• NuScale Power recently announced that its exclusive partner, ENTRA1 Energy, may receive up to US$25 billion in funding under the newly signed US-Japan Framework Agreement, which aims to channel US$550 billion into global energy infrastructure investment.
• This milestone follows ENTRA1’s landmark agreement with the Tennessee Valley Authority to deploy up to 6 gigawatts of NuScale’s advanced SMR technology, reflecting increased confidence in next-generation nuclear solutions for large-scale energy needs such as AI data centers and defense.
• We’ll now examine what this US$25 billion investment opportunity and robust deployment commitment could mean for NuScale Power’s investment outlook.

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NuScale Power Investment Narrative Recap

To be a shareholder in NuScale Power, you need to believe that advanced small modular reactor (SMR) technology will play a key role in the global energy transition, especially by meeting rapidly rising demand from sectors like AI data centers and defense. While ENTRA1 Energy’s potential US$25 billion funding under the US-Japan Framework boosts overall sector confidence, the most important short-term catalyst, securing firm customer deployment and contracts, remains directly tied to NuScale’s project execution, and the core risk of delays in commercialization is largely unchanged by this announcement.

Among NuScale’s recent announcements, the September 2025 agreement with the Tennessee Valley Authority to deploy up to 6 gigawatts of SMR capacity is most relevant. It directly reinforces the scale of customer commitment underpinning the substantial capital now potentially available through ENTRA1, highlighting the importance of NuScale’s ability to turn partnership momentum into tangible revenue-generating projects.

However, investors should also be aware that the complexity of securing long-term customer agreements remains a fundamental source of risk, and without these…

NuScale Power is projected to reach $402.3 million in revenue and $42.2 million in earnings by 2028. This outlook requires annual revenue growth of 121.5% and a $178.8 million increase in earnings from the current level of -$136.6 million.

Uncover how NuScale Power's forecasts yield a $40.84 fair value, a 3% downside to its current price.

Exploring Other Perspectives

Thirteen members of the Simply Wall St Community placed fair value estimates for NuScale Power between US$1.18 and US$40.84 per share. In light of these wide-ranging perspectives, customer acquisition delays highlighted above could prove especially impactful for the company’s outlook, so consider a range of scenarios.

Explore 13 other fair value estimates on NuScale Power - why the stock might be worth as much as $40.84!

Build Your Own NuScale Power Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your NuScale Power research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free NuScale Power research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NuScale Power's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.