NuScale Power Corporation (NYSE:SMR) Given Consensus Rating of "Hold" by Analysts

Key Points

• Analyst consensus: Eighteen analysts give NuScale a consensus "Hold" (3 sell, 9 hold, 5 buy, 1 strong buy) with an average 12‑month target of about $19.77.
• Analysts flag a potentially huge addressable market from AI data centers—positioning SMRs as a strategic long‑duration power play—but views are split and upside depends on NuScale securing offtakes, partners and regulatory wins.
• Near‑term weakness and insider activity: NuScale reported a sharp Q1 miss (EPS -$0.80 vs -$0.10 est., revenue $1.81M vs $8.76M) while insiders sold heavily (40,572,082 shares worth ~$481M over the past three months, including the CEO's sale).

NuScale Power Corporation (NYSE:SMR - Get Free Report) has been given a consensus rating of "Hold" by the eighteen ratings firms that are currently covering the firm, MarketBeat.com reports. Three investment analysts have rated the stock with a sell recommendation, nine have assigned a hold recommendation, five have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month target price among brokers that have updated their coverage on the stock in the last year is $19.7692.

SMR has been the subject of a number of research analyst reports. Zacks Research upgraded shares of NuScale Power from a "strong sell" rating to a "hold" rating in a research note on Friday, February 20th. TD Cowen lowered shares of NuScale Power from a "buy" rating to a "hold" rating in a research report on Wednesday, February 11th. Bank of America upgraded shares of NuScale Power from an "underperform" rating to a "neutral" rating and set a $28.00 target price for the company in a research report on Friday, January 9th. Canaccord Genuity Group cut their target price on shares of NuScale Power from $60.00 to $25.00 and set a "buy" rating for the company in a research report on Friday, February 27th. Finally, HSBC assumed coverage on shares of NuScale Power in a research report on Thursday, April 23rd. They set a "hold" rating and a $13.00 target price for the company.

Key Stories Impacting NuScale Power

Here are the key news stories impacting NuScale Power this week:

• Positive Sentiment: Analysts and industry pieces highlight a huge addressable market as AI data centers explode power demand; Oklo and NuScale are positioning SMRs to serve that market, which analysts estimate at multi‑trillion dollars if SMRs become a preferred distributed, low‑carbon power source. Oklo, NuScale target $7T AI data center power market
• Positive Sentiment: Coverage on AI data centers reshaping the power market frames SMRs as a strategic “play” for investors seeking exposure to long‑duration, high‑reliability power for compute clusters — a structural demand driver that could support multi‑year revenue upside if NuScale secures offtakes/partners. How AI Data Centers Are Reshaping the Power Market
• Positive Sentiment: Some analysts view NuScale as the safer, more established pure‑play in the SMR boom (vs. newer competitors), which can support a higher relative valuation if it continues to win engineering, regulatory and utility partnerships. Analysts see NuScale as safer bet amid SMR boom
• Neutral Sentiment: Analysts remain split on competitiveness between Oklo and NuScale — debates over unit economics, timeline risk, and market approach mean continued volatility and divergence in analyst targets. Analysts split on Oklo vs NuScale as SMR race heats up
• Neutral Sentiment: Coverage noting diverging value and growth paths between Oklo and NuScale underscores that investor outcomes depend heavily on execution (project wins, licensing) and capital strategy rather than sector demand alone. Oklo and NuScale diverge on value and growth paths in SMR race
• Neutral Sentiment: Bullish investor write‑ups reiterate SMR exposure as a speculative growth idea; these viewpoints can attract momentum traders but remain contingent on NuScale converting partner interest into signed contracts. Is NuScale Power Corporation (SMR) A Good Stock To Buy Now?
• Negative Sentiment: Near‑term fundamentals are a headwind: previews note revenue pressure after RoPower work ended and that key projects are still early-stage and waiting on critical agreements — meaning upside is dependent on closing deals and contract milestones, keeping short-term cash flow and revenue visibility weak. NuScale Power to Report Q1 Earnings: What's in Store for the Stock?

Insider Activity at NuScale Power

In related news, insider Clayton Scott sold 22,478 shares of the business's stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $12.22, for a total transaction of $274,681.16. Following the completion of the sale, the insider directly owned 132,852 shares in the company, valued at approximately $1,623,451.44. The trade was a 14.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO John Lawrence Hopkins sold 82,667 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $12.22, for a total transaction of $1,010,190.74. Following the sale, the chief executive officer owned 117,018 shares of the company's stock, valued at $1,429,959.96. This trade represents a 41.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 40,572,082 shares of company stock valued at $481,029,608 in the last three months. Corporate insiders own 1.28% of the company's stock.

Hedge Funds Weigh In On NuScale Power

Several large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in NuScale Power by 40.5% during the fourth quarter. Vanguard Group Inc. now owns 15,545,018 shares of the company's stock valued at $220,273,000 after purchasing an additional 4,482,254 shares in the last quarter. Van ECK Associates Corp lifted its holdings in NuScale Power by 117.8% during the fourth quarter. Van ECK Associates Corp now owns 11,515,561 shares of the company's stock valued at $163,176,000 after purchasing an additional 6,227,747 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in NuScale Power by 22.6% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,310,961 shares of the company's stock valued at $263,195,000 after purchasing an additional 1,346,796 shares in the last quarter. Morgan Stanley lifted its holdings in NuScale Power by 81.0% during the fourth quarter. Morgan Stanley now owns 5,277,905 shares of the company's stock valued at $74,788,000 after purchasing an additional 2,361,532 shares in the last quarter. Finally, Samsung C&T Corp lifted its holdings in NuScale Power by 98.9% during the third quarter. Samsung C&T Corp now owns 5,185,804 shares of the company's stock valued at $186,689,000 after purchasing an additional 2,578,702 shares in the last quarter. Hedge funds and other institutional investors own 78.37% of the company's stock.

NuScale Power Stock Up 0.4%

Shares of SMR stock opened at $12.19 on Tuesday. The company has a 50 day moving average price of $11.66 and a 200-day moving average price of $18.87. NuScale Power has a 52 week low of $8.85 and a 52 week high of $57.42. The firm has a market capitalization of $4.12 billion, a PE ratio of -4.22 and a beta of 2.24.

NuScale Power (NYSE:SMR - Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The company reported ($0.80) EPS for the quarter, missing analysts' consensus estimates of ($0.10) by ($0.70). NuScale Power had a negative return on equity of 55.23% and a negative net margin of 1,130.26%.The company had revenue of $1.81 million during the quarter, compared to the consensus estimate of $8.76 million. Analysts anticipate that NuScale Power will post -0.44 earnings per share for the current year.

About NuScale Power

NuScale Power Corporation, trading on the NYSE American under the ticker SMR, is a pioneering developer of small modular nuclear reactors. Established in 2007 as a spinout from Oregon State University, the company is headquartered in Portland, Oregon. NuScale’s mission is to deliver zero-carbon baseload power through scalable modular reactor technology, aiming to transform traditional nuclear energy deployment.

At the core of NuScale’s offering is the VOYGR small modular reactor design, featuring 77-megawatt electric (MWe) modules with passive safety systems.

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