Here is Why NuScale Power (SMR) Fell This Week

The share price of NuScale Power Corporation (NYSE:SMR) fell by 8.80% between February 11 and February 18, 2026, putting it among the Energy Stocks that Lost the Most This Week.

NuScale Power Corporation (NYSE:SMR) provides small modular reactor technology solutions. The company’s groundbreaking NuScale Power Module is a 12-module plant that can produce up to 924 MWe of carbon-free energy.

NuScale Power Corporation (NYSE:SMR) had a setback on February 11 when TD Cowen analyst Marc Bianchi downgraded the stock from ‘Buy’ to ‘Hold’. The move is driven by concerns that the company’s first small modular reactor nuclear plant project in Romania might be delayed to 2034.

On February 13, Romanian nuclear operator Nuclearelectrica approved the FID for its small modular reactor project in collaboration with NuScale Power Corporation (NYSE:SMR). While it is a positive step forward, the project isn’t expected to begin commercial operations until July 2033, followed by plant completion in December 2034. The project has been under planning since 2021 and was once targeted for a 2030 start. TD Cowen expressed concerns regarding the long timelines and noted that the new conditions in the agreement have transferred some project risk to NuScale.

While we acknowledge the potential of SMR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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