SMR Earnings Miss Fails To Shake Nuclear AI Trade: Here’s Why Retail Is Watching OKLO, NNE Next Week

• SMR posted weak quarterly numbers this week, but one retail user said NuScale is sitting at the intersection of two powerful tailwinds: artificial intelligence infrastructure and clean energy.
• Oklo Inc. awaits the safety evaluation of Product-Based Operator Licensing, as well as its first-quarter numbers, next week.
• Retail sentiment toward Nano Nuclear Energy has been extremely bullish, as the company expects to report its quarterly results on May 14.

NuScale Power’s (SMR) weak quarterly earnings on Thursday failed to dent retail enthusiasm around nuclear-energy stocks tied to the AI infrastructure boom. Retail commentary on Stocktwits indicates that investors are increasingly valuing long-term AI demand over near-term fundamentals. 

Shares of nuclear power energy provider Oklo Inc (OKLO) and Nano Nuclear Energy Inc (NNE) were in the spotlight premarket on Friday ahead of earnings catalysts next week.

Nuclear energy developers have been attracting increased investor attention over the past year as hyperscalers and AI companies search for reliable, carbon-free sources of energy to support their rapidly expanding data center demand. 

Retail Shrugs Off SMR Earnings Miss

NuScale Power reported Q1 revenue of $0.57 million, a whopping 96% lower than the $13.38 million reported in the corresponding quarter of 2025. The print was also well below the $5.57 million consensus estimate, according to Fiscal.ai data.

Since last week, the retail chatter surrounding NuScale Power has shot up over 197%. 

One user said, “SMR posted terrible numbers this week, but the stock didn't crash!”

One user on Stocktwits expects the SMR stock to break $13.50 levels.

 https://stocktwits.com/JD101/message/652699078

Another bullish user said that the company is in its nascent stages and realistically, one should wait for the next 18 months before expecting any tangible results.

https://stocktwits.com/InvertedNegG/message/652672053

One more bullish user highlighted two advantages for Nuclear corp and said,  

"$SMR Key Points NuScale is sitting at the intersection of two powerful tailwinds: artificial intelligence infrastructure and clean energy. The company is the only nuclear reactor developer in the U.S. with an NRC-approved small modular reactor design.”

While shares of NuScale Power sank after the weak quarterly numbers, so far this week, the stock has gained over 4% in value.

OKLO Awaits A Regulatory Approval 

Attention is now turning to Oklo Inc, which faces two catalysts in the week ahead: its quarterly earnings report and a safety based evaluation for its licensing process. 

Shares of Oklo Inc rose more than 2% premarket on Friday. The company is scheduled to release its first-quarter 2026 financial results after the market closes on Tuesday, May 12 and analysts expect the loss of $0.19 per share for the company.

The company also awaits the safety evaluation of Product Based Operator Licensing (PBOL). The Nuclear Regulatory Commission is expected to provide its evaluation on May 11. 

The retail sentiment surrounding the stock has been ‘neutral’ amid ‘normal’ message volumes.

According to Koyfin data, the 12-month average target on the stock is $91.36, implying a premium of about 27% from its current levels.

All Eyes On NNE Earnings Next Week

Shares of Nano Nuclear Energy Inc (NNE) also rose over 2% premarket on Friday. The company is set to announce its quarterly results on May 14. Analysts expect a loss of $0.26 per share.

Earlier this week, the company signed a memorandum of understanding with Super Micro for AI data centers with nuclear energy. 

The retail sentiment surrounding the stock is ‘extremely bullish’ amid ‘high’ message volumes.

One user on Stocktwits said that if NNE stock breaks $26.65 levels, it will move up fast. 

Shares of NuScale Power Corp have declined more than 22% year-to-date, Oklo Inc has fallen over 7%, and Nano Nuclear Energy is down more than 3% over the same period.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Read Next: HUBS Stock On Track To Open At Six-Year Low – Analysts Say Road Back To Faster Growth Has Become ‘More Uncertain’