NuScale Power

SMR

Market cap $5.66B

NuScale is making nuclear power relevant again. It's not the only company doing so, though.

NNE and SMR are both working on small nuclear reactors. NNE's shares registered an 11.7% gain versus SMR's 35.8% decline over the past year.

SMR's 6GW plan with ENTRA1 advances with major milestone payments, but TVA reviews and PPA delays still threaten the 2030 timeline.

BWX Technology's surging revenues and major defense wins give it a stronger near-term edge over NuScale Power's early-stage revenues and years-out project milestones.

NuScale's SMRs could make it easier and cheaper to deploy nuclear power plants. Its advanced designs were approved, and it's secured new contracts.

NuScale Power, previously outperforming the S&P 500, now lags it over a one-year and three-year period, and has barely beaten the index since its market debut. Another wave of outsized performance could eventually arrive, given growing demand for clean energy, coupled with this company's asset-light business model.

NuScale Power is developing small modular reactors, and it has a system approved by the NRC. Oklo is trying to use recycled fuel for nuclear reactors, but does not have a design formally approved.

A UBS analyst maintained a "neutral" rating on NuScale stock but lowered his price target. A potential deal between Meta and Alphabet is raising questions about the energy demand AI will create.

UBS reduced its price target on NuScale Power stock. Analysts often have shorter investing horizons than the longer holding periods that The Motley Fool favors.

November delivered a major correction to the advanced nuclear energy sector, with high-profile small modular reactor (SMR) and microreactor companies seeing massive stock price declines.