grids without the inconsistent power of renewables.
Why the Stock Swings?
Recently, the stock jumped 20% in a single day, then moved up and down as people digested news on revenue and potential projects. This high volatility is due to positive feelings, important contracts, and worries about profits.
What’s Driving the Stock?
Policy: Nuclear is back as a possible solution because of net-zero goals and government incentives.
Revenue hopes: People are optimistic because of recent announcements about projects in Europe, Asia, and the Middle East.
Media attention: Positive analyst reports and activity from individual investors are raising the stock price.
Lack of profits: NuScale is still losing money (EPS -$1.19; PE ratio -38.66), so the stock price changes a lot with each earnings report or contract update.
Example:
A US pension fund invested after the 20% jump, hoping to profit from international nuclear contracts, but the stock fell 8% when cash flow predictions were lower than expected.
Business Reality
Earnings (September 19, 2025):
Price: $46 (high for the day); $38.12 (recent close)
Market Cap: $13.7B
52-Week Range: $9.71–$53.5
EPS: -$1.19 (not yet profitable)
Volume: 38.9M (compared to the average of 13.5M)
How NuScale Makes Money:
Initial fees for engineering and design from plant partners
Long-term service contracts (operations, upgrades)
Licensing their tech for others to build
Future potential: Royalties from more SMRs being built worldwide
But until they grow a lot, earnings will be inconsistent, and every new contract will be closely examined.
How to Analyze the Stock
Track Projects: Any big contract or government deal can move the stock. Use tools to get news alerts.
Watch Earnings: Pay attention to profit/loss and what leaders say about their project plans and revenue growth.
Understand Regulations: Approvals, license extensions, and international certifications are important.
Spread the Risk: If nuclear projects succeed, the whole industry benefits. Consider ETFs that include multiple companies.
Re-Evaluate Your Investment: Because the stock moves so much, don’t just buy and forget about it.
Common Mistakes
Chasing the Price: Many people who bought at high prices lost money. Buy in stages, not based on fear of missing out.
Expecting Quick Profits: It will be years before NuScale makes consistent earnings.
Ignoring Details: Look closely at SEC filings and balance sheets to find risks.
Who’s Watching?
Major financial news sources track the stock. The NRC’s records and Department of Energy data support their claims. Investment banks update their reports when contracts are signed or delayed. Global investors are also watching how NuScale competes with GE Hitachi and Rolls-Royce.
Key Points
The stock offers both opportunity and risk.
Track contracts and regulations, as they quickly change the stock price.
For long-term investors, manage your risk, adjust your holdings based on news, and don’t focus only on hype.
What to Do
Are you trading or following the stock?
Share your thoughts in the comments.
For specific investment advice, talk to a financial advisor who knows about energy and high-risk stocks.