Barclays Cuts NuScale Power Price Target by 67% to $15, Goldman Trims to $20
Barclays slashed its NuScale Power price target by 67% to $15 and Goldman Sachs trimmed its target to $20, triggering a 5.99% share drop. The company will report Q4 2025 results on Feb. 26, with consensus revenue expected at $7.17M (down 79.1% YoY) and a $0.10 per-share loss.
1. Analyst Price Target Reductions
Barclays slashed its price target by 67% from $45 to $15 while maintaining an equal weight rating, and Goldman Sachs cut its target from $23 to $20, driving a 5.99% intraday share decline.
2. Q4 2025 Earnings Expectations
NuScale Power will report fourth-quarter results on Feb. 26, with consensus revenue seen at $7.17 million, down 79.1% year-over-year, and an expected loss of $0.10 per share compared with earnings of $0.60 in the year-ago quarter.
3. Strategic Partnerships and Project Pipeline
The company’s small modular reactor technology is the only design approved by the U.S. Nuclear Regulatory Commission, and collaborations with ENTRA1 Energy and the Tennessee Valley Authority support deployment of up to 6 GW across 72 modules; the RoPower project in Romania is nearing completion of its front-end engineering design.
4. Valuation and Stock Performance Trends
Shares have fallen 27.2% over the past year, underperforming the industry’s 17.7% decline, and trade at a forward price-to-sales multiple of 23.13x compared with 6.75x for peers such as BWX Technologies (5.10x), Constellation Energy (3.91x) and GE Vernova (4.94x).