I'm Calling It: NuScale Power Stock Will Double as This Catalyst Hits
Yahoo Finance ·
It's been a tough year for NuScale Power ( SMR -8.17% ) investors. Since 2026 began, shares of the popular nuclear energy stock have fallen by roughly 45%. NuScale's market cap is now down to just $3.2 billion. That looks like a bargain compared to the company's growth potential. Bank of America believes nuclear energy will be a $10 trillion opportunity in the coming decades. Small modular reactors, or SMRs -- the exact nuclear technology that NuScale specializes in -- are expected to take a big share of that opportunity. NuScale's stock price has struggled in 2026 for several reasons. The biggest, perhaps, has been a lack of tangible catalysts. NuScale has several impressive opportunities in its project pipeline, but there hasn't been much traction in converting these deals into revenue-generating assets. NuScale's biggest project is a 6 GW system intended for the Tennessee Valley Authority (TVA), a major utility serving the eastern U.S. The deal between NuScale and TVA was signed in September 2025. At the time, NuScale's stock price hovered around $40 per share. At least from a headline perspective, there has been little progress on the deal since, sending NuScale's stock price below $10 earlier this month.
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