Added to YB: 2026-05-12
Pitch date: 2026-05-08
SMR [neutral]
NuScale Power Corporation
+8.18%
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 light water nuclear reactor that can generate 77 megawatts of electricity (MWe).
Market Cap
$4.3B
Pitch Price
$12.29
Price Target
25.00 (+99%)
Dividend
N/A
EV/EBITDA
-16.83
P/E
-6.89
EV/Sales
182.24
Sector
Electrical Equipment
Category
growth
NuScale Power $SMR 2026 Q1
SMR (update): Q1 rev $600K (-95% YoY) vs $13.4M prior year (one-time Romanian TLA). Net loss $46.7M, op loss $57.5M. $890M liquidity ($346M cash + $549M short-term inv) = runway through 2028+. Key projects: TVA 6GW (largest US nuclear deployment ever, still in site assessment/EIS), RoPower Romania (6 NPMs, stuck in financing stage). Only NRC-approved SMR w/ mature supply chain. Risk: No binding EPC contracts yet, cash burn $50M/qtr, revenue won't materialize until 2028+. Trading at $1.83B mkt cap vs $890M cash = $940M EV for exclusive SMR license + 700 patents. Baseline PT $12-$15, optimistic $25+, downside $4-$5 if projects fail.
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