Canaccord raises NuScale Power stock target to $36, maintains Buy

Published 29/05/2025, 12:14
Canaccord raises NuScale Power stock target to $36, maintains Buy

On Thursday, Canaccord Genuity analysts increased their price target on NuScale Power (NYSE:SMR) shares to $36.00, up from the previous $26.00, while reaffirming a Buy rating for the company. The stock, which has delivered an impressive 298.76% return over the past year according to InvestingPro data, is currently trading near its 52-week high of $36.85. The adjustment reflects a more optimistic outlook on the company’s future financial performance, particularly in relation to module deployments expected to commence in 2033 and beyond.

The firm’s analysts have revised their long-term model for NuScale Power, taking into account the potential for increased licensing and service revenue that could affect the company’s profit and loss statement earlier than previously anticipated. While the company maintains impressive gross profit margins of 78.44% and holds more cash than debt on its balance sheet, this reassessment comes despite acknowledging that risks are still present in the company’s path to commercialization.For investors seeking deeper insights, InvestingPro offers 15+ additional exclusive tips and comprehensive analysis of NuScale Power’s financial health, which is currently rated as "GOOD" by their proprietary scoring system.

Canaccord Genuity’s revised price target is based on a discounted cash flow (DCF) analysis that assumes a weighted average cost of capital (WACC) of approximately 12% and a terminal growth rate of around 6%. These figures are used to estimate the present value of NuScale Power’s future cash flows. With a current market capitalization of $10.06 billion and analysts forecasting 25% revenue growth for the upcoming fiscal year, the stock currently appears to be trading above its Fair Value based on InvestingPro calculations.

The analysts expressed a positive outlook on the company’s growth prospects, particularly highlighting the period beyond 2040. This optimism is contingent on NuScale Power’s ability to successfully deliver its modules, which are central to its business strategy and future revenue streams.

NuScale Power specializes in small modular reactors (SMRs), which are considered a significant innovation in the nuclear power industry, offering the potential for safer and more flexible nuclear power generation. The company’s progress and potential success in deploying these modules could have a transformative impact on the energy sector, particularly in the context of increasing demand for clean and reliable energy sources.

In other recent news, Nuscale Power Corp reported a significant increase in revenue for the first quarter of 2025, reaching $13.4 million, a substantial rise from $1.4 million in the same quarter the previous year. The company’s earnings per share (EPS) forecast was -$0.13, aligning with projections. Nuscale Power is advancing its 77-megawatt electric design approval, expected by July 2025. Operating expenses decreased to $42.3 million from $44.6 million the previous year. The company maintains a strong cash position with $491.4 million in cash and equivalents. Additionally, Goldman Sachs initiated coverage on Nuscale Power, assigning a Neutral rating to the company’s stock with a 12-month price target of $24.00. Despite Nuscale’s pioneering status in the nuclear SMR manufacturing sector, Goldman Sachs maintains a cautious stance due to the novelty of the technology and the intricacies of the licensing process.

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