24/7 Wall Street
12 Dec 2025, 09:40 UTC · 47w ago
Impact · against what's priced in
NuScale Power faces significant downward pressure due to a massive earnings miss and insider selling that signal severe execution risks. Oklo remains a speculative but structurally safer play due to its substantial cash runway, though it still lacks a concrete path to revenue.
No priced-in read yet
What the story claims
5 claims · scored −1 bearish … +1 bullish
NuScale Power reported a catastrophic Q3 earnings miss, with a loss per share of $1.85 against an expected loss of $0.13.
So whatA massive earnings miss of over 1,300% signals severe operational instability and execution failure.
More negative than 99% of claims this week
NuScale CFO Robert Hamady and major shareholder Fluor Corp engaged in significant stock selling around the time of the earnings miss.
Continue reading
5 related stories
A Q3 earnings miss of 1,323% (loss of $1.85 vs expected -$0.13) and insider selling by the CFO and Fluor Corp suggest operational instability that outweighs the long-term potential of the TVA agreement.
Read from the article alone
No priced-in read yet
The company holds $921.6 million in cash and short-term investments, providing a 7.5-year runway that makes it a safer speculative bet than competitors suffering from execution failures.
Read from the article alone
No priced-in read yet
The systematic reduction of its position in NuScale Power between $35.86 and $43.62 prior to a catastrophic earnings miss suggests a lack of confidence in its partner's execution.
Read from the article alone
Scored by the NIS engine · methodology.
Search tags
More negative than 97% of claims this week
NuScale secured a TVA agreement for up to 6 gigawatts of SMR capacity, described as the largest SMR deployment program in U.S. history.
More positive than 92% of claims this week
Oklo maintains a strong liquidity position with $921.6 million in cash and short-term investments, providing approximately 7.5 years of runway.
So whatHigh cash reserves reduce the immediate risk of bankruptcy or emergency dilution for this pre-revenue company.
More positive than 76% of claims this week
NuScale raised $475.2 million through an at-the-market offering, issuing 13.2 million new shares.
So whatWhile providing necessary capital, the issuance causes shareholder dilution which puts downward pressure on the stock price.
More negative than 78% of claims this week
Which stocks this story touches
More negative than 92% of ticker scores this week
The company suffered a catastrophic Q3 earnings miss, significant share dilution, and reports of insider selling.
More positive than 63% of ticker scores this week
The author views it as a safer speculation compared to NuScale due to a cleaner balance sheet and lack of catastrophic earnings misses.
More negative than 70% of ticker scores this week
Mentioned as systematically reducing its position in NuScale Power before a major earnings miss.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
Seeking Alpha
13m ago
More positive than 15% of relationship scores this week
[mutual] Fluor Corp is identified as a major shareholder of NuScale Power.
−79.5%
Price agrees with the score
$4.35 vs $21.22 close before publication (Dec 11) · not market-adjusted
SMR chart →+0.4%
Price flat so far
$45.04 vs $44.87 close before publication (Dec 11) · not market-adjusted
FLR chart →−81.4%
Price is moving against the score
$19.20 vs $103.00 close before publication (Dec 11) · not market-adjusted
OKLO chart →
