X-Energy is rated Hold at fair value, with $2B liquidity, an 11.5 GW backlog, and a differentiated TRISO-X fuel franchise. Q1 results show strong execution, but revenue growth is tied to DOE grants, not yet diversified commercial streams; opex growth is expected in the pre-commercial phase. TRISO-X's NRC Category II license and first-mover status in HALEU fuel manufacturing underpin XE's long-term optionality, even if competitors win reactor deployments.
X-Energy, Inc. (XE) Q1 2026 Earnings Call Transcript
X-Energy NASDAQ: XE used its first earnings call as a public company to outline progress on its advanced nuclear reactor and fuel businesses, while reporting higher first-quarter revenue and grant income tied to its federal cost-share program.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DS Derek Soderberg Cantor Fitzgerald | 459.79 | $13,182.25 | $9,605.06 | -$3,577.19 | -27.14% |
| JO Joseph Osha Guggenheim | 612.54 | $15,545.56 | $12,728.61 | -$2,816.95 | -18.12% |
| Machinery Industry | Industrials Sector | J. Clay Sell CEO | NASDAQ (NGS) Exchange | 98386P102 CUSIP |
| US Country | 889 Employees | - Last Dividend | - Last Split | - IPO Date |