XE X-Energy, Inc.

Both companies develop next-generation nuclear reactors, but one stock may offer greater upside.

XE is advancing the Xe-100 for electricity and industrial heat, with Centrica pursuing a U.K. fleet of up to 6 GW.

The New Jersey-based company said the move was because of “market conditions.” The market is shaky because the nuclear euphoria of the pas two years has worn off.

X-Energy has seen its share price fall sharply this year, which puts a spotlight on whether the recent selloff lines up with the cash flows the business is expected to generate. For investors watching X-Energy, the key issue is whether the current market value still makes sense once those cash flows are run through a Discounted Cash Flow (DCF) lens. The stock is down 48.5% year to date. A large part of the story now revolves around whether that drop matches what its future cash flows can...

Centrica (LSE:CAN) and X-Energy (NASDAQ:XE) said the Xe-100 small modular reactor has been accepted into the UK’s Generic Design Assessment process, beginning a regulatory review expected to take approximately three years. The Generic Design Assessment, or GDA, examines whether a nuclear reactor design is acceptable for deployment in the UK before site-specific licensing and permitting can proceed.

Texas Capital analyst Nate Pendleton initiated coverage of the company with a ‘Buy’ rating and a $22 price target, implying an upside of more than 40% from its last close.

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Jane Street is a private trading firm based in New York and one of the largest market makers in the world. The company had over $1 trillion in managed 13F securities as of the end of June. The firm’s second-quarter filings show it opened several new stock positions. Two got our attention. Jane Street bought […]

Piper Sandler just split the advanced nuclear sector down the middle with opposing calls, and the market responded by punishing every name in the group equally, even the one that got a Buy.

One nuclear stock wins praise while another faces brutal downside

NuScale Power’s stock saw its prices climb most since April.

Holtec Nuclear is seeking to raise about $900 million as it prepares to restart the Palisades nuclear plant and expand into small modular reactors.

X-Energy is advancing its TX-1 fuel facility and strengthening key supply partnerships as it builds an integrated platform for Xe-100 deployment.

AI could accelerate X-Energy's path toward commercial nuclear power.

AI data centers need power, not just chips. Oklo and X-Energy are racing to go nuclear. Here's who is likelier to produce first.

X-Energy (NasdaqGS:XE) is positioning its Xe-100 small modular reactor to serve rising power needs from AI infrastructure across major customers. Early commercial focus includes projects with Dow, Amazon and Centrica as they seek long term, reliable energy for data and industrial operations. The Xe-100 pipeline is aimed at large scale deployments that can be added in modules to match growing electricity demand from AI adoption. This focus marks a shift in attention toward X-Energy's...

X-Energy (XE) released its second quarter 2026 earnings on August 13, reporting revenue of US$54.6 million and a net loss of US$59.09 million, or US$0.21 per share. The latest second quarter earnings release comes after a mixed run for X-Energy’s stock, with a 30-day share price return of 31.25%, following a 90-day share price decline of 30.61% and a year-to-date share price return down 34.55%. Compare X-Energy's nuclear story with other potential beneficiaries of the sector shift by scanning...

X-Energy stock has climbed sharply in the past month but is still down year to date, while the valuation checks suggest the shares trade on the expensive side rather than offering clear value. For investors, that mix of recent momentum and stretched multiples raises questions about how much is already priced in. The share price is down 34.6% year to date, which signals that the stock has had a weak overall run despite the recent rebound. Expectations for X-Energy to scale its business model...

XE's Xe-100 targets AI's growing power needs, backed by major customers and an 11.5-GW reactor pipeline.

Peter Thiel's firm just filed a strikingly focused $418 million portfolio that ignores chips entirely and bets everything on a single constraint choking the AI boom before it can fully ignite.

Revenue surged 154% as federal funding and reactor orders accelerated.

XE strengthens its fuel and supply-chain capabilities with HALEU and graphite agreements as it advances the Xe-100 toward commercialization.

After its IPO, X-Energy's shares are up nearly 20% so far this month. Will they crush Oklo's?

X-Energy Inc (XE) reports strong Q2 2026 growth, securing $1 billion in additional DOE funding and long-term HALEU agreements to advance its XE-100 reactor and TRISO-X fuel programs.

X-Energy (NASDAQ:XE) reported second-quarter 2026 revenue and grant income of $54.6 million, up 154% from a year earlier, as engineering activity increased under the U.S. Department of Energy’s Advanced Reactor Demonstration Program, or ARDP. CEO Clay Sell also said the Department of Energy formall

X-energy, Inc. (NASDAQ:XE) shares gained 2% following its second-quarter earnings report after the advanced nuclear technology company delivered a sharp increase in revenue as development work on its Xe-100 reactor accelerated.

XE's $1.1B IPO boost and AI-driven demand support growth, but high cash burn, execution risks and premium valuation weigh on XE.

Centrus Energy (NYSE:LEU) signed a definitive enrichment services contract with X-energy LLC to supply fuel for advanced small modular reactor deployments. The agreement covers both low-enriched uranium and high-assay, low-enriched uranium for an initial batch of X-energy SMRs. Prepayments under the contract support Centrus Energy's domestic commercial enrichment expansion and capital program. The deal underscores Centrus Energy's role in the growing market for reliable, carbon-free nuclear...

Centrus Energy Corp (LEU) reports strong Q2 2026 results with revenue up 14% and a $4.5 billion backlog, driven by key HALEU agreements and a $900 million DOE task order.

Constellation Energy, Constellation Energy stock, CEG stock, nuclear stocks, best nuclear stock

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Government backing boosted X-Energy's AI nuclear story, while analysts continue to see substantial long-term upside despite execution risks.

X-Energy stock has fallen about 43.7% year to date, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than at a discount. That disconnect, set against recent headlines around nuclear power for AI data centers and new funding for its TRISO-X fuel subsidiary, is what investors now need to weigh. Year to date, X-Energy is down roughly 43.7%, which means the recent weakness in the share price...

X-Energy, Inc. recently joined the Prometheus AI-driven nuclear research project as a founding Tier 1 partner, working with Idaho National Laboratory, NVIDIA, and Amazon Web Services under a US$60 million U.S. Department of Energy Genesis Mission award to advance deployment of its Xe-100 reactor and TRISO-X fuel technologies. This partnership uniquely positions X-Energy at the intersection of advanced nuclear engineering and AI-powered design, potentially influencing how next-generation...

X-Energy and NuScale Power are among the two most well-known small modular nuclear reactor companies that are being touted as an efficient solution to surging AI power needs.

X-Energy (XE) is drawing fresh attention after being named a Tier 1 partner in the AI focused Prometheus nuclear research project, alongside Idaho National Laboratory, NVIDIA and AWS. See our latest analysis for X-Energy. Despite the Prometheus announcement, X-Energy’s recent share price return has been mixed, with a 9.23% gain over the past week, a 30 day share price return down 18.38%, and a year to date share price return down 43.66% from the latest close of $16.45. This suggests momentum...

X-Energy (NasdaqGS:XE) has been named a founding member of Project Prometheus, a new AI-driven partnership focused on advanced nuclear deployment. The company joins Tier 1 partners including Idaho National Laboratory, NVIDIA, and AWS in this government-backed initiative. Project Prometheus is intended to apply AI tools across nuclear design, licensing, construction, and operations. X-Energy is known for its work on advanced nuclear technologies. Project Prometheus places the company...

The rally followed reports of a landmark nuclear deal reached between the U.S. and Saudi Arabia that would see U.S. companies play key roles as the Arab nation enters the arena of nuclear power. Another boost for nuclear energy stocks came from a separate report this week of a U.S. effort to speed up new nuclear reactors for artificial intelligence (AI) data centers.

OKLO stock inches higher on reports of $200 million US nuclear power initiative. But does that warrant buying OKLO shares at current levels?

Microsoft, Nvidia-backed AI nuclear program lifts Oklo, X-Energy shares

The Energy Department program targets faster licensing and construction for AI data center power

NuScale Power jumped after reports that the Trump administration is accelerating nuclear power development for AI data centers and advancing a nuclear cooperation agreement with Saudi Arabia.

The Trump administration is partnering with advanced nuclear reactor developers and major tech firms in a $200-million initiative to accelerate nuclear power deployment for energy-intensive AI data centers.

Options trader Andrew Keene is tracking large institutional call buying in X-Energy, Oklo, and IonQ, all down sharply from highs, betting on rebounds in these oversold, pre-revenue stocks.

Oklo, X-Energy, NuScale Power, Nano Nuclear Energy and Uranium Energy lost between 8% and 9% on Thursday due to a combination of valuation concerns, profit-taking, and AI-related worries.

Barron’s Advisor asks wealth managers to name their favorite speculative investments for current market conditions.

The asset management firm’s ETFs bought 100,854 shares of OKLO, valued at about $4.7 million, and 545,453 shares of XE, valued at about $8.7 million.

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XE's capital-light strategy centers on reactor licensing, TRISO fuel and services, aiming for recurring revenues and scalable growth as commercialization expands.