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SMSMR

NuScale Power Corporation

$SMR·$2.7B·Renewable Utilities·Utilities
$7.79+2.0%YTD-47.6%1Y-83.4%
Mentions · last 7 days
2026-07-09: 443 posts2026-07-10: 663 posts2026-07-11: 860 posts2026-07-12: 540 posts2026-07-13: 708 posts2026-07-14: 621 posts2026-07-15: 752 posts4,605+2%
Price updated 6m ago·X counts updated 2d ago
SMSMR
$SMRNuScale Power Corporation
$7.80+2.03%4.6k posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SMR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-16

Falling on heavy selling — points lower unless it turns around.

Nuclear tailwinds are real — but NuScale's revenue collapsed and the tape sits within 1% of the 52-week low.

NuScale Power is the pure-play small modular reactor developer whose stock sits within 1% of its 52-week low despite genuinely constructive geopolitics for nuclear buildout. SMR technology has real credibility; business execution has not caught up.

  • The revenue collapse is the load-bearing fact: Q1 2026 revenue fell 96% YoY to $565K, trailing four quarters have gross margin swinging between -43% and +33% depending on program milestones, and Q1 free cash flow was minus $316M — this is a pre-commercial project company, not a nuclear utility.
  • The macro tailwind is real but doesn't buy time: the US/Japan/Korea SMR cooperation agreement and newcleo's Nasdaq listing plan add fuel to the sector — but macro alone doesn't close NuScale's cash-burn gap, and analyst FY28 revenue is only $386M against a $2.7B market cap.
  • Insider action reads as scheduled harvesting: officer Robert Ramsey Hamady exercised 40,000 options at $3.20 and sold 20,000 shares at $10.14 on June 30 — small net-realize on options with the balance retained, so no red flag but no conviction buy either.

The August 5 Q2 earnings and any specific customer-order or Fluor-partnership commentary are the near-term tells. A named order (utility LOI or DOE contract) reframes the setup; another revenue miss confirms the breaking-down structure and drops the stock to test $6.10.

Differs from X sentimentX is bullish on the US/Japan/Korea SMR cooperation agreement and models long-term targets to $100 — but the mechanics don't support that near-term. Q1 revenue fell 96% YoY, position sits within 1% of the 52-week floor, and even bullish analyst consensus has FY28 revenue at only $386M against a $2.7B market cap. The technical minority calling for $6.10 before the next bounce is the more mechanics-aligned read for the next quarter.

What to watch: The August 5 Q2 earnings. Watch for any named customer order (utility LOI, DOE program milestone), commercial-cadence commentary, and revenue trajectory recovery from the $565K Q1 base. Without a named catalyst, technical support at $6.10 is the next probable test.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-15

NuScale Power chatter is bullish. The US, Japan and South Korea signed a cooperation agreement to accelerate small modular reactor deployments in third countries - a major nuclear catalyst. Community models SMR going to $100 per share long-term. 2W MACD crossing positive with Wave 2 zone active - next target Wave 3 at $82-100 for +866%. Traders eye SMR at $8.75 as buying opportunity alongside OKLO at $47. Community broadly long. Some technicians see a potential move below $8.85 to $6.10 before the next bounce.

Read the AI verdict + X sentiment for $SMR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops small modular nuclear reactors for clean baseload power, pursuing NRC licensing and utility partnerships.

Industry overviewAI analysisGenerated by AI from underlying data

Where Renewable Utilities sits in its cycle right now — and what that implies for $SMR.

Renewable Utilities · Utilities

No material change from last week — hyperscaler 24/7 carbon-free PPAs still anchor CEG and GEV at premium multiples relative to merchant wind and solar; structural re-rating is intact.

What this means for $SMR

Neutral — Develops small modular nuclear reactors for clean baseload power, pursuing NRC licensing and utility partnerships; limited exposure means the hyperscaler 24/7 carbon-free PPA demand pulling contracted baseload capacity is not a near-term catalyst or headwind.

Top industry ETF

$ICLNiShares Global Clean Energy ETF
+9.9%YTD
+36.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-63.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-38.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-24.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
167.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-40.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.14$-0.11-27.3%
Q4 2025Feb 26, 2026$-0.80$-0.10-700.0%
Q3 2025Nov 6, 2025$-1.85$-0.14-1225.0%
Q2 2025Aug 7, 2025$-0.13$-0.12-8.3%
Next earningsWed, Aug 5·consensus EPS $-0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$565K-95.8%-43.2%-10181%$-0.27$-316.2M
Q4 FY25$1.8M-94.7%-3.4%-4022%$-0.16$-204.1M
Q3 FY25$8.2M+1635.2%32.9%-6533%$-1.85$-199.9M
Q2 FY25$8.1M+732.9%22.1%-535%$-0.13$-33.3M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$44.3M$43.4M – $45.3M-$0.58-$0.66 – -$0.4410
FY27$173.6M$135.3M – $212.0M-$0.69-$1.21 – -$0.3310
FY28$386.2M$193.8M – $671.3M-$0.56-$1.46 – $0.0211
FY29$591.3M$296.7M – $1.0B-$0.34-$0.66 – -$0.125
FY30$1.4B$701.5M – $2.4B-$0.04-$0.08 – -$0.015

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-29.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-57.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 130.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today22.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Hamady Robert RamseyCFO20.0K sh$203KSellApr 21Corp FluorDirector13.5M sh$159.4MSellApr 15Corp FluorDirector12.9M sh$150.4MSellApr 9Corp FluorDirector13.5M sh$162.9MSellMar 25David A TonnelChief Accounting Officer2.3K sh$27KSellMar 4Carl M. FisherCOO49.3K sh$623KSellMar 3Hopkins John LawrenceCEO82.7K sh$1.0MSellMar 3Carl M. FisherCOO22.2K sh$271KSellMar 3Hamady Robert RamseyCFO18.6K sh$227KSellMar 2Jose N ReyesCTO26.0K sh$317K
1–10 of 13
+ 26 other (19 awards · 7 exempts) in window

See when $SMR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 23
AI summary

NuScale Power (SMR) — Stuart Alan Harshaw filed an initial Form 3 via POA reporting no securities beneficially owned. Routine new insider Form 3.

3New insider — initial holdingsJun 23
AI summary

NuScale Power (SMR) — Dale E. Klein filed an initial Form 3 via POA reporting no securities beneficially owned. Routine new insider Form 3.

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
AI summary

NuScale Power held its 2026 Annual Meeting; all nine director nominees were elected, executive compensation was approved, and Ernst & Young was ratified as auditor; notable: Harshaw and Warnica each received approximately 29–30% withheld votes out of shares voted. Routine annual meeting; significant withhold votes on two directors suggest investor dissatisfaction.

SC 13D/AActivist amendmentApr 17SC 13D/A
AI summary

Fluor Corporation filed an amended Schedule 13D on SMR disclosing beneficial ownership (13,500,000.00 shares) as of 2026-04-17. The filer's stated intent is passive investment with no plan to influence control of the company.

SC 13D/AActivist amendmentApr 13SC 13D/A
AI summary

Fluor Corporation filed an amended Schedule 13D on SMR disclosing beneficial ownership (26,436,472.00 shares) as of 2026-04-13. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KPress release / Reg FDApr 88-K — Item 7.01: Press release / Reg FD
AI summary

SMR filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-08. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

424B5Prospectus supplement (offering)Feb 26424B5
8-KAgreement terminatedFeb 268-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
+ 15 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Oklo Just Dropped 28% in a Month. Is It Time to Abandon Nuclear Stocks Like OKLO, NuScale, and Uranium Energy Corp.?247wallst.com·1d agoNuScale Power Stock Has 195% Upside, According to This Wall Street Analystfool.com·2d agonewcleo's Nasdaq Plan Adds Fuel to Advanced Nuclear Interestzacks.com·2d agoNuScale Power Is Down 84% From Its 52-Week High. Is It Finally Time to Buy the Dip in the Nuclear Start-Up?fool.com·3d agoSpaceX Just Did Something NuScale Power Investors Should Be Watchingfool.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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