StreetInsider.com News Articles

Needham Starts Standard Nuclear (STDN) at Buy

Tue, 06 Oct 2026 04:58:40 -0400

Needham analyst Sean Milligan initiates coverage on Standard Nuclear (NYSE: STDN) with a Buy rating and a price target of $18.00.

The analyst comments "We initiate coverage of Standard Nuclear (STDN) with a Buy rating and $18 price target. STDN is the only merchant TRISO fuel fabricator shipping commercial fuel today, giving it an early operating and customer-acquisition advantage as advanced-reactor demand begins to commercialize. Our thesis centers on STDN replicating its modular production platform at SN-TN and SN-ID, converting a rapidly expanding commercial pipeline into funded backlog, and scaling utilization as HALEU availability improves. Near-term proof points are DOE authorization,

Needham Starts Standard Nuclear (STDN) at Buy

Tue, 06 Oct 2026 04:58:40 -0400

Needham analyst Sean Milligan initiates coverage on Standard Nuclear (NYSE: STDN) with a Buy rating and a price target of $18.00.

Form 8-K Standard Nuclear, Inc. For: Sep 08

Tue, 08 Sep 2026 10:00:00 -0400

si-local-file:///var/storage/secattach/20260908/27034757.html

Standard Nuclear (STDN) PT Raised to $20 at UBS

Tue, 01 Sep 2026 06:42:26 -0400

UBS analyst Jon Windham raised the price target on Standard Nuclear (NYSE: STDN) to $20.00 (from $14.00) while maintaining a Buy rating.

The analyst comments "We raise our PT to $20 from $14 based on a 30x EV/EBITDA multiple applied to YE2Q28E adj. EBITDA (21x EV/EBITDA applied to YE2Q28E adj. EBITDA previously). Our revised 30x target multiple remains in-line with the average 2027 EV/EBITDA of STDN's nuclear fuel supply peers, which we benchmarked to previously. Given our significant expected earnings ramp for STDN, our $20 PT implies just ~15x 2028E adj. EBITDA. Our previous $14 PT implied just ~10x 2028E EV/EBITDA."

Standard Nuclear (STDN) PT Raised to $20 at UBS

Tue, 01 Sep 2026 06:42:26 -0400

UBS analyst Jon Windham raised the price target on Standard Nuclear (NYSE: STDN) to $20.00 (from $14.00) while maintaining a Buy rating.

Form 4/A Standard Nuclear, Inc. For: Aug 12 Filed by: Cohen Seth Michael

Fri, 28 Aug 2026 18:51:00 -0400

si-local-file:///var/storage/secattach/20260828/26999318.html

Form 3/A Standard Nuclear, Inc. For: Aug 12 Filed by: Cohen Seth Michael

Fri, 28 Aug 2026 18:49:00 -0400

si-local-file:///var/storage/secattach/20260828/26999317.html

Standard Nuclear (STDN) PT Lowered to $17 at Stifel

Fri, 28 Aug 2026 09:12:11 -0400

Stifel analyst Stephen Gengaro lowered the price target on Standard Nuclear (NYSE: STDN) to $17.00 (from $18.00) while maintaining a Buy rating.

The analyst comments "Following better-than-expected 2Q26 results and sharply higher backlog, we are reiterating our Buy on Standard Nuclear and bumping our target price to $17 from $16. We continue to believe STDN is uniquely positioned to benefit from the commercialization of advanced nuclear through its first-mover position in TRISO fuel, favorable industry and policy tailwinds, and growing demand from SMRs and micro-reactors."

Standard Nuclear (STDN) PT Lowered to $17 at Stifel

Fri, 28 Aug 2026 09:12:11 -0400

Stifel analyst Stephen Gengaro lowered the price target on Standard Nuclear (NYSE: STDN) to $17.00 (from $18.00) while maintaining a Buy rating.

Standard Nuclear (STDN) PT Raised to $13 at RBC Capital

Fri, 28 Aug 2026 07:27:10 -0400

RBC Capital analyst Christopher Dendrinos raised the price target on Standard Nuclear (NYSE: STDN) to $13.00 (from $11.00) while maintaining a Outperform rating.

Antares Nuclear signs TRISO fuel deal with Standard Nuclear

Thu, 27 Aug 2026 09:00:23 -0400

Antares Nuclear, Inc. has signed a binding multi-year fuel supply agreement with Standard Nuclear (NYSE: STDN), under which Standard Nuclear will deliver up to eight metric tons of uranium (MTUs) of TRISO fuel to Antares through 2035, according to a press release from the companies.

Antares, founded in 2023 and headquartered in Torrance, California, develops compact microreactors for defense and space applications. The company said the fuel will power its microreactors intended for military installations and space operations.

"Securing a long-term, industrial-scale supply of TRISO fuel from Standard Nuclear is a foundational step in moving our microreactors from demonstration to deployments," said

Antares Nuclear Announces Multi-Year TRISO Fuel Supply Agreement with Standard Nuclear

Thu, 27 Aug 2026 09:00:00 -0400

Agreement secures domestic advanced nuclear fuel to power microreactors delivering strategic energy for critical missions

TORRANCE, Calif.--(BUSINESS WIRE)-- Antares Nuclear, Inc., a nuclear fission energy company developing compact microreactors for critical missions, today announced the execution of a binding multi-year fuel supply agreement (FSA) with Standard Nuclear (NYSE: STDN).

Under the FSA, Standard Nuclear will deliver up to eight MTUs of TRISO fuel to Antares through 2035. Antares will use the fuel to power its microreactors, which are engineered to provide safe, reliable, and resilient energy for fielded systems operating in the most demanding environments on Earth and in

Antares Nuclear Announces Multi-Year TRISO Fuel Supply Agreement with Standard Nuclear

Thu, 27 Aug 2026 09:00:00 -0400

Agreement secures domestic advanced nuclear fuel to power microreactors delivering strategic energy for critical missions

Form 10-Q Standard Nuclear, Inc. For: Jun 30

Thu, 27 Aug 2026 08:10:00 -0400

si-local-file:///var/storage/secattach/20260827/26985184.html

Form 8-K Standard Nuclear, Inc. For: Aug 27

Thu, 27 Aug 2026 07:04:00 -0400

si-local-file:///var/storage/secattach/20260827/26984592.html

Standard Nuclear signs TRISO fuel deal with Antares Nuclear

Thu, 27 Aug 2026 07:00:17 -0400

Standard Nuclear (NYSE: STDN) has signed a binding fuel supply agreement with Antares Nuclear, Inc. to deliver TRISO nuclear fuel through 2035, according to a company press release.

Under the agreement, Standard Nuclear will supply a minimum of one metric ton of uranium (MTU) and up to eight MTUs of TRISO fuel to Antares, a nuclear fission company developing microreactors for defense and space applications.

Antares, founded in 2023 and backed by more than $600 million in funding, plans to use the fuel to power its microreactors, which are intended for use by the Department of War and commercial customers. The company

Standard Nuclear Announces Fuel Supply Agreement with Antares Nuclear, Inc.

Thu, 27 Aug 2026 07:00:00 -0400

Antares signed a multi-year agreement to purchase TRISO fuel from Standard Nuclear for its microreactor powering fielded systems in defense and space

OAK RIDGE, Tenn.--(BUSINESS WIRE)-- Standard Nuclear (NYSE: STDN) ("Standard Nuclear" or the "Company"), a reactor-agnostic producer of TRISO nuclear fuel and the only U.S. company with industrial-scale TRISO fuel fabrication facilities, today announced the execution of a binding fuel supply agreement ("FSA") for supply of TRISO fuel with Antares Nuclear, Inc. ("Antares"), a nuclear fission energy company developing microreactors for defense and space applications.

As part of the FSA, Standard Nuclear will

Standard Nuclear Announces Fuel Supply Agreement with Antares Nuclear, Inc.

Thu, 27 Aug 2026 07:00:00 -0400

Antares signed a multi-year agreement to purchase TRISO fuel from Standard Nuclear for its microreactor powering fielded systems in defense and space

As part of the FSA, Standard Nuclear will

Form 8-K Standard Nuclear, Inc. For: Aug 26

Thu, 27 Aug 2026 06:05:00 -0400

si-local-file:///var/storage/secattach/20260827/26984071.html

Standard Nuclear Reports Second Quarter and Year-to-Date 2026 Results

Wed, 26 Aug 2026 20:00:00 -0400