애널리스트들은 NuScale Power의 최근 실적 미달과 지속 중인 데이터 센터 파트너십 협상을 함께 평가하고 있다.

Social media discussion surrounding NuScale Power’s latest quarterly report centered on a significant earnings shortfall, with the company reporting revenue of just $75,000 against market expectations of nearly $9 million. This sharp miss surprised investors and contributed to notable downward pressure on the stock over recent weeks. Despite the near-term financial gap, prevailing conversations emphasized the company’s strategic focus on long-term development. Parallel discussions highlighted NuScale’s collaboration with Entra1 Energy to advance small modular reactor deployments tailored to surging data center demand. Market participants identified the technology’s U.S. regulatory approval as a critical differentiator within the nuclear sector, noting its potential to deliver reliable, carbon-free power to high-energy industries such as AI infrastructure. Broader market commentary reflected cautious optimism regarding the firm’s cash reserves and supply chain advancements, though this was tempered by its pre-revenue status and ongoing commercialization hurdles. Observers stressed that upcoming initiatives, including projects in Romania and potential agreements with the Tennessee Valley Authority (TVA), will be pivotal for future growth. Overall sentiment remains balanced between the inherent risks of early-stage nuclear development and the promise of scalable, clean energy solutions.

Over the past six months, insiders executed nine open-market transactions involving NuScale Power ($SMR) stock, all of which were sales with zero purchases recorded. Corporate entity Fluor conducted three sales totaling 39,936,472 shares, valued at approximately $472,764,063. Chief Financial Officer Robert Ramsey Hamady completed three sales amounting to 49,880 shares, worth an estimated $483,432. Shinji Fujino sold 20,000 shares for roughly $177,160, while Chief Operating Officer Carl M. Fisher offloaded 18,771 shares valued at approximately $175,734. Chief Accounting Officer David A. Tonnel sold 2,290 shares for an estimated $27,125. Readers seeking to monitor these movements can utilize Quiver Quantitative’s insider trading dashboard, with raw transaction data accessible via the platform’s API endpoint.

In the most recent quarter, 328 institutional investors increased their NuScale Power holdings, while 221 reduced their positions. Among the most notable portfolio adjustments, BlackRock, Inc. added 13,008,142 shares (+101.2%) in Q2 2026, representing an estimated $130,471,664. Van Eck Associates Corp. acquired 9,278,802 shares (+46.3%) during the same period, valued at approximately $93,066,384. Two Sigma Investments, LP expanded its stake by 7,932,077 shares (+213.0%) in Q2 2026, worth an estimated $79,558,732. Marex Group PLC increased its position by 7,196,478 shares (+378.4%) in Q1 2026, totaling roughly $78,009,821. Conversely, Renaissance Technologies LLC completely divested 5,455,800 shares (-100.0%) in Q2 2026, removing an estimated $54,721,674 from its portfolio. Voloridge Investment Management, LLC similarly exited its position entirely, selling 3,457,486 shares (-100.0%) in Q1 2026 for an estimated $37,479,148. State Street Corp. added 3,124,774 shares (+88.3%) in Q2 2026, valued at approximately $31,341,483. Comprehensive tracking of these institutional shifts is available through Quiver Quantitative’s institutional holdings dashboard, with underlying 13F filing data accessible via the platform’s dedicated API endpoint.

Four analysts have published price targets for NuScale Power ($SMR) over the past six months, establishing a median estimate of $13.0. Recent coverage includes a $7.0 target set by Vikram Bagri of Citigroup on May 11, 2026; a $19.0 target from Ryan Pfingst of B. Riley Securities on April 24, 2026; a $13.0 target assigned by Samantha Hoh of HSBC on April 23, 2026; and a $13.0 target established by Jon Windham of UBS on March 18, 2026.

This report does not constitute financial advice. For full disclosures, refer to Quiver Quantitative’s official disclaimers. Please note that minor inaccuracies may occur due to ticker-mapping errors or other data anomalies.