NuScale Power Corp: A Surge in Nuclear Energy Stocks

In a remarkable turn of events, NuScale Power Corporation (NYSE: SMR) has captured the attention of investors and industry analysts alike. The company, known for its innovative small modular reactors (SMRs), has seen its stock price soar, reaching a new 52-week high. This surge is attributed to a recent upgrade by CLSA, which raised its price target from $31.00 to $41.00, maintaining an outperform rating on the stock. This development underscores the growing investor confidence in NuScale’s potential to revolutionize the nuclear energy sector.

NuScale Power, operating on the New York Stock Exchange, is a key player in the industrials sector, focusing on scalable advanced nuclear applications worldwide. The company’s solutions span electricity, heat, and clean water production, positioning it at the forefront of sustainable energy solutions. With a market capitalization of approximately $3.38 billion and a close price of $30.24 as of May 22, 2025, NuScale’s financial health appears robust, especially considering its 52-week high of $32.3 and a low of $6.61.

The recent uptick in NuScale’s stock is part of a broader trend in the nuclear energy market. Alongside NuScale, companies like Cameco and Oklo have also experienced significant stock gains. This collective surge is partly fueled by President Donald Trump’s executive orders aimed at revitalizing the U.S. nuclear energy industry. These orders are expected to boost uranium prices and attract investments, potentially pulling the uranium market out of its current lull.

Investors are showing increasing enthusiasm for nuclear energy stocks, driven by the sector’s promise of sustainable and reliable energy solutions. NuScale’s strategic focus on SMRs, which offer flexibility and reduced risk compared to traditional nuclear reactors, aligns well with global energy demands and regulatory readiness. This strategic positioning is further bolstered by partnerships and collaborations, such as the one between Snow Lake and Exodys Energy, which aims to support the formation of a new nuclear reactor development and deployment company.

In addition to market dynamics, strategic developments have also played a role in NuScale’s recent success. For instance, Atkinsrealis Group Inc. secured a $450 million SMR contract from Ontario Power, highlighting the growing demand for SMR technology. Such contracts not only validate NuScale’s technological prowess but also expand its market reach.

As the nuclear energy sector continues to evolve, NuScale Power Corporation stands out as a company poised for growth. With its innovative technology, strategic partnerships, and favorable market conditions, NuScale is well-positioned to capitalize on the increasing demand for clean and efficient energy solutions. Investors and industry watchers will undoubtedly keep a close eye on NuScale’s progress as it navigates the dynamic landscape of the nuclear energy market.