NuScale Power is set to release its financial results for the fourth quarter of 2025 on February 26th.
Currently, the Zacks Consensus Estimate for the fourth-quarter earnings stands at $7.17 million, which is quite a drop—79.1%—from last year’s revenue of $34.22 million.
For this upcoming quarter, expectations also include a projected loss of 10 cents per share, which has remained unchanged over the last couple of months. In contrast, NuScale Power reported earnings of 60 cents per share in the same quarter last year.
In their latest second-quarter report, NuScale posted a loss of $1.85 per share, showing a bigger deficit than what the consensus estimated, which was a loss of 11 cents.
Our current model isn’t reliably indicating revenue growth for NuScale this time around. Typically, a mix of a positive Earnings ESP and a Zacks Rank of #1 (Strong Buy), #2 (Buy), or #3 (Hold) would provide better odds for reaching earnings expectations, but that doesn’t seem applicable here.
Presently, NuScale Power has an Earnings ESP of 0.00% and falls under Zacks Rank #3. It’s worth taking a closer look through the Earnings ESP filter if you’re hunting for prime stocks to trade ahead of announcements.
As a prominent player in small modular nuclear reactor technology, NuScale Power is aiming to expand its array of offerings quickly. The company is, uniquely, the only small modular reactor technology approved by the U.S. Nuclear Regulatory Commission.
Looking ahead, the fourth quarter of 2025 may see a boost from rising electricity and clean energy demands. Increased power requirements from AI data centers and the global shift towards clean energy could amplify interest in their technology.
NuScale’s partnership with ENTRA1 Energy is also gaining traction. They’re collaborating to develop energy production plants utilizing SMR technology, potentially minimizing risks while ensuring scalable clean energy solutions. This strategy could enhance their market standing and streamline supply chain operations.
A significant highlight recently was NuScale supporting ENTRA1 Energy’s agreement with the Tennessee Valley Authority (TVA) to implement up to 6 gigawatts of their NRC-approved small modular reactor technology—the largest SMR program announced in the U.S. so far, involving 72 modules across several sites.
Moreover, NuScale is advancing its RoPower project, which aims to deploy six of its modules in Romania. The second phase of Fluor’s engineering design research for RoPower is nearing completion, contributing steadily to revenue. The firm continues to push for commercialization of its technology while focusing on cutting costs and increasing efficiency, which should hopefully lead to positive outcomes in forthcoming financial reports.
Despite these initiatives, NuScale’s stock has decreased by 27.2% over the past year, falling short when compared to the Zacks Electronics Power Generation industry’s 17.7% decline. It seems they’ve lagged behind competitors, who are making inroads into the nuclear energy sector.
In contrast, companies like BWX Technologies, Constellation Energy, and GE Vernova have demonstrated notable performances over the last year, with their shares increasing by 106.7%, 10.2%, and 162.9% respectively.
NuScale stock is currently trading at a relatively high price-to-sales (P/S) ratio of 23.13x, notably higher than the industry’s average P/S of 6.75x.
This P/S multiple comparison shows NuScale trading at greater multiples than peers like BWX Technologies, Constellation Energy, and GE Vernova, which have ratios of 5.10x, 3.91x, and 4.94x, respectively.
As energy needs continue to rise—partially driven by the demands of data centers—NuScale seems to be gaining ground. Their partnership with ENTRA1 Energy allows for agile business operations that minimize deployment risks. However, the company must navigate increasing competition from players like Constellation Energy, BWX Technologies, and GE Vernova, which presents a potential challenge to maintaining market share.
Looking ahead, in early February 2026, GE Vernova and Xcel Energy entered a strategic partnership aimed at enhancing Xcel’s power generation initiatives. Constellation Energy, meanwhile, recently gained approval for upgrades at the Limerick Clean Energy Center from the U.S. Nuclear Regulatory Commission, while BWX Technologies has been appointed as part of a consortium for managing units 7 and 8 of the Kozlody Nuclear Power Plant.
Overall, NuScale Power’s progress in small modular reactor technology and collaborative ventures are positioning it as a critical player in future sustainable energy. But, challenges loom—competitive pressures, the rise of renewable energy sources, and valuation concerns could impact its position despite its technological strengths.
