Expectations trend
FY2028 · fiscal year ending 2028-09-30 · fmp
NANO Nuclear Energy, Inc. (NNE)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$9.63-12.01%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for NNE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete NRC formal review and begin construction | It plans to finish NRC review in 2027 and start construction. | Improving | NRC review delayed beyond 2027 or construction does not start as planned | NRC accepted reactor permit (Aug 2026); construction target H2 2027 NRC accepted reactor permit; licensing path firmed at TD Roundtable; fuel-cycle license acquired. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-09-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 17, 2026
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative growth investment with a focus on long-term potential. The current thesis state indicates uncertainty due to recent volatility in earnings and management execution.
The market appears to be pricing in a low level of fragility, suggesting that recent performance has not triggered significant negative sentiment. However, the company's loss-making status and high-risk profile indicate that investors are cautious about future earnings.
Management is making progress on key initiatives, such as advancing the KRONOS MMR system and integrating the acquisition of Secured Transportation Services. However, the company remains loss-making, and recent changes show a significant drop in momentum, which could impact future performance.
The long-term thesis hinges on the ability of NNE to execute on its management priorities and the performance of sector bellwethers. If these companies continue to perform well, it could provide a favorable backdrop for NNE, while any negative guidance from them could pose risks.
In the next 1 to 3 years, NNE's performance will depend on management execution and sector dynamics. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| It plans to finish NRC review in 2027 and start construction. |
| Broken |
| Revenue remains flat or declines beyond FY27 |
Revenue: $214,042 FY2026-Q3; GAAP. Published target: Revenue grows above flat levels, aiming for meaningful increase by FY28. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026214,042 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Control operating cash flow and reduce net losses | Management aims to control losses and improve cash flow. | Broken | Operating cash flow remains negative or net losses worsen through FY27 | Cash from operations: $-9.41M FY2026-Q3; GAAP. Published target: Operating cash flow improves toward break-even or better by FY27. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026-9,410,283 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Integrate $13M STS acquisition to support growth | A supporting condition in NANO Nuclear Energy, Inc.'s published investment case. The stated target is STS acquisition fully integrated and contributing to growth by FY27. | Intact | STS acquisition fails to integrate or deliver growth benefits by FY27 | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.48 → $-1.46 · observed estimates
$0.01B → $0.09B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-10-01 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-02 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-03 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-04 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-05 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-06 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-07 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-08 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-09 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-10 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-11 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-12 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-13 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-14 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-15 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-16 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-17 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-18 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-19 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-20 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-21 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-22 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-23 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-24 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-25 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-26 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-27 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-28 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-29 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-30 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-10-31 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-11-01 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-11-02 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-11-03 | $-1.48 | $8,270,044 | 3 / 3 |
| 2026-11-04 | $-1.46 | $86,103,603 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.