Fluor (FLR) Skyrockets as Starboard Value Targets Nuclear Energy Stock for Massive Gains

Nuclear energy play Fluor just got the ultimate Wall Street endorsement—and FLR holders are cashing in big time.

The Activist Catalyst

Starboard Value's bombshell position in Fluor sent shockwaves through energy markets. When a hedge fund with their track record targets a nuclear stock, smart money pays attention—and FLR's price action proves it.

Nuclear Renaissance Fueling Gains

As global energy demands shift toward reliable power sources, nuclear's comeback story creates perfect conditions for Fluor's expertise. The market's finally recognizing what crypto investors knew all along—real infrastructure builds real value.

Energy Meets Digital Assets

While traditional finance scrambles to understand this play, crypto natives see the pattern clearly: fundamental value creation always wins. Another reminder that sometimes the best blockchain investment isn't even on-chain—unless you count those trading profits heading straight into digital wallets.

Wall Street discovers nuclear energy like it's 2021 all over again—just in time to chase the smart money that's already moved on to the next disruption.

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Following the news, FLR shares climbed about 2.6% on Monday and extended those gains in pre-market trading, rising roughly 8% at the time of writing.

NuScale Stake Draws Focus

Fluor owns almost 40% of NuScale Power (SMR), which designs small modular nuclear reactors. NuScale’s shares have surged over 145% this year as investors bet on growing power demand from data centers and other technologies tied to artificial intelligence. The rally has lifted NuScale’s market value to over $12 billion.

Starboard believes Fluor’s Core business is being undervalued compared with the market’s view of its NuScale stake. The firm wants Fluor to explore options for that holding, including a possible sale. Fluor invested in NuScale more than ten years ago and has already sold a small part of its stake.

Starboard Chief Executive Jeff Smith is expected to explain the firm’s view at the 13D Monitor Active-Passive Investor Summit in New York.

Positioned for U.S. Growth

Starboard also sees a long-term opportunity in Fluor’s base business. The firm believes Fluor could gain from new government policies under President TRUMP that encourage investment in U.S. infrastructure and energy projects. Many of Fluor’s peers have exited parts of the construction market, leaving fewer players to take on major work.

Starboard has a history with similar investments. In 2019, it took a position in Aecom (ACM) and pressed for changes that led the company to exit its construction business. Aecom shares have since traded NEAR record highs. Investors will now watch whether the firm’s involvement sparks moves that highlight the value of Fluor’s projects and its growing link to the energy transition.

Is FLR a Good Stock to Buy?

Fluor boasts a fairly positive outlook among the Street’s analysts, with a Moderate Buy consensus rating. The average FLR stock price target stands at $48.83, suggesting a 1.98% upside from the current price.