Earnings Shortfall: Social media buzz centered on NuScale Power's latest quarterly report, revealing revenue of just $75,000 against expectations of nearly $9 million. Investors expressed surprise at the sharp revenue miss, which contributed to notable stock pressure in recent weeks. Conversations emphasized the company's heavy focus on long-term development amid these near-term challenges.
Data Center Partnerships: Discussions also highlighted NuScale's collaboration with Entra1 Energy to advance small modular reactor deployments for growing data center demand. Participants pointed to the technology's U.S. regulatory approval as a key differentiator in the nuclear sector. Many noted the potential applications for reliable, carbon-free power in high-energy industries like AI infrastructure.
Market Outlook: Overall commentary reflected interest in the firm's cash reserves and supply chain progress, though tempered by its pre-revenue status and commercialization hurdles. Social media observers stressed the importance of upcoming projects, such as those in Romania and potential TVA agreements, for future traction. Sentiment remained focused on the balance between high-risk elements and scalable energy solutions.
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 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 3 sales selling 39,936,472 shares for an estimated $472,764,063.
- ROBERT RAMSEY HAMADY (Chief Financial Officer) has made 0 purchases and 3 sales selling 49,880 shares for an estimated $483,432.
- SHINJI FUJINO sold 20,000 shares for an estimated $177,160
- CARL M. FISHER (Chief Operating Officer) sold 18,771 shares for an estimated $175,734
- 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 328 institutional investors add shares of NuScale Power stock to their portfolio, and 221 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 13,008,142 shares (+101.2%) to their portfolio in Q2 2026, for an estimated $130,471,664
- VAN ECK ASSOCIATES CORP added 9,278,802 shares (+46.3%) to their portfolio in Q2 2026, for an estimated $93,066,384
- TWO SIGMA INVESTMENTS, LP added 7,932,077 shares (+213.0%) to their portfolio in Q2 2026, for an estimated $79,558,732
- MAREX GROUP PLC added 7,196,478 shares (+378.4%) to their portfolio in Q1 2026, for an estimated $78,009,821
- RENAISSANCE TECHNOLOGIES LLC removed 5,455,800 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $54,721,674
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 3,457,486 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $37,479,148
- STATE STREET CORP added 3,124,774 shares (+88.3%) to their portfolio in Q2 2026, for an estimated $31,341,483
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 4 analysts offer price targets for $SMR in the last 6 months, with a median target of $13.0.
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
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.
