- William Blair analyst Marc Schitter maintained a Buy rating on Standard Nuclear with an implied contract value approaching 1.50 billion USD due to an expanded Radiant Fuel agreement.
- The expanded agreement scales fuel supply to several tons by 2031 and leverages a growing TRISO pipeline for predictable revenue growth.
- Barclays also issued a Buy rating on the stock with a price target of 17.00 USD on August 10.