$20 이하일 때 NuScale Power 주식을 사야 할까요?

Key Points

NuScale Power is developing small modular reactors (SMRs).

It's facing a market opportunity that could be worth $10 trillion.

It lacks a first firm sale, but that could change in a few years.

• 10 stocks we like better than NuScale Power ›

NuScale Power (NYSE: SMR) is a nuclear energy company trying to change several things at once, from how nuclear power plants are built to where power is generated. In simplest terms, it wants to build small modular reactors (SMRs) that can be mass-produced in a factory.

If it succeeds, it could unlock what Bank of America (NYSE: BAC) is calling a $10 trillion market opportunity in nuclear energy, possibly becoming one of the most important energy companies of the century.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

Despite this potential, NuScale's stock has fallen over 75% since hitting all-time highs in October 2025. It currently trades below $13, making this an ideal moment to reflect on whether it's worth buying.

The power grid problem and how NuScale can fix it

Imagine, for a second, a two-lane road that was built in the 1960s. For years, this road handled local traffic just fine. Then, almost overnight, the area became a logistics hub, and now heavily freighted semi-trailer trucks use it everyday. Since the road wasn't designed with industrial use in mind, it starts to get alligator cracks, eventually needing to be widened and repaved.

This briefly illustrates the current power grid problem in the U.S. Much of it was built in the 1950s and 1960s, when television, refrigerators, and other "new" consumer appliances caused a boom in electrification efforts. For a time, the grid provided what was needed, but today it's being dangerously strained by the expansion of artificial intelligence data centers and cloud computing. It's only a matter of time before the system reaches its utmost limits.

In the example above, the road is widened and repaved. But here's where NuScale Power diverges slightly from a traditional fix: It doesn't just add new power generation to a grid network. Rather, it wants to build SMR plants for on-site power generation. This would mean, for example, building SMRs near a data center, industrial hub, or other remote locations.

To be sure, NuScale isn't excluding utilities from its customer mix. Indeed, Tennessee Valley Authority (TVA) is one of its potential first clients. But rather than relying on the transmission system of a utility, NuScale will also enable customers to generate their own power close to where they need it. This opens its customer list to include data centers, industrial clients, mining sites, and even governments.

Plenty of potential customers, no firm sales yet

NuScale's SMR technology opens it up to a diverse mix of customers. But here's the kicker: It currently lacks a firm sale. It hasn't finalized an SMR project for a customer, nor is it generating revenue from an SMR power plant.

In fact, NuScale likely won't generate meaningful revenue from sales for two years. Even then, it might not even be profitable, as the chart below suggests.

That puts NuScale is an uncomfortable position. It's currently the only nuclear energy company in the U.S. with an SMR design approved by the Nuclear Regulatory Commission -- a huge advantage. Yet, its technology is still unproven, and nobody wants to be the "first" to test it out. It's also unclear how much an SMR plant would cost, as the cancellation of NuScale's "Carbon Free Power Project" in Idaho demonstrated.

As such, NuScale carries massive potential and massive risk. Aggressive investors betting on a future of nuclear energy may want to buy while the stock is still under $20. Those with more risk aversion may find a nuclear energy exchange-traded fund (ETF) to better suit their philosophy.

Should you buy stock in NuScale Power right now?

Before you buy stock in NuScale Power, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and NuScale Power wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $511,411! Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,238,736!

Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 199% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

**Stock Advisor returns as of April 22, 2026. *

Bank of America is an advertising partner of Motley Fool Money. Steven Porrello has no position in any of the stocks mentioned. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.