NANO Nuclear Energy, Inc. (NNE)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
$17.72+0.40%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · NNE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -60.6% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
NNE — CEO transition
Dated 2026-06-25
Chief Technology Officer and Head of Reactor Development — Dr. Florent Heidet: The employment and service of Dr. Florent Heidet as the Chief Technology Officer and Head of Reactor Development were terminated.
Why it matters: Completion of the NRC review is crucial for starting construction of the KRONOS MMR system. This could unlock significant growth opportunities.
Supportive ifThe NRC will finish its review of the Construction Permit Application by 2027.
Worry ifThe NRC review is delayed, pushing the start of construction further out.
Why it matters: Ongoing cash flow losses may show financial problems and hurt future growth.
Worry ifCash from operations drops to worse than -$5.3 million in Q3.
Less concerning ifCash flow gets better or stays steady compared to past quarters.
Why it matters: The completion of this assessment is a key step toward construction. It confirms progress in regulatory approval.
Supportive ifNRC will finish its environmental assessment for KRONOS MMR by Spring 2027.
Worry ifNRC delays the environmental assessment. It is now later than expected.
Why it matters: Progress on the UF6 facility could show growth in NANO Nuclear's fuel supply chain.
Supportive ifThere is news of progress or approval for the UF6 facility proposal.
Worry ifThere are no updates or delays in the UF6 facility proposal process.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$427 on $10,000 · ±4.3% | How much price usually moves either way. |
| Bad day | $868 loss on $10,000 · 8.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,372 loss on $10,000 · 73.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Starting construction is a big step for NANO Nuclear. It shows progress in their plans.
Supportive ifNANO Nuclear announces the start of construction for the KRONOS MMR by late 2027.
Worry ifConstruction does not begin as planned in late 2027.
Why it matters: The UF6 facility plan could help NANO Nuclear process nuclear fuel better.
Supportive ifNANO Nuclear gets good feedback or approval on the UF6 facility plan in the next quarter.
Worry ifNANO Nuclear gets bad feedback or rejection of the UF6 facility plan.
Why it matters: Buying STS could help NANO Nuclear's logistics and fuel supply. This may affect future income.
Supportive ifSTS shows strong revenue growth or better operations in the next two quarters.
Worry ifSTS does not create new revenue or improve operations after the acquisition.
Why it matters: Completion of the NRC review is key for starting construction. This impacts future growth.
Supportive ifManagement confirms the NRC review is on track for completion in 2027.
Worry ifDelays in the NRC review or updates show a later completion date.
Why it matters: If sector revenue growth speeds up, NANO Nuclear Energy could do better.
Supportive ifSector revenue growth is over 5% year over year. This shows a recovery.
Worry ifSector revenue growth is below 5% year over year. This suggests it is slowing down.
Why it matters: Improving cash flow is vital for the company's survival. It shows financial health.
Worry ifOperating cash flow turns positive for the first time in several quarters.
Less concerning ifOperating cash flow is still negative or gets worse in the next quarters.
Why it matters: Improved cash flow is crucial for funding ongoing projects and reducing losses.
Supportive ifOperating cash flow turns positive in the next quarter.
Worry ifOperating cash flow will remain negative for one more quarter.
Why it matters: New partnerships can enhance NANO Nuclear's commercial pipeline and reduce risks. This supports growth in their nuclear projects.
Supportive ifNANO Nuclear announces at least one new strategic partnership or MOU for KRONOS.
Worry ifNo new partnerships or MOUs are announced in the next quarter.
Why it matters: Completing the STS acquisition is key for Nano Nuclear's growth strategy. It could boost their market position.
Supportive ifThe company has completed the acquisition. They have made an announcement.
Worry ifThe acquisition faces delays or is not completed as planned.
Why it matters: Finishing the STS integration will help NANO make more money and grow.
Supportive ifManagement says the STS integration will be done in the next two quarters.
Worry ifIf there are problems or delays, STS's contribution will be affected.
Why it matters: New partnerships can help NANO grow faster and strengthen its market position.
Supportive ifManagement will share news about new partnerships in the next quarter.
Worry ifIf no new partnerships are announced, it shows slow commercial growth.