NuScale Power Anticipates Q2 Earnings Release with Positive Revisions

NuScale Power anticipates Q2 earnings release on Aug 7 with an EPS of -$0.12 and revenue of $11.66 million. Analysts have made positive revisions in the prior quarter, signaling rising investor confidence. The average one-year price target is $32.44, with a potential downside of 29.38% from the current price. The consensus recommendation is 2.6, indicating a "Hold" status.

NuScale Power (SMR) is set to release its second-quarter 2025 earnings on August 7, with analysts anticipating an EPS of -$0.12 and revenues of $11.66 million. These figures represent a significant increase from the previous year, with revenues expected to surge by 834.54% [1]. Despite the projected losses, analysts have shown rising confidence in the company's prospects, with positive revisions in the prior quarter.

The average one-year price target for NuScale Power stands at $32.44, with a potential downside of 29.38% from the current price. The consensus recommendation is a "Hold" status, indicating a cautious stance among analysts [1].

NuScale Power's strong performance in the first half of 2025 can be attributed to several key factors. The company has benefited from robust demand for electricity, particularly in AI-driven data centers and the global push towards clean energy solutions. Strategic initiatives focused on aligning internal resources and securing revenue-generating contracts have also played a crucial role [1].

The company's collaboration with key partners, such as Doosan Interability and ENTRA1 Energy, has further solidified its position in the market. These partnerships are designed to mitigate risks and align with customer requirements around scalability, availability, and reliability, which are central to the successful deployment of Small Modular Reactors (SMRs) [1].

However, NuScale Power faces stiff competition in the SMR sector from companies like Oklo (OKLO) and BWX Technologies (BWXT). Oklo, for instance, signed a memorandum of understanding with Korea Hydro & Nuclear Power in May 2025, aiming to advance the design and verification of its Aurora powerhouse and cooperate on early project development efforts [1].

Despite the challenges, NuScale Power's advancements in SMR technology and growing partnerships with tech giants and financial institutions position it as a key player in the future of sustainable, carbon-free energy. The company's valuation, however, remains a concern, with shares currently trading at a significantly higher forward 12-month price/sales (P/S) ratio compared to its sector peers and competitors [1].

In conclusion, while NuScale Power's Q2 earnings report is expected to show substantial growth in revenues, the company faces significant challenges in the competitive energy market. Investors should closely monitor the earnings report and consider the broader market dynamics before making investment decisions.

References:
[1] https://www.theglobeandmail.com/investing/markets/stocks/OKLO/pressreleases/33894411/should-you-buy-sell-or-hold-nuscale-power-stock-before-q2-earnings/