Standard Nuclear/$STDN
Standard Nuclear shares fall after Q3 EPS missed expectations, while gross margin plunged and rising costs drove a $13.1 million net loss, overshadowing strong revenue growth and a larger backlog.
9 hours agoLightyear AI
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About Standard Nuclear
Standard Nuclear Inc is an independent advanced nuclear fuel company. The company designs, engineers, and manufactures advanced nuclear fuels, with a primary focus on TRISO fuel for advanced reactors. Its operations include industrial-scale TRISO fuel manufacturing and the development of fuel for advanced reactors that utilize TRISO fuel. The company operates in a single operating and reportable segment, as it is engaged in a single business activity of TRISO production. It derives revenue from fuel development and services agreements. Geographically, the maximum revenue is generated from the United States.
- Ticker
- $STDN
- Sector
- Energy
- Primary listing
- NYSE
- Employees
- -
- Headquarters
- Oak Ridge, United States
- Website
- www.standardnuclear.com
Standard Nuclear Metrics
BasicAdvanced
$2B
-
-$0.60
-
-
Price and volume
Market cap
$2B
52-week high
$17.34
52-week low
$7.05
Average daily volume
294K
Financial strength
Current ratio
12.929
Quick ratio
12.611
Profitability
EBITDA (TTM)
-17.629
Gross margin (TTM)
-57.75%
Net profit margin (TTM)
-222.32%
Operating margin (TTM)
-245.67%
Management effectiveness
Valuation
Price to revenue (TTM)
46.353
Price to book
-4.53
Price to tangible book (TTM)
-4.53
Price to free cash flow (TTM)
-8.585
Free cash flow yield (TTM)
-11.65%
Free cash flow per share (TTM)
-1.454
Growth
What the Analysts think about Standard Nuclear
Analyst ratings (Buy, Hold, Sell) for Standard Nuclear stock.
Analyst projections of the future price of Standard Nuclear stock.
Bulls say / Bears say
Standard Nuclear has moved beyond development work: it delivered Radiant’s first full commercial TRISO reactor core and has signed fuel supply agreements with Radiant and Antares. Funded backlog nearly doubled to $119.6 million in the third quarter. (Standard Nuclear)
Two new production facilities are substantially complete, with key equipment on hand and the final safety analysis for Tennessee submitted to the DOE. If authorisation arrives on the current February 2027 target, the sites are designed to add up to five metric tonnes of annual capacity as they scale. (Standard Nuclear)
A roughly $7 million DOE award will fund development of TRISO fuel made with recycled nuclear materials, including plutonium. Success could give the company a route to use feedstocks beyond HALEU and broaden its potential market. (Standard Nuclear)
The business remains loss-making despite rapid sales growth: third-quarter revenue was $6.0 million, but the net loss widened to $13.1 million. Gross margin fell to 30% from 67% in the previous quarter, highlighting pressure as operations scale. (Standard Nuclear)
The two new plants still need final DOE review and an operational readiness review before they can make HALEU TRISO fuel. The company’s authorisation target has shifted from the fourth quarter of 2026 to February 2027, putting the production ramp at risk of further delay. (Standard Nuclear, Standard Nuclear)
The $577.2 million headline backlog overstates the revenue that is firmly committed: $443.5 million consists of purchase options, while funded backlog is $119.6 million. The company also cautions that total backlog is not a measure of contracted revenue, so conversion depends on customers exercising options and projects progressing. (Standard Nuclear)
Data summarised monthly by Lightyear AI. Last updated on 12 Nov 2026.
Standard Nuclear Financial Performance
Revenues and expenses
Standard Nuclear Earnings Performance
Company profitability
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