Here's the 1 Thing I'd Wait to See Before Buying NuScale Stock

NuScale Power stock has declined 66% in 2026 due to reduced market confidence in converting its customer pipeline into revenue. The critical catalyst for the stock is a binding power purchase agreement for a 6 GW system with a major eastern U.S. utility, which management indicated could be signed by end of 2026. The analyst recommends waiting for more clarity on this commitment before investing, despite the stock's low valuation.

11/11/2026, 2:30 AM • The Motley Fool

AI Is Creating a Power Crisis. Constellation Energy Just Showed How It Plans to Cash In.

AI's explosive growth is creating unprecedented demand for energy, with estimates suggesting the industry needs up to $7 trillion in new power generation capacity this decade. While next-gen nuclear companies like NuScale and Oklo have attracted investor interest, Constellation Energy is positioning itself as a more reliable play by expanding capacity at existing nuclear facilities and restarting Three Mile Island, rather than building new plants from scratch.

11/10/2026, 5:53 AM • The Motley Fool

Oklo: 3 Key Takeaways for Long-Term Investors

Oklo outlined its strategy to build multi-reactor power fleets while commercializing fuel and isotope capabilities. Key highlights include plans to sell fuel fabrication capacity to third-party reactor operators as a standalone revenue stream, completion of Groves-1 test reactor construction in under a year, and securing component capacity for 27 Aurora reactor modules through 2035 via a long-lead supplier contract with U.S. Forged Rings.

11/08/2026, 8:07 PM • The Motley Fool

NuScale Stock Now Trades for About the Cash on Its Books. Should You Buy It Now?

NuScale Power's stock has plummeted 92% from its October 2025 peak and now trades near its $1.86 billion in cash, seemingly offering a bargain valuation. However, the author argues this isn't a buy because the company has no revenue, mounting quarterly losses of ~$65 million, and faces a critical risk: if its non-binding TVA power deal advances, contractual payments to partner ENTRA1 Energy could consume most of the cash before NuScale sells a single module.

11/07/2026, 8:22 AM • The Motley Fool

Jensen Huang Says AI Needs 1,000 Times More Power. Here's Why Oklo and NuScale Power May Still Suffer.

While AI demand for energy remains strong and Jensen Huang states AI needs 1,000 times more power than currently available, small modular reactor (SMR) companies Oklo and NuScale Power face significant headwinds. Bank of America estimates meaningful SMR adoption won't occur until the 2030s-2040s, while both companies remain unprofitable and have diluted shareholders through stock issuances. Capital availability concerns and competition from cheaper alternatives like solar and natural gas threaten the investment thesis for these SMR stocks.

11/07/2026, 2:30 AM • The Motley Fool

NuScale Power Has Lost 67% of Its Value in 2026. Is It Finally Time to Buy?

NuScale Power's stock has plummeted 67% in 2026, falling from $15 to under $5 per share, driven by waning AI enthusiasm and delayed power purchase agreements. While the company operates in a multi-trillion-dollar nuclear energy opportunity fueled by AI data center demand, its valuation depends heavily on a signed PPA with ENTRA1 and TVA for its 6-gigawatt SMR project. Investor sentiment has shifted as AI companies face funding constraints and consider alternative energy sources.

11/06/2026, 2:30 PM • The Motley Fool

Not Oklo. Not X-Energy. This SMR Stock Just Signed a Contract to Start Building Reactor Components.

NuScale Power signed a manufacturing agreement with Doosan Enerbility to begin fabrication of key reactor components for its small modular reactors. The deal secures long-lead nuclear components needed for commercial deployment in the early 2030s. However, NuScale still lacks major commercial customer commitments, unlike competitors X-Energy, making it a speculative investment despite its NRC approval advantage.

11/06/2026, 12:43 PM • The Motley Fool

Barclays Turned Bearish on NuScale Power at a 52-Week Low. Here's the Single Missing Contract That Would Prove It Wrong.

NuScale Power's stock has declined 85% from its 52-week high, prompting Barclays to reduce its price target from $11 to $5. The company has achieved regulatory approval for its small modular nuclear reactor design but lacks a signed customer contract, which is critical to validate its business model. NuScale is burning through cash while awaiting potential deals with RoPower in Romania and ENTRA1 Energy in the U.S., with negotiations expected to extend into early 2027.

11/03/2026, 6:50 AM • The Motley Fool

Nuclear Stocks Have Crashed 35% to 88% From Their Highs. Here's What $1,000 in Each of These 5 Could Be Worth by 2030.

Nuclear energy stocks have experienced significant declines from their peaks despite strong business fundamentals and growing AI data center demand for reliable baseload power. While mature operators like Constellation Energy and Vistra show solid long-term potential, pre-revenue startups like Oklo and NuScale Power face years before commercializing their small modular reactor technology. The article recommends focusing on established players with proven contracts rather than speculative early-stage companies.

11/01/2026, 5:45 AM • The Motley Fool

Nuclear Power Is Back, But Only a Few Stocks Have Customers Signed

Nuclear power is experiencing renewed interest from major tech companies seeking clean energy. While established players like Vistra, Constellation Energy, Cameco, Centrus Energy, and BWX Technologies have signed contracts or operate licensed facilities, early-stage developers like Oklo, NuScale Power, and Nano Nuclear Energy still lack regulatory approvals and face execution risks despite securing customer commitments.

10/29/2026, 2:00 AM • The Motley Fool

AI Power Stocks Fell 7% to 13% in a Week While Exxon and Chevron Just Hit Record Highs. Here's Which Side I'd Rather Own.

AI power stocks including Oklo, NuScale, Bloom Energy, and Constellation Energy have declined 7-13% over the past week amid investor sentiment shifts, while energy giants Exxon and Chevron hit all-time highs. The author argues that established energy companies with proven business models and strong dividend histories are preferable to speculative AI power plays with uncertain futures.

10/27/2026, 10:15 PM • The Motley Fool

NuScale Power Trades Below $6 With the Only NRC-Certified Small Modular Reactor Design. Here's Why That Still Isn't Enough.

NuScale Power, the only company with NRC-certified small modular reactor design, trades below $6 despite its competitive advantage. The company faces significant headwinds including lack of binding commercial power purchase agreements, minimal revenue ($75,000 vs. $9M estimate), widening losses, class action lawsuits alleging investor fraud, and shareholder investigations. While NuScale has $2B in cash and no debt, analysts recommend waiting until legal issues resolve and revenue streams materialize.

10/25/2026, 4:15 PM • The Motley Fool

Cathie Wood Just Poured Millions Into 2 Nuclear Stocks -- and Neither Was NuScale Power

Ark Invest's ETFs invested approximately $7.3 million in X-Energy and Oklo, two nuclear energy companies focused on SMR development and fuel production, over Tuesday and Wednesday. Despite NuScale Power's NRC-approved design advantage, Ark Invest chose to invest in these alternative nuclear stocks instead, which offer broader opportunities beyond SMR development but carry higher risk as neither has commenced commercial operations.

10/25/2026, 9:52 AM • The Motley Fool

This Nuclear Stock Could Be Your Ticket to Millionaire Status -- and It Didn't Even Need to Build a Reactor First

Centrus Energy is positioned as an attractive nuclear investment opportunity due to its dominant position as the only HALEU enricher in the Western World. With a $4.5 billion backlog of LEU and HALEU sales commitments and a $2.4 billion market cap, the company could potentially grow tenfold as advanced reactor makers scale operations, offering significant wealth-building potential without needing to build reactors itself.

10/20/2026, 6:05 PM • The Motley Fool

Should You Buy NuScale at $6 After the Google Rally? Here's the Next Catalyst That Could Send It Higher.

NuScale Power stock has plunged over 90% from its $57 peak despite growing demand for nuclear energy in data centers. The company's outlook could be transformed by a potential binding deal with the Tennessee Valley Authority for up to 6 GW of power deployment, which would require up to 72 NuScale Power Modules. Until such a firm commitment materializes, NuScale remains a risky, story-driven stock with significant downside risk.

10/17/2026, 6:05 PM • The Motley Fool