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    Why NuScale Power (SMR) Is Up 13.3% After TVA Deal Highlights Funding And Disclosure Questions

    Simply Wall St·05/26/2026 09:31:04
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    • NuScale Power’s commercialization partner ENTRA1 Energy previously signed a landmark agreement with the Tennessee Valley Authority to deploy up to 6 gigawatts of NuScale’s NRC-approved small modular reactor technology, while NuScale continues to advance projects such as the RoPower plant in Romania and early manufacturing of long-lead components.
    • This combination of a very large potential US deployment, early international progress, and ongoing legal and financing questions around ENTRA1 and NuScale’s disclosures makes the company’s path to converting its engineering lead into operating assets a central issue for investors.
    • We’ll now explore how the TVA–ENTRA1 agreement, and questions around its funding, reshape NuScale Power’s existing investment narrative.

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    NuScale Power Investment Narrative Recap

    To own NuScale today, you have to believe its NRC approved SMR design can turn marquee frameworks like the TVA–ENTRA1 deal and the Romanian RoPower project into binding contracts and long term cash flows. The TVA project remains the key near term catalyst, while the ENTRA1 class action and questions about its funding structure are the biggest current risk. The latest policy and project headlines do not yet remove that uncertainty, but they keep the commercialization path very much in focus.

    Among recent updates, the TVA–ENTRA1 agreement for up to 6 gigawatts of NuScale capacity is still the announcement that matters most for this story. If TVA and ENTRA1 can move from framework to a power purchase agreement and site specific work, it could unlock follow on OEM orders and make NuScale’s early investments in fuel and long lead components more economically meaningful than the other, smaller milestones we have seen so far.

    Yet, behind the promise of TVA scale deployment, investors should be aware that ENTRA1’s financing capacity and the related litigation risk...

    Read the full narrative on NuScale Power (it's free!)

    NuScale Power's narrative projects $436.9 million revenue and $48.9 million earnings by 2029.

    Uncover how NuScale Power's forecasts yield a $16.50 fair value, a 45% upside to its current price.

    Exploring Other Perspectives

    SMR 1-Year Stock Price Chart
    SMR 1-Year Stock Price Chart

    Some of the lowest ranked analysts were assuming revenue would shrink about 14 percent a year and still saw no profits by 2028, so compared with the TVA optimism and ENTRA1 financing hopes, their view highlights just how far expectations can diverge and why you should weigh several narratives before deciding where you stand.

    Explore 22 other fair value estimates on NuScale Power - why the stock might be worth over 5x more than the current price!

    Decide For Yourself

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.