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NBNB

NioCorp Developments Ltd.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBullish-leaning chatter
$NB·$456M·Industrial Materials·Basic Materials
$3.13-4.1%YTD-38.3%1Y-62.3%
Price updated 7h ago·X counts updated 5d ago
NBNB
$NBNioCorp Developments Ltd.
$3.13-4.14%86 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NB 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.

86X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 69% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-30

NioCorp is drawing supportive attention around a Lockheed Martin scandium purchase agreement, with posters framing the niobium space as on track for substantial change. Chart-focused traders flag a potential higher low at $4.28 with structural targets stacking to $5.08, $5.65, and $6.50 as the key trigger for a bigger shift. One reply cites the Elk Creek niobium project valued at $3.4B as underpinning the setup.

Read what X is saying about $NB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Hinges on a big eventSelling offAI verdict · as of 2026-10-02

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

NioCorp at 52-week low — Lockheed Martin scandium deal, Elk Creek niobium project valued at $3.4B.

NioCorp Developments is a pre-production critical-minerals exploration company — Elk Creek niobium-scandium-titanium project in Nebraska. The stock is at the literal 0.2% of its 52-week range after a 48% TTM decline.

  • The P&L is pre-revenue: zero revenue last quarter — this is a mining-development company burning cash through exploration and permitting; the FY27 EPS estimate at -$0.04 reflects ongoing capital-raise cycle requirements.
  • The Lockheed Martin scandium purchase agreement is the specific commercial anchor — a legitimate defense-prime supply-chain commitment that validates the geological asset base.
  • The Elk Creek niobium project valued at $3.4B against a $520M market cap is the deep-value thesis — if the project advances to commercial production, substantial re-rate upside; if dilution or delays persist, downside.

Breaking-down holds unless Nov 12 earnings confirm Lockheed Martin agreement financial economics and DOE/DoD financing milestones. Another dilutive raise without a signed project-financing commitment is what seals the de-rating further; a specific DOE loan guarantee plus Lockheed-Martin-related commercial milestones is the catalyst-specific upside — this is a specific binary on project-financing conversion.

Agrees with X sentimentX bulls on the Lockheed Martin scandium purchase agreement, the niobium-space-change framing, higher-low at $4.28 with structural targets at $5.08/$5.65/$6.50, and the Elk Creek $3.4B valuation anchor have the specific setup right — this is a legitimate critical-minerals catalyst play.

What to watch: Nov 12 earnings — Lockheed Martin agreement economics, DOE/DoD financing milestones, cash runway, project-development timeline. A dilutive raise without project-financing commitment is what seals the breaking-down tape further.

On the calendar: 2026-11-12 — Q1 FY27 earnings

Read the AI verdict on $NB

  • 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.

Pre-production niobium, scandium, and titanium project in Nebraska targeting critical minerals for steel and aerospace.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $NB.

Industrial Materials · Basic Materials

No material change from last week — US domestic rare earth supply chain buildout remains the structural driver: MP Materials trades on Beijing's forced divestiture of Chinese shareholder, reinforcing supply-chain-security thesis.

What this means for $NB

Neutral — Pre-production niobium, scandium, and titanium project in Nebraska targeting critical minerals for steel and aerospace.

Industry benchmark

16-name peer basket
-6.6%YTD
-29.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-13.7How 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
-7.4%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
-2.2%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
-21.4%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
Q2 2026Sep 25, 2026$-0.02$-0.04+42.9%
Q1 2026May 14, 2026$-0.02$-0.020.0%
Q4 2025Feb 6, 2026$-0.05$-0.050.0%
Q3 2025Nov 13, 2025$-0.11$-0.09-22.2%
Next earningsThu, Nov 12·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$0———$0.01$23.0M
Q2 FY26$0———$-0.00$-14.2M
Q1 FY26$0———$-0.53$-20.7M
Q4 FY25$0———$-0.19$-4.8M

Forward consensus

6-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$139.6M$139.6M – $139.6M-$0.42-$0.60 – -$0.324
FY27$69.8M$69.8M – $69.8M-$0.25-$0.31 – -$0.203
FY28$47.4M$47.4M – $47.4M-$0.27-$0.27 – -$0.275
FY29$598.9M$598.9M – $598.9M-$0.08-$0.08 – -$0.082
FY30$285.7M$285.7M – $285.7M$1.04$1.04 – $1.041
FY31$487.9M$487.9M – $487.9M$2.03$2.03 – $2.031

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.1.1×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.1%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.-21.4%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.-38.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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.

+ 4 other (4 awards) in window

See when $NB 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
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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

8-KPress release / Reg FDOct 168-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KAgreement terminatedOct 168-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
8-KOfficer or director changeJul 88-K — Item 5.02: Officer or director change
AI summary

NioCorp Developments adopted a new Annual Incentive Program (AIP) for fiscal year 2026 and granted AIP awards to named executive officers as approved by the Board of Directors. The AIP is a cash-based short-term incentive plan tied to corporate and individual performance milestones. The adoption of a formal AIP reflects NioCorp's maturation as a development-stage critical minerals company advancing the Elk Creek superalloy materials project. Specific award amounts and target metrics for each executive are described in the exhibit furnished with this filing.

+ 4 other (2 13Gs · 1 10-K · 1 10-Q) in window

Recent news

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

NioCorp Provides Preliminary Unaudited Financial Results for the Three-Month Period Ended September 30, 2026accessnewswire.com·11h agoEXIM Reiterates Target to Finance Approximately 65% of Elk Creek Project Upfront CAPEXaccessnewswire.com·1d agoNioCorp Advances Elk Creek Mine as EXIM Deal Highlights U.S. Critical Minerals Pushmarketbeat.com·2d agoNioCorp Developments Ltd. (NB) Discusses U.S. Export-Import Bank Elk Creek Project and Related Business Matters Prepared Remarks Transcriptseekingalpha.com·2d agoNioCorp Places 100% of Its Planned Critical Minerals Production Under Commercial Sales Agreementsaccessnewswire.com·4d ago

In themes

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

Critical Minerals & Rare Earths

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Voices on X · last 7 days

No standout posts about $NB 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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