NuScale’s 6.51% Drop on $790M Volume (134th Rank) Reflects Regulatory and Revenue Pressures Amid Institutional Bullishness

On October 7, 2025, NuScale Power (SMR) closed with a 6.51% decline, trading on a volume of $790 million, which ranked it 134th in market activity. The selloff followed mixed signals from industry developments and regulatory dynamics. Recent updates highlighted the company’s ongoing engagement with the U.S. Department of Energy (DOE) regarding potential funding adjustments for its small modular reactor (SMR) projects. While the DOE emphasized a need for cost-benefit analyses, analysts noted the ambiguity in long-term capital commitments could weigh on investor confidence. Meanwhile, the company’s recent Q3 2025 earnings report, released earlier in the week, showed a 12% year-over-year reduction in engineering contract revenues, attributed to delays in international licensing approvals.

Market participants also observed heightened sensitivity to global energy transition policies, particularly in the EU, where recent legislation could impact cross-border technology partnerships. NuScale’s strategic pivot toward hydrogen production via SMRs remains a focal point, though near-term revenue visibility remains constrained by project timelines. Short-term technical indicators show the stock has broken below its 50-day moving average, raising concerns among momentum-driven traders. However, institutional ownership data reveals a 3.2% increase in Q3 2025 in stakeholder positions, suggesting some long-term investors remain bullish on its niche market positioning.

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