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NuScale Power climbs as nuclear trade regains momentum

Investivoq PriceTracker

NuScale Power Corporation (SMR) is up 7.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a sector-wide rebound in small modular reactor stocks rather than a single major company-specific announcement. This could be because investors are rotating back into nuclear names tied to long-term electricity demand themes, while NuScale also gave the market a fresh reminder of its upcoming quarterly reporting timeline.

Details:

  • NuScale posted a new company announcement on October 6, 2026 saying it will hold its third-quarter 2026 earnings conference call, which can help bring investor attention back to the stock.
  • In its latest quarterly update, the company said it ended the second quarter with about $1.9 billion in cash, cash equivalents, and investments, giving it a sizable liquidity cushion as it works toward commercialization.
  • Management has continued to frame NuScale as the only U.S. small modular reactor developer with Nuclear Regulatory Commission design certification, which remains a key part of the investment case.
  • Recent market commentary has described past sharp moves in SMR shares as momentum-driven and tied to broader enthusiasm for advanced nuclear power, AI-related electricity demand, and catch-up buying after the stock traded well below prior highs.

    • Sources:

    NuScale Power, Investing.com, Associated Press

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $SMR Insider Trading Activity

    SMR Insider Trades

    $SMR insiders have traded $SMR stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

    Here’s a breakdown of recent trading of $SMR stock by insiders over the last 6 months:

    • CORP FLUOR has made 0 purchases and 3 sales selling 39,936,472 shares for an estimated $472,764,063.
    • ROBERT RAMSEY HAMADY (Chief Financial Officer) has made 0 purchases and 3 sales selling 49,880 shares for an estimated $483,432.
    • SHINJI FUJINO sold 20,000 shares for an estimated $177,160
    • CARL M. FISHER (Chief Operating Officer) sold 18,771 shares for an estimated $175,734

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $SMR Hedge Fund Activity

    We have seen 315 institutional investors add shares of $SMR stock to their portfolio, and 165 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BLACKROCK, INC. added 13,008,142 shares (+101.2%) to their portfolio in Q2 2026, for an estimated $130,471,664
    • VAN ECK ASSOCIATES CORP added 9,278,802 shares (+46.3%) to their portfolio in Q2 2026, for an estimated $93,066,384
    • TWO SIGMA INVESTMENTS, LP added 7,932,077 shares (+213.0%) to their portfolio in Q2 2026, for an estimated $79,558,732
    • RENAISSANCE TECHNOLOGIES LLC removed 5,455,800 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $54,721,674
    • GEODE CAPITAL MANAGEMENT, LLC added 3,101,204 shares (+83.2%) to their portfolio in Q2 2026, for an estimated $31,105,076
    • SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,278,420 shares (+244.5%) to their portfolio in Q2 2026, for an estimated $22,852,552
    • HRT FINANCIAL LP removed 2,247,770 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $22,545,133

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $SMR Price Targets

    Multiple analysts have issued price targets for $SMR recently. We have seen 3 analysts offer price targets for $SMR in the last 6 months, with a median target of $13.0.

    Here are some recent targets:

    • Vikram Bagri from Citigroup set a target price of $7.0 on 05/11/2026
    • Ryan Pfingst from B. Riley Securities set a target price of $19.0 on 04/24/2026
    • Samantha Hoh from HSBC set a target price of $13.0 on 04/23/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.