NuScale Power Corp stock surged 33% due to investor confidence in nuclear energy

From Nasdaq: 2025-05-26 00:56:00

NuScale Power Corp (NYSE: SMR) has surged 33% in 2025, outperforming the S&P 500 due to rising investor confidence in its unique position in the nuclear energy space. NuScale leads in small modular reactor (SMR) development with the only NRC-certified design, supported by Fluor Corporation. The stock’s momentum is driven by regulatory advantage, project progress, and favorable macro trends.

NuScale’s first-quarter earnings exceeded expectations, reporting $13.4 million in revenue, a significant increase from a year ago. Progress on the FEED Phase 2 Project with Fluor and a technology license agreement for Romania’s RoPower Doicesti power plant drove growth. Cost control measures also contributed to improved financials, with operating expenses falling to $42.3 million.

Electricity demand in the U.S. is rising due to data centers and electric vehicles, making nuclear energy a reliable, carbon-free alternative. NuScale is preparing to supply six SMRs to Romania’s RoPower for a 462-megawatt nuclear plant. A final investment decision from RoPower is expected later this year, with NRC approval anticipated by July 2025. The company is in discussions with potential customers and targets a firm order before year-end.

Despite recent momentum, NuScale faces challenges like supply chain constraints, lengthy project timelines, and exposure to tariffs and rising construction costs. The company is a speculative investment with risks of stock drops during market shocks. Investors can explore the Trefis High Quality Portfolio, a collection of 30 stocks that has outperformed the S&P 500 over the last 4 years.



Read more at Nasdaq: What’s Driving NuScale’s Stock Boom?