Here's a look at the details in the report. NNE stock is moving. Watch the price action here.The Details: Nano Nuclear reported quarterly losses of 13 cents per share which beat the consensus estimate for losses of 29 cents per share. The company expects estimated cash expenditures of approximately $65 million over the next 12 months. NNE Stock Price: According to data from Benzinga Pro, Nano Nuclear stock rose 1.03% to $25.49 in Tuesday's extended trading.  How To Buy NNE StockBesides going to a brokerage ...

Core Viewpoint - NANO Nuclear Energy Inc. reported significant progress in its first fiscal quarter of 2026, focusing on the advancement of its KRONOS micro modular reactor system and strengthening its financial position to support future growth [2][3][12]. Financial Performance - As of December 31, 2025, NANO Nuclear had cash and cash equivalents of $577.5 million, a substantial increase from $203.3 million on September 30, 2025, due to a private placement that raised approximately $379 million [4]. - The company used $4.0 million in operating activities during the quarter, reflecting increased operations and R&D expenses [5]. - Investing activities accounted for $3.1 million, primarily for the new engineering facility in Oak Brook, Illinois [6]. - Financing activities provided $381.3 million in net cash during the quarter [7]. Business Developments - NANO Nuclear is advancing its KRONOS MMR system towards formal licensing and construction in the U.S. and Canada, with ongoing discussions with potential commercial customers and strategic partners [10][11]. - The company has made progress in securing its nuclear fuel supply chain, which is a key differentiator from competitors [10]. - A memorandum of understanding (MOU) was signed with the University of Illinois for the design and operation of a prototype KRONOS MMR system on campus [11]. Strategic Initiatives - The company is expanding its vertical integration efforts within the nuclear fuel supply chain, addressing key bottlenecks [10]. - NANO Nuclear has a growing pipeline of commercial opportunities, particularly in AI data centers and industrial applications, driven by the KRONOS MMR system's value proposition [12]. - The company is well-capitalized to execute its strategy, with strong support from institutional investors [12]. Future Outlook - 2026 is anticipated to be a pivotal year for NANO Nuclear, with several potential milestones and catalysts expected to enhance shareholder value [3][12]. - The company plans to submit a construction permit application to the NRC in the coming months, aiming to initiate the licensing process for its full-scale prototype [19].

Financial Performance - Total assets increased to $606.06 million as of December 31, 2025, up from $228.66 million on September 30, 2025, representing a growth of 165%[17] - Cash and cash equivalents rose significantly to $577.53 million, compared to $203.27 million at the end of the previous quarter, marking an increase of 184%[24] - Operating expenses for the three months ended December 31, 2025, were $11.56 million, up from $3.92 million in the same period of 2024, reflecting a year-over-year increase of 195%[18] - The net loss for the quarter was $6.52 million, compared to a net loss of $3.11 million for the same period in 2024, indicating an increase in losses of 109%[18] - The company reported a comprehensive loss of $6.53 million for the three months ended December 31, 2025, compared to $3.11 million in the prior year, a 109% increase[18] - The Company reported a working capital of $576,432,889 and an accumulated deficit of $64,017,136 as of December 31, 2025[32] - The Company incurred a net loss of $6,516,279 for the three months ended December 31, 2025, which contributed to the increase in cash used in operating activities[188] - The company has an accumulated deficit of approximately $64 million and anticipates continued operating losses and negative cash flows due to ongoing research and development activities[184] - The company has not generated any material revenue and does not expect to do so until it can commercialize its reactors[185] Capital and Funding - The company raised $400 million through common stock issuances during the quarter, significantly boosting its capital base[24] - The Company received approximately $378 million in net proceeds from a private placement offering during the three months ended December 31, 2025[32] - The Company completed an initial public offering on May 7, 2024, generating gross proceeds of $10,250,000 and net proceeds of approximately $9.0 million[75] - In the July 2024 follow-on public offering, the Company generated gross proceeds of $18 million and net proceeds of approximately $16.1 million[77] - The Company completed a follow-on public offering on October 23, 2024, raising approximately $36 million in gross proceeds and $32.3 million in net proceeds from the sale of 2,117,646 units at an offering price of $17.00 per unit[80] - A private placement on November 24, 2024, generated net proceeds of approximately $55.1 million from the sale of 2,500,002 shares and associated warrants at a combined purchase price of $24.00 per share[81] - The May 2025 private placement raised gross proceeds of $105 million, with net proceeds of approximately $99 million from the sale of 3,888,889 shares at a price of $27.00 per share[83] - The October 2025 private placement resulted in gross proceeds of approximately $400 million, with net proceeds of about $378.5 million from the sale of 8,490,767 shares at a price of $47.11 per share[84] Research and Development - Research and development expenses for the quarter were $5.40 million, compared to $0.90 million in the same period of 2024, representing a substantial increase of 497%[18] - The Company is developing a domestic low-enriched uranium (LEU) and high-assay low-enriched uranium (HALEU) fuel supply chain in collaboration with the Department of Energy[28] - The Company is also developing a high-capacity HALEU transportation product through its subsidiary, Advanced Fuel Transportation Inc.[28] - The Company is exploring commercial applications of micronuclear reactor technology in space through its subsidiary, Nano Nuclear Space Inc.[28] - The company plans to launch its nuclear fuel transportation business by 2028, pending asset acquisitions in the nuclear transport industry[139] - Estimated cash expenditures for the development of advanced reactors and related technologies over the next twelve months are approximately $65 million[142] - The company expects to submit a construction permit application for the KRONOS MMR™ reactor in the first half of 2026, with approval anticipated by mid-2027[148] - The company plans to invest over $12 million in a manufacturing and R&D facility in Illinois, creating 50 new full-time jobs[152] Business Strategy and Operations - The Company is focused on four main business lines: Nuclear Reactor Business, Fuel Supply Chain Business, Fuel Transportation Business, and Nuclear Consultation Services[28] - The KRONOS MMR™ reactor is the primary focus, with significant investment aimed at advancing its development, prototype construction, testing, and regulatory licensing[28] - The acquisition strategy is part of a broader goal for vertical integration across the nuclear energy supply chain[135] - The company aims to launch its fuel supply chain business in the second half of 2026, although no definitive agreements have been made yet[137] - The company is currently in the pre-revenue stage and has not generated any material revenues[135] - The company plans to establish a consulting and services business to generate immediate revenue by acquiring expertise in nuclear services[169] Assets and Liabilities - Total stockholders' equity increased to $599.58 million as of December 31, 2025, from $222.57 million at the end of the previous quarter, a growth of 169%[17] - The company reported total property, plant, and equipment, net of $11,029,284 as of December 31, 2025, an increase from $9,783,777 as of September 30, 2025[97] - Operating lease liabilities, current and long-term, totaled $540,801 and $2,145,365 respectively as of December 31, 2025[103] - The company had a weighted-average discount rate of 11.7% for operating leases as of December 31, 2025[106] Regulatory and Compliance - On January 16, 2026, the company received a subpoena from the SEC related to two service providers, following an initial request in April 2025[209] - The company completed a voluntary production of documents to the SEC in August 2025 and is fully cooperating with the investigation[209] - There were no defaults upon senior securities reported by the company[211] - The company disclosed that there were no mine safety disclosures applicable to its operations[212] - The company reported no other significant information that would impact its financial standing[213]

Green “NANO Nuclear Energy Inc.” logo over a rising candlestick chart, suggesting bullish momentum and short-squeeze potential. Key Points NANO Nuclear Energy is on track for deployment in late 2029 or early 2030. Pipeline advances are unlocking access to critical markets in the U.S and Asia. Price action is depressed, short interest is high, but analysts indicate deep value, and institutions are accumulating: short-covering and a short squeeze ahead. Interested in Nano Nuclear Energy Inc.? Here are f ...

Core Insights - NANO Nuclear Energy Inc. (NNE) is set to report its fiscal first-quarter results on February 17, with a consensus estimate indicating a loss of 32 cents per share, reflecting a 255.6% decrease from the previous year [1][5] - Earnings estimates for the fiscal first quarter have improved by 36% over the past 60 days [1] - NNE has a history of earnings surprises, beating estimates in three of the last four quarters, but with an average negative surprise of 74.03% [2] Earnings Prediction - The current model does not predict an earnings beat for NNE, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [3][4] Recent Developments - In the fiscal first quarter, NNE completed the acquisition of Global First Power from USNC, which will enable the demonstration of its KRONOS MMR in the U.S. and Canada [7] - NNE received support for its prototype project, including a potential customer's announcement to pursue a feasibility study for deploying 15 KRONOS MMR microreactors [8] - An agreement was signed with BaRupOn LLC to conduct a feasibility study for producing up to 1 GW of power using multiple KRONOS MMR units in Texas, reinforcing NNE's position in the advanced reactor development space [9] Stock Performance - NNE's shares have declined by 25.8% over the past three months, contrasting with a 9.7% rise in the Zacks Alternative Energy – Other industry [10] - The company is currently trading at a premium valuation, with a price-to-book (P/B) ratio of 6.47X compared to the industry average of 3.92X [11]

Core Viewpoint - NANO Nuclear Energy Inc. is set to host its first quarter fiscal 2026 business update webcast on February 17, 2026, following the filing of its Quarterly Report for the quarter ended December 31, 2025 [1][2]. Company Overview - NANO Nuclear Energy Inc. is a North American advanced technology-driven nuclear energy company aiming to become a commercially focused, diversified, and vertically integrated entity across five business lines: portable microreactor technologies, nuclear fuel fabrication, nuclear fuel transportation, nuclear applications for space, and nuclear industry consulting services [4]. - The company claims to be the first publicly listed portable nuclear microreactor company in the U.S. [4]. Product Development - NANO Nuclear is developing several reactor products, including the KRONOS MMR Energy System, a stationary high-temperature gas-cooled reactor, and the portable solid core battery reactor "ZEUS," along with the space-focused portable LOKI MMR [5]. - These products represent advanced developments in clean energy solutions that are portable and on-demand capable [5]. Subsidiaries and Operations - Advanced Fuel Transportation Inc. (AFT), a subsidiary of NANO Nuclear, aims to build a North American transportation company to provide commercial quantities of High-Assay, Low-Enriched Uranium (HALEU) fuel to various sectors, including small modular reactors and military programs [6]. - HALEU Energy Fuel Inc. (HEF) is focused on developing a domestic source for HALEU fuel fabrication for NANO Nuclear's microreactors and the broader advanced nuclear reactor industry [7]. - NANO Nuclear Space Inc. (NNS) is exploring commercial applications of micronuclear reactor technology in space, focusing on systems like the LOKI MMR for extraterrestrial projects [8].

Industry Overview - The resurgence of nuclear power is driven by the needs of big tech and the growth of artificial intelligence (AI), as countries aim to meet rising energy demand [1] - Nuclear power accounts for nearly 20% of electricity generated in the U.S., with the Trump administration advocating for increased nuclear energy [1] Company Profiles Nano Nuclear Energy - Nano Nuclear Energy is a small-cap start-up founded in 2020, which went public in 2024, focusing on micro reactors and portable nuclear batteries for remote industrial sites, military bases, and space applications [3] - The company's micro-modular reactors (MMRs) are designed to be easier and less expensive to deploy than traditional reactors, with its flagship product being the Kronos MMR, acquired from Ultra Safe Nuclear Corporation [4] - As of the end of 2025, Nano reported a cash position of $203.3 million but had a net loss of $40.1 million, indicating it has several years before facing cash flow issues [5] Constellation Energy - Constellation Energy is a large-cap stock with the largest fleet of nuclear reactors in the U.S. and generates 10% of the clean energy in the U.S. through a diverse energy portfolio including nuclear, natural gas, geothermal, hydro, wind, and solar power [6] - The company reported revenue of $19.1 billion for the first nine months of 2025, reflecting a nearly 7% year-over-year increase, although its earnings per share (EPS) declined by 34% compared to the previous year [7] Stock Performance - Over the past year, Nano's shares have decreased by more than 27%, but they have increased by over 595% in the past three years [8] - Constellation's shares have fallen by more than 10% over the past year, while they have risen by more than 34% over the past three years [8]

Core Viewpoint - NANO Nuclear Energy Inc. has appointed Michael Montecalvo as Licensing Director, enhancing its regulatory and licensing capabilities as it develops advanced nuclear microreactors [1][2][4]. Group 1: Appointment and Experience - Michael Montecalvo brings over 30 years of experience in the nuclear field, including roles in military, government, and industry, and has previously worked with the U.S. Nuclear Regulatory Commission (NRC) [3][7]. - His experience includes being a Technical Reviewer, Risk and Reliability Analyst, and Senior Reactor Analyst at the NRC, supporting technical reviews and risk assessments for operating reactors [7]. Group 2: Role and Responsibilities - In his new role, Montecalvo will lead NANO Nuclear's licensing strategy and regulatory engagement, crucial for the progression of the company's products and technologies towards licensing and commercial deployment [3][9]. - His leadership is expected to support a disciplined and timely approach to navigating the NRC's licensing process, including engineering design, safety analysis, and environmental review [9]. Group 3: Company Overview and Future Plans - NANO Nuclear is focused on developing a suite of proprietary modular nuclear microreactors, including the KRONOS MMR, LOKI MMR, and ZEUS, and is preparing to initiate the formal licensing process for the KRONOS MMR Energy System [2][11]. - The company aims to become a vertically integrated entity across five business lines, including microreactor technologies and nuclear fuel fabrication [10].

Core Viewpoint - Nano Nuclear Energy is experiencing significant stock volatility, with a strong performance in 2025 followed by a decline, but has rebounded in 2026, raising questions about its ability to sustain momentum and outperform the market [2][4]. Company Overview - Nano Nuclear Energy is focused on developing small, portable nuclear reactors designed for various applications, including data centers and remote communities [1][5]. - The company aims to establish a uranium fuel chain, potentially positioning itself as a comprehensive provider of nuclear energy solutions [5]. Stock Performance - In 2025, Nano Nuclear's stock rose over 115% by early October but ended the year down approximately 3.5%, underperforming both the S&P 500 and the VanEck Uranium and Nuclear ETF [2]. - As of 2026, the stock has surged roughly 27% year-to-date, raising speculation about its potential to outperform the market [4]. Volatility Factors - The company's stock volatility is attributed to its early development stage, generating zero revenue, and the need for regulatory approval before commercial deployment of its reactors [6][8]. - The stock's performance is heavily influenced by market narratives, particularly the increasing electricity demands from AI data centers, which can lead to rapid shifts in investor sentiment [8][9]. Recent Developments - Nano Nuclear has announced minor deals, including a Memorandum of Understanding with South Korea's DS Dansuk Co, but much of its stock momentum is linked to positive news from other nuclear startups [9]. - The current market capitalization of Nano Nuclear is $1.8 billion, with a trading range between $33.84 and $36.30 [10]. Future Outlook - For Nano Nuclear to beat the market in 2026, the underlying narrative of growing power demands, especially from AI, must continue to resonate with investors [11]. - Long-term investors may find potential in a small position today, while conservative investors might prefer broader exposure through nuclear energy ETFs [11].

Group 1 - President Trump emphasized the importance of nuclear energy at the World Economic Forum, announcing an executive order to approve new nuclear reactors and aiming to expand U.S. nuclear capacity to 400 gigawatts by 2050 [2][3] - Shares of Oklo, NuScale Power, and Nano Nuclear Energy experienced gains following Trump's announcement, although they remain approximately 50% down from their 52-week highs due to broader market corrections [3][6] - The Department of Energy allocated $2.7 billion for uranium enrichment, aiming to reduce foreign dependence and support the rising energy demand from AI data centers, which could benefit advanced nuclear developers [4] Group 2 - Oklo is focusing on microreactors, specifically its Aurora design, and is working towards operational readiness for its first plant by 2027-2028, with a significant deal in place with Meta Platforms for a 1.2-GW nuclear campus in Ohio [5][6] - Despite being pre-revenue, Oklo has received a buy rating from Bank of America with a target price of $127, indicating positive market sentiment towards the company [6] - NuScale forecasts a loss of $0.92 per share for 2026, highlighting the financial challenges faced by these companies as they navigate the nuclear energy landscape [6]