Institutional selling nears end: Social media buzz centers on the exhaustion of a major institutional seller's position, which has suppressed shares for months despite robust cash reserves and global demand for baseload nuclear power. Traders suggest this mechanical pressure could soon lift, paving the way for price discovery aligned with analyst targets around $22.
Lawsuit introduces headwinds: Fresh discussions highlight a securities class action alleging misrepresentations about key partner ENTRA1's capabilities, contributing to recent share declines. Concerns over execution risks temper enthusiasm, with some forecasting downside probability above 60% in the near term.
Nuclear momentum builds: Optimism persists amid White House directives for lunar nuclear reactors and broader energy diversification from oil volatility. Participants view SMR as pivotal in AI-driven power needs, fueling long-term bullish narratives despite short-term hurdles.
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 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 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 84,963,747 shares for an estimated $1,521,530,246.
- 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.
NuScale Power Hedge Fund Activity
We have seen 267 institutional investors add shares of NuScale Power stock to their portfolio, and 232 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 1 firms issue buy ratings on the stock, and 1 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
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 8 analysts offer price targets for $SMR in the last 6 months, with a median target of $14.5.
Here are some recent targets:
- 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
- Vikram Bagri from Citigroup set a target price of $11.5 on 03/02/2026
- 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
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.
