NNE
NASDAQNext earningsDec 17AnalystsBuy7+234%Nano Nuclear Energy Inc. stock
Industrials · Heavy Electrical Equipment
$11.11last close
-71.1%~252d
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Price
-71.09% over 1Y1 auto-fib
Video teardown
A walkthrough of this page: the numbers, the levels, and where it sits.
Thesis
as of 2026-11-06
Bull case
Speculative pre-revenue SMR pure-play. Two reactor designs (ZEUS solid-core, ODIN molten-salt) in pre-application engagement with the NRC; commercial deployment unlikely before 2030. Sits inside the broader nuclear-renaissance bid alongside $OKLO, $SMR, $LEU, $BWXT and the utility complex ($CEG, $VST, $TLN).
- Hyperscaler power demand (>10 GW incremental by 2030 per public guidance from $MSFT, $GOOGL, $META, $AMZN) creates a structural buyer for any reactor that can ship on a sub-decade horizon.
- ALIP liquid-metal pump + HALEU transport IP give a second leg if reactor program slips - both are scarce supply-chain assets.
- DOE/DoD interest in microreactors for remote bases is a credible non-utility revenue path; pilot RFPs already running.
- Float is small and the float-adjusted short interest spikes on every reactor headline; reflexive bid on policy catalysts.
Bear case
- Zero revenue, zero NRC-approved design, cash burn fully equity-funded; every quarter is a dilution candidate.
- NRC pre-application is years from a construction permit; ODIN molten-salt path is the harder regulatory case in the US.
- HALEU fuel availability is bottlenecked at $LEU/Centrus, outside NNE control.
- Competitive set ($OKLO, $SMR, $BWXT, Westinghouse, X-energy) is better capitalized and further into licensing.
- Chart trades on nuclear-policy beta, not company fundamentals - drawdowns mirror $URA / $URNM more than execution.
- 2024-09: Acquired ALIP liquid-metal pump technology from European consortium - used in fast-spectrum reactor coolant loops.
- 2024-11: NRC pre-application engagement initiated for ZEUS microreactor design.
- 2025-02: MOU with University of Illinois Urbana-Champaign for ODIN research-reactor siting study.
- 2025-05: DOE Voucher Program selection for HALEU transport cask development (sub-$1M, R&D scope).
- 2025-09: Strategic agreement with $LEU (Centrus Energy) for HALEU fuel supply discussions - non-binding LOI.
- Status as of 2026-06-01: no construction permit, no commercial reactor sale, no recurring revenue line.
customersUS Department of Energy (R&D voucher) · US Department of Defense (microreactor RFI participant) · University of Illinois Urbana-Champaign (research-reactor MOU)
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Analyze NNEinteractive tools
Bubblescapital-flow co-movement
Themeseditorial groupings
Top correlated252d co-movement
Related research
Long-form analysis touching NNE
- 10 minNANO Nuclear (NNE): what it does, how it pays for itself, and why the cash is the storyA microreactor developer with about $580M of cash and investments, $214K of trailing revenue and a stock about 79% under its high. What NANO Nuclear does, how it funds itself, where it sits.
- 4 minOklo (OKLO) Q3 2026: isotope revenue of $1.9M, $3.1B of cash and securities, Aurora-ID still aimed at 2028-2029Oklo's 10-Q shows revenue of $1.9M from its isotope business, a net loss of $41.7M and $3.13B of cash and marketable securities after $2.25B of share sales this year. No binding power purchase agreement is reported; the 2026 capex guide is $400M to $500M.
- 4 minNuScale (SMR) Q3 2026: $0.3M of revenue, a first module in fabrication, still no TVA contractNuScale posted revenue of $281K and a net loss of $45.7M, with $1.9B of cash and investments. Doosan will fabricate the upper reactor coolant system of the first commercial module; the ENTRA1 and TVA program is still in dialogue.
- 5 minCentrus Energy (LEU) Q3 2026: revenue down 26% to $55.5M, contingent backlog up to $5.4BCentrus posted revenue of $55.5M, down 26%, and an adjusted net loss of $9.4M, while its contingent LEU and HALEU backlog grew to $5.4B and total backlog to $7.0B. GAAP net income of $31.6M came from a $46.4M warrant gain.
Recent news
High-signal only
- 24/7 Wall St.2d agobullishOklo Jumps 19% on Narrower-Than-Expected Loss as Nuclear Stocks Rebound; NuScale Power Surges 15%, Nano Nuclear Energy Jumps 9%
- Investing.com5d agoWedbush starts nuclear coverage, backs Oklo and X-Energy
- MT Newswires5d agobullishWedbush Initiates Nano Nuclear Energy at Outperform With $18 Price Target
- Zacks6d agoHere's How to Play NuScale Stock Before Q3 Earnings Release
Key levels
- -33.0%$16.580.786 retr of 9.29->43.37 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
- -50.2%$22.310.618 retr of 9.29->43.37 (52w) · 2026-11-06Out of reach · reference only
- -57.8%$26.330.5 retr of 9.29->43.37 (52w) · 2026-11-06Out of reach · reference only
- -63.4%$30.350.382 retr of 9.29->43.37 (52w) · 2026-11-06Out of reach · reference only
Facts
- Exchange
- NASDAQ
- Currency
- USD
- Market cap
- $597M
- Last update
- 2026-11-06
Revenue (TTM)$214,042
P/E -
P/S -
Net margin0.0%
Frequently asked questions
- What AI bubble is NNE in?
- Nano Nuclear Energy Inc. (NNE) is mapped to the Nuclear / SMR bubble on QuantAbundance. NANO Nuclear Energy - microreactor pure-play; pre-revenue R&D-stage SMR developer. Speculative tier of the nuclear-SMR exposure.
- What sector is NNE in?
- Nano Nuclear Energy Inc. is classified under GICS Industrials (Heavy Electrical Equipment).
- What is NNE's last close price?
- NNE last closed at $11.11 on 2026-11-06.