Stock Surge Buzz: NuScale Power (SMR) has been a hot topic on X recently, with discussions centering on the stock’s significant surge of over 200% in the past quarter. Many are linking this rally to key developments like the Nuclear Regulatory Commission’s approval of a new reactor design and government support for small modular reactors (SMRs). The excitement is palpable as users speculate on the future of nuclear energy.
AI and Energy Needs: Another focal point on X is NuScale’s potential role in powering AI data centers, with some highlighting the massive energy demands of tech advancements. Posts reflect optimism about SMRs as a clean, scalable solution to meet these needs. However, a few voices caution about the economic viability and timelines for commercial deployment.
Mixed Perspectives: While enthusiasm dominates, there are skeptical takes on X questioning whether the hype around SMRs is overblown, with some pointing to past project delays and cost overruns. Discussions also note recent analyst downgrades and sector volatility as points of concern. The conversation remains dynamic with varied opinions on NuScale’s long-term prospects.
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 71 times in the past 6 months. Of those trades, 0 have been purchases and 71 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.
- JOHN LAWRENCE HOPKINS (Chief Executive Officer) has made 0 purchases and 3 sales selling 83,694 shares for an estimated $1,592,458.
- CARL M. FISHER (Chief Operating Officer) sold 18,206 shares for an estimated $808,091
- JOSE N JR REYES (Chief Technology Officer) sold 16,134 shares for an estimated $264,242
- CLAYTON SCOTT (Chief Commercial Officer) sold 10,019 shares for an estimated $168,148
- JACQUELINE F. ENGEL (Interim VP, Accounting) has made 0 purchases and 3 sales selling 2,783 shares for an estimated $46,916.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NuScale Power Hedge Fund Activity
We have seen 305 institutional investors add shares of NuScale Power stock to their portfolio, and 143 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
- VANGUARD GROUP INC added 2,966,228 shares (+33.2%) to their portfolio in Q2 2025, for an estimated $117,343,979
- BLACKROCK, INC. added 2,327,100 shares (+34.1%) to their portfolio in Q2 2025, for an estimated $92,060,076
- JPMORGAN CHASE & CO added 2,323,993 shares (+1553.0%) to their portfolio in Q2 2025, for an estimated $91,937,163
- 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
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:
- Citigroup issued a "Sell" rating on 10/21/2025
- Cantor Fitzgerald issued a "Overweight" 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:
- 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
- Christopher Dendrinos from RBC Capital set a target price of $35.0 on 09/15/2025
- 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.
