Targeted exposure to U.S. companies powering AI with nuclear SMRs and on-site electricity generation.
X-Energy (XE) is scheduled to report Q2 2026 earnings. Analysts forecast an EPS of $-0.09 and quarterly revenue of $37.00M; medium importance is estimated based on typical market sensitivity to earnings surprises, forecasted.
Q2 2026 earnings release is scheduled for August 10, 2026, with analysts forecasting an EPS of approximately -$0.08; impact is expected to be neutral as the forecast is in line with previous performance, scheduled.
Vistra Corp. is scheduled to report its second quarter 2026 financial and operating results on August 7, 2026, expected.
Q2 2026 earnings release scheduled for August 6, 2026. Results and guidance updates will be closely watched due to AI-driven demand; high importance is estimated based on potential >10% price impact and the event is scheduled.
NuScale Power announced it will host a conference call to review its second quarter 2026 results on August 5, 2026; routine call announcement likely to cause ~1% impact, scheduled.
Q2 2026 earnings release, which is estimated to have a price impact of at least 1%, is scheduled.
Q2 2026 earnings release and conference call scheduled. Low importance is justified as the scheduling of an earnings event typically results in a minor price impact of 1-5%.
Q2 2026 earnings release scheduled. TD Cowen analysts forecast revenue of $837 million and adjusted EBITDA of $127 million. High importance estimated due to potential for significant volatility following recent project delays and short-seller allegations, scheduled.
Q2 2026 earnings release scheduled for 2026-07-22 before market open; analysts forecast $10.77 billion in revenue and $3.17 EPS representing significant year-over-year growth; high importance justified by expected >10% price impact forecasted.
Stock declined ~7% after a TD Cowen analyst note highlighted meaningful delays at two major data center projects (Oracle and AEP), posing potential risk to 2027-2028 revenue estimates.
Reports emerged on July 16, 2026, that a shareholder litigation firm is investigating NuScale Power for allegedly misrepresenting the experience and capabilities of its commercialization partner, ENTRA1 Energy. Fraud/misrepresentation investigation likely to cause >10% impact.
X-energy's subsidiary, TRISO-X, was awarded a grant by the state of Tennessee to support the expansion of its nuclear fuel campus; low importance is estimated as the grant represents a minor financial contribution to long-term infrastructure.