NuScale Power Drops 38% in 2025: What Comes Next
NuScale Power has shed 38% this year. Here's the five-year outlook traders need to watch.
NuScale Power has been a brutal trade in 2025. Down 38% year-to-date, the small modular reactor (SMR) pioneer is testing the patience of even the most conviction-heavy nuclear bulls. If you're holding this stock, you need a clear-eyed view of where it could go — not hope, not hype.
The SMR space is still early-stage, and NuScale sits at the sharpest edge of that risk curve. The company has faced project cancellations and cost escalation headwinds that spooked institutional money. That's the brutal reality behind the selloff. But the longer-term thesis hasn't evaporated — demand for carbon-free baseload power is growing, and SMRs are one of the few scalable answers on the table.
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Over the next five years, the make-or-break factors are simple: Can NuScale lock in commercial contracts? Can it get regulatory clearance and construction timelines that actually hold? If those two things happen, the stock could look radically different. If they don't, you're holding a speculative position in a company burning cash with no near-term revenue floor.
The AI and data center power boom is adding a fresh demand narrative to nuclear plays broadly. That tailwind is real, and NuScale has leaned into it. But tailwinds don't pay the bills — signed contracts do. Watch for partnership announcements and any DOE support signals as your leading indicators over the next 12 to 18 months.
Bottomline: this is a high-risk, high-upside name that deserves a small, sized position if you believe in the nuclear renaissance — not a core holding. The 38% drawdown might look like an entry point in five years, or it might look like the beginning of a longer slide. Continue reading at Yahoo Finance.
