NuScale Power (NYSE: SMR) is set to announce its quarterly earnings on May 7, 2026, a pivotal moment for the nuclear energy company specializing in small modular reactors (SMRs). This announcement could provide critical updates on its project pipeline, particularly as demand for energy from data centers surges, driven by the anticipated $7 trillion global investment in data infrastructure by 2030.
The significance of this announcement lies in NuScale’s potential to secure major contracts, especially in the data center sector, where it has yet to make significant inroads this year. While competitors like Oklo have already booked substantial deals, any new contracts for NuScale could significantly influence its stock performance. Analysts predict that while the broader nuclear capacity growth will focus on large-scale plants, SMR technology could see a gradual increase in adoption starting around 2035.
For investors, the upcoming earnings call represents a strategic entry point. With the current market valuation around $3.1 billion, there’s considerable upside potential for those willing to embrace the long-term growth narrative of SMRs, despite inherent risks.
Source: fool.com