NuScale Power (NYSE:SMR) Shares Up 4.3% on Analyst Upgrade

NuScale Power Corporation (NYSE:SMR) traded up 4.3% on Friday after Bank of America upgraded the stock from an underperform rating to a neutral rating. Bank of America now has a $28.00 price target on the stock. NuScale Power traded as high as $22.29 and last traded at $20.5150. 51,057,968 shares traded hands during mid-day trading, an increase of 18% from the average session volume of 43,416,563 shares. The stock had previously closed at $19.67.

Several other research firms have also commented on SMR. Cantor Fitzgerald began coverage on shares of NuScale Power in a research report on Tuesday, October 21st. They set an “overweight” rating and a $55.00 price target for the company. Royal Bank Of Canada cut their price target on shares of NuScale Power from $35.00 to $32.00 and set a “sector perform” rating on the stock in a report on Monday, November 10th. Barclays initiated coverage on NuScale Power in a report on Monday, September 29th. They set an “equal weight” rating and a $45.00 price objective for the company. UBS Group set a $20.00 target price on NuScale Power in a research note on Tuesday, November 25th. Finally, BNP Paribas cut NuScale Power from a “hold” rating to a “strong sell” rating in a research note on Tuesday, October 21st. Four research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $34.75.

Insider Buying and Selling at NuScale Power

In other NuScale Power news, CFO Robert Ramsey Hamady sold 40,000 shares of NuScale Power stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $22.17, for a total value of $886,800.00. Following the sale, the chief financial officer owned 46,283 shares of the company’s stock, valued at approximately $1,026,094.11. The trade was a 46.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.20% of the stock is currently owned by insiders.

More NuScale Power News

Here are the key news stories impacting NuScale Power this week:

• Positive Sentiment: Bank of America upgraded SMR from “underperform” to “neutral” and set a $28 price target, signaling fresh analyst support and implied upside from current levels. Bank of America upgrade
• Positive Sentiment: Unusually large call-option activity — about 146,774 calls traded (roughly +31% vs typical daily call volume) — suggests speculative bullish positioning from traders expecting further upside or news flow.
• Positive Sentiment: Sector and headlines are favoring NuScale: several articles highlight NuScale as a potential beneficiary of multi‑year CapEx into infrastructure, energy and AI data centers (a thematic tailwind if hyperscalers pursue on-site or dedicated nuclear solutions). See coverage that places SMR in the group of industrial names likely to benefit. CapEx beneficiaries article Hyperscalers piece
• Neutral Sentiment: Some of the intraday lift tied to Meta’s announced nuclear deals — media attention links NuScale to that narrative even though NuScale was not a counterparty in Meta’s announced agreements; that makes the move partly sentiment-driven rather than contract-driven. Fool article
• Neutral Sentiment: Pre-market and early coverage picked up the story and amplified trading interest; some outlets flagged the stock’s jump and asked whether current pricing already reflects future value, which could temper further immediate gains. Yahoo Finance valuation piece Investing.com premarket
• Negative Sentiment: Fundamentals remain a constraint: recent quarterly results missed estimates (large EPS shortfall), revenue is still small relative to market expectations, and the company posts negative margins and returns — factors that increase execution risk and make the stock sensitive to sentiment shifts.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of SMR. Royal Bank of Canada increased its holdings in shares of NuScale Power by 623.4% in the 1st quarter. Royal Bank of Canada now owns 457,276 shares of the company’s stock valued at $6,475,000 after purchasing an additional 394,065 shares in the last quarter. AQR Capital Management LLC grew its position in NuScale Power by 37.4% during the first quarter. AQR Capital Management LLC now owns 37,614 shares of the company’s stock worth $533,000 after buying an additional 10,244 shares during the period. Integrated Wealth Concepts LLC purchased a new position in NuScale Power in the first quarter valued at about $390,000. Jones Financial Companies Lllp boosted its stake in shares of NuScale Power by 9.1% during the 1st quarter. Jones Financial Companies Lllp now owns 16,793 shares of the company’s stock worth $238,000 after acquiring an additional 1,394 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of NuScale Power by 1,220.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,845,116 shares of the company’s stock worth $26,127,000 after acquiring an additional 1,705,411 shares in the last quarter. Hedge funds and other institutional investors own 78.37% of the company’s stock.

NuScale Power Stock Performance

The firm has a market cap of $6.12 billion, a price-to-earnings ratio of -7.17 and a beta of 2.12. The business has a fifty day moving average of $20.75 and a two-hundred day moving average of $33.34.

NuScale Power (NYSE:SMR) last announced its earnings results on Thursday, November 6th. The company reported ($1.85) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.11) by ($1.74). The business had revenue of $8.24 million for the quarter, compared to analyst estimates of $11.29 million. NuScale Power had a negative return on equity of 51.27% and a negative net margin of 594.63%.The business’s revenue was up 1635.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($0.18) EPS. On average, equities research analysts forecast that NuScale Power Corporation will post -0.73 earnings per share for the current year.

About NuScale Power

NuScale Power Corporation, trading on the NYSE American under the ticker SMR, is a pioneering developer of small modular nuclear reactors. Established in 2007 as a spinout from Oregon State University, the company is headquartered in Portland, Oregon. NuScale’s mission is to deliver zero-carbon baseload power through scalable modular reactor technology, aiming to transform traditional nuclear energy deployment.

At the core of NuScale’s offering is the VOYGR small modular reactor design, featuring 77-megawatt electric (MWe) modules with passive safety systems.