$STDN

Standard Nuclear, Inc.

Standard Nuclear designs, engineers and manufactures nuclear fuel, with a focus on TRISO fuel for advanced reactors. Its customers include developers of small modular reactors and microreactors, as well as federal agencies working on HALEU-fueled demonstration reactors and mobile microreactor systems. The company is based in Oak Ridge, Tennessee.

3
0
2

No SEC Form 4 filings for $STDN in the last 30 days.

See all $STDN insider activity →
Low

Needham reiterates Standard Nuclear stock rating on pipeline growth

Needham reiterated a Buy rating and $18.00 price target for Standard Nuclear (STDN), implying 63% upside. The company's pipeline grew 21% to $844.7M, while revenue hit $6.0M, topping expectations. Gross margin fell to 30% due to higher costs. The DOE delayed facility authorization to February 2027, but management expects no impact on 2027 volumes. STDN reported a net loss of $13.1M despite revenue growth.

Standard Nuclear (STDN) Q3 2026 Earnings Call Transcript

Standard Nuclear (STDN) reported Q3 2026 earnings, highlighting its TRISO nuclear fuel technology. The company has secured contracts with advanced reactor developers like Antares and Oklo. STDN delivered its first complete reactor core to Radiant, with DOE approval for full-power operation. The company expects demand in three phases: government-funded microreactors, commercial microreactors, and small modular reactors. STDN's backlog grew to $577.2M from $241.5M.

Standard Nuclear Reports Third Quarter and Year-to-Date 2026 Results

Standard Nuclear, Inc. (STDN) filed an SEC Form 8-K — Results of Operations and Financial Condition. FOR IMMEDIATE RELEASE November 12, 2026 Standard Nuclear Reports Third Quarter and Year-to-Date 2026 Results Total Contract Backlog More Than Doubles to $577.2 Million and Funded Backlog Nearly Doubles to $119.6 Million; Company Completes First Commercial Reactor Core Delivery •

STDN sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 5 news stories mentioning STDN (Standard Nuclear, Inc.). Coverage has skewed bullish: 3 bullish, 0 neutral, and 2 bearish.

Recent STDN coverage spans earnings, financial news and corporate actions.

What's driving STDN

AlphAI scores every news story that mentions STDN with an AI model for sentiment and relevance, and aggregates insider trades from Standard Nuclear, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $STDN

Score

Needham reiterates Standard Nuclear stock rating on pipeline growth

Needham reiterated a Buy rating and $18.00 price target for Standard Nuclear (STDN), implying 63% upside. The company's pipeline grew 21% to $844.7M, while revenue hit $6.0M, topping expectations. Gross margin fell to 30% due to higher costs. The DOE delayed facility authorization to February 2027, but management expects no impact on 2027 volumes. STDN reported a net loss of $13.1M despite revenue growth.

Standard Nuclear (STDN) Q3 2026 Earnings Call Transcript

Standard Nuclear (STDN) reported Q3 2026 earnings, highlighting its TRISO nuclear fuel technology. The company has secured contracts with advanced reactor developers like Antares and Oklo. STDN delivered its first complete reactor core to Radiant, with DOE approval for full-power operation. The company expects demand in three phases: government-funded microreactors, commercial microreactors, and small modular reactors. STDN's backlog grew to $577.2M from $241.5M.

$STDNMedEarnings

Standard Nuclear Reports Third Quarter and Year-to-Date 2026 Results

Standard Nuclear, Inc. (STDN) filed an SEC Form 8-K — Results of Operations and Financial Condition. FOR IMMEDIATE RELEASE November 12, 2026 Standard Nuclear Reports Third Quarter and Year-to-Date 2026 Results Total Contract Backlog More Than Doubles to $577.2 Million and Funded Backlog Nearly Doubles to $119.6 Million; Company Completes First Commercial Reactor Core Delivery •

Here are Tuesday's biggest analyst calls of the day: Nvidia, AMD, Procter & Gamble, Meta & more

Analysts made several calls on Tuesday, including Goldman Sachs lowering Netflix's price target but maintaining a buy rating, Wells Fargo upgrading Cleveland-Cliffs, and Mizuho raising AMD's price target to $705. Other notable moves include upgrades for Skyworks Solutions, Dollar General, and Prosperity Bancshares, while new coverage was initiated on companies like AvePoint, Pasqal Holdings, and Standard Nuclear.

Needham initiates Standard Nuclear stock with buy on fuel advantage

Needham initiated coverage on Standard Nuclear Corp. (NYSE:STDN) with a buy rating and $18.00 price target, citing its advantage as the only merchant TRISO fuel fabricator. The stock has gained over 8% in the past week. Analysts forecast revenue growth of over 450% in the current year. Standard Nuclear reported Q2 2026 revenue of $4.7 million, up from $0.6 million in the same period last year, despite a loss of $0.12 per share.

Standard Nuclear, Inc. made available on the Investor Relations section of its website (https://ir.standardnuclear.com/news-events/presentations) an investor…

Standard Nuclear, Inc. (STDN) filed an SEC Form 8-K — Regulation FD Disclosure. Item 7.01. Regulation FD Disclosure. On September 8, 2026, Standard Nuclear, Inc. (the “Company”) made available on the Investor Relations section of its website (https://ir.standardnuclear.com/news-events/presentations) an investor presentation that the Company intends to use fr

UBS raises Standard Nuclear stock price target on valuation

UBS raised its price target for Standard Nuclear (NYSE:STDN) to $20 from $14, maintaining a Buy rating. The stock trades near its 52-week high at $16.11. UBS applied a 30x EV/EBITDA multiple to 2028 estimates, up from 21x. STDN reported Q2 2026 revenue of $4.7M, up from $0.6M YoY, but posted a loss of $0.12 per share. The company's market cap is $2.52B.

This Nuclear IPO Stock Just Landed a Multiyear Fuel Deal. Is it a Buy?

Standard Nuclear (NYSE: STDN), a developer of nuclear fuel for next-gen reactors, signed a multiyear supply deal with Radiant Industries. The agreement secures fuel for Radiant's microreactor development through 2031. Standard Nuclear plans to expand production capacity to 40 metric tons annually by decade's end, aiming to meet growing demand for TRISO fuel.

Standard Nuclear Q2 Earnings Call Highlights

Standard Nuclear reported Q2 revenue of $4.7M, with product revenue at $3.1M. Total contract backlog rose to $576.9M, including a $119.3M funded backlog. The company expects regulatory approval for its Tennessee and Idaho facilities by Q4 2026. Standard Nuclear ended Q2 with $102.2M in cash and no debt, raising $137.7M from its July IPO.

Related tickers