LTBR·Nuclear — fuel technology (metallic fuel)

Lightbridge Corporation

ConvictionWeak

IP-/licensing-led fuel-technology developer: design and qualify a next-gen metallic fuel, then commercialize via fabrication partners and reactor-OEM/utility licensing + fuel supply. Currently pre-revenue, entirely R&D spend financed by at-the-market equity issuance.

Revenue

$0 — pre-revenueno product sales (Q1 FY26, qtr ended 31 Mar 2026

Rev growth

n/ano revenue

Gross margin

n/ano revenue/COGS

Op margin

negative — operating loss onlyopex $7.6M vs $0 revenue (Q1 FY26

Capex intensity

low todaylab/test-program spend via INL, not owned plant); future fabrication facility capex is partner-hosted (Centrus Piketon) and not yet committed

Market cap

~$304MLTBR, ~$8.74, 22.5M sh out, late June 2026

Price · 1-year trend

real · weekly

$8.66-35% 1yUSD

52-week range

$9 – $27

52w lowas of 2026-06-28 · Yahoo Finance52w high

The read

Where our coverage leans

Coverage leans bullish

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Full financial intelligence for Lightbridge Corporation

Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.

Income statement & margin structure
SWOT, moats & dependency map
Supplier–customer ecosystem graph
Signals, trends & valuation range

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