Why Is NuScale Power Stock Surging After a Difficult December?

• NuScale Power banal is surging arsenic the atomic vigor manufacture continues to spot monolithic deals.

• The atomic vigor start-up, however, is issuing shares to rise capital.

• NuScale's largest shareholder besides plans to merchantability its full involvement successful 2026.

• 10 stocks we similar amended than NuScale Power ›

The past 4th of 2025 was brutal for NuScale Power (NYSE: SMR), with its shares tumbling 61%, including a 29.2% diminution successful December, according to information provided by S&P Global Market Intelligence.

NuScale Power, however, is already making the heads crook successful the caller year. The atomic vigor banal has surged a staggering 41% already, truthful acold successful January.

NuScale Power banal crashed 55% successful November connected the backmost of a important nonaccomplishment for the 3rd quarter, banal issues, and aggregate expert downgrades.

The pessimism spilled implicit to December erstwhile NuScale Power shareholders approved a monolithic summation successful authorized shares from 332 cardinal to 662 million, giving the institution flexibility to contented caller shares to rise capital.

In between, NuScale Power's largest shareholder and engineering giant, Fluor (NYSE: FLR) announced plans to merchantability is full involvement successful the atomic vigor start-up by the extremity of the 2nd 4th of 2026 to currency successful connected its investment.

The imaginable stock dilution frightened investors, and they continued to merchantability NuScale Power shares done the extremity of 2025.

However, NuScale Power banal has shrugged disconnected each its losses from December and is surging this month, with implicit 40% gains arsenic of this writing, arsenic companies proceed to lukewarm up to atomic vigor amid the Trump administration's assertive moves to boost the industry.

This month, tech elephantine Meta Platforms announced landmark atomic vigor deals for up to 6.6 gigawatts of powerfulness with companies similar Oklo and Vistra, chiefly to enactment its artificial quality information centers.

Although NuScale Power wasn't portion of immoderate deal, Meta's immense investments successful atomic vigor bespeak the benignant of imaginable that companies similar NuScale Power have. NuScale Power's VOYGR tiny modular reactors (SMRs) are built connected proprietary modules, wherever each module tin make 77 Mwe (megawatt electric) of power, and each VOYGR works tin standard up to 12 modules. The scalability and size of SMRs marque them a viable prime for on-site power, adjacent successful distant and constricted locations.

On Jan. 9, Bank of America expert Dimple Gosai besides upgraded NuScale Power stock's standing from "underperform" to "neutral" portion cutting its terms people to $28 per stock from $34 per share. That terms people inactive represents an astir 40% upside adjacent aft the stock's rally successful January truthful far.