Earnings miss sparks debate: NuScale Power's second-quarter results highlighted a sharp revenue drop to just $75,000, far below estimates, even as the company reported a substantial liquidity position exceeding $1.9 billion. Observers on social media noted the contrast between weak top-line performance and rising interest in nuclear solutions for AI-driven power demands.
Short interest dynamics intensify: Discussions have centered on the recent imposition of short-sale restrictions for the stock, combined with elevated borrowing costs that complicate bearish positions. Market participants emphasized how these factors could influence trading around upcoming industry events like the Nuclear Energy Conference.
Nuclear sector momentum builds: Broader conversations link NuScale's modular reactor technology to potential deals, including ongoing talks with the Tennessee Valley Authority for large-scale deployments. Sentiment remains focused on execution timelines amid the push for carbon-free energy sources.
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 4 sales selling 40,400,219 shares for an estimated $478,860,760.
- CARL M. FISHER (Chief Operating Officer) has made 0 purchases and 4 sales selling 90,245 shares for an estimated $1,069,842.
- JOHN LAWRENCE HOPKINS (Chief Executive Officer) sold 82,667 shares for an estimated $1,010,190
- ROBERT RAMSEY HAMADY (Chief Financial Officer) has made 0 purchases and 2 sales selling 38,570 shares for an estimated $429,725.
- 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 326 institutional investors add shares of NuScale Power stock to their portfolio, and 220 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 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.
