Lightbridge Corp. (LTBR)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
$3.99-10.54%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · LTBR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Selection provides an accelerated pathway toward DOE authorization for the Company to design, build, and operate the Lightbridge Fuel™ Pilot Factory (Pilot Factory), which the Company also refers to…
Stated in 1 of 1 supplied quarters. Management reported: “Selection provides an accelerated pathway toward DOE authorization for the Company to design, build, and operate the Lightbridge Fuel™ Pilot Factory (Pilot Factory), which the Company also refers to as SHED, at INL to manufacture lead test assemblies (LTAs) of Lightbridge Fuel™ for demonstration in U.S. commercial power reactors.” “This two-pronged approach can accelerate our time-to-market by several years compared to our previous projections.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Selection provides an accelerated pathway toward DOE authorization for the Company to design, build, and operate the Lightbridge Fuel™ Pilot Factory (Pilot Factory), which the Company also refers to…”
In September 2026, the Japan Patent Office issued a notice of allowance for the Company's multi-zone fuel element patent application, with allowed claims covering the fuel element design, a fuel asse…
Stated in 1 of 1 supplied quarters. Management reported: “In September 2026, the Japan Patent Office issued a notice of allowance for the Company's multi-zone fuel element patent application, with allowed claims covering the fuel element design, a fuel assembly containing it, and an additive manufacturing method for producing it.” “We also received notices of allowance from the U.S. Patent and Trademark Office covering our multi-lobed fuel assembly for pressurized heavy water reactors, and from the European Patent Office covering our multi-zone fuel element and its additive manufacturing method across 39 contracting states.””
“In September 2026, the Japan Patent Office issued a notice of allowance for the Company's multi-zone fuel element patent application, with allowed claims covering the fuel element design, a fuel asse…”
The $3.3 million increase reflects a $1.9 million increase in employee compensation and stock-based compensation from new hires, higher bonuses, and new stock-based awards; a $1.0 million increase in…
Stated in 1 of 1 supplied quarters. Management reported: “The $3.3 million increase reflects a $1.9 million increase in employee compensation and stock-based compensation from new hires, higher bonuses, and new stock-based awards; a $1.0 million increase in information technology expenses, primarily computer software and operating costs for the Company's high-performance computer; and a $0.4 million increase in INL project costs as the Company entered into additional agreement modifications and new PTSs.” “Idaho Falls is now home to more Lightbridge employees than any other location, and that number continues to grow.”
“The $3.3 million increase reflects a $1.9 million increase in employee compensation and stock-based compensation from new hires, higher bonuses, and new stock-based awards; a $1.0 million increase in…”
Continue development of Lightbridge Fuel including post-irradiation examination, Lead Test Assemblies production, and regulatory approvals for commercial deployment.
Continue to secure and expand intellectual property rights internationally for Lightbridge Fuel technology.
Over the trailing year it converted 0.75x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.