NuScale Power (NYSE:SMR) Upgraded at Northland Securities

Northland Securities upgraded shares of NuScale Power (NYSE:SMR) from a market perform rating to an outperform rating in a research report released on Friday, Marketbeat.com reports. The firm currently has $21.00 target price on the stock.

Several other analysts also recently weighed in on the company. Texas Capital upgraded NuScale Power to a “strong-buy” rating in a research note on Tuesday, January 27th. B. Riley Financial cut their price objective on shares of NuScale Power from $38.00 to $24.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Weiss Ratings reissued a “sell (d-)” rating on shares of NuScale Power in a report on Monday, December 29th. TD Cowen lowered shares of NuScale Power from a “buy” rating to a “hold” rating in a report on Wednesday, February 11th. Finally, Barclays cut their price target on NuScale Power from $45.00 to $15.00 and set an “equal weight” rating on the stock in a research report on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $24.42.

NuScale Power Stock Down 3.8%

Shares of SMR opened at $12.82 on Friday. The company has a market cap of $3.83 billion, a price-to-earnings ratio of -4.44 and a beta of 2.20. NuScale Power has a twelve month low of $11.08 and a twelve month high of $57.42. The company has a 50 day moving average of $16.79 and a two-hundred day moving average of $26.98.

NuScale Power (NYSE:SMR) last announced its earnings results on Thursday, February 26th. The company reported ($0.80) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.10) by ($0.70). NuScale Power had a negative net margin of 1,130.26% and a negative return on equity of 55.23%. The business had revenue of $1.81 million for the quarter, compared to analyst estimates of $8.76 million. On average, sell-side analysts expect that NuScale Power will post -0.73 EPS for the current year.

Insider Activity

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

Institutional Investors Weigh In On NuScale Power

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Van ECK Associates Corp raised its position in NuScale Power by 117.8% during the fourth quarter. Van ECK Associates Corp now owns 11,515,561 shares of the company’s stock worth $163,176,000 after acquiring an additional 6,227,747 shares during the period. Vanguard Group Inc. increased its stake in shares of NuScale Power by 40.5% during the fourth quarter. Vanguard Group Inc. now owns 15,545,018 shares of the company’s stock worth $220,273,000 after purchasing an additional 4,482,254 shares in the last quarter. Clear Street Group Inc. purchased a new stake in shares of NuScale Power during the third quarter worth about $155,616,000. Voloridge Investment Management LLC acquired a new position in shares of NuScale Power during the 4th quarter worth about $48,993,000. Finally, Samsung C&T Corp lifted its stake in NuScale Power by 98.9% in the 3rd quarter. Samsung C&T Corp now owns 5,185,804 shares of the company’s stock valued at $186,689,000 after buying an additional 2,578,702 shares in the last quarter. Hedge funds and other institutional investors own 78.37% of the company’s stock.

Key NuScale Power News

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

• Positive Sentiment: Company outlines deployment plan (ENTRA1) covering ~6 GW U.S. nuclear deployment and says it has ~$1.3B liquidity for 2026 — this supports project execution and de‑risking of near‑term funding needs. ENTRA1 and liquidity report
• Positive Sentiment: Strategic partnerships and project milestones — Oak Ridge partnership (AI work) and Romania coal‑to‑SMR FID advance demonstrate commercial traction and technology adoption. Partnerships and project news
• Positive Sentiment: Analyst upgrade from Northland Securities to “outperform” with $21 PT — market-friendly research can provide buying support. Northland upgrade
• Neutral Sentiment: Bullish features and long‑term narratives (e.g., retail pieces arguing large TAM and AI‑driven electricity demand) keep speculative interest alive but are highly forward‑looking and hinge on commercialization execution. Fool long‑term thesis
• Negative Sentiment: Q4 2025 results missed heavily — EPS and revenue fell well below estimates (large net loss, revenue decline), which is the primary catalyst for the sell‑off. Q4 results
• Negative Sentiment: NuScale launched a US$1B at‑the‑market equity program — increases dilution risk and pressure on share price while the company remains unprofitable. Valuation and equity program analysis
• Negative Sentiment: Multiple securities‑fraud class action notices and law‑firm alerts filed/issued after recent stock drops — adds legal overhang and near‑term uncertainty. Class action notice
• Negative Sentiment: Canaccord lowered its price target materially (from $60 to $25) despite keeping a buy rating — signals reduced analyst conviction on upside magnitude. Canaccord target cut

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.