Insider Trading March 26, 2026

NuScale Accounting Chief Sells $27,125 in Shares as Stock Nears 52-Week Low

David A. Tonnel disposes of 2,290 Class A shares to meet tax obligations amid analyst target revisions and strategic partnership updates

By Caleb Monroe SMR
NuScale Accounting Chief Sells $27,125 in Shares as Stock Nears 52-Week Low
SMR

NuScale Power Corp's Chief Accounting Officer, David A. Tonnel, sold 2,290 shares of Class A common stock on March 25, 2026, raising $27,125. The transaction occurred as the stock trades close to its 52-week low and follows the conversion of nearly 9,710 restricted stock units a day earlier. The company has also disclosed several strategic partnerships and recent analyst price-target adjustments.

Key Points

  • NuScale Chief Accounting Officer David A. Tonnel sold 2,290 Class A shares on March 25, 2026, for $11.845 each, totaling $27,125.
  • Tonnel exercised 9,710 Restricted Stock Units on March 24, 2026; the subsequent sales covered tax withholding obligations. After the sale, he directly owns 7,420 shares.
  • NuScale disclosed expanded fuel-fabrication partnership with Framatome, a research collaboration with Ebara Elliott Energy, and noted analyst price-target reductions from UBS and Craig-Hallum - developments that affect the nuclear energy and broader power infrastructure sectors.

NuScale Power Corp (NYSE: SMR) reported a transaction by Chief Accounting Officer David A. Tonnel in late March 2026. Per a Form 4 filing with the Securities and Exchange Commission, Tonnel sold 2,290 shares of Class A Common Stock on March 25, 2026, at a price of $11.845 per share, generating proceeds of $27,125.

The disposition took place while the stock was trading unusually close to its 52-week low. The reported 52-week low stands at $11.08, and shares were at $10.99 at the time of the report, reflecting a 69% decline over the prior six months.

Documentation filed with the SEC indicates Tonnel exercised 9,710 Restricted Stock Units on March 24, 2026. Those units convert into Class A Common Stock on a one-for-one basis, and the subsequent sales were made to satisfy tax withholding obligations tied to the vesting of those restricted stock units.

After completing the sale, Tonnel is reported to directly own 7,420 shares of NuScale Power Corp. Alongside the insider transaction, InvestingPro analysis cited in the filing places the stock on a Most Undervalued watchlist, noting the company as appearing undervalued at current levels and referencing additional Pro Research resources covering SMR and over 1,400 other U.S. equities.

Separate corporate developments were also disclosed. NuScale announced an expanded partnership with Framatome to incorporate European fuel fabrication facilities, a move described as enhancing the firm's capacity to supply fuel assemblies for both European and U.S. customers. In another technical collaboration, NuScale entered a research program with Ebara Elliott Energy aimed at developing a high-temperature steam compressor designed to integrate NuScale Power Modules with petrochemical plants.

On the analyst front, UBS reduced its price target for NuScale Power from $20 to $13, citing revised earnings outlooks that include negative cash EBITDA estimates for 2026 through 2028. Craig-Hallum also lowered its price target, moving it from $53 to $24, while retaining a Buy rating and citing NuScale's strategic positioning as a potential first mover in small modular reactor projects. Additionally, a report from Bernstein highlighted small modular reactors as a potential power source for artificial intelligence and hyperscaler demand, underscoring interest in dense, uninterrupted power solutions.

Taken together, the insider sale, the RSU exercise, analyst target adjustments, and NuScale's announced partnerships reflect ongoing corporate activity as the company pursues technology advancement and market expansion in the small modular reactor sector.

Risks

  • Share-price pressure and volatility - the stock was trading near its 52-week low of $11.08 and had declined 69% over the prior six months, indicating heightened market risk for equity holders.
  • Analyst downward revisions and negative cash EBITDA projections - UBS lowered its price target to $13 from $20 and cited revised earnings with negative cash EBITDA estimates for 2026 through 2028, reflecting financial uncertainty for the company.
  • Valuation uncertainty - adjustments to price targets by multiple firms, including Craig-Hallum's cut from $53 to $24 despite a maintained Buy rating, highlight market disagreement about NuScale's near-term valuation and prospects.

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