X-energy (XE)
Industrials · Advanced Nuclear Power / Energy Technology
X-energy is a developer of advanced small modular nuclear reactors and high-temperature TRISO-X fuel designed to power industrial operations and AI-driven data centers.
What X-energy does
X-energy designs advanced small modular nuclear reactor (SMR) technology and manufactures specialized nuclear fuels. Its flagship product, the Xe-100, is a High Temperature Gas-cooled Reactor (HTGR) designed to provide scalable, carbon-free baseload electricity and industrial process heat. The company is also building the TX-1 facility, which is intended to be North America’s first purpose-built commercial advanced nuclear fuel fabrication plant for TRISO-X fuel.
Recent developments
In 2Q 2026, the company entered into long-term supply agreements with Centrus Energy and General Matter for HALEU enrichment services and an agreement with SGL Carbon to expand NBG-18 graphite manufacturing capacity. X-energy also received DOE approval for an ARDP budget extension through March 2027 and an $11 million economic development grant from the State of Tennessee for its Oak Ridge fuel fabrication campus.
From X-energy's filing of 2026-08-13.
Themes: advanced nuclear energy, small modular reactors (SMR), AI infrastructure energy support, industrial decarbonization, nuclear fuel supply chain
Fundamentals
- Price$10.74 as of 2026-10-20 close
- P/En/a earnings data not available
- Last reported earnings2026-08-13 SEC EDGAR Form 8-K (Item 2.02)
How X-energy looks technically
X-energy (XE) is 1.6% below its all-time high.
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $10.91 | $10.91 |
|---|---|---|
| From the 52-week high | it is 1.6% below its 52-week high (its highest price of the past year) | -1.6% |
| Above the 52-week low | it is 7.0% above its 52-week low (its lowest price of the past year) | +7.0% |
| Below the 52-week high | it is 1.6% below its highest point of the past year | 1.6% |
| Since a 20-day breakout | not available for this company yet | n/a |
| Since a 55-day breakout | not available for this company yet | n/a |
| All-time high | its highest closing price on record is $10.91 (set on 2026-10-20) | $10.91 |
| Given back of the 52-week move | not available for this company yet | n/a |
| From the all-time high | it is 1.6% below its all-time high | -1.6% |
| Nearest price level | not enough price history yet — needs 252 trading sessions | n/a |
| All-time low | its lowest closing price on record is $10.04 (set on 2026-10-20) | $10.04 |
| Above the all-time low | it is 7.0% above its all-time low | +7.0% |
Screens: Near the 52-week high · Near the all-time high | Learn: all time high
Based on daily closing prices as of 2026-10-20. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.00 mean, 1=Strong Buy…5=Strong Sell) — 8 analysts
- Mean price target$33.38 range $8.00 – $57.00; median $34.50
Analyst estimates, as of 2026-10-21. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for XE
- Consensus EPS estimate-$0.1201 next reporting period, as of 2026-10-21
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Significant dependency on U.S. government funding (ARDP) and support programs.","Extensive regulatory and licensing risks associated with the NRC, including potential delays in reactor and fuel facility approvals.","Uncertainty regarding commercial availability and supply chain costs for high-assay low-enriched uranium (HALEU) and specialized nuclear-grade graphite."]
Insider activity (SEC Form 4)
No open-market insider purchases or sales recorded in the last 90 days, of which we have read Form 4 filings through 2026-10-17. The 4 days since 2026-10-17 have not been checked yet.
- Last 180 days · read to 2026-10-173 buys ($255300) · 0 sells — 3 buying insiders
Cluster buying: 3 different insiders reported open-market purchases (SEC code P) of XE within a 30-day window between 2026-04-27 and 2026-04-27. Disclosed Form 4 activity, not a prediction of performance or a buy signal.
Most recent open-market transaction: 2026-04-27. Based on Form 4 filings read through 2026-10-17; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about XE's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Competitors & peers
- NuScale Power (SMR)
- TerraPower
- GE Hitachi Nuclear Energy
- Holtec International
- BWX Technologies (BWXT)
- Westinghouse Electric Company
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare XE vs…
Frequently asked questions
What does X-energy (XE) do?
X-energy designs advanced small modular nuclear reactor (SMR) technology and manufactures specialized nuclear fuels. Its flagship product, the Xe-100, is a High Temperature Gas-cooled Reactor (HTGR) designed to provide scalable, carbon-free baseload electricity and industrial process heat. The company is also building the TX-1 facility, which is intended to be North America’s first purpose-built commercial advanced nuclear fuel fabrication plant for TRISO-X fuel.
What sector is X-energy (XE) in?
X-energy (XE) is classified in the Industrials sector. Its industry is Advanced Nuclear Power / Energy Technology.
Who are X-energy's (XE) competitors?
Notable peers of X-energy (XE) include NuScale Power, TerraPower, GE Hitachi Nuclear Energy, Holtec International and BWX Technologies. This peer set is informational only — not financial advice.
Where does stocks-llm's data on XE come from?
Fundamentals and prices come from market data; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.