NuScale Power Plummets 84%: Buying Opportunity for the SMR Pioneer?

NuScale Power’s shares have slumped 84% from their 52‑week high, thrusting the stock back into investors’ sightlines.

Powering the AI Boom: Nuclear’s Fresh Appeal

The carbon‑neutral power demand of AI data centers and COP28 commitments have catapulted nuclear energy into the global spotlight. Tech giants are turning to nuclear to secure reliable, low‑carbon baseload for their expanding operations.

SMR Design License: A Temporary Crown?

NuScale Power enjoys a first‑mover edge as the sole holder of a standard design approval from the NRC. Yet the DOE's Reactor Pilot Program and Executive Order 14300, which compress licensing timelines to 18 months, are rapidly eroding that advantage.

Five Drivers Behind the 84% Slide

■A $57.42 52‑week peak versus a 84% price decline.

■Approved 50 MWe and 77 MWe SMR modules promise scalable capacity.

■Executive Order 14300 trims regulatory lead‑times to 18 months, leveling the playing field.

■Agreements with Microsoft, Meta, and Alphabet boost demand for nuclear baseload.

■The DOE's Pilot Program accelerates entry of new competitors into the market.

Playbook for Investors

■Treat short‑term volatility as a low‑price entry opportunity.

■Monitor the company’s long‑term contracts and licensing pipeline closely.

■Apply risk management and portfolio diversification as competition intensifies.

Captain Rıza Deniz: "NuScale’s design approval remains a milestone, but the accelerated regulatory regime is reshaping competitive dynamics. Fluctuations in freight and energy transport costs will affect the economics of SMR projects; therefore, holding the stock at low volatility makes sense from a long‑term energy security viewpoint."