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HDHDRN

Hadron Energy, Inc.

$HDRN·$57M·Industrial - Machinery·Industrials
$1.97-11.3%YTD-85.6%1Y-81.0%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 1 posts2026-08-23: 1 posts2026-08-24: 1 posts4+100%
Price updated 2d ago·X counts updated 6d ago
HDHDRN
$HDRNHadron Energy, Inc.
$1.97-11.26%4 posts+100%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HDRN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellSelling offAI verdict · as of 2026-08-21

Falling on heavy selling — points lower unless it turns around.

Micro-modular-reactor concept stock down 82% year-on-year — the SMR hype has left, and there's no revenue to catch the fall.

Hadron Energy is a nuclear-power development-stage company pitching a Micro Modular Reactor for data-center and industrial loads. The pitch is squarely inside the AI-power thesis; the equity is squarely inside a distribution phase that has erased most of the peak.

  • The equity is down 82% year-on-year and 86% year-to-date, sitting at the 6th percentile of the 52-week range and 76% below the 200-day trend — the pattern of persistent distribution on a story stock says the marginal buyer has left.
  • Revenue is effectively pre-commercial and cash burn is meaningful — the free-cash-flow yield of negative 26% at a $57M market cap says the runway question is real, not academic.
  • Directors received $124K each in share awards on Aug 11 with the recent hire of TerraPower's former COO as EVP Engineering — the credentialing is the correct move, but director grants are compensation, not open-market buys.
  • Trades at 2.6x sales on a business shrinking to zero — the multiple only makes sense if the Halo MMR narrative reignites, and the tape is telling you the market isn't willing to underwrite that today.

What restarts the story is a specific commercial catalyst — a hyperscaler letter of intent, a Nuclear Regulatory Commission design certification milestone, or a strategic investment from an established nuclear player. What accelerates the breakdown is the next capital raise at a depressed price or continued cash burn without a customer announcement; treat this as concept-stage with concept-stage risk until commercial traction shows.

What to watch: Any 8-K on a commercial customer letter of intent, NRC design milestone, or strategic partnership. Watch for a capital-raise filing, which at these levels would signal further dilution risk.

On the calendar: Q3 2026 update — date not yet set

Read the AI verdict + X sentiment for $HDRN

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What it does

Plain-English summary of the business — what they sell and how they make money.

Early-stage company developing Micro Modular Reactor technology to deliver carbon-free power for data centers and industrial sites.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $HDRN.

Industrial - Machinery · Industrials

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

What this means for $HDRN

Partial — Early-stage company developing Micro Modular Reactor technology to deliver carbon-free power for data centers and industrial sites; partial earnings exposure to industrial - machinery demand dynamics through its product portfolio.

Industry benchmark

33-name peer basket
+28.1%YTD
+25.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
458.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-13.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-25.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.03——
Q1 2026May 6, 2026$0.02——
Q4 2025Mar 6, 2026$0.02——
Q3 2025Nov 14, 2025$-0.01——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.4M—34.0%-4.9%$0.02$-183K
Q4 FY25$0-100.0%——$-0.01$-22.1M
Q3 FY25$0———$-0.01$-205K
Q2 FY25$0———$0.05$-316K

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-73.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 747K shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today13.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 11 other (9 awards · 1 exempt · 1 other) in window

See when $HDRN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 133
AI summary

Bryan Timm, a director at Hadron Energy, Inc. (HDRN) based in Redwood City, California, filed an initial Form 3 as of May 22, 2026, disclosing his beneficial ownership position upon becoming a Section 16 reporting person. The filing reports no securities beneficially owned — neither direct shares nor derivative securities such as options or warrants. This is a standard compliance disclosure required within 10 days of an insider becoming a director or officer of a reporting company. No material financial information is conveyed beyond the confirmation of Timm's director status at the clean energy company.

8-KPress release / Reg FDAug 128-K — Item 7.01: Press release / Reg FD
AI summary

Hadron Energy, Inc., a nuclear energy company listed on Nasdaq, published both an investor presentation and a letter to shareholders from Founder and CEO Samuel Gibson on August 12, 2026. The letter covers recent leadership appointments, progress on Nuclear Regulatory Commission approvals, key operational milestones achieved in the first half of 2026, supply chain partnerships, and the company's financial position and strategic road map. Hadron also has redeemable warrants outstanding (ticker HDRNW) at an exercise price of $11.50 per share. The disclosures were furnished under Regulation FD and are not deemed filed for liability purposes.

8-KOfficer or director changeAug 108-K — Item 5.02: Officer or director change
AI summary

Hadron Energy (HDRN) appointed Eric Williams, age 51, as Executive Vice President of Engineering effective August 31, 2026. Williams joins from TerraPower, a nuclear reactor design company. This hire brings nuclear engineering expertise to Hadron Energy's team.

S-1Initial registrationJun 15S-1
AI summary

HDRN filed an initial S-1 registration statement on June 15, 2026 to register securities for a potential public offering. Body unavailable — excerpt cuts off before the offering scope, use of proceeds, or company description are disclosed.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change
AI summary

Hadron Energy, Inc.'s Board approved initial post-business-combination compensation for Ross Ridenoure as Chief Nuclear Officer on June 8, 2026: a $300,000 base salary and 40% target annual bonus ($120,000 target). The arrangement was established following the closing of the company's business combination and is subject to a yet-to-be-established executive incentive plan. Routine post-merger compensation disclosure for a nuclear energy startup; the Chief Nuclear Officer title signals active operational buildout.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HDRN securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HDRN.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HDRN securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HDRN.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of HDRN securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HDRN.

+ 46 other (14 13Gs · 10 425s · 8 8-Ks · 4 3s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hadron Energy: Disrupting The Disruptorsseekingalpha.com·13d agoHadron Energy Appoints Previous TerraPower COO Eric Williams as Executive Vice President of Engineeringbusinesswire.com·20d agoHadron Energy Announces Date for Q2 2026 Financial and Business Updatesbusinesswire.com·27d agoHadron Energy Releases "Powering What's Next" Video Detailing the Commercial Vision for its Halo Micro-Modular Reactorbusinesswire.com·46d agoHadron Energy Engages CORE IR to Lead Investor Relations Strategy and Execution in the Public Marketsgurufocus.com·48d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear Renaissance

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Voices on X · last 7 days

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