NuScale Power's SMR technology has driven its stock up 96% this year, positive.

1. NuScale Power’s SMR shares have surged 96.4% this year, outperforming the Computer & Technology sector. The company’s advancements in Small Modular Reactor technology and partnerships with tech giants position it as a key player in sustainable energy.
2. NuScale Power is addressing global energy and water challenges with its advanced SMR technology. The company’s research programs focus on clean water production and hydrogen generation, utilizing brine waste for efficient resource usage.
3. NuScale Power benefits from the increasing demand for electricity and clean energy, particularly from data centers. The company’s SMR technology offers carbon-free energy solutions that align with the growing energy needs in sectors like data centers.
4. Tech giants like Microsoft and Alphabet committing to nuclear energy, including SMR technology, validate NuScale Power’s market positioning. Microsoft’s $80 billion investment in AI-enabled data centers further boosts the demand for SMR technology in energy-intensive operations.
5. Despite its technological edge, NuScale Power faces competition in the SMR sector from companies like Oklo. The company’s earnings estimate shows a positive trend, with a Zacks Consensus Estimate of 42 cents per share for 2025.
6. NuScale Power’s stock is currently overvalued, trading at a high price/sales ratio. While the company’s advancements and partnerships are positive, challenges in the competitive energy market and regulatory hurdles could impact its market positioning.
7. Investors are advised to hold NuScale Power stock for now, as the company navigates the competitive energy market landscape. Despite challenges, NuScale Power’s technological innovations and partnerships position it for future growth in sustainable energy solutions.

Read more at Nasdaq: NuScale Power Stock Up 96% Year to Date: Is SMR Tech the Catalyst?