X-Energy And Centrica Announce That The XE-100 Advanced Small Modular Reactor Has Been Accepted Into The UK's Generic Design Assessment Process

Shares of uranium and nuclear-related companies are trading higher amid sympathy with Constellation Energy after the company announced a partnership with Google to deploy 890 MW of new nuclear capacity. The deal may support the demand outlook for hyperscalers adding more nuclear generation.

Could This $14 Energy Stock Be Your Ticket to Millionaire Status?

X-Energy, a small modular reactor (SMR) developer, went public at $23 in April 2026 but now trades at $14. While its helium-cooled TRISO fuel technology is promising and revenue is projected to grow significantly from $109M (2025) to $1.24B (2028), the company faces major hurdles including NRC approval and TRISO pebble production scaling. The analyst views it as a speculative play that may struggle to return to its IPO price without more positive developments.

X-Energy Just Went Public in 2026. Here's How It Stacks Up Against Oklo, NuScale, and BWX Technologies.

X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies.

Shares of uranium and nuclear-related companies are trading lower amid multiple catalysts including reports suggesting Oracle has issued a "force majeure" notice regarding potential timeline slippage of Project Jupiter in New Mexico, which may imply slower data center development. Also, Google's launch of Project Suncatcher to deploy AI compute capacity in space may dampen expectations for nuclear power needs.