X-Energy, Inc.
No SEC Form 4 filings for $XE in the last 30 days.
See all $XE insider activity →TerraPower said it selected Hyundai Engineering and Construction as EPC for up to eight 345 MW Natrium reactor and energy storage plants, with Meta funding and initial deliveries as early as 2032. TerraPower also signed a term sheet with SK Innovation to pursue Korea’s first commercial Natrium plant. Separately, the DOE plans to award X-energy $1B for four 80 MW HTGRs at Dow’s Texas site.
Thiel Macro LLC, a Peter Thiel-linked fund, rebuilt its disclosed U.S. equity portfolio to over $400 million in Q2 2026 after reporting no 13F holdings in prior quarters, according to SEC filings. It concentrated about 72% in power and energy names and held about $118 million in Amazon. New positions included AEP, CMS Energy, DTE, FirstEnergy, Vistra, and X-Energy.
Simply Wall St reports X-Energy (XE) shares fell 7.7% to about $20.98. For Q2 2026, the company reported revenue of about $50.12M versus $16.92M a year earlier, but a net loss of $59.09M versus near breakeven. TTM revenue rose to $150.28M from $83.99M, while the article cites cash and investments of about $1.9B and no debt.
Over the past 7 days, alphai's AI scored 7 news stories mentioning XE (X-Energy, Inc.). Coverage has skewed bullish: 6 bullish, 0 neutral, and 1 bearish.
Recent XE coverage spans earnings and financial news.
Incremental federal funding de-risks part of the HTGR demonstration build and supports Xe-100/SMR financing narrative.
This is the most catalyst-like element in the text, tying the stake to potential additional DOE funding for advanced nuclear.
The article highlights a valuation and execution mismatch: fast revenue growth alongside large quarterly losses, driving a risk-off tape reaction.
The stock move is tied to a Q2 print plus DOE ARDP budget extension and new HALEU enrichment and graphite supply agreements, improving deployment visibility.
Post-earnings rally is tied to DOE funding runway extension plus incremental supply-chain contracting (HALEU and graphite) that supports Xe-100 and TRISO-X commercialization.
alphai scores every news story that mentions XE with an AI model for sentiment and relevance, and aggregates insider trades from X-Energy, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
TerraPower said it selected Hyundai Engineering and Construction as EPC for up to eight 345 MW Natrium reactor and energy storage plants, with Meta funding and initial deliveries as early as 2032. TerraPower also signed a term sheet with SK Innovation to pursue Korea’s first commercial Natrium plant. Separately, the DOE plans to award X-energy $1B for four 80 MW HTGRs at Dow’s Texas site.
6 min readThiel Macro LLC, a Peter Thiel-linked fund, rebuilt its disclosed U.S. equity portfolio to over $400 million in Q2 2026 after reporting no 13F holdings in prior quarters, according to SEC filings. It concentrated about 72% in power and energy names and held about $118 million in Amazon. New positions included AEP, CMS Energy, DTE, FirstEnergy, Vistra, and X-Energy.
6 min readSimply Wall St reports X-Energy (XE) shares fell 7.7% to about $20.98. For Q2 2026, the company reported revenue of about $50.12M versus $16.92M a year earlier, but a net loss of $59.09M versus near breakeven. TTM revenue rose to $150.28M from $83.99M, while the article cites cash and investments of about $1.9B and no debt.
5 min readX-Energy Inc. (NASDAQ:XE) shares rose 12.58% to $22.91 after it reported Q2 2026 results. The company posted revenue and grant income of $54.6 million, up from $21.5 million a year earlier, beating an estimated $47.4 million. It reported a net loss of 21 cents per share versus a 12-cent loss estimate, and cited DOE ARDP activity growth, HALEU supply agreements, and DOE budget extension through March 2027.
4 min readX-Energy (XE) shares rose 12.58% to $22.91 after its earnings. The company reported revenue of $47.4M, beating analyst estimates, but a net loss of 21 cents per share versus a 12 cents consensus. It cited $31.9M ARDP-related activity growth, long-term HALEU enrichment deals, DOE ARDP budget extension to March 2027, and $1.9B liquidity.
4 min readX-Energy (Nasdaq: XE) reported 2Q 2026 revenues and grant income of $54.6 million, up from $21.5 million in 2Q 2025. It entered long-term HALEU enrichment agreements with Centrus Energy and General Matter, and agreed with SGL Carbon to expand European graphite capacity. The DOE approved an ARDP extension through March 2027; Tennessee awarded an $11 million grant for TRISO-X and it bought ~70 acres near its Oak Ridge campus.
7 min readX-Energy, Inc. (XE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 xe-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 X-energy Reports Second Quarter 2026 Results • 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 (“H
6 min readARK Invest extended crypto-linked equity buying ahead of the CLARITY Act vote, according to its daily trade disclosures. It added Coinbase, Circle, and Bullish across ARKK, ARKW, and ARKF, while selling Alibaba and trimming Baidu. Trades included Circle +66,754 shares, Bullish +122,108, Coinbase +37,153 in ARKK. The bill could shift token oversight toward the CFTC.
6 min readAccording to Investing.com, Cathie Wood’s ARK ETFs reported May 8, 2026 trades. ARK sold Advanced Micro Devices (AMD) shares worth about $18.8 million and bought CoreWeave (CRWV) for about $14.6 million and Kratos Defense (KTOS) for about $9.6 million. It also bought Kodiak AI (KDK), X-Energy (XE), Cloudflare (NET) and Intellia (NTLA), while selling Rocket Lab (RKLB), Teradyne (TER) and Twist Bioscience (TWST).
3 min readX-Energy, Inc. (NASDAQ: XE) will report its second quarter 2026 financial results and operational highlights on Thursday, August 13, 2026. The Rockville, Maryland-based advanced nuclear reactor technology designer and nuclear fuel manufacturer plans to issue a press release before markets open. This announcement sets the timeline for investors to assess the company’s progress in developing its Xe-100 high-temperature gas-cooled reactor and TRISO-X particle fuel technologies.
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