Share price
$13.70
+$1.76 · +14.70%
Standard Nuclear Shares Climb 15% as First Quarterly Results Approaches
Shares of Standard Nuclear Inc. surged 14.7% on Tuesday, with investors anticipating the nuclear-fuel firm's first quarterly results since its listing in July. By 15:10 EDT, the stock was up $1.76 at $13.70, with 1.25 million shares changing hands.
NYSE: STDN · earnings setup
Standard Nuclear: the market is pricing backlog conversion
Market snapshot
Aug. 25, 2026 · 15:10 EDT
Aug. 25, 2026 · 15:10 EDT
Market value
$2.20B
≈$283M added today
Volume
1.25M
1.10× three-month average
Intraday range
$12.44–$14.90
High matched 52-week peak
The valuation bridge
Tuesday's market-value gain alone equals 4.35× funded backlog and 476× first-quarter revenue. Wednesday's report must show how signed work reaches the income statement.
Funded backlog: $65MContract options: $157MContingent backlog: $23MTotal disclosed: up to $245M
Price vs. sell-side range
$16.00
Average target · 7 ratings
Low $11 · current $13.70 · high $20
Financial baseline
| Metric | Q1 2026 / Mar. 31 | Read-through |
|---|---|---|
| Revenue | $0.594M | +57% year on year |
| Cost of revenue | $5.01M | Scale not yet economic |
| Net loss | -$7.71M | Early-stage spending |
| Cash | $124.9M | Before $150M IPO |
| Funded backlog | $65M | Binding work |
Analyst recommendations
| Firm | Rating | Target |
|---|---|---|
| RBC Capital | Outperform | $11 |
| BofA Securities | Buy | $15 |
| Stifel | Buy | $16 |
| Barclays | Overweight | $17 |
| Evercore ISI | Outperform | $17 |
| Goldman Sachs | Buy | $18 |
Initiations dated Aug. 10, 2026. Current price is above RBC's target.
Price and catalyst sequence
price path, directionalcatalyst
Next 42 hours
Q2 results
First report as a public company
First report as a public company
Investor call
Backlog, revenue and capacity focus
Backlog, revenue and capacity focus
Radiant agreement
Binding supply of multiple metric tons of TRISO fuel through 2031 for Radiant's one-megawatt Kaleidos microreactors.
Contract value was not disclosed. Delivery timing depends on reactor deployment and fuel availability.
Risk monitor
- Backlog may not convert into profitable revenue.
- Customers must obtain enriched uranium, including HALEU.
- Advanced-reactor schedules and approvals can slip.
- At $13.70, upside to the $16 average target is about 16.8%.
Sources: Standard Nuclear investor relations and SEC filings; Reuters; Yahoo Finance market data; S&P Global analyst data via Stock Analysis. Market figures timestamped Aug. 25, 2026, 15:10 EDT. Historical financials are through Mar. 31, 2026.
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