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NNNNE

Nano Nuclear Energy Inc.

$NNE·$784M·Electrical Equipment & Parts·Industrials
$16.20-9.3%YTD-35.6%1Y-56.2%
Mentions · last 7 days
2026-07-10: 24 posts2026-07-11: 9 posts2026-07-12: 27 posts2026-07-13: 69 posts2026-07-14: 40 posts2026-07-15: 35 posts2026-07-16: 45 posts249+25%
Price updated 6m ago·X counts updated 15h ago
NNNNE
$NNENano Nuclear Energy Inc.
$16.20-9.35%249 posts+25%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NNE, 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.

Driven by hypeSelling offAI verdict · as of 2026-07-16

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

Nano Nuclear down 49% in a year at 1% of 52w — SMR pre-revenue with a fresh CTO termination.

Nano Nuclear Energy is developing small modular reactor (SMR) technology — the KRONOS MMR Energy System and other advanced-nuclear designs positioned for the AI-data-center and remote-power markets. The stock is down 49% over the past year and sits at the 1st percentile of its 52-week range.

  • Revenue is essentially zero — this is a pre-commercial SMR company; the equity value is entirely on the regulatory-clearance and design-execution trajectory.
  • The June 25 termination of CTO Dr. Florent Heidet (Head of Reactor Development) by unanimous Board vote is a real signal worth flagging — CTO departures at pre-commercial SMR companies raise real questions about the design timeline.
  • The June 25 continued NRC formal review of the KRONOS MMR Construction Permit Application is the offsetting positive — regulatory-clearance progress is genuine and matters more than the CTO change for the equity thesis.
  • The University of Illinois Urbana-Champaign first-of-its-kind nuclear reactor coordination (per corpus) provides a real proof-point demonstration project; the US-Japan-South Korea MOU for Indo-Pacific SMR deployment supports the sector tailwind.
  • 52-week position 1st percentile — the tape has been fully broken; today's -1.5% is modest given the volatility profile.

August 13 Q2 earnings is where the SMR story either extends the drawdown or restarts: specific KRONOS design-milestone commentary plus continued NRC review progress is what turns breaking-down into coiling; another CTO-level departure or an NRC-driven timeline slip is where the tape breaks new lows below $15. Real SMR-technology exposure with real execution risk and a real regulatory-clearance tailwind — the setup is genuinely two-sided.

Agrees with X sentimentThe thin bullish X take on the University of Illinois Urbana-Champaign deployment, the US-Japan-South Korea MOU, and the GE Vernova/Hitachi/Samsung C&T sector tailwind is analytically fair on the macro backdrop. The CTO termination is a specific fundamental concern the crowd is under-weighting.

What to watch: Aug 13 Q2 earnings — need specific KRONOS design-milestone commentary and continued NRC review progress. Another CTO-level departure or NRC-driven timeline slip is where the tape breaks new lows below $15.

On the calendar: 2026-08-13 — Q2 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-14

NANO Nuclear Energy chatter is anchored on the University of Illinois Urbana-Champaign receiving a first-of-its-kind nuclear reactor from NANO Nuclear Energy in coordination with the US Nuclear Regulatory Commission, alongside a US-Japan-South Korea MOU to accelerate SMR deployments starting in the Indo-Pacific. GE Vernova, Hitachi, Samsung C&T and SGE working to deploy the BWRX-300 in the EU reinforces the sector-wide SMR tailwind.

Read the AI verdict + X sentiment for $NNE

  • 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.

Developing portable microreactor designs (ZEUS and ODIN) targeting remote power needs in pre-commercial stage.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $NNE

Neutral — Developing portable microreactor designs (ZEUS and ODIN) targeting remote power needs in pre-commercial stage; the hyperscaler rack power acceleration and grid electrification capex does not materially affect this business's near-term earnings.

Industry benchmark

32-name peer basket
+14.8%YTD
+78.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-38.8How 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
-7.6%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
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
-3.9%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
-7.6%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 2026May 14, 2026$-0.18$-0.32+43.8%
Q4 2025Feb 17, 2026$-0.13$-0.32+59.4%
Q3 2025Dec 18, 2025$-0.19$-0.31+38.1%
Q2 2025Aug 14, 2025$-0.19$-0.27+29.6%
Next earningsWed, Aug 12·consensus EPS $-0.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-0.18$-14.0M
Q1 FY26$0———$-0.13$-5.4M
Q4 FY25$0———$-0.19$-9.6M
Q3 FY25$0———$-0.19$-9.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$500K$479K – $521K-$0.90-$1.08 – -$0.763
FY27$3.7M$3.5M – $3.9M-$1.41-$1.51 – -$1.253
FY28$5.3M$5.0M – $5.5M-$2.12-$2.30 – -$1.952
FY29$11.8M$11.3M – $12.3M-$2.30-$2.43 – -$2.171
FY30$118.2M$113.1M – $123.2M-$2.48-$2.62 – -$2.351

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.1.4×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.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.-32.4%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.-45.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 39.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today10.4% 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.β5.275-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

SellJun 5Florent HeidetCTO3.0K sh$75KSellJun 3Hare Diane ElizabethDirector3.4K sh$91KSellJun 3Walker James JohnCEO123.7K sh$3.3MSellJun 3Jiang YuPresident738.6K sh$19.7MSellJun 3Jaisun GarchaCFO37.2K sh$986KSellMar 2Berl Seth JasonDirector3.7K sh$101KSellJan 29Jiang YuPresident121.3K sh$3.9MSellJan 29I Financial Ventures Group Llc10% owner121.3K sh$3.9MSellJan 28Jiang YuPresident766.7K sh$26.2MSellJan 28I Financial Ventures Group Llc10% owner766.7K sh$26.2M
1–10 of 11
+ 14 other (14 exempts) in window

See when $NNE 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-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change
AI summary

Nano Nuclear Energy terminated Dr. Florent Heidet as Chief Technology Officer and Head of Reactor Development effective June 22, 2026, by unanimous Board vote. The termination included cancellation of his March 2025 employment agreement, subject to surviving provisions. CEO James Walker was immediately appointed Interim Head of Reactor Development. The CTO departure is material for a pre-revenue nuclear startup — losing the chief reactor development officer creates execution risk around its KRONOS MMR program.

3New insider — initial holdingsJun 13
AI summary

Nano Nuclear Energy (NNE) — Roy Alan Boyd II filed an initial Form 3 as an officer as of May 22, 2026. Routine new insider Form 3.

8-KMaterial agreementMay 298-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Nano Nuclear Energy Inc. and its subsidiary Advanced Fuel Transportation Inc. entered into a Membership Interest Purchase Agreement on May 22, 2026 to acquire STS (Systems Thinking Solutions), an unspecified target, through a purchase of membership interests. The filing also covers additional items including asset completion (Item 2.01), unregistered securities (Item 3.02), officer/director changes (Item 5.02), and a press release (Item 7.01). The deal size was not disclosed in the available excerpt. This is a multi-item 8-K consistent with a small-cap company completing a strategic acquisition, which could expand Nano Nuclear's operational capabilities in the nuclear fuel cycle.

424B5Prospectus supplement (offering)Mar 13424B5
S-3/AShelf registrationMar 9S-3/A
8-KOfficer or director changeFeb 58-K — Item 5.02: Officer or director change
S-3/AShelf registrationJan 28S-3/A
+ 12 other (6 routine 8-Ks · 3 13Gs · 2 10-Qs · 1 EFFECT) in window

Recent news

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

NNE Underperforms Industry in the Past 6 Months: Buy, Hold or Sell?zacks.com·2d agoThis Nuclear Stock Is Down 30% This Year -- Here's 1 Reason It Could Be a Screaming Buy Right Nowfool.com·6d agoOne Nuclear Energy Stock With a 100% Upside Potential247wallst.com·7d agoIs Nano Nuclear Energy a Millionaire Maker?fool.com·8d agoHow Buying Nano Nuclear Energy Today Could 10X Your Net Worthfool.com·9d ago

In themes

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

Nuclear Renaissance

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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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