NuScale Power Stock Jumps 7.6% Amid SMR Race With GE Vernova

NuScale Power (SMR) shares rose 7.60% as the company's SMR technology is compared with that of $GE+WL Vernova (GEV). The latter gained 1.24% in the same session. NuScale's VOYGR SMR is the only one to have received full design certification approval from the U.S. Nuclear Regulatory Commission (NRC), while $GE+WL Vernova's BWRX-300 is still in the regulatory pipeline.

### Money Play Watch NuScale Power (SMR) and $GE+WL Vernova (GEV) as the companies compete in the growing small modular reactor market. Investors are closely monitoring progress on regulatory approvals and deployment timelines.

## Catalyst Analysis: Small Modular Reactor Competition NuScale Power's stock has seen a significant jump, contrasting with its 80% decline over the past 12 months, attributed to cash burn and a lack of near-term catalysts. $GE+WL Vernova, spun off from General Electric ($GE+WL) in 2024, has seen its stock surge 50%, with investors increasingly viewing it as an AI-driven play. $GE+WL Vernova generated 55% of its orders from its Power segment, 33% from Electrification, and 13% from Wind last year, with analysts expecting its Power and Electrification divisions to grow at compound annual growth rates of 17% and 60%, respectively. NuScale, meanwhile, expects revenue from its front-end engineering and design (FEED) studies, licensing fees, and consulting work to climb from $31.5 million in 2025 to $276.5 million by 2028, though it is not expected to break even soon and trades at 55 times this year's sales.

## $SMR+WL Technical Analysis & Key Risk Watch NuScale Power (SMR) last traded at $9.03, a 7.18% increase. The stock's RSI-14 is at 69.3. Key levels for $SMR+WL (educational): R2 $57.42 · R1 $9.13 · last $9.03 · S1 $8.29 · S2 $7.21.

### Sector Ripple / Impact on Energy NuScale Power (SMR) and $GE+WL Vernova (GEV) are key players in the SMR space. General Electric ($GE+WL) also saw gains, reflecting broader industry interest.