-
In February 2026, Robbins Geller Rudman & Dowd LLP announced a securities class action over NuScale Power’s alleged misstatements about its ENTRA1 commercialization partnership, including very large expense increases tied to a US$495,000,000 payment that drove quarterly net losses sharply higher.
-
The lawsuit raises questions about NuScale’s commercialization strategy and partner vetting at a time when the company is also pursuing AI-enabled fuel optimization research with Oak Ridge National Laboratory under a U.S. Department of Energy GAIN award.
-
With these legal allegations about ENTRA1’s experience now public, we’ll examine how they reshape NuScale’s previously optimistic small modular reactor investment narrative.
Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution.
To own NuScale today, you have to believe small modular reactors can ultimately move from engineering studies to real plants that justify years of losses and dilution. The new ENTRA1 class action directly targets that commercialization bridge, challenging how NuScale vets counterparties and structures milestone payments. In the near term, the key catalyst remains progress on Romanian and TVA deployment plans, while the biggest risk has shifted toward legal, financing, and execution fallout from the US$495,000,000 ENTRA1 payment shock.
The February 2026 announcement that NuScale will work with Oak Ridge National Laboratory on AI enabled fuel optimization highlights the contrast between its cutting edge technical roadmap and the questions now being raised about its commercialization choices. While the GAIN backed ORNL collaboration speaks to long term cost competitiveness and potential appeal to high demand users like data centers, the ENTRA1 allegations could affect how quickly those technical advances translate into bankable projects and firm orders.
Yet behind the NRC approvals and growth projections, investors should also be aware of how heavily NuScale’s future still leans on ENTRA1 and TVA…
Read the full narrative on NuScale Power (it’s free!)
NuScale Power’s narrative projects $402.3 million in revenue and $42.2 million in earnings by 2028.
Uncover how NuScale Power’s forecasts yield a $33.96 fair value, a 153% upside to its current price.
Before this ENTRA1 lawsuit, the most bullish analysts were assuming NuScale could reach about US$941.3 million in revenue and US$111.3 million in earnings by 2028, so if you were leaning on that kind of upside, this fresh scrutiny of ENTRA1, milestone payments and TVA execution shows just how different your view can be from more cautious investors and why it is worth exploring several perspectives before deciding what story you believe.