X-Energy, Inc.
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No SEC Form 4 filings for $XE in the last 30 days.
See all $XE insider activity →X-Energy's (XE) Xe-100 reactor design entered the UK's Generic Design Assessment, a 3-year review. The company plans up to 6 GW capacity across 10-20 power stations. XE's stock is down 48.54% YTD, trading at $15.03 with a P/S ratio of 28.7x, higher than industry and peer averages. Analysts forecast continued losses for the next 3 years.
Peter Thiel's fund, Thiel Macro LLC, reported $418.7M in US stock holdings as of 30 June 2026, with Amazon as the largest position at $118M. The portfolio is heavily weighted towards power and energy names, which account for 71.82% of the total value. The filing follows two quarters with no reported holdings.
Centrica and X-Energy announced the UK's acceptance of the Xe-100 reactor into the Generic Design Assessment, a key step for commercial licensing. They plan to deploy up to 6 GW of nuclear capacity. The assessment is expected to take 3 years. X-Energy's CEO highlighted the regulatory progress and collaboration with Centrica.
Over the past 7 days, AlphAI's AI scored 12 news stories mentioning XE (X-Energy, Inc.). Coverage has skewed bullish: 9 bullish, 1 neutral, and 2 bearish.
Recent XE coverage spans financial news, regulation and market movers.
Regulatory clearance removes a major hurdle, potentially unlocking future contracts and supporting a higher valuation.
A small but newly disclosed position in X-Energy highlights Thiel Macro’s continued exposure to nuclear fuel-cycle infrastructure via XE.
Regulatory acceptance is a key milestone that could unlock UK deployment contracts and boost X-Energy's valuation.
Potential future licensing could unlock up to 6 GW of UK nuclear capacity.
Buy rating could support XE.
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.
X-Energy's (XE) Xe-100 reactor design entered the UK's Generic Design Assessment, a 3-year review. The company plans up to 6 GW capacity across 10-20 power stations. XE's stock is down 48.54% YTD, trading at $15.03 with a P/S ratio of 28.7x, higher than industry and peer averages. Analysts forecast continued losses for the next 3 years.
3 min readPeter Thiel's fund, Thiel Macro LLC, reported $418.7M in US stock holdings as of 30 June 2026, with Amazon as the largest position at $118M. The portfolio is heavily weighted towards power and energy names, which account for 71.82% of the total value. The filing follows two quarters with no reported holdings.
6 min readCentrica and X-Energy announced the UK's acceptance of the Xe-100 reactor into the Generic Design Assessment, a key step for commercial licensing. They plan to deploy up to 6 GW of nuclear capacity. The assessment is expected to take 3 years. X-Energy's CEO highlighted the regulatory progress and collaboration with Centrica.
2 min readCentrica and X-energy (XE) have secured UK regulator acceptance for X-energy's Xe-100 advanced small modular reactor design review, a process expected to take three years. The companies plan to deploy up to 6 GW of new nuclear capacity in the UK, equivalent to 10-20 Xe-100 power stations.
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3 min readVistra (VST) and NRG (NRG) rose 0.9% and 1.6% respectively, while NuScale (SMR) fell 15.8% after UBS downgraded it, citing delays and financial risks. UBS questioned NuScale's commercialization timeline and customer commitments, leading to a broader nuclear sector selloff. Vistra and NRG benefited from their current earnings and diversified power strategies.
3 min readX-Energy (XE) shares have declined since its April IPO, facing commercialization challenges but showing regulatory progress. Insiders and institutional investors have made significant purchases, with a median price target of $38.0. Analysts note oversold conditions and potential rebounds.
2 min readJane Street acquired 3.86M shares of X-Energy (XE) and 1.21M shares of TotalEnergies (TTE) in Q2. X-Energy develops small modular reactors, with projects backed by Dow, Amazon, and the US DOE. Risks include regulatory hurdles and execution delays.
1 min readOklo (OKLO), NuScale Power (SMR), and X-Energy (XE) each fell 5% after Piper Sandler initiated coverage with a Buy rating for Oklo and a Sell rating for X-Energy. The Global X Uranium ETF (URA) dropped 3%, while the broader market (SPY) declined 0.5%, indicating sector-specific pressure. Analyst Dimple Gosai emphasized financing structure as a key factor for small modular reactor developers.
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