NANO Nuclear Energy

NNE

NANO Nuclear Energy (NNE)

NANO Nuclear Energy Inc. 是一家核能公司。该公司正在开发 KRONOS MMR 能源系统,这是一种高温气冷反应堆;LOKI MMR,是一种为偏远和专业应用设计的紧凑型微反应堆;ZEUS,是一种固体核心电池反应堆;以及 ODIN,一种低压盐冷却剂反应堆。它还在开发一个高浓缩低丰度铀燃料加工设施,以...

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NANO Nuclear Energy 分析师预测

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预测及评级

2026 年 10 月 22 日
目标价预测
$37.14226.82%
预测及评级买入
8分析师
  • 强烈买入62.50%
  • 买入12.50%
  • 持有25.00%
  • 卖出0.00%
  • 强烈卖出0.00%

每日事件

  1. 11月3日

    Wedbush 首次覆盖给出跑赢大盘评级与 18 美元目标价,推动 NNE 常规盘 09:38 ET 报 11.625 美元、较前收 10.960 上涨 6.07%,盘前一度下探 10.852 后回升至 11.395,常规盘以约 11.41 高开并一路上行至日内高点 11.625。反弹发生在连续走弱之后:该股 11 月 2 日刚创 10.87 美元的 52 周新低,距 52 周高点 47.58 美元仍低 75.57%,年初至今跌 57.9%,现价依旧位于 MA20 13.086 与 MA60 16.07 之下。Q3 2026 营收仅 21.4 万美元,营业亏损扩大至 1579 万美元、同比恶化 75.65%,净亏损 1010 万美元、每股亏损 0.193 美元,对应 6.23 亿美元市值与 1.01 倍市净率。与 Hyundai Engineering 就伊利诺伊 KRONOS 项目签署的谅解备忘录、以及 IMPSA 三年期工程协议补充了项目进展,不过前一日盘后价格曾回落至 11.079 美元,距 52 周低点仅 6.95%。

  2. 10月27日

    现代工程建设就伊利诺伊 KRONOS 微堆项目签署谅解备忘录、且该韩方承建商此前已向该反应堆投入 3000 万美元,NNE 当日收涨 4.05% 至 12.34 美元,盘前 04:07 ET 曾探至 11.86 美元,盘中 09:32 ET 下探 12.10 美元后于 09:39 ET 冲高 12.67 美元,随后回吐,盘后 16:08 ET 报 12.247 美元。这一反弹发生在股价刚创 52 周新低、上周累跌 5.59% 之后,属低位消息驱动的修复,常规时段成交 154.6 万股、成交额 1912 万美元。此前与阿根廷 IMPSA 的三年工程协议以及 KRONOS MMR 随伊利诺伊大学推进 NRC 审查,构成连续的项目进展线索,不过单日回升仍未脱离 52 周低点附近的区间。

  3. 10月22日

    NNE 当日冲高回落,收跌约 6.0%:盘前 04:01 ET 冲至 13.639 美元,随后回落至盘中 14:02 ET 的 12.335,收 12.525。盘前上冲源于与阿根廷 IMPSA 签署 KRONOS MMR 关键部件工程与制造协议及三年工程合同,但动能未能延续。Q3 2026 营业利润 -1579 万美元、同比恶化 75.65%,净亏损扩大至 1010 万美元,营业收入仅 21.4 万美元;市值 6.73 亿美元、PB 1.09、PE 为负。年初至今 -54.62%,距 52 周高点 49.5 美元低 74.69%,仅高出 10 月 15 日低点 12.01 美元 4.33%,低于 MA20 14.735 与 MA60 16.838。不过 KRONOS MMR 仍在推进 NRC 审查并瞄准 2027 年建造。

  4. 10月21日

    NNE 当日收涨 2.85% 至 13.33 美元,因与阿根廷 IMPSA 签署三年期 KRONOS MMR 关键部件工程与制造主服务协议,盘前自 12.96 美元升至 13.41 美元。盘中冲高回落:09:53 ET 下探 13.10 美元,14:10 ET 触及 13.65 美元,尾盘回到 13.32 美元,盘后报 13.33 美元,全天成交 93.9 万股、换手 3.66%。基本面仍为亏损,Q3 2026 营收 21.4 万美元、净亏损 1010 万美元同比扩大 33%、营业亏损 1579 万美元,EPS -0.193 美元。价格位置偏弱未改,年初至今跌 51.72%,较 52 周高点 49.5 美元低 73.07%,仅高于 10 月 15 日低点 12.01 美元 10.99%,且低于 MA20 14.96 与 MA60 16.88。不过 KRONOS 的 NRC 审查与 2027 年建造进度仍是后续变量。

  5. 10月16日

    核能板块回调叠加缺乏新增催化,NNE 收跌 5.22% 至 12.88 美元,盘中呈冲高回落:盘前一度触及 14.185 美元,10:31 ET 冲高 13.833 美元后走低至 14:58 ET 的 12.710 美元,盘后持平。同业 Oklo、NuScale Power、X-Energy 同步走弱拖累板块情绪,NRC 批准其激光浓缩合作方安全计划、KRONOS MMR 携手伊利诺伊大学推进审查等消息未能扭转跌势。Q3 2026 营收仅 21.4 万美元,净亏损 1010 万美元、同比扩大 33%,营业利润 -1579 万美元。股价低于 MA20 15.566 与 MA60 17.029,年内 -53.35%,距 52 周高点 54 美元回落 76.15%,仅高于 12.01 美元的 52 周低点 7.24%。不过盘后价格持平、成交清淡,跌幅未进一步扩大。

新闻

看涨 vs 看跌 · 近 3 个月

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  • H
    Hardik Shah

    📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NANO Nuclear Energy(NNE.US) NANO Nuclear and QNI Sign MoU to Advance U.S. HALEU Fuel Supply

    👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

    ➤ 𝗡𝗔𝗡𝗢 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 and 𝗤𝗡𝗜 sign non-binding HALEU supply MoU.

    ➤ Companies will explore potential 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗛𝗔𝗟𝗘𝗨 offtake arrangements.

    ➤ Fuel could support NANO Nuclear's 𝗞𝗥𝗢𝗡𝗢𝗦 𝗠𝗠𝗥™ Energy System.

    ➤ QNI plans HALEU production at 𝗜𝗱𝗮𝗵𝗼 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗮𝗯𝗼𝗿𝗮𝘁𝗼𝗿𝘆.

    ➤ Vanguard facility targets up to 𝟭𝟴 𝗺𝗲𝘁𝗿𝗶𝗰 𝘁𝗼𝗻𝘀 annually.

    ➤ QNI is coordinating its HALEU capabilities with the 𝗨.𝗦. 𝗗𝗢𝗘.

    ➤ Collaboration covers supply planning, regulation, logistics, and demand forecasting.

    ➤ MoU could provide groundwork for future 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗳𝘂𝗲𝗹 agreements.

    ➤ Partnership aims to strengthen the domestic 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗳𝘂𝗲𝗹 supply chain.

    👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

    ➤ 𝗛𝗔𝗟𝗘𝗨 availability remains critical for deploying many advanced nuclear reactors.

    ➤ Domestic production could reduce dependence on constrained foreign nuclear fuel supplies.

    ➤ Long-term supply planning could lower commercialization risks for 𝗡𝗔𝗡𝗢 𝗡𝘂𝗰𝗹𝗲𝗮𝗿.

    ➤ Vanguard's planned capacity could support broader U.S. advanced-reactor deployment.

    👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

    𝗝𝗮𝗺𝗲𝘀 𝗪𝗮𝗹𝗸𝗲𝗿, CEO of NANO Nuclear Energy:

    "We are pleased to establish this MoU with QNI as we continue advancing our multi-pronged business plan, including development of our microreactor technologies and future deployment strategies," said James Walker, CEO of NANO Nuclear Energy. "Access to reliable, domestically produced HALEU will be a key element in supporting the growth of advanced nuclear energy. We look forward to collaborating with QNI as we evaluate additional fuel supply options that can enhance flexibility and strengthen the resilience of our long-term commercialization strategy."

    𝗗𝗲𝗲 𝗠𝗲𝘄𝗯𝗼𝘂𝗿𝗻𝗲, CEO of QNI:

    "Reliable nuclear fuel supply is one of the critical enablers of advanced reactor deployment," said Dee Mewbourne, CEO of QNI. "Our MoU with NANO Nuclear reflects the importance of connecting fuel production with reactor development early in the development and commercialization process. Together, we are helping build the supply chain foundation needed to support the next generation of nuclear energy."

  • S
    Sunrise Trader

    今日 AH 股价格超过 5 美元,日均成交量平均超过 100 万股。AVEX、CBRS、COHR、CSCO、EQPT、GO、HLIT、INFQ、KURA、LFTO、NNE、OMER、PAAS、REZI、SECZ、SPIR、STUB、SUZ、VOR。信息 courtesy of @finviz

    来源:Sunrise Trader

  • H
    Hardik Shah

    📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NANO Nuclear Energy(NNE.US) NANO Nuclear Wins Air Force SBIR Phase I Award for KRONOS MMR

    👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

    ➤ 𝗡𝗔𝗡𝗢 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 selected for an 𝗔𝗙𝗪𝗘𝗥𝗫 𝗦𝗕𝗜𝗥 𝗣𝗵𝗮𝘀𝗲 𝗜 contract.

    ➤ Award focuses on the 𝗞𝗥𝗢𝗡𝗢𝗦 𝗠𝗠𝗥 energy system.

    ➤ Program targets critical challenges facing the 𝗗𝗲𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗶𝗿 𝗙𝗼𝗿𝗰𝗲.

    ➤ Contract strengthens NANO Nuclear’s growing relationship with the 𝗨.𝗦. 𝗔𝗶𝗿 𝗙𝗼𝗿𝗰𝗲.

    ➤ Project officially began on 𝗝𝘂𝗹𝘆 𝟮𝟭, 𝟮𝟬𝟮𝟲.

    ➤ Award may expand future 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝗱𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 opportunities.

    ➤ 𝗞𝗥𝗢𝗡𝗢𝗦 𝗠𝗠𝗥 is a stationary high-temperature gas-cooled microreactor.

    ➤ System is in pre-application engagement with the 𝗨.𝗦. 𝗡𝗥𝗖.

    ➤ NANO Nuclear says multiple Air Force engagements validate its technical capabilities.

    ➤ Company targets long-term military demand for resilient advanced nuclear power.

    👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

    ➤ Strengthens 𝗡𝗔𝗡𝗢 𝗡𝘂𝗰𝗹𝗲𝗮𝗿’𝘀 credibility with U.S. defense agencies.

    ➤ Creates a pathway toward potential 𝗔𝗶𝗿 𝗙𝗼𝗿𝗰𝗲 microreactor deployments.

    ➤ Supports growing military demand for secure, resilient on-site energy.

    ➤ Provides further commercial validation for the 𝗞𝗥𝗢𝗡𝗢𝗦 𝗠𝗠𝗥 platform.

    👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

    𝗝𝗮𝗺𝗲𝘀 𝗪𝗮𝗹𝗸𝗲𝗿, Chief Executive Officer of NANO Nuclear Energy:

    "This award represents another meaningful step in the continued advancement of NANO Nuclear's defense commercialization strategy. We now have multiple active engagements with the Department of the Air Force that demonstrate increasing confidence in our technology and technical capabilities. We believe these programs create valuable opportunities to showcase the KRONOS MMR™, while establishing relationships that may support future deployment opportunities across additional Air Force installations and the broader Department of War.”

    𝗝𝗮𝘆 𝗬𝘂, Founder and Chairman of NANO Nuclear Energy:

    "Energy resilience has become a strategic priority across the U.S. military, and advanced microreactors have the potential to fundamentally change how critical installations are powered. This award is significant not only because it expands our opportunity with the Air Force, but because it represents continued commercial validation of our technology roadmap. As we continue executing on each of our Air Force programs, we believe NANO Nuclear is positioning itself as an emerging participant in what could become one of the most important long-term markets for advanced microreactor deployment."