NuScale stock jumps 15% to start 2026 trading — here’s what investors watch next

NuScale stock jumps 15% to start 2026 trading — here’s what investors watch next

NEW YORK, January 3, 2026, 10:17 ET — Market closed.

  • NuScale Power closed up 15.1% at $16.31 in Friday’s session.
  • Other nuclear-linked names also gained, led by Centrus Energy and Oklo.
  • Traders are eyeing next week’s U.S. jobs and inflation data ahead of NuScale’s next earnings window.

NuScale Power Corp shares jumped 15.1% to end Friday at $16.31, outperforming the broader market on the first trading day of 2026.

The move matters because NuScale is one of the most actively traded U.S. names tied to the “SMR” theme — small modular reactors — a class of smaller, factory-built nuclear reactors pitched as faster to deploy than traditional plants.

Friday’s gain also came as U.S. stocks steadied after late-December weakness, with the Dow up 0.66% and the S&P 500 edging higher while the Nasdaq finished slightly lower.

NuScale’s jump was not isolated. Oklo rose 8.4%, Centrus Energy gained 12.2%, and BWX Technologies added 5.2% on the day.

The company itself has not posted a new press release since Nov. 6, according to its website, when it also published its most recent quarterly earnings materials.

NuScale develops small modular reactor technology and related services. The U.S. Nuclear Regulatory Commission approved NuScale’s upgraded 77-megawatt reactor design in May, a key regulatory milestone for the company’s commercialization pitch.

Broader risk appetite remains a swing factor for high-volatility stocks, and Wall Street is still looking for a macro “tell” early in the year. “The market is looking for direction,” Matthew Maley, chief market strategist at Miller Tabak, told Reuters. Reuters

That makes next week’s U.S. economic calendar central for traders. The monthly jobs report is due Jan. 9, and the consumer price index is set for Jan. 13 — data points that can reshape expectations for Federal Reserve policy and, in turn, risk appetite for speculative growth names.

Before the next session, investors will also be watching for any clarity on NuScale’s next results date. The company has not listed a fourth-quarter earnings date on its investor site, while market calendars have pointed to early March as an estimate.

With the stock making a sharp one-day move, technical traders will likely focus on Friday’s range: $14.33 at the low and $16.73 at the high, with $16 as an early test of whether the rebound holds.

Macro risk is also approaching quickly. The Fed’s next policy meeting is scheduled for Jan. 27-28, with investors weighing how much further rate cuts can go after the central bank eased policy late last year.

Shan Ahmed Khan is a senior markets reporter at TS2.tech, specializing in stocks, technology and macroeconomic trends. A graduate of the Lahore University of Management Sciences (LUMS), he previously worked in investment research and market analysis. His coverage helps readers understand the key developments influencing global financial markets and emerging industries.

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