Added to YB: 2026-03-03
Pitch date: 2026-02-27
SMR [neutral]
NuScale Power Corporation
+6.14%
current return
Author Info
No bio for this author
Company Info
NuScale Power Corporation provides small modular reactor technology solutions. It offers NuScale Power Module (NPM), a water reactor that can generate 77 megawatts of electricity (MWe).
Market Cap
$3.8B
Pitch Price
$12.29
Price Target
30.00 (+133%)
Dividend
N/A
EV/EBITDA
-3.57
P/E
-6.13
EV/Sales
78.17
Sector
Electrical Equipment
Category
growth
NuScale Power $SMR 2025 Q4 and Full Year Financial Results
SMR (earnings): Q4 rev $1.8M (vs $8.2M Q3) due to RoPower FEED 2 completion; FY25 rev $31.5M, net loss $664M ($507M non-cash ENTRA1 equity fee). $1.26B liquidity ($841M cash, $418M investments), zero debt. TVA 6GW deal (72 modules) progressing: multi-billion financing term sheet signed, 4 sites identified. RoPower advancing to licensing. Risks: ENTRA1 class action lawsuit questioning capabilities, severe dilution (39.3M shares issued Q4 @ ~$19), non-binding agreements, revenue gap until PPAs signed. Baseline PT $14-17, optimistic $30+ if AI microgrid orders materialize.
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