Recent Earnings Disappointment: NuScale Power (SMR) has sparked intense discussion on X following a disappointing Q3 earnings report, with shares dropping significantly. Many users are highlighting a reported net loss of over $270 million, despite a revenue increase, as a key concern. The sharp decline in stock price, noted to be around 33% this week by some sources, has fueled debates about the company’s financial health.
Partnership Buzz: Amidst the negative sentiment, some discussions on X are focusing on a landmark agreement with the Tennessee Valley Authority (TVA) to deploy up to 6 GW of small modular reactor capacity. This deal is being hailed by some as a major validation of NuScale’s long-term potential in the clean energy sector. The contrast between short-term losses and future prospects keeps the conversation dynamic and polarized.
AI Energy Future: Another hot topic on X is NuScale’s potential role in powering AI data centers with small modular reactors, seen as a critical growth area. Posts reflect optimism about the company’s positioning in this emerging market, though concerns about execution risks linger. This mix of innovation and uncertainty continues to drive engagement around the ticker.
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 64 times in the past 6 months. Of those trades, 0 have been purchases and 64 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
- JOHN LAWRENCE HOPKINS (Chief Executive Officer) sold 26,345 shares for an estimated $623,375
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NuScale Power Hedge Fund Activity
We have seen 299 institutional investors add shares of NuScale Power stock to their portfolio, and 163 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 3,054,613 shares (+92.0%) to their portfolio in Q2 2025, for an estimated $120,840,490
- BLACKROCK, INC. added 2,327,100 shares (+34.1%) to their portfolio in Q2 2025, for an estimated $92,060,076
- CITADEL ADVISORS LLC removed 1,680,095 shares (-90.9%) from their portfolio in Q2 2025, for an estimated $66,464,558
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 1,301,907 shares (+222.1%) to their portfolio in Q2 2025, for an estimated $51,503,440
- UBS GROUP AG added 1,204,570 shares (+38.0%) to their portfolio in Q2 2025, for an estimated $47,652,789
- BANK OF AMERICA CORP /DE/ added 1,043,676 shares (+80.9%) to their portfolio in Q2 2025, for an estimated $41,287,822
- VAN ECK ASSOCIATES CORP removed 999,429 shares (-24.0%) from their portfolio in Q2 2025, for an estimated $39,537,411
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 3 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
- CLSA issued a "Outperform" rating on 05/27/2025
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 11 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.
