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    New Safety Components and AI Tools Might Change The Case For Investing In NuScale Power (SMR)

    Simply Wall St·09/04/2026 23:25:45
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    • NuScale Power and MillenniTEK recently fabricated first-of-a-kind boron-oxide pellets for NuScale’s passive emergency core cooling system, a safety-critical component of its U.S. Nuclear Regulatory Commission–approved small modular reactor design.
    • Coupled with NuScale’s deployment of nuclear-specific AI tools from Nuclearn and NPX to streamline engineering and regulatory work, these advances highlight how the company is building out both the hardware and knowledge infrastructure needed for eventual commercial deployment.
    • We’ll now examine how this progress on safety-critical component fabrication shapes NuScale’s existing investment narrative around commercialization and project execution.

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    NuScale Power Investment Narrative Recap

    To own NuScale, you have to believe that its NRC approved small modular reactor design can convert engineering milestones into binding power purchase agreements, especially with TVA and RoPower in Romania, before cash burn and dilution bite too hard. The new boron oxide pellet achievement strengthens NuScale’s technical readiness, but it does not directly change the near term dependence on signing PPAs or the risk that commercialization timelines slip.

    The AI collaboration with Nuclearn and NPX is particularly relevant here, because it aims to speed up how NuScale handles engineering, licensing evidence, and standards as projects move toward deployment. Faster, more traceable information retrieval could support smoother NRC interactions and customer project development, which in turn ties back to the same core catalysts investors are watching most closely firm PPAs and successful execution on early reference plants.

    Yet behind the promise of first of a kind safety components, investors should also be aware of the risk that prolonged commercialization timelines and cash burn could...

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

    NuScale Power's narrative projects $442.0 million revenue and $49.7 million earnings by 2029. This requires 245.8% yearly revenue growth and a $465.4 million earnings increase from -$415.7 million today.

    Uncover how NuScale Power's forecasts yield a $12.63 fair value, a 30% upside to its current price.

    Exploring Other Perspectives

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

    While recent safety and AI milestones point to progress, the most cautious analysts still expected only about US$134.0 million of revenue and US$15.0 million of earnings by 2029, highlighting how much more skeptical they are about NuScale’s ability to turn frameworks into firm PPAs and profitable projects compared with the baseline view, and why your own outlook might shift as new developments come through.

    Explore 11 other fair value estimates on NuScale Power - why the stock might be worth less than half the current price!

    The Verdict Is Yours

    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.