XE - X-Energy, Inc. Class A Common Stock
While there is no shortage of demand from the nuclear renaissance, the rate of deploying new reactors will be determined by the capacity of the supply chain. Expanding capacity for supply chain bottlenecks, such as pump manufacturing and uranium enrichment, is not addressed overnight.
X-Energy Inc. (NASDAQ:XE) shares are surging Thursday afternoon after the company reported second-quarter 2026 financial results, posting quarterly revenues and grant income of $54.6 million, a 154% increase from $21.5 million in the prior-year period.
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.
X-Energy, Inc. (XE) Q2 2026 Earnings Call Transcript
Revenues and grant income of $54.6 million, compared to revenues and grant income of $21.5 million in 2Q 2025 Entered long-term agreements for high-assay low-enriched uranium (“HALEU”) enrichment services with Centrus Energy Corp. and General Matter Announced agreement with SGL Carbon to expand manufacturing capacity for nuclear-grade graphite Received continuation application approval from the U.S. Department of Energy's (“DOE”) Advanced Reactor Demonstration Program (“ARDP”), which extends its budget period through March 2027 Received $11 million economic development grant from the State of Tennessee to support TRISO-X fuel fabrication campus in Oak Ridge, Tennessee Acquired ~70 acres of land adjacent to its commercial nuclear fuel fabrication campus in Oak Ridge, Tennessee Founding member of initiative to accelerate advanced nuclear deployment through the use of artificial intelligence with Idaho National Laboratory (“INL”), NVIDIA, AWS and other partners Extended advanced nuclear fuel research partnership to continue optimizing fuel fabrication with Oak Ridge National Laboratory (“ORNL”) ROCKVILLE, Md., Aug. 13, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (Nasdaq: XE) (“X-energy” or the “Company”), a leading designer of advanced nuclear reactor technology and manufacturer of nuclear fuels, today announced second quarter 2026 financial results and operational highlights.
XE's $1.1B IPO boost and AI-driven demand support growth, but high cash burn, execution risks and premium valuation weigh on XE.
Definitive Agreement for Long-Term Supply of High-Assay, Low-Enriched Uranium (“HALEU”) Advances Commercialization for HALEU Enrichment and TRISO Fuel Fabrication ROCKVILLE, Md., Aug. 06, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (Nasdaq: XE) (“X-energy” or “the Company”), a leading developer of advanced nuclear reactors and fuel technology, and Centrus Energy Corp. (NYSE: LEU) (“Centrus”), a trusted supplier of nuclear fuel, services and technology, today announced a definitive agreement for Centrus to provide X-energy with enrichment services for Low-Enriched Uranium (“LEU”) and High-Assay Low-Enriched Uranium (“HALEU”).
X-Energy is the most advanced SMR developer, nearing construction with a permit expected by Q1 2027 and strong Amazon backing. XE's licensing model shifts project risk to customers, while $944 million in liquidity and zero debt provide a multi-year execution runway. Current valuation appears disconnected from XE's concrete milestones, especially compared to peers with less progress and more speculative pipelines.
TRISO-X has acquired approximately 70 additional acres adjacent to its Oak Ridge fuel fabrication campus, expanding the site from 125 acres to 180 acres.
Increases Manufacturing Capacity for Long-Lead Material Doubles EU Supply Chain for Graphite Billet Production ROCKVILLE, Md., Aug. 03, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (Nasdaq: XE) (“X-energy” or “the Company”), a leading developer of advanced nuclear reactors and fuel technology, and SGL Carbon (“SGL”) today announced a binding agreement to double SGL's production capacity for medium-grain isotropic graphite (“NBG-18”), a specialized material central to X-energy's Xe-100 high-temperature gas-cooled reactor (“HTGR”).
AI's power boom is reshaping the energy market, and these are some companies investors should watch.
ROCKVILLE, Md., July 30, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (NASDAQ: XE) (“X-energy” or the “Company”), a leading designer of advanced nuclear reactor technology and manufacturer of nuclear fuels, today announced it plans to report second quarter 2026 financial results and operational highlights on Thursday, August 13, 2026.
XE and BWXT offer two distinct paths into the growing nuclear sector, from advanced reactor development to established government-backed nuclear operations.
3 nuclear start-ups are partners in the AI-focused nuclear program.
AI-for-Nuclear Research Partnership with Idaho National Laboratory, NVIDIA and Amazon Web Services (“AWS”) 3-Year Initiative Awarded $60 Million under U.S. Department of Energy's Genesis Mission Targets Long-Term Industry Schedule Acceleration and Cost Reduction WASHINGTON, July 22, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (Nasdaq: XE) (“X-energy” or “the Company”) was today announced as a founding member of the Prometheus project, a historic research initiative led by Idaho National Laboratory (“INL”), NVIDIA (Nasdaq: NVDA), and AWS to accelerate advanced nuclear deployment through the use of artificial intelligence (“AI”). X-energy joins as a Tier 1 partner, committing financial support and the use of its proprietary Xe-100 small modular reactor (“SMR”) and TRISO-X fuel designs to advance the U.S. Department of Energy's Genesis Mission, and a new horizon for American innovation.
OKLO's selection for a $200 million nuclear initiative tied to AI data centers boosted shares and highlighted demand for reliable power.
Oklo Inc (NYSE:OKLO) and X-Energy Inc (NASDAQ:XE) shares are moving higher in Tuesday's after-hours session following reports that the companies are joining a government program that aims to increase the pace of power plant development for AI data centers.
OAK RIDGE, Tenn., July 15, 2026 (GLOBE NEWSWIRE) -- TRISO-X, LLC (“TRISO-X” or the “Company”), a leading manufacturer of advanced nuclear fuels and wholly-owned subsidiary of X-Energy, Inc. (“X-energy”) (NASDAQ: XE), today announced it has received an $11 million economic development grant from the State of Tennessee. The funding will support the continued development of the Company's fuel fabrication campus in Oak Ridge, Tennessee, including a potential second commercial fuel facility and a dedicated research and development center. The award marks an important milestone in TRISO-X's efforts to advance U.S. energy security through America's first commercial-scale advanced nuclear fuel campus.
XE's capital-light strategy centers on reactor licensing, TRISO fuel and services, aiming for recurring revenues and scalable growth as commercialization expands.
GE Vernova's stronger stock performance, lower valuation, dividend and upbeat 2026 outlook give it the edge over X-Energy.