Analyst upgrades draw attention: Social media buzz surrounds recent analyst actions on NuScale Power, including Northland's upgrade to Outperform with a $30 price target, emphasizing NRC certification and a potential 6GW TVA deal. Investors note the stock's mispricing after a 37% February drop, trading near $13. Optimism tempers with calls for commercialization progress.
Rivals steal spotlight: Discussions highlight intensifying competition from peers like NNE and OKLO, which are securing new agreements while NuScale faces criticism for lacking firm orders. Posters decry the sector's pattern of exploratory pacts over concrete buys. This rivalry weighs on sentiment, portraying NuScale as lagging in execution.
Charts fuel debate: Technical analysts spot rebound potential at 0.786 Fibonacci retracements, eyeing multi-fold long-term gains in the nuclear boom. Bears counter with evidence of lower highs and full impulse retraces, bracing for further tests near $12 support. Conversations blend hope for baseload demand with short-term caution.
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 61 times in the past 6 months. Of those trades, 0 have been purchases and 61 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 60 sales selling 86,000,000 shares for an estimated $1,957,411,172.
- ROBERT RAMSEY HAMADY (Chief Financial Officer) sold 40,000 shares for an estimated $886,800
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NuScale Power Hedge Fund Activity
We have seen 266 institutional investors add shares of NuScale Power stock to their portfolio, and 291 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAN ECK ASSOCIATES CORP added 6,227,747 shares (+117.8%) to their portfolio in Q4 2025, for an estimated $88,247,174
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,174,202 shares (-79.5%) from their portfolio in Q4 2025, for an estimated $73,318,442
- CLEAR STREET GROUP INC. added 4,518,185 shares (+104.5%) to their portfolio in Q4 2025, for an estimated $64,022,681
- VANGUARD GROUP INC added 4,482,254 shares (+40.5%) to their portfolio in Q4 2025, for an estimated $63,513,539
- SAMSUNG C&T CORP removed 3,600,000 shares (-69.4%) from their portfolio in Q4 2025, for an estimated $51,012,000
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 3,457,486 shares (+inf%) to their portfolio in Q4 2025, for an estimated $48,992,576
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 3,120,523 shares (+255.0%) to their portfolio in Q4 2025, for an estimated $44,217,810
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NuScale Power Analyst Ratings
Wall Street analysts have issued reports on $SMR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 10/21/2025
- Citigroup issued a "Sell" rating on 10/21/2025
- B of A Securities issued a "Underperform" rating on 09/30/2025
- Canaccord Genuity issued a "Buy" rating on 09/03/2025
To track analyst ratings and price targets for NuScale Power, check out Quiver Quantitative's $SMR forecast page.
NuScale Power Price Targets
Multiple analysts have issued price targets for $SMR recently. We have seen 10 analysts offer price targets for $SMR in the last 6 months, with a median target of $24.5.
Here are some recent targets:
- George Gianarikas from Canaccord Genuity set a target price of $25.0 on 02/27/2026
- Christine Cho from Barclays set a target price of $15.0 on 02/24/2026
- Derek Soderberg from Cantor Fitzgerald set a target price of $20.0 on 02/24/2026
- Ryan Pfingst from B. Riley Securities set a target price of $24.0 on 12/22/2025
- Brian Lee from Goldman Sachs set a target price of $23.0 on 12/12/2025
- Jon Windham from UBS set a target price of $20.0 on 11/25/2025
- Christopher Dendrinos from RBC Capital set a target price of $32.0 on 11/10/2025
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.
