US Nuclear Lag: Social media discussions underscore America's stark lag in nuclear reactor construction, with zero plants underway against dozens abroad. NuScale Power stands out as the sole nuclear stock boasting NRC-approved small modular reactors, priming it for swift industrialization. This edge fuels optimism amid calls for domestic energy revival.
Long-Term Growth Narrative: Investors highlight SMR's pivotal role in the clean, reliable power surge, despite inherent volatility. Patience is urged for those aligned with the sector's trajectory, viewing swings as opportunities in an unfolding trend. The company's infrastructure scalability draws comparisons to repeatable plant modules over mere stock fluctuations.
2026 Nuclear Momentum: Chatter positions NuScale within broader nuclear themes tied to government priorities and AI-driven demand. Traders eye key support levels amid consolidation, with recent performance trackers noting competitive dynamics against peers. The narrative remains intact, bolstered by implied policy tailwinds.
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 61 times in the past 6 months. Of those trades, 0 have been purchases and 61 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 2 sales selling 70,641 shares for an estimated $1,977,159.
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 233 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 4,482,254 shares (+40.5%) to their portfolio in Q4 2025, for an estimated $63,513,539
- 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
- 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 10 analysts offer price targets for $SMR in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Ryan Pfingst from B. Riley Securities set a target price of $24.0 on 12/22/2025
- Brian Lee from Goldman Sachs set a target price of $23.0 on 12/12/2025
- Jon Windham from UBS set a target price of $20.0 on 11/25/2025
- 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
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.
