We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
NuScale's Behind-the-Meter Push Targets the Grid Bottleneck
Read MoreHide Full Article
Key Takeaways
NuScale is targeting behind-the-meter power for data centers, manufacturers and hydrogen producers.
Behind-the-meter generation can cut grid disruption risks and support critical operations.
NuScale sees SMR technology serving customers that need scalable, carbon-free, around-the-clock power.
NuScale Power Corporation’s (SMR - Free Report) behind-the-meter power initiative addresses a growing problem for energy-intensive industries: the grid is becoming too slow, stretched and unpredictable to support their expansion plans. Behind-the-meter generation means producing electricity at or near the customer’s own facility, rather than relying fully on public transmission networks. For data centers, manufacturers and hydrogen producers, this model is gaining importance because it offers direct access to power where it is needed most. It also gives large users more say over how, when and from where their electricity is supplied.
The value of behind-the-meter power goes beyond cleaner energy. It allows large users to control their electricity supply more directly while improving reliability and reducing exposure to grid-related disruptions. Traditional grid connections can take years because of transmission upgrades and interconnection delays. At the same time, extreme weather, rising AI-related demand and peak-load volatility are weakening confidence in grid reliability. By placing generation closer to the load, companies can reduce exposure to these risks and keep critical operations running with fewer external dependencies. This is especially valuable for facilities where even brief interruptions can cause major financial or operational damage.
This is where small modular reactors (SMRs) could play an important role. NuScale is positioning its SMR technology as a reliable source of around-the-clock, carbon-free electricity for behind-the-meter customers that cannot afford power interruptions.Through its relationship with ENTRA1 Energy, NuScale is targeting data centers, industrial facilities and other mission-critical operations that need dedicated and scalable power solutions. As concerns about grid reliability continue to grow, behind-the-meter generation is becoming less about energy choice and more about ensuring dependable access to power. For NuScale, the opportunity is not just supplying electricity but helping customers secure the power they need to support future growth.
NuScale is not the only company looking to benefit from the rising demand for dedicated onsite power. Other clean-energy technology providers are also targeting customers in need of reliable electricity closer to their operations.
Behind-the-Meter Opportunity Extends Beyond SMRs
Bloom Energy (BE - Free Report) is expanding its behind-the-meter role by supplying fuel cell systems that generate power directly at customer sites. Bloom Energy helps data centers and industrial users reduce dependence on crowded grids by giving them reliable onsite electricity. Bloom Energy’s systems can run continuously and scale with demand, making them useful for AI data centers that need fast, dependable power without waiting years for new grid connections or upgrades.
FuelCell Energy (FCEL - Free Report) is positioning its behind-the-meter strategy around fuel cell power platforms that can be installed near large electricity users. FuelCell Energy is targeting data centers with packaged power blocks designed to provide steady, onsite electricity where grid capacity is limited. FuelCell Energy’s approach gives customers more control over power supply, while supporting lower-carbon operations. For facilities facing interconnection delays, FuelCell Energy offers a way to add dedicated power close to the load.
The Zacks Rundown on NuScale Power
Shares of SMR have lost 45% over the past six months.
Image Source: Zacks Investment Research
NuScale Power currently has an average brokerage recommendation of 2.56 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 18 brokerage firms.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for SMR’s earnings has been revised over the past 90 days.
View the Zacks #1 Rank List
Image: Bigstock
NuScale's Behind-the-Meter Push Targets the Grid Bottleneck
Key Takeaways
NuScale Power Corporation’s (SMR - Free Report) behind-the-meter power initiative addresses a growing problem for energy-intensive industries: the grid is becoming too slow, stretched and unpredictable to support their expansion plans. Behind-the-meter generation means producing electricity at or near the customer’s own facility, rather than relying fully on public transmission networks. For data centers, manufacturers and hydrogen producers, this model is gaining importance because it offers direct access to power where it is needed most. It also gives large users more say over how, when and from where their electricity is supplied.
The value of behind-the-meter power goes beyond cleaner energy. It allows large users to control their electricity supply more directly while improving reliability and reducing exposure to grid-related disruptions. Traditional grid connections can take years because of transmission upgrades and interconnection delays. At the same time, extreme weather, rising AI-related demand and peak-load volatility are weakening confidence in grid reliability. By placing generation closer to the load, companies can reduce exposure to these risks and keep critical operations running with fewer external dependencies. This is especially valuable for facilities where even brief interruptions can cause major financial or operational damage.
This is where small modular reactors (SMRs) could play an important role. NuScale is positioning its SMR technology as a reliable source of around-the-clock, carbon-free electricity for behind-the-meter customers that cannot afford power interruptions.Through its relationship with ENTRA1 Energy, NuScale is targeting data centers, industrial facilities and other mission-critical operations that need dedicated and scalable power solutions. As concerns about grid reliability continue to grow, behind-the-meter generation is becoming less about energy choice and more about ensuring dependable access to power. For NuScale, the opportunity is not just supplying electricity but helping customers secure the power they need to support future growth.
NuScale is not the only company looking to benefit from the rising demand for dedicated onsite power. Other clean-energy technology providers are also targeting customers in need of reliable electricity closer to their operations.
Behind-the-Meter Opportunity Extends Beyond SMRs
Bloom Energy (BE - Free Report) is expanding its behind-the-meter role by supplying fuel cell systems that generate power directly at customer sites. Bloom Energy helps data centers and industrial users reduce dependence on crowded grids by giving them reliable onsite electricity. Bloom Energy’s systems can run continuously and scale with demand, making them useful for AI data centers that need fast, dependable power without waiting years for new grid connections or upgrades.
FuelCell Energy (FCEL - Free Report) is positioning its behind-the-meter strategy around fuel cell power platforms that can be installed near large electricity users. FuelCell Energy is targeting data centers with packaged power blocks designed to provide steady, onsite electricity where grid capacity is limited. FuelCell Energy’s approach gives customers more control over power supply, while supporting lower-carbon operations. For facilities facing interconnection delays, FuelCell Energy offers a way to add dedicated power close to the load.
The Zacks Rundown on NuScale Power
Shares of SMR have lost 45% over the past six months.
NuScale Power currently has an average brokerage recommendation of 2.56 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 18 brokerage firms.
See how the Zacks Consensus Estimate for SMR’s earnings has been revised over the past 90 days.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.