Key Stats for NuScale Stock
- Price Change: +18.1%
- Current Price: ~$18
- Street Target Price: $34
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What Happened?
Shares of NuScale Power Corporation (SMR) jumped 18.1% to close near $18 on Friday, becoming the latest beneficiary of the AI infrastructure trade.
Sparking the rally was a wave of speculation that “Small Modular Reactors” (SMRs) will be the solution to the massive energy deficits facing Amazon (NASDAQ:AMZN) and other hyperscalers.
Furthermore, investors are betting that NuScale, as the only SMR design with US regulatory approval, is uniquely positioned to secure partnerships with Big Tech firms desperate for 24/7 clean power.
Moreover, during the last earnings call, CEO John Hopkins noted that the company is seeing significant “demand pull” from the market as the reality of AI’s power consumption sets in.
Additionally, the momentum is building ahead of the company’s Q4 earnings report on February 26, where traders are hoping for announcements regarding new deployments or customer wins.
Unlike traditional nuclear plants that take decades to build, NuScale’s modular approach promises faster deployment, a key selling point for tech giants racing to build data centers.
The surge reflects FOMO as capital rotates from expensive chip stocks into the energy infrastructure required to run them.
See analysts’ growth forecasts and price targets for NuScale stock (It’s free!) >>>
Is NuScale Undervalued Today?
During the Q3 conference call, CEO John Hopkins expressed confidence in the company’s position within the shifting energy landscape.
He stated: “We’re excited about the whole industry in general in terms of — you see the market signals in what’s happening. Demand pull is there.”
Hopkins emphasized that the selection of their partner ENTRA1 for major projects wasn’t random, but a validation of their technology’s readiness.
He added: “My team and I certainly believe that we’re ready to deliver and continue to lead in this market.”
Read the full NuScale Power Transcript on TIKR to see the Nuclear Outlook >>>
According to the Street Target, the risk-reward ratio is heavily skewed to the upside for risk-tolerant investors.
- Target Price: $34
- Current Price: ~$18
- Potential Upside: +93.7%
Valuation Deep Dive (Analyst Pivot)
The investment case for NuScale is entirely speculative, based on the potential adoption of its technology rather than current cash flows.
With the internal model broken due to negative margins, we rely on the Street’s “Blue Sky” projections.
- The Growth Story: Revenue grew by 134.8% over the last year, signaling that the company is moving from R&D to commercialization, albeit from a small base.
- The Valuation Gap: The divergence between the $5 internal model and the $34 Street target highlights the binary nature of the stock: it’s either a zero or a multi-bagger.
- The Catalyst: A single contract announcement with a major data center operator could instantly validate the technology and bridge the gap to the $60 high target.
If NuScale can convert “demand signals” into signed contracts, the path to $34 could be swift as the market prices in a nuclear-powered AI future.
Conclusion: The high-risk, high-reward nuclear option. With a massive 93.7% upside potential to $34, NuScale Power is the ultimate speculative bet for investors believing that nuclear energy is the missing link for AI.
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How Much Upside Does NuScale Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
