Latest news with #NuScale
Yahoo
16-07-2025
- Business
- Yahoo
NuScale Power Corporation (SMR): A Bull Case Theory
We came across a bullish thesis on NuScale Power Corporation (SMR) on r/wallstreetbets Subreddit by drewbaseball. In this article, we will summarize the bulls' thesis on SMR. NuScale Power Corporation (SMR)'s share was trading at $35.88 as of 3rd July . A Nuclear power plant with all its safety & security protocols in place. NuScale Power presents a rare convergence of regulatory positioning, political momentum, and corporate necessity, creating what could be one of the most compelling asymmetric investment opportunities of the decade. At the heart of the thesis is the anticipated announcement of a strategic partnership between NuScale and Apple, projected within a 1–45 day window from June 26, 2025. Apple's $500B AI infrastructure expansion demands massive baseload energy, and unlike peers, it lacks a nuclear partner. NuScale, as the only Nuclear Regulatory Commission-certified SMR provider with manufacturing capacity, stands uniquely positioned to fulfill this need. Political tailwinds from Trump's executive orders, aimed at catalyzing private-sector nuclear partnerships and fast-tracking deployments, further strengthen the case. The 44-day insider blackout at Apple and the 27-day blackout at NuScale—timed immediately after regulatory approval—mirror institutional behavior typically seen before major announcements. If a partnership materializes, a 200–300% stock appreciation is likely, with upside to 400–500% if a broader nuclear narrative unfolds. Even in a bear case, downside appears limited given NuScale's modest current valuation. Supporting evidence includes insider positioning, manufacturing readiness through Doosan, and a shareholder base aligned with strategic execution. Technical validation adds further confidence, with an ascending triangle pattern forming over several weeks and aligning with known catalysts, such as July 4's symbolic timing for political wins. The pattern's volume compression and institutional accumulation indicate market participants may already be positioning for this outcome. With multiple success pathways—Apple, other hyperscalers, or broader nuclear adoption—this setup offers an exceptional risk/reward skew, justifying an overweight rating and a $120 price target within 12 months. Previously, we covered a bullish thesis on NANO Nuclear Energy Inc. (NNE) by Charly AI in May 2025, which highlighted the company's vertically integrated microreactor strategy, government-aligned positioning, and a top-tier technical team. The company's stock price has appreciated by approximately 29% since our coverage. This is because investor enthusiasm for nuclear-adjacent AI infrastructure has grown. Drewbaseball shares a similar thesis but emphasizes NuScale's near-term partnership potential with Apple and its certified readiness, adding an event-driven catalyst to the nuclear narrative. SMR isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of SMR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-07-2025
- Business
- Yahoo
The Best Nuclear Stock to Invest $1,000 in Right Now
Investors have been flocking to profitless nuclear start-up stocks like Nano Nuclear, NuScale, and Oklo. Fluor owns a majority stake in NuScale -- and is profitable in and of itself. Fluor also generates substantial free cash flow, and is valued attractively relative to both forward earnings and current free cash flow. 10 stocks we like better than Fluor › President Donald Trump says he wants the U.S. to quadruple its nuclear power output by 2050, from 100 gigawatts to 400 gigawatts. In May, he signed four executive orders aimed at accelerating the development of new nuclear power plants in the United States. Among other things, those orders direct: The Nuclear Regulatory Commission to approve or deny new nuclear reactor licenses within 18 months of receiving applications (an acceleration from the current timeline of about five years). The creation of a pilot program that would have three new experimental reactors approved and operating by July 4, 2026 -- less than 12 months from now. The Department of Energy (DOE) to begin deploying advanced small modular nuclear reactors at DOE-owned locations by the end of 2027. The Pentagon to have at least one nuclear reactor operational on a military base by September 2028. The DOE to generally improve the nation's nuclear supply chain, including by promoting domestic enrichment of uranium, both U.S.-mined and imported. If all of this makes you think that now might be a good time to invest in nuclear power stocks, well, you're not alone. Three start-up nuclear companies developing "micro" and somewhat larger "small" modular nuclear reactors -- Nano Nuclear Energy (NASDAQ: NNE), NuScale Power (NYSE: SMR), and Oklo (NYSE: OKLO) -- have all outperformed the S&P 500 over the past year. Nano's outperformance is currently the smallest, but NuScale for example is up 160% in 52 weeks, and Oklo's stock is up more than 620%. By comparison, nuclear power plant builder Fluor (NYSE: FLR) stock's performance has been relatively tame. Up 19% over the past year, it has also outperformed the S&P 500. But if you ask me, Fluor stock should actually be doing much better than these smaller companies, because its valuation is so much cheaper ... especially relative to its earnings. If you've got $1,000 or so lying around, and have been wanting to put it to work in a nuclear stock, Fluor just might be the one you've been waiting for. Last week, I went so far as to call Fluor "the smartest nuclear stock" money could buy. I came to this conclusion based on the fact that Fluor owns a majority interest in small modular reactor builder NuScale, yet has a smaller market capitalization than NuScale's $10.3 billion implied market cap (according to the latest data from S&P Global Market Intelligence), as well ass Fluor's track record of being profitable for the past three years. Contrast that with NuScale, Oklo, and Nano Nuclear, all of which remain unprofitable. The consensus view among analysts covering Fluor is that it will earn $470 million in 2026, nearly $530 million in 2027, and $638 million in 2028. Its 2024 and projected 2025 earnings are abnormally much higher and much lower, respectively, than these numbers. But assuming analysts are correct that Fluor's earnings volatility will finally settle down starting next year, $470 million in earnings on an $8.7 billion market cap values Fluor stock at only 18.5 times forward earnings. This seems a reasonable price to me, given the steady earnings growth analysts are predicting. Speaking of earnings, earnings quality for the company is good, with real free cash flow (FCF) largely backing up the GAAP numbers on Fluor's income statement. Analysts forecast it will generate positive free cash flow of $343 million already this year, making the price-to-free-cash-flow ratio 25. Back out the net cash on its balance sheet, and Fluor's enterprise-value-to-FCF ratio drops to just 21. Analysts expect its FCF to grow by more than 20% annually for at least the next three years, to $598 million by 2028. That puts it very close to an EV/FCF/growth ratio of 1.0, which would qualify Fluor stock as a value stock. And if you further subtract out the value of Fluor's NuScale stake, I'd argue that it's cheap enough to make the company more like a deep value stock. When compared to most nuclear companies that aren't earning any profits at all, this cheap valuation makes Fluor not only one of the best ways to play the nuclear power renaissance, but a just plain cheap stock to invest in, period. Before you buy stock in Fluor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Fluor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 14, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy. The Best Nuclear Stock to Invest $1,000 in Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-07-2025
- Business
- Yahoo
The Smartest Nuclear Stock to Buy With $1,000 Right Now
Fluor builds nuclear power plants and owns a majority stake in modular reactor builder NuScale. Most of Fluor's market capitalization, in fact, is backed by its ownership stake in NuScale. Much of the rest of Fluor's current market capitalization is backed by cold, hard cash. 10 stocks we like better than Fluor › Powered up by a series of four executive orders signed by President Donald Trump in May, nuclear power stocks are red hot right now (in a good way) -- but not all nuclear stocks are created equal. Take Nano Nuclear Energy, NuScale Power, and Oklo, for example -- three start-up companies looking to develop a new generation of smaller-than-ordinary nuclear power plants. All three have outperformed the broader S&P 500 over the past year, from Nano with its 23% gain to NuScale, up 250%, and Oklo up 590%. Investors clearly like the idea of the smaller, cheaper, safer nuclear reactors these companies all promise to produce. Yet none of the three is anywhere near profitability, and according to analysts polled by S&P Global Market Intelligence, none of them is expected to even begin earning profits before 2030 at the earliest. But there is one nuclear stock that's already earning profits: Fluor (NYSE: FLR). What's more, it also happens to be the majority owner of one of these very high-profile small modular reactor companies. According to S&P Global data, Fluor owns nearly 57% of NuScale. What's more, with NuScale currently valued at $5.1 billion -- and with an implied market capitalization of $10.8 billion -- Fluor's 57% interest in the company accounts for $6.1 billion of Fluor's own market capitalization. Put another way, if you subtract out the value of Fluor's interest in NuScale from Fluor's own $8.5 billion market capitalization, investors are valuing Fluor-ex-NuScale at only $2.4 billion. This fact alone suggests that buying shares of Fluor could be a smart way to invest in NuScale -- but that's not all. Fluor, it turns out, is that rare heavy industry company with more cash than debt on its balance sheet -- $1.4 billion worth of cash, in fact. Subtract that cash from the $2.4 billion, and Fluor-ex-NuScale, ex-net cash, ends up being valued by investors at just $1 billion. That's less than the net profit Fluor earned over the last 12 months: $1.8 billion. And buying a non-NuScale business at effectively just half its annual profit sounds like a very smart way to invest $1,000 or so. I know, I know. That sounds too good to be true, and when something sounds too good to be true, it probably is. Deep values like this just shouldn't be the kind of thing that Wall Street analysts fail to notice, so there's probably a catch. And what might the catch be? Well, first and most obviously, NuScale might be really, really overvalued, such that Fluor's ownership stake in NuScale isn't worth as much as it appears to be. In fact, the $6.1 billion that it makes up of Fluor's market cap today could evaporate overnight if investors lose faith in NuScale. I personally consider this a very real risk, because -- as I pointed out up above -- NuScale isn't a profitable company, and much of its high valuation can be attributed to momentum investors driving the stock higher on irrational exuberance. A second risk investors should bear in mind is that Fluor's $1.8 billion in trailing-12-month profits is unusual for the company, and largely a result of the company's ownership stake in NuScale, the dramatic increase in NuScale's market cap, and of Fluor's "deconsolidation and subsequent remeasurement of Fluor's investment in NuScale" late last year. It's not a sustainable increase in annual earnings, and not something you should expect to repeat. Indeed, this year analysts polled by S&P Global forecast Fluor's net income will be only $60 million. That being said, most analysts who follow Fluor stock do expect the company to be solidly profitable over the next few years. Maybe not $1.8 billion-a-year profitable, but consensus forecasts assembled by S&P Global Market Intelligence, for example, have Fluor earning $470 million in 2026, nearly $530 million in 2027, and $638 million in 2028. That's about a 17% annualized earnings growth rate for a stock that costs only 17 or 18 times 2026 earnings -- or only about 2 times earnings ex-NuScale, and ex-net cash. Fluor stock looks to me like a bargain hiding in plain sight. Before you buy stock in Fluor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Fluor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy. The Smartest Nuclear Stock to Buy With $1,000 Right Now was originally published by The Motley Fool
Yahoo
07-07-2025
- Business
- Yahoo
The Smartest Nuclear Stock to Buy With $1,000 Right Now
Fluor builds nuclear power plants and owns a majority stake in modular reactor builder NuScale. Most of Fluor's market capitalization, in fact, is backed by its ownership stake in NuScale. Much of the rest of Fluor's current market capitalization is backed by cold, hard cash. 10 stocks we like better than Fluor › Powered up by a series of four executive orders signed by President Donald Trump in May, nuclear power stocks are red hot right now (in a good way) -- but not all nuclear stocks are created equal. Take Nano Nuclear Energy, NuScale Power, and Oklo, for example -- three start-up companies looking to develop a new generation of smaller-than-ordinary nuclear power plants. All three have outperformed the broader S&P 500 over the past year, from Nano with its 23% gain to NuScale, up 250%, and Oklo up 590%. Investors clearly like the idea of the smaller, cheaper, safer nuclear reactors these companies all promise to produce. Yet none of the three is anywhere near profitability, and according to analysts polled by S&P Global Market Intelligence, none of them is expected to even begin earning profits before 2030 at the earliest. But there is one nuclear stock that's already earning profits: Fluor (NYSE: FLR). What's more, it also happens to be the majority owner of one of these very high-profile small modular reactor companies. According to S&P Global data, Fluor owns nearly 57% of NuScale. What's more, with NuScale currently valued at $5.1 billion -- and with an implied market capitalization of $10.8 billion -- Fluor's 57% interest in the company accounts for $6.1 billion of Fluor's own market capitalization. Put another way, if you subtract out the value of Fluor's interest in NuScale from Fluor's own $8.5 billion market capitalization, investors are valuing Fluor-ex-NuScale at only $2.4 billion. This fact alone suggests that buying shares of Fluor could be a smart way to invest in NuScale -- but that's not all. Fluor, it turns out, is that rare heavy industry company with more cash than debt on its balance sheet -- $1.4 billion worth of cash, in fact. Subtract that cash from the $2.4 billion, and Fluor-ex-NuScale, ex-net cash, ends up being valued by investors at just $1 billion. That's less than the net profit Fluor earned over the last 12 months: $1.8 billion. And buying a non-NuScale business at effectively just half its annual profit sounds like a very smart way to invest $1,000 or so. I know, I know. That sounds too good to be true, and when something sounds too good to be true, it probably is. Deep values like this just shouldn't be the kind of thing that Wall Street analysts fail to notice, so there's probably a catch. And what might the catch be? Well, first and most obviously, NuScale might be really, really overvalued, such that Fluor's ownership stake in NuScale isn't worth as much as it appears to be. In fact, the $6.1 billion that it makes up of Fluor's market cap today could evaporate overnight if investors lose faith in NuScale. I personally consider this a very real risk, because -- as I pointed out up above -- NuScale isn't a profitable company, and much of its high valuation can be attributed to momentum investors driving the stock higher on irrational exuberance. A second risk investors should bear in mind is that Fluor's $1.8 billion in trailing-12-month profits is unusual for the company, and largely a result of the company's ownership stake in NuScale, the dramatic increase in NuScale's market cap, and of Fluor's "deconsolidation and subsequent remeasurement of Fluor's investment in NuScale" late last year. It's not a sustainable increase in annual earnings, and not something you should expect to repeat. Indeed, this year analysts polled by S&P Global forecast Fluor's net income will be only $60 million. That being said, most analysts who follow Fluor stock do expect the company to be solidly profitable over the next few years. Maybe not $1.8 billion-a-year profitable, but consensus forecasts assembled by S&P Global Market Intelligence, for example, have Fluor earning $470 million in 2026, nearly $530 million in 2027, and $638 million in 2028. That's about a 17% annualized earnings growth rate for a stock that costs only 17 or 18 times 2026 earnings -- or only about 2 times earnings ex-NuScale, and ex-net cash. Fluor stock looks to me like a bargain hiding in plain sight. Before you buy stock in Fluor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Fluor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy. The Smartest Nuclear Stock to Buy With $1,000 Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
NuScale Power (SMR) Declines 8.7% on Lack of Leads
NuScale Power Corporation (NYSE:SMR) is one of . NuScale Power Corporation (NYSE:SMR) declined by 8.7 percent on Tuesday to end at $36.12 apiece, in line with the general market pessimism, as investors stayed on the sidelines ahead of developments in the macroeconomic environment. In recent news, NuScale Power Corporation (NYSE:SMR) partnered with GSE Solutions for the development of a hydrogen fuel cell generation and storage plant simulation model to support the former's hydrogen simulator project. The initiative forms part of the broader research to provide clean water and efficient hydrogen production technologies. Following the partnership, a single NuScale power module (NPM) coupled with a reverse osmosis desalination system is expected to yield 150 million gallons of clean water daily without generating carbon dioxide. A Nuclear power plant with all its safety & security protocols in place. Twelve NPMs provide desalinated water for a city of 2.3 million residents and electricity for 400,000 homes. While we acknowledge the potential of SMR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
