NuScale Power Surges 4.03% on Q2 Earnings Outlook Ranks 130th in Market Activity

NuScale Power (SMR) closed 2025/08/05 with a 4.03% gain, trading at a volume of $770 million, ranking 130th in market activity. The stock is set to report Q2 2025 earnings on August 7, with Zacks forecasting $9.07 million in revenue (up 834.54% YoY) and a 12-cent-per-share loss (61.29% wider YoY). Strategic advancements in commercializing its Small Modular Reactor (SMR) technology, including progress with Doosan Interability and ENTRA1 Energy, are expected to underpin performance.

Strong demand for AI-driven data centers and global clean energy transitions are key growth catalysts. Data centers are projected to triple energy consumption by 2028, creating opportunities for NuScale’s carbon-free SMR solutions. Collaborations with tech giants like Meta, Microsoft, and Oracle further reinforce market positioning as these firms prioritize nuclear energy for sustainability goals. However, valuation concerns persist, with SMR trading at a 106.79x forward P/S ratio—well above sector peers.

Competitive pressures remain evident as rivals like Oklo advance partnerships (e.g., Korea Hydro & Nuclear Power) and gain market traction. Despite technological differentiation, regulatory hurdles and renewable energy expansion pose long-term risks. Analysts at Zacks advise a "Hold" rating, citing overvaluation and the need for a more favorable entry point amid a highly competitive landscape.

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