Standard Nuclear (STDN)
Fabricates reactor-specific TRISO fuel for advanced-reactor developers and government programs.
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Fabricates configurable TRISO nuclear fuel from customer-supplied enriched uranium, earning fees through development work, fuel-sales milestones, and government contracts. A reactor-agnostic production system serves different advanced-reactor designs.
Converts customer-supplied enriched uranium into reactor-specific TRISO fuel, covering kernel and coating processes, finished-form fabrication, inspection, packaging, and delivery. Generates early revenue through Fuel Development Agreements for consulting, testing, surrogate production, and specification work; Fuel Sales Agreements for commercial fabrication; and government or specialized contracts.
Runs its existing Oak Ridge, Tennessee production line, with additional facilities in Tennessee and Idaho awaiting commissioning and final authorization, plus planned joint-venture production at Framatome's Richland, Washington site. Uses standardized, repeatable modules to make different fuel forms without tying itself to a single reactor design. Output depends on customers securing and transporting permitted enriched feedstock, DOE authorization, and the deployment of advanced-reactor projects.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | UBS | Reiterate | Rating: —Target: $14 | Target: $20 |
| Aug 28, 2026 | Stifel Nicolaus | Target | Target: $16 | Target: $17 |
| Aug 28, 2026 | RBC Capital | Reiterate | Rating: —Target: $11 | Target: $13 |
| Aug 10, 2026 | Goldman Sachs | Initiate | Rating: —Target: — | Target: $18 |
| Aug 10, 2026 | Bank of America Securities | Initiate | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Not reported.
No dividends on record.
No ownership filings on record for this listing.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Standard Nuclear | $13.04 | −3.41% | $2.01B | — | — | — | — |
| BWX Technologies | $145.85 | −1.10% | $13.51B | 38.0 | 29.2 | 3.8 | +18.0% |
| X-energy | $16.58 | +1.25% | $359.3M | — | — | — | — |
| GE Vernova | $955.57 | +0.99% | $252.01B | 27.2 | 46.4 | 6.1 | +21.9% |
| Clear Channel Outdoor | $2.39 | +0.21% | $1.21B | — | — | 0.7 | +8.8% |
| Median | 32.6 | 37.8 | 3.8 | +18.0% |