RoPower SMR Technology Will Accelerate Manufacturing And Deployment

Analysts have slightly lowered NuScale Power’s price target to $41.69, reflecting persistent concerns about execution risk, lengthy commercialization timelines, and valuation relative to early project traction, even as new partnerships and rising demand for carbon-free baseload power provide notable upside.

Analyst Commentary

• Major upside potential highlighted from the landmark TVA and ENTRA1 Energy partnership to deploy up to 6GW of NuScale SMR capacity, signaling commercial traction and technology validation.
• Bullish analysts cite the growing global and domestic demand for always-on, carbon-free baseload power, backed by policy tailwinds and an increasing need from sectors like data centers and AI.
• Execution risks and long technology commercialization timelines remain a focus for bearish analysts, with skepticism over NuScale’s ability to deliver scalable projects on schedule and at competitive costs.
• Valuation concerns persist among bearish analysts, who argue current prices already assume significant future success despite NuScale’s early commercialization stage and a lack of substantial binding contracts.
• Competitive landscape and evolving customer credibility (shift from regulatory approvals to actual orders) are flagged as key variables, with only a handful of SMR developers perceived as progressing meaningfully in customer acquisition.

What's in the News

• NuScale Power will support ENTRA1 Energy’s landmark agreement with TVA to deploy up to 6 gigawatts of NuScale SMR capacity, marking the largest SMR deployment program in U.S. history and targeting rapidly rising electricity demand.
• NuScale entered a Partnership Milestones Agreement with ENTRA1 Energy, committing $35–$55 million towards its SMR technology for ENTRA1 projects, with funding disbursed upon achieving specific commercial and developmental milestones.
• NuScale filed a $500 million follow-on equity offering via an at-the-market Class A Common Stock transaction.
• GSE Solutions developed a hydrogen fuel cell generation and storage plant simulator for NuScale’s hydrogen production initiatives, enabling integration and optimization of commercial-scale hydrogen production with SMR control systems.
• Paragon Energy Solutions signed a strategic agreement to supply advanced monitoring and safety I&C systems for NuScale’s SMR projects, further enhancing reliability and security for ENTRA1 Energy Plants utilizing NuScale technology.

Valuation Changes

Summary of Valuation Changes for NuScale Power

• The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $42.30 to $41.69.
• The Future P/E for NuScale Power has risen from 162.92x to 176.09x.
• The Consensus Revenue Growth forecasts for NuScale Power has fallen from 112.2% per annum to 105.4% per annum.