In late April 2026, NuScale Power Corporation opened a new Operations Center at CityCentre in Houston, Texas, placing its SMR team closer to petrochemical, data center, and grid-focused customers that are seeking reliable, carbon-free power solutions.
This move strengthens NuScale’s operational footprint inside one of the world’s main energy hubs, potentially improving project coordination and customer engagement as the company works to convert early-stage interest in its NRC-approved small modular reactor design into commercial projects.
With NuScale now anchored in Houston’s energy hub, we’ll examine how this expansion reshapes the company’s investment narrative and commercialization prospects.
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NuScale Power Investment Narrative Recap
To own NuScale, you have to believe small modular reactors can move from approvals and MOUs to paying projects before cash burn and dilution bite too hard. The Houston Operations Center tightens links with industrial and data center customers, but it does not clearly change the near term catalyst of securing firm orders or the key risk around liquidity, ENTRA1 exposure, and ongoing losses.
In that context, the ENTRA1 and TVA plan for up to 6 GW of SMR capacity is the announcement most connected to the Houston move. The new office sits close to many potential off takers, yet the TVA and ENTRA1 program still hinges on binding power purchase agreements and financing decisions, so the Houston expansion mainly supports, rather than transforms, this long lead catalyst.
Yet behind this growth story, investors should also be aware of the front loaded ENTRA1 milestone payments and the possibility that…
Read the full narrative on NuScale Power (it’s free!)
NuScale Power’s narrative projects $330.7 million revenue and $37.2 million earnings by 2029. This requires 119.0% yearly revenue growth and a $393.0 million earnings increase from -$355.8 million today.
Uncover how NuScale Power’s forecasts yield a $20.42 fair value, a 68% upside to its current price.
Exploring Other Perspectives 
SMR 1-Year Stock Price Chart
Some of the most optimistic analysts once assumed revenue could reach about US$941.3 million and earnings US$111.3 million by 2028, which is far more upbeat than consensus and rests heavily on ENTRA1 and TVA scaling smoothly, so as Houston opens you should weigh how this news might either support or challenge those higher expectations.
Explore 14 other fair value estimates on NuScale Power – why the stock might be worth over 4x more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SMR.
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