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LTLTBR

Lightbridge Corporation

$LTBR·$218M·Electrical Equipment & Parts·Industrials
$7.20-7.3%YTD-44.1%1Y-50.4%
Mentions · last 7 days
2026-07-09: 13 posts2026-07-10: 11 posts2026-07-11: 12 posts2026-07-12: 16 posts2026-07-13: 30 posts2026-07-14: 19 posts2026-07-15: 21 posts124+6%
Price updated 12h ago·X counts updated 2d ago
LTLTBR
$LTBRLightbridge Corporation
$7.20-7.34%124 posts+6%
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 $LTBR, 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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Lightbridge participated in a White House nuclear-uprate event and just removed the first Lightbridge Fuel samples from Idaho testing.

Lightbridge Corporation develops proprietary Lightbridge Fuel for advanced nuclear reactors and small modular reactors, $218M market cap and pre-revenue micro-cap, with Q2 2026 earnings due 2026-07-27.

  • Reported quarterly revenue is $0 across recent quarters, expected for a development-stage nuclear-fuel company still in R&D and licensing.
  • Quarterly EPS run rate is roughly -$0.16 to -$0.25, FCF yield -5.3% — modest cash burn reflecting the pre-commercial phase.
  • The stock is down 42% over twelve months and 40% year-to-date, at just 0.8% of the 52-week range — a deeply compressed base.
  • On June 25, initial Lightbridge Fuel material samples were removed from Idaho National Laboratory's Advanced Test Reactor — a real fuel-qualification milestone.
  • On June 18, Lightbridge participated in the White House UPRISE Nuclear Power Uprate Event — visibility into the U.S. nuclear-power push.
  • Bearish insider activity: July 1 S-Sales by directors Goodman (1,116 at $9.29) and Chakraborty (1,143 at $9.29), plus June 22 Goodman sale (1,116 at $9.58).
  • Beta 2.13 high, float only 24M shares — the tape is structurally reactive to nuclear-industry policy news.

The setup is a development-stage nuclear-fuel play with policy tailwinds, initial fuel-sample milestones, and compressed multiples — July 27 is secondary to policy cadence.

Agrees with X sentimentX posters cite Lightbridge's Studsvik partnership on next-generation nuclear fuel product software as constructive for the advanced-nuclear thesis, grouping LTBR with OKLO, NNE, SMR, ASPI, LEU, and FRMI in the broader nuclear-sector accumulation cluster (OKLO holding $2B+ cash). That aligns with the June 25 fuel-sample milestone at Idaho National Laboratory and the June 18 White House UPRISE participation — sentiment maps to visible policy and technical progress.

What to watch: July 27 Q2 earnings — cash runway commentary at the current burn rate, any updates on the Idaho National Laboratory sample-analysis timeline, Studsvik partnership deliverables, and commentary on the White House UPRISE program participation. Any incremental nuclear-industry regulatory or policy news (particularly SMR-fuel qualification pathway) is a separate signal.

On the calendar: 2026-07-27 Q2 2026 earnings; cash runway and Idaho fuel-sample cadence drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-05-19

Lightbridge announced a partnership with Studsvik on next-generation nuclear fuel product software, framed as constructive for the advanced nuclear thesis. LTBR also appears across the broader nuclear-sector accumulation cluster alongside OKLO, NNE, SMR, ASPI, LEU, and FRMI, with OKLO sitting on $2.5B cash pre-positioning for 2027 construction capex. The dominant tone is sector-bullish, with LTBR positioned as one of the smaller sector beneficiaries. Sentiment is positive.

Read the AI verdict + X sentiment for $LTBR

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Develops metallic nuclear fuel rod technology designed to improve reactor safety, output, and operating economics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $LTBR.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $LTBR

Neutral — Develops metallic nuclear fuel rod technology designed to improve reactor safety, output, and operating economics; end markets and revenue mix have limited overlap with the hyperscaler rack power acceleration and grid electrification capex.

Industry benchmark

32-name peer basket
+15.1%YTD
+78.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-17.4How 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
-11.8%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
0.0%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
-5.3%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
0.0Same 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
-12.6%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
0.0%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
Q1 2026Apr 27, 2026$-0.20——
Q4 2025Feb 25, 2026$-0.25——
Q3 2025Nov 5, 2025$-0.16——
Q2 2025Aug 11, 2025$-0.16——
Next earningsMon, Jul 27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.20$-4.8M
Q4 FY25$0———$-0.22$-6.2M
Q3 FY25$0———$-0.16$-2.5M
Q2 FY25$0———$-0.16$-2.3M

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.1.0×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.-29.9%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.-50.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 24.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% 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.β2.135-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

SellJul 1Sweta ChakrabortyDirector1.1K sh$11KSellJul 1Sherri GoodmanDirector1.1K sh$10KSellJun 22Sherri GoodmanDirector1.1K sh$11KSellJan 29Andrey MushakovEVP, Nuclear Operations30.3K sh$502K
+ 3 other (3 inkinds) in window

See when $LTBR 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

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
AI summary

LTBR held its Annual Meeting of stockholders around 2026-05-14 (8-K Item 5.07). Stockholders elected 6 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 13 other (4 13Gs · 2 earnings 8-Ks · 1 10-Q · 1 proxy) in window

Recent news

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

Initial Lightbridge Fuel™ Material Samples Removed from Idaho National Laboratory's Advanced Test Reactorglobenewswire.com·22d agoLightbridge Participates in Launch of UPRISE Nuclear Power Uprate Event at the White Houseglobenewswire.com·29d agoLightbridge to Participate in Upcoming Investor and Nuclear Industry Eventsglobenewswire.com·32d agoLightbridge to Participate in Upcoming Investor and Nuclear Industry Eventsglobenewswire.com·32d agoToday's Energy Crisis & the Need for Nuclear Tomorrowetftrends.com·46d ago

In themes

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

Nuclear Renaissance

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Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $LTBR 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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