NuScale Power: A Critical Juncture for the Nuclear Innovator

After a punishing month that saw its value nearly halved, NuScale Power's stock has shown tentative signs of stabilization. This recent uptick, however, leaves investors questioning whether it represents a fleeting rebound or the foundation of a sustainable recovery for the modular nuclear reactor company.

The company's third-quarter 2025 financial report revealed significant challenges. NuScale recorded a substantial earnings miss, reporting a loss of $1.85 per share compared to the anticipated loss of $0.11 per share—a $1.74 per share deviation from analyst projections. Revenue performance similarly disappointed, coming in at $8.24 million against expectations of $11.29 million.

Despite these setbacks, the company demonstrated remarkable revenue expansion, with year-over-year growth reaching 1,635%. This impressive top-line increase, however, was overshadowed by concerning financial metrics, including a negative return on equity of 51.27% and a profit margin of negative 594.63%.

Strategic Partnerships Offer Potential Lifeline

A significant development emerges from NuScale's international collaboration. The company's exclusive strategic partner, ENTRA1 Energy, stands to access up to $25 billion in investment capital through a $550 billion framework agreement between the United States and Japan designed to strengthen critical energy infrastructure.

Should investors sell immediately? Or is it worth buying Nuscale Power?

This potential funding follows ENTRA1's earlier landmark agreement with the Tennessee Valley Authority, which outlines plans for developing up to 6 gigawatts of new power generation capacity utilizing NuScale's small modular reactor technology. These ambitious projects highlight the expanding significance of advanced nuclear technology in supporting America's industrial revitalization efforts.

Divergent Analyst Views and Insider Selling

Market experts display considerable disagreement regarding NuScale's prospects. While the consensus rating currently stands at "Reduce" with a price target of $37.50, individual assessments range from "Strong Sell" to "Buy." Canaccord Genuity maintained a notably more optimistic stance, issuing a $60 price target as recently as September.

Contrasting with this analytical divide, substantial insider selling has raised concerns. A director at Corp Fluor alone disposed of shares valued at over $104 million on September 19. Cumulatively, approximately $606 million worth of insider shares have changed hands during the past 90 days.

NuScale Power now faces a definitive turning point. The company's future trajectory depends on whether its billion-dollar partnerships can successfully drive the business toward profitability, or if concerning financial results and persistent downward momentum will continue to dominate. For market participants, the investment proposition remains high-risk with an uncertain outcome.