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SMSMR

NuScale Power Corporation

$SMR·$1.7B·Electrical Equipment & Parts·Industrials
$5.83-5.2%YTD-46.7%1Y-87.8%
Price updated 7h ago·X counts updated 5d ago
SMSMR
$SMRNuScale Power Corporation
$5.83-5.20%609 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SMR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

609X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SMR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data16 posts analyzed · as of 2026-09-16

NuScale posters flag 243% higher-than-normal options volume with 78% calls, an Elliott Wave 3-wave corrective decline that looks complete, and a fresh reclaim of the 100 SMA aiming at $14.20. Bulls tie it to the AI-driven nuclear thesis alongside $CEG, $OKLO and $NNE, plus a pending TVA 6GW deal that would be the largest SMR installation ever. One trader is closing a hedge as too risky against price. Overall bullish.

Read what X is saying about $SMR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SMR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeSelling offAI verdict · as of 2026-10-02

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

Small-modular-reactor hopeful at 1% of 52-week range — TVA 6GW deal is the only thing that resets the chart.

NuScale Power develops small modular reactor (SMR) nuclear technology — competing with Oklo, X-Energy and others for the AI-data-center and utility nuclear-renaissance thesis. The stock is at the literal 1% of its 52-week range after a 79% TTM decline, with a pending TVA 6GW deal as the one specific catalyst.

  • The P&L is essentially non-existent: revenue of $600K last quarter at an operating margin of -10,181% — this is a pre-revenue company burning cash to deliver first-of-a-kind reactor products, with analysts calling -$0.11 EPS for the next quarter.
  • The ATM equity program signed Aug 11 with six broker-dealers is active dilution — NuScale is funding operations by selling stock, which is the structural reason the chart keeps grinding lower despite periodic rally attempts.
  • The TVA 6GW deal, if it lands, would be the largest SMR installation ever — a specific, dated catalyst that could re-rate the stock materially, with the AI-nuclear cohort rally ($CEG, $OKLO, $NNE) as the directional comp.

Breaking-down holds unless Nov 5 earnings announce a signed TVA framework agreement with specific dollar amounts, or the DOE moves on committed loan guarantees. Another ATM-dilution-only quarter is what seals the de-rating toward the $5 handle; a signed TVA deal is what breaks the tape higher toward Elliott-Wave target zones.

Agrees with X sentimentX bulls citing 243% options volume, Elliott Wave 3-wave complete, and the pending TVA 6GW deal have the specific setup elements right — but the trader closing a hedge "too risky against price" is the honest counter: the chart hasn't actually confirmed, and the $14.20 target depends on TVA signing.

What to watch: Nov 5 earnings and any pre-earnings TVA framework announcement. A signed TVA 6GW deal is the specific catalyst that resets the chart; another ATM-driven cash raise without a signed utility contract is what seals the breaking-down.

On the calendar: 2026-11-05 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Electrical Equipment & Parts sits in its cycle right now — and what that implies for $SMR.

Electrical Equipment & Parts · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $SMR

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

Industry benchmark

29-name peer basket
+23.0%YTD
-7.9%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
Q2 2026Aug 5, 2026$-0.13$-0.13+0.2%
Q1 2026May 7, 2026$-0.14$-0.11-27.3%
Q4 2025Feb 26, 2026$-0.21$-0.10-110.0%
Q3 2025Nov 6, 2025$-1.85$-0.14-1225.0%
Next earningsThu, Nov 5·consensus EPS $-0.12

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$17.2M$16.3M – $18.0M-$0.52-$0.77 – -$0.394
FY27$109.8M$95.8M – $123.9M-$0.62-$1.03 – -$0.2610
FY28$311.6M$141.3M – $561.9M-$0.48-$0.78 – -$0.2511
FY29$634.1M$303.9M – $1.3B-$0.46-$1.11 – -$0.155
FY30$1.5B$712.7M – $3.1B-$0.19-$0.45 – -$0.065

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.0.6×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.1%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.-32.6%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.-49.3%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 today18.0% 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.β2.375-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellOct 1Hamady Robert RamseyCFO20.0K sh$158KSellAug 27Hamady Robert RamseyCFO29.9K sh$281KSellAug 18Shinji FujinoDirector20.0K sh$177KSellAug 17Hamady Robert RamseyCFO20.0K sh$190KSellAug 17Hamady Robert RamseyCFO— sh—SellAug 5Carl M. FisherCOO18.8K sh$176KSellJun 30Hamady Robert RamseyCFO20.0K sh$203KSellApr 21Corp FluorDirector13.5M sh$159.4M
+ 18 other (12 awards · 6 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

8-KMaterial agreementAug 118-K — Item 1.01: Material agreement
AI summary

NuScale Power (SMR) entered into an ATM Sales Agreement on August 11, 2026 with six broker-dealers: UBS Securities, B. Riley Securities, Canaccord Genuity, Craig-Hallum, Texas Capital Securities, and Tuohy Brothers Investment Research. The agreement enables NuScale to sell Class A Common Stock at market prices over time to fund its small modular reactor development program.

424B5Prospectus supplement (offering)Aug 11424B5
AI summary

NuScale Power (SMR) filed a prospectus supplement for its at-the-market offering of Class A Common Stock. Sales agents receive up to 2.0% commission on gross proceeds. This ATM program gives NuScale ongoing capital-raising flexibility for its nuclear SMR development.

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.

+ 8 other (4 13Gs · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Head to Head Comparison: NuScale Power (NYSE:SMR) versus SolarEdge Technologies (NASDAQ:SEDG)defenseworld.net·1d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NuScale Power Corporation - SMRprnewswire.com·2d agoNuScale Power Falls 7% as 10-Year Treasury Yield Climbs to 5.26%; Energy Fuels Drops 9%, Oklo Slides 5%247wallst.com·3d agoNuScale Power Trades Near $8. Here's What Has to Happen for It to See $20 Again.fool.com·3d agoA Year Ago We Said the SMR Rally Was Just Heating Up. Oklo and NuScale Both Fell Sharply.247wallst.com·3d ago

In themes

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

Nuclear Renaissance

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Voices on X · top 3 · last 7 days

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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