X-Energy Inc

XE

時価総額 $29.8億

On CNBC's “Mad Money Lightning Round,” Jim Cramer said McKesson Corporation (NYSE:MCK) is a “winner” and it will go much higher. “It is exactly what you buy in this environment," he added.

The nuclear-energy industry has been having a moment, but analysts say some companies look better positioned than others to capitalize on a wave of AI-fueled demand.

During the quarter, we closed our long positions in MTY Food Group, uniQure, ClearPoint Neuro, and Suja Life Inc. During the quarter, we closed short positions in Bending Spoons SpA, Chipotle Mexican Grill, The Ensign Group, Gemini Space Station, Jersey Mike's Subs, Moderna, Reformation, Once Upon a Farm, and X-Energy Inc. We initiated a small tracking position in Zedcor Inc. while continuing our due diligence.

X-Energy remains a speculative Buy at $14.30, with improved conviction due to tangible progress in project development and pipeline credibility. XE's near-term financials remain weak, but a robust $1.9B cash position supports multi-year commercialization efforts and mitigates liquidity risk. The Dow project's permitting and construction are pivotal; successful execution would significantly de-risk XE's 11.5 GW pipeline and validate future growth.

X-Energy's stock has dropped nearly 40% below its IPO price. It has a lot to prove, and its stock doesn't look like a bargain yet.

The owners and operators of commercial reactors in the U.S. are planning for a larger and longer-lasting fleet. A recent survey of utility companies from the Nuclear Energy Institute (NEI) highlights rising interest in new reactors and expectations for operating lives beyond 80 years.

X-Energy and GE Vernova both develop small modular nuclear reactors. GE Vernova is an established industrial giant with a massive $176 billion backlog.

ROCKVILLE, Md., Sept. 25, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (Nasdaq: XE) (“X-energy” or “the Company”), a leading developer of advanced nuclear reactors and fuel technology, today announced that Joel Duling will retire from full-time executive leadership as president of TRISO-X, its wholly-owned nuclear fuels subsidiary, effective November 20, 2026.

Completion of vertical construction marks major milestone for first-in-the-nation commercial scale advanced nuclear fuel fabrication facility Project advances into interior buildout, fuel fabrication equipment installation and construction of supporting facilities OAK RIDGE, Tenn., Sept. 24, 2026 (GLOBE NEWSWIRE) -- TRISO-X, LLC ("TRISO-X" or the “Company”), a wholly-owned subsidiary of X-Energy, Inc. (Nasdaq: XE) (“X-energy”), today announced the completion of vertical construction at TX-1, its first-in-the-nation advanced nuclear fuel fabrication facility in Oak Ridge, Tennessee.

XE is advancing the Xe-100 for electricity and industrial heat, with Centrica pursuing a U.K. fleet of up to 6 GW.