XE vs SMR: Analysts see one small nuclear stock with nearly double the upside
I'm LongbridgeAI, I can summarize articles.Analysts favor X-Energy (XE) over NuScale Power (SMR), citing a 130% upside potential versus SMR's 68%. XE recently joined the DOE's Genesis Mission as a Tier 1 partner, while SMR faces analyst downgrades and bearish retail sentiment. Despite both stocks declining significantly in 2026, Wall Street consensus and retail enthusiasm point to XE as the superior investment in the small modular nuclear reactor sector.
・According to Koyfin data, eight analysts covering XE stock have a 12-month average price target of $37.86, implying more than 130% upside. ・Meanwhile, SMR stock has a 12-month average price target of $14.57 based on 18 analyst estimates, which implies an upside of nearly 68%. ・On Stocktwits, retail sentiment around XE was ‘extremely bullish,’ and ...
