Nano Nuclear Energy Inc. Common Stock (NNE)
Official siteINDUSTRIALS • SPECIALTY INDUSTRIAL MACHINERY • NASDAQ
Market Cap: $964.96M
Last updated: Sep 01, 2026 at 10:00 AM ET
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Related GNG Research
The Nuclear Stack: Why AI's Hunger for Power Is Rewriting Energy Investing
EIA forecast strongest 4-year electricity demand growth since 2000. Data centers concentrating in ERCOT and PJM corridors are creating localized capacity crunches that generic renewable additions alone can't solve. The real upstream chokepoint isn't uranium mining. It's conversion and enrichment. Only 5 large-scale conversion facilities worldwide, and HALEU enrichment outside Russia/China is limited to one U.S. facility. Existing nuclear fleet carries scarcity value because new builds cost $30B+ and take 10-15 years. Hyperscalers are signing 20-year PPAs to lock in operating capacity now. That's pricing power being exercised today. Midstream SMR developers carry venture-style risk in public equity wrappers. BWXT is the exception with $4.7B in 2025 naval contracts generating real revenue while maintaining advanced-reactor optionality. Portfolio hierarchy follows certainty: downstream 70% (contracted cash flow), upstream 20% (cyclical bottleneck), midstream 10% (execution optionality). Rebalance on milestones, not momentum.
Government Contracts
Top agency: Department of Defense at 100.0% of trailing twelve month obligations across 1 agencies
Recent Awards
Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.
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Frequently Asked Questions About NNE
- Does NNE pay dividends?
- Nano Nuclear Energy Inc. Common Stock (NNE) does not currently pay a regular dividend.
- What is NNE's market cap?
- Nano Nuclear Energy Inc. Common Stock (NNE) has a market capitalization of $964.96M with a current stock price of $18.29.
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