AI Power Push: Social media chatter highlights NuScale Power's unique position as the only NRC-approved small modular reactor designer, with analysts noting its potential to supply energy-hungry AI data centers. Recent posts emphasize ongoing project developments, including a major TVA agreement, as key catalysts for future growth amid a broader nuclear resurgence. Traders appear focused on the company's regulatory edge in a market increasingly driven by clean energy demands.
Trading Activity: Discussions on social media reveal active options trading around SMR shares, with some investors positioning for short-term moves while others stress the stock's volatility following recent declines from peaks. Comments frequently reference the firm's substantial cash reserves and advancing international pipelines as factors supporting long-term viability, though risks tied to commercialization timelines remain a common theme. Overall market participants seem attuned to how external policy shifts could influence sector momentum.
Note: This discussion summary was generated from an AI condensation of post data.
NuScale Power Insider Trading Activity
NuScale Power insiders have traded $SMR stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $SMR stock by insiders over the last 6 months:
- CORP FLUOR has made 0 purchases and 5 sales selling 111,400,219 shares for an estimated $1,831,396,560.
- ROBERT RAMSEY HAMADY (Chief Financial Officer) has made 0 purchases and 2 sales selling 58,570 shares for an estimated $1,113,725.
- JOHN LAWRENCE HOPKINS (Chief Executive Officer) sold 82,667 shares for an estimated $1,010,190
- CARL M. FISHER (Chief Operating Officer) has made 0 purchases and 3 sales selling 71,474 shares for an estimated $894,108.
- JOSE N JR REYES (Chief Technology Officer) sold 25,951 shares for an estimated $317,121
- CLAYTON SCOTT (Chief Commercial Officer) sold 22,478 shares for an estimated $274,681
- DAVID A TONNEL (Chief Accounting Officer) sold 2,290 shares for an estimated $27,125
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
NuScale Power Hedge Fund Activity
We have seen 300 institutional investors add shares of NuScale Power stock to their portfolio, and 261 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAN ECK ASSOCIATES CORP added 8,517,399 shares (+74.0%) to their portfolio in Q1 2026, for an estimated $92,328,605
- MAREX GROUP PLC added 7,196,478 shares (+378.4%) to their portfolio in Q1 2026, for an estimated $78,009,821
- CLEAR STREET GROUP INC. removed 7,063,501 shares (-79.9%) from their portfolio in Q1 2026, for an estimated $76,568,350
- RENAISSANCE TECHNOLOGIES LLC added 5,455,800 shares (+inf%) to their portfolio in Q1 2026, for an estimated $59,140,872
- VANGUARD GROUP INC added 4,482,254 shares (+40.5%) to their portfolio in Q4 2025, for an estimated $63,513,539
- MARSHALL WACE, LLP added 3,854,047 shares (+849.7%) to their portfolio in Q1 2026, for an estimated $41,777,869
- SAMSUNG C&T CORP removed 3,600,000 shares (-69.4%) from their portfolio in Q4 2025, for an estimated $51,012,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
NuScale Power Price Targets
Multiple analysts have issued price targets for $SMR recently. We have seen 9 analysts offer price targets for $SMR in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Vikram Bagri from Citigroup set a target price of $7.0 on 05/11/2026
- Ryan Pfingst from B. Riley Securities set a target price of $19.0 on 04/24/2026
- Samantha Hoh from HSBC set a target price of $13.0 on 04/23/2026
- Jon Windham from UBS set a target price of $13.0 on 03/18/2026
- Brian Lee from Goldman Sachs set a target price of $14.0 on 03/02/2026
- Christopher Dendrinos from RBC Capital set a target price of $14.0 on 03/02/2026
- George Gianarikas from Canaccord Genuity set a target price of $25.0 on 02/27/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
