NuScale Power (NYSE:SMR) Stock Price Down 6.4% – What’s Next?

NuScale Power Corporation (NYSE:SMR) fell 6.4% on Friday . The company traded as low as $10.15 and last traded at $10.2850. 20,814,459 shares traded hands during trading, a decline of 19% from the average session volume of 25,784,072 shares. The stock had previously closed at $10.99.

NuScale Power News Summary

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

• Positive Sentiment: Included on a list of “14 Best Energy Stocks to Buy According to Wall Street Analysts,” highlighting NuScale’s small modular reactor tech and long-term addressable market—this is bullish for long-term narrative and institutional interest. Article Title
• Neutral Sentiment: The Motley Fool published a feature weighing NuScale’s long-term upside from nuclear demand against execution, financing, and commercialization risks — useful for investors assessing asymmetric upside but not an immediate catalyst. Article Title
• Negative Sentiment: Multiple law firms have filed or solicited plaintiffs in securities class actions alleging material misstatements/omissions about NuScale’s commercialization strategy for its reactor projects; the filings follow a prior steep share decline and create potential legal exposure, distraction, and litigation costs. Representative filing notice: Kessler Topaz. Article Title
• Negative Sentiment: Numerous investor-alerts and lead-plaintiff solicitations (Bleichmar Fonti & Auld, Bronstein Gewirtz & Grossman, Bernstein Liebhard, Pomerantz, Faruqi, Rosen, Gross, and others) are circulating; they emphasize the April 20, 2026 deadline to seek lead-plaintiff status—expect continued negative headlines and potential trading volatility while these matters progress. Example notice: BFA Law. Article Title
• Negative Sentiment: Underlying fundamentals remain challenged: the company’s Feb. 26 quarter showed a significant EPS miss, very low revenue, and negative margins/ROE—factors that amplify investor concerns about execution and cash needs amid legal risks (see analyst / press commentary). Article Title

Analyst Ratings Changes

A number of analysts recently commented on SMR shares. Citigroup lowered their price objective on shares of NuScale Power from $18.50 to $11.50 and set a “sell” rating for the company in a research report on Monday, March 2nd. Texas Capital upgraded NuScale Power to a “strong-buy” rating in a report on Tuesday, January 27th. TD Cowen cut NuScale Power from a “buy” rating to a “hold” rating in a research note on Wednesday, February 11th. Bank of America upgraded NuScale Power from an “underperform” rating to a “neutral” rating and set a $28.00 price target for the company in a report on Friday, January 9th. Finally, Canaccord Genuity Group dropped their price target on NuScale Power from $60.00 to $25.00 and set a “buy” rating on the stock in a research report on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $20.88.

NuScale Power Price Performance

The company’s 50-day moving average price is $14.58 and its 200-day moving average price is $23.76. The company has a market cap of $3.48 billion, a P/E ratio of -3.56 and a beta of 2.19.

NuScale Power (NYSE:SMR) last posted its quarterly earnings data on Thursday, February 26th. The company reported ($0.80) EPS for the quarter, missing the consensus estimate of ($0.10) by ($0.70). The company had revenue of $1.81 million during the quarter, compared to the consensus estimate of $8.76 million. NuScale Power had a negative net margin of 1,130.26% and a negative return on equity of 55.23%. On average, equities research analysts predict that NuScale Power Corporation will post -0.73 EPS for the current year.

Insider Buying and Selling

In related news, COO Carl M. Fisher sold 22,197 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $12.22, for a total transaction of $271,247.34. Following the completion of the transaction, the chief operating officer directly owned 140,141 shares in the company, valued at approximately $1,712,523.02. This trade represents a 13.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Clayton Scott sold 22,478 shares of NuScale Power stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $12.22, for a total value of $274,681.16. Following the completion of the sale, the insider directly owned 132,852 shares in the company, valued at approximately $1,623,451.44. This represents a 14.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 635,610 shares of company stock valued at $8,198,439. Corporate insiders own 1.20% of the company’s stock.

Hedge Funds Weigh In On NuScale Power

A number of large investors have recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of NuScale Power by 40.5% in the fourth quarter. Vanguard Group Inc. now owns 15,545,018 shares of the company’s stock valued at $220,273,000 after purchasing an additional 4,482,254 shares during the last quarter. Van ECK Associates Corp lifted its position in shares of NuScale Power by 117.8% in the fourth quarter. Van ECK Associates Corp now owns 11,515,561 shares of the company’s stock worth $163,176,000 after purchasing an additional 6,227,747 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in NuScale Power by 22.6% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,310,961 shares of the company’s stock worth $263,195,000 after purchasing an additional 1,346,796 shares during the last quarter. Morgan Stanley boosted its holdings in NuScale Power by 81.0% during the fourth quarter. Morgan Stanley now owns 5,277,905 shares of the company’s stock worth $74,788,000 after purchasing an additional 2,361,532 shares during the last quarter. Finally, Samsung C&T Corp grew its position in NuScale Power by 98.9% in the third quarter. Samsung C&T Corp now owns 5,185,804 shares of the company’s stock valued at $186,689,000 after purchasing an additional 2,578,702 shares in the last quarter. Institutional investors and hedge funds own 78.37% of the company’s stock.

NuScale Power Company Profile

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.