NuScale Power Surges 33% Amid Rising Energy Demand

NuScale Power Corp has surged 33% in 2025, significantly outperforming the S&P 500. The increase is reflected by strong earnings and growing electricity demand, positioning NuScale as a prominent player in nuclear energy with promising long-term growth potential.

Date: 26-05-2025

AI Rating: 7

**Market Outlook for NuScale Power Corp (NYSE: SMR)**

NuScale Power Corp continues to capture investor interest, evidenced by its impressive 33% increase in stock price so far in 2025, contrasting with the S&P 500's modest 0.6% decline. The report highlights increasing investor confidence driven by electricity demand from the ongoing AI boom and broader global electrification trends.

The company stands out as a leader in the Small Modular Reactor (SMR) market, having the unique advantage of being the only firm with an NRC-certified design. This regulatory edge and support from parent company Fluor Corporation enhance its competitive positioning significantly. The anticipated uptick in orders and substantial backlog can positively impact revenue streams moving forward.

A recent strong performance in Q1 has ushered in optimism, with revenue reported at $13.4 million, a notable increase from $1.4 million year-over-year and well above analyst expectations of $3.4 million. This revenue growth is not only pivotal but reflects increased activity in key projects such as the Romania RoPower agreement. The narrowing of operating losses from $44 million to $35.3 million further exhibits effective cost management, aligning positively with operational efficiency metrics.

Despite these positive indicators, NuScale’s investment profile does require caution. Risks include supply chain vulnerabilities due to a limited pool of specialized suppliers which could impede project timelines and scalability. The transition to commercial production isn’t projected until the early 2030s, which raises questions about the company’s near-term profitability and cash flow stability. Tariffs and rising construction costs pose additional threats to long-term financial health.

Stocks: SMR FLR