NuScale Power's shares skyrocketed by a staggering 120.6% during the first half of 2025.
In the second half of 2025, the outlook for NuScale Power stock presents a mixed but cautiously optimistic picture. This outlook is influenced by both supportive government policies and growing demand from artificial intelligence (AI) data centers.
President Trump's executive orders, issued in a bid to spur advancement of the nation's nuclear energy industry, have provided a strong policy tailwind for NuScale Power. The executive orders aim to expedite the Nuclear Regulatory Commission's process for licensing new reactors and direct the Department of Energy to recognize AI data centers as "critical defense facilities."
The ADVANCE Act, a bipartisan bill passed in July 2024, and $900 million in Department of Energy funding aimed at accelerating Small Modular Reactor (SMR) deployment, further bolster NuScale Power's growth prospects and market confidence.
NuScale Power's strategic involvement with AI and hyperscale data centers is a key growth driver. The increasing energy demands of AI, cloud computing, and data centers align well with NuScale’s SMR technology, which offers cleaner and reliable power solutions. Active discussions with multiple U.S. hyperscale data center operators are expected to drive revenue growth and market expansion.
Market research forecasts indicate a robust compound annual growth rate (CAGR) of 8.9% for the global SMR market from 2025 to 2034, with NuScale’s revenue expected to surge significantly. This underlying business growth could translate into improved long-term stock performance.
However, investors should remain mindful of market volatility and the still-emerging nature of the SMR sector. Despite NuScale Power stock's impressive 120.6% surge through the first six months of 2025, the lack of President Trump's enthusiasm for clean energy-affiliated businesses, such as electric cars and wind power, has been clear for some time.
In light of NuScale Power stock's climb in 2024 and through the last six months, it is reasonable to expect that shares will pull back at some point due to the stock's potential volatility. Growth stocks like NuScale Power often demonstrate considerable volatility in the early innings of their development.
For those uncomfortable with enduring the stock's potential vicissitudes and the inherent risks associated with a company that's not yet profitable, it may be more prudent to consider a nuclear energy-focused exchange-traded fund (ETF) at this point.
Analyst consensus remains generally positive, with an average rating of "Buy" from 7 to 9 analysts and price targets averaging around $32-$33.5 per share for 2025. This implies an expectation of modest appreciation or stable performance, though some forecasts suggest potential slight declines or volatility.
In summary, while short-term price targets for NuScale Power stock in late 2025 show some variability and potential downside risk, the combination of strong executive support for nuclear energy and rising demand from AI data centers positions NuScale Power well for growth. Investors may find the stock attractive given its strategic growth drivers and government backing, but should remain mindful of market volatility and the still-emerging nature of the SMR sector.
[1] S&P Global Market Intelligence [2] Axios Pro [3] MarketWatch [4] Forbes
- Despite the potential volatility of NuScale Power stock, the combination of supportive government policies, increasing demand from artificial intelligence data centers, and the growth in the Small Modular Reactor (SMR) market make it an attractive investment for many.
- In the realm of finance, some analysts suggest that investing in a nuclear energy-focused exchange-traded fund (ETF) could be a more prudent choice for those who are less comfortable with the potential risks and vicissitudes associated with NuScale Power stock, especially given its still-emerging status in the SMR sector.
- The advancement of technology, particularly artificial intelligence (AI), data centers, and hyperscale operations, presents new finance opportunities for companies like NuScale Power, as the increasing energy demands of these sectors align well with NuScale’s SMR technology, offering cleaner and reliable power solutions.
