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NuScale Power Shares Fall as Downgrade Adds to Pressure After Weak Results

Investivoq PriceTracker

NuScale Power (SMR) is down 7.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a fresh analyst downgrade that raised concerns about project timing, customer commitments, and future cash burn. The selloff also seems tied to already fragile sentiment after NuScale’s recent quarterly results showed very low revenue and continued losses, which can amplify negative reactions when new bearish research appears.

Details:

  • A major Wall Street firm recently cut SMR to a sell-equivalent rating and lowered its price target, citing construction timeline risk and limited firm customer commitments.
  • NuScale’s recent quarterly update showed revenue of only about $281,000 for the quarter ended September 30, 2026, alongside a net loss, reinforcing concerns about the pace of commercialization.
  • The company’s filing showed cash, cash equivalents, and restricted cash of roughly $523 million at the end of the quarter, but operating cash use remained substantial over the first nine months of 2026.
  • This could also be because investors are reassessing the gap between NuScale’s long-term nuclear opportunity and its near-term execution hurdles after the stock’s earlier volatility.

    • Sources:

    SEC, NuScale Power, Investing.com

    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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

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

    • 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 280 institutional investors add shares of $SMR stock to their portfolio, and 253 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
    • UBS GROUP AG added 4,440,397 shares (+128.2%) to their portfolio in Q3 2026, for an estimated $35,079,136
    • GEODE CAPITAL MANAGEMENT, LLC added 2,390,232 shares (+35.0%) to their portfolio in Q3 2026, for an estimated $18,882,832
    • SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,278,420 shares (+244.5%) to their portfolio in Q2 2026, for an estimated $22,852,552

    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.

    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.