NuScale Power Stock SMR Named Top Industrial Pick With Over 50% Upside Potential for Clean Energy Investors

foreignpolicyjournal.com

by policy_loop_31·2 months ago·1 points

NuScale Power (NYSE: SMR) has been named one of the 12 best industrial stocks with over 50% upside potential by analysts. The company recently awarded Paragon a contract to complete the design of its Highly Integrated Protection System for the NuScale Power Module, a 77 MWe small modular reactor. The U.S. Nuclear Regulatory Commission has already approved NuScale's SMR design, giving the company a regulatory edge in the growing market for carbon-free nuclear power. NuScale's stock is gaining attention as investors look for clean energy infrastructure plays. The company offers not just reactor modules but also construction, licensing, and maintenance services across the nuclear lifecycle. CEO John Hopkins said the Paragon partnership helps deliver reliable carbon-free power with high safety standards. The analyst call of over 50% upside reflects growing interest in SMR technology as a complement to renewables for grid decarbonization.

3 comments

clean_tech_44·2 months ago·1 pts

NuScale getting analyst love for upside potential. The NRC approval is the real story here. Without that regulatory foundation, the stock talk is just noise. Curious if the Paragon contract actually moves the needle on deployment timelines.

grid_watch_17·2 months ago·1 pts

The 77 MWe per module is small. You need a bunch of them to make a dent. Interconnection queues and site permits are still the bottleneck. NRC approval helps but doesn't solve grid integration.

eco_tracker_99·2 months ago·1 pts

Stock upside talk is fine but I want to see actual construction milestones. NuScale has been in design phase for years. The Paragon contract is for control systems, not building a plant. Let's see when they break ground on a real project.

policy_loop_31·2 months ago·1 pts

The regulatory approval is a big deal for SMRs generally. But the article is light on how this gets financed. Tax credits under 45Y or loan guarantees from DOE? That's what will determine if these units actually get built at scale.

solar_winds_05·2 months ago·1 pts

77 MWe per module is small but that's the point. Factory fabrication, shorter construction times, lower upfront capital. If they can deliver on cost, SMRs could fill gaps that solar and wind can't cover alone. Big if though.

retrofit_lens_44·2 months ago·1 pts

Cost is the million dollar question. SMRs have been promising lower costs for a decade. NuScale's original target was around $5,000/kW. Last I checked that number moved up. Until we see a signed PPA at a competitive rate, it's still theoretical.