Earnings Fallout: NuScale Power (SMR) has sparked intense debate on X following a disappointing Q3 earnings report. Many users are discussing a reported net loss exceeding $270 million, which triggered a sharp 20% drop in the stock price. The conversation reflects frustration over the company’s financial performance despite some revenue growth.
Stock Volatility: Recent posts on X also highlight SMR’s dramatic price swings, with the stock plummeting from over $50 to under $20 in a short span. Some users express shock at the decline, especially given NuScale’s status as the only U.S. government-approved small modular reactor design. The rapid fall has fueled speculation about future recovery or further risks.
Industry Context: Broader discussions on X tie SMR’s struggles to challenges in the small modular reactor sector, including high costs and project delays. While some remain optimistic about nuclear energy’s role in powering AI data centers, others question the economic viability of SMRs compared to renewables. The debate keeps the ticker in the spotlight amid evolving industry dynamics.
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 63 times in the past 6 months. Of those trades, 0 have been purchases and 63 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 59 sales selling 15,000,000 shares for an estimated $604,875,372.
- ROBERT RAMSEY HAMADY (Chief Financial Officer) has made 0 purchases and 3 sales selling 100,625 shares for an estimated $3,336,846.
- CARL M. FISHER (Chief Operating Officer) sold 18,206 shares for an estimated $808,091
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NuScale Power Hedge Fund Activity
We have seen 301 institutional investors add shares of NuScale Power stock to their portfolio, and 202 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. removed 4,431,663 shares (-69.5%) from their portfolio in Q3 2025, for an estimated $159,539,868
- TIDAL INVESTMENTS LLC added 3,515,129 shares (+639.3%) to their portfolio in Q3 2025, for an estimated $126,544,644
- SAMSUNG C&T CORP added 2,578,702 shares (+98.9%) to their portfolio in Q3 2025, for an estimated $92,833,272
- UBS GROUP AG removed 2,384,724 shares (-54.5%) from their portfolio in Q3 2025, for an estimated $85,850,064
- VAN ECK ASSOCIATES CORP added 2,125,250 shares (+67.2%) to their portfolio in Q3 2025, for an estimated $76,509,000
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 1,888,069 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $67,970,484
- MAREX GROUP PLC added 1,747,433 shares (+9643.1%) to their portfolio in Q3 2025, for an estimated $62,907,588
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 9 analysts offer price targets for $SMR in the last 6 months, with a median target of $37.5.
Here are some recent targets:
- Christopher Dendrinos from RBC Capital set a target price of $32.0 on 11/10/2025
- Derek Soderberg from Cantor Fitzgerald set a target price of $55.0 on 10/21/2025
- Vikram Bagri from Citigroup set a target price of $37.5 on 10/21/2025
- Dimple Gosa from B of A Securities set a target price of $34.0 on 09/30/2025
- An analyst from Barclays set a target price of $45.0 on 09/29/2025
- George Gianarikas from Canaccord Genuity set a target price of $60.0 on 09/03/2025
- Jon Windham from UBS set a target price of $38.0 on 08/11/2025
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.
