Nuclear Energy Stock Under $20 to Watch
Nuclear Energy Stock Under $20 to Watch
Artificial Intelligence (AI) is often called a once-in-a-civilization technology. Some experts say that the last 50 years of internet innovation may one day look as outdated as black-and-white television. But here’s the catch: AI consumes an enormous amount of energy.
Data centers, the backbone of AI require continuous, 24/7 electricity. Solar and wind power are helpful but intermittent. AI doesn’t pause, so we need reliable energy sources. That’s where NuScale Power Corporation (ticker: SMR) comes in.
Let’s break down why investors are paying attention to this $20 stock.
What NuScale Power Does
Founded in 2007, NuScale Power develops small modular nuclear reactors (SMRs) designed to provide safe, scalable, carbon-free electricity.
Their main product, the NuScale Power Module (NPM), offers:
- 77 megawatts of electricity per module
- 250 megawatts thermal
- Modular design: combine 4, 6, or 12 modules for up to 924 megawatts
This modular approach allows customers to start small and scale as needed, unlike traditional nuclear plants that take a decade to build.
Key differentiator: NuScale is currently the only SMR company with reactor design approval from the U.S. Nuclear Regulatory Commission (NRC) a huge regulatory milestone.
Why Small Modular Reactors (SMRs) Are Different
Traditional nuclear plants are large, expensive, and slow to build. SMRs flip that model:
- Smaller and factory-built
- Faster deployment potential
- Flexible configurations
NuScale’s reactors are based on proven pressurized water-cooled technology, reducing experimental risks.
These reactors are not just for electricity, they can also support:
- AI data centers
- District heating
- Desalination
- Hydrogen production
- Industrial heat
Stock Momentum & Sector Sentiment
NuScale stock has gained about 37% since the start of the year.
- Government policy support: $2.7 billion awarded to uranium enrichment companies lifted sector sentiment.
- Nuclear energy is back in policy discussions, attracting investor attention.
What the Numbers Say
Revenue Growth:
- Q3 2025 revenue: $7.8M, driven by engineering work for the RoPower SMR project in Romania.
- Shows early commercialization and real project engagement.
R&D Expenses:
- Decreased by $1.1M year-over-year, reflecting a shift from development to execution.
Investment Income:
- Increased by $3.8M due to higher cash reserves and short-term investments.
Valuation:
- SMR trades at roughly 50x sales, reflecting high expectations.
- NuScale has not yet built a full-scale SMR plant, so this is a high-risk, high-potential growth story.
Major Developments Driving Attention
- ENTRA1 & $25B U.S. infrastructure plan: NuScale supports large-scale nuclear deployments.
- Romania project: Six NuScale Power Modules underway, generating $7.8M in Q3 revenue.
- Tennessee Valley Authority (TVA) & ENTRA1: Up to 6 gigawatts of SMR capacity planned largest in U.S. history.
- NRC Standard Design Approval: Critical milestone for deploying reactors.
- Partnership Milestones: Revenue tied to real execution milestones, not just promises.
Risk vs Opportunity
NuScale is not a low-risk stock. It depends on:
- Project execution
- Regulatory timelines
- Infrastructure deployment
This is long-term infrastructure investing, not next-quarter earnings speculation. But if projects succeed, the upside could be significant.
NuScale Power sits at the crossroads of:
- Artificial Intelligence
- Energy infrastructure
- Nuclear innovation
It has regulatory approval, partnerships, growing revenues, and sector momentum, but also carries execution risk and high expectations. That tension is why investors are watching it closely.
If you’re tracking high-potential energy stocks, keep an eye on NuScale (SMR). Sign up for alerts or follow our blog for regular updates on AI, energy, and infrastructure stocks.
⚠️ Disclaimer
This article is for educational and informational purposes only and does not constitute financial advice. Nothing here should be considered a recommendation to buy or sell any security. Always conduct your own research.
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