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HDHDRN

Hadron Energy, Inc.

$HDRN·$77M·Industrial - Machinery·Industrials
$0.67-1.0%YTD-92.8%1Y-94.0%
Price updated 4h ago·X counts updated 5d ago
HDHDRN
$HDRNHadron Energy, Inc.
$0.67-1.04%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HDRN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HDRN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Micro-modular-reactor developer at $1.24 after -88% YTD, with ex-TerraPower COO Eric Williams joining as EVP Engineering.

Hadron Energy is developing a Micro Modular Reactor (MMR) nuclear technology for off-grid and specialized applications — a pre-commercial deep-tech thesis dependent on regulatory and funding progression.

  • Q1 FY26 revenue $34.4M (likely one-time or acquisition-related; prior Q4 FY25 revenue zero); Q3/Q2 FY25 revenue zero — revenue line not yet established as recurring
  • TTM: 459x earnings (near-breakeven, nominal), 2.6x sales, 0.6% ROE, 34% gross margin, -13% operating margin, FCF yield -26%, debt-to-equity 0.03
  • No forward estimates in the bundle
  • YTD -88%, trailing-12m -88% at $1.24 against a $97M market cap — significant post-SPAC-type drawdown
  • Appointed Eric Williams (previous TerraPower COO) as EVP of Engineering — meaningful hire
  • Sep 8: adopted 2026 Equity Incentive Plan covering 10.0M RSU awards
  • H.C. Wainwright Investment Conference participation

The equity is pre-commercial nuclear tech with a meaningful ex-TerraPower hire against a severely drawn-down chart — the thesis depends on commercial customer-contract disclosures and NRC/regulatory progression that have not yet been announced.

What to watch: Any NRC licensing-pathway disclosure or named-customer design-partnership announcement — whether the MMR commercialization case gains traction or the drawdown extends.

Read the AI verdict on $HDRN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $HDRN

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

Industry benchmark

32-name peer basket
+19.8%YTD
-9.2%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.2.4×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.0%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.-57.7%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.-88.7%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 today28.7% 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.

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.

+ 14 other (12 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
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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 holdingsSep 103
AI summary

Form 3 initial beneficial ownership filing for Eric Scott Williams, new officer at HDRN entity. Williams does not beneficially own any securities at the time of filing, establishing his Section 16 reporting baseline.

8-KOfficer or director changeSep 88-K — Item 5.02: Officer or director change
AI summary

Hadron Energy Inc. (HDRN) adopted RSU award documentation under its 2026 Equity Incentive Plan covering 10,021,784 shares. The filing is a routine compensation plan establishment disclosure, providing the formal legal framework for granting equity awards to employees and service providers.

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.

+ 43 other (14 13Gs · 9 425s · 8 8-Ks · 6 3s) in window

Recent news

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

Hadron Energy to Participate in the H.C. Wainwright 28th Annual Global Investment Conferencebusinesswire.com·36d agoHadron Energy: Disrupting The Disruptorsseekingalpha.com·60d agoHadron Energy Appoints Previous TerraPower COO Eric Williams as Executive Vice President of Engineeringbusinesswire.com·68d agoHadron Energy Announces Date for Q2 2026 Financial and Business Updatesbusinesswire.com·75d agoHadron Energy Releases "Powering What's Next" Video Detailing the Commercial Vision for its Halo Micro-Modular Reactorbusinesswire.com·93d 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

No standout posts about $HDRN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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