Lightbridge Corp Stock Price, News & Analysis

Lightbridge (Nasdaq: LTBR) reported Q3 and nine-month 2025 results and operational progress on Nov 5, 2025. Key financials: cash and cash equivalents $153.3M and working capital ~$153.1M at Sept 30, 2025, up from ~$40M at Dec 31, 2024; stockholders' equity $153.5M. Financing provided $121.4M in the nine months, driven by $116.7M net ATM proceeds.

Technical milestones: co-extrusion of an eight-foot demonstration rod with depleted uranium-zirconium alloy; fabrication of enriched uranium-zirconium alloy samples matching commercial composition; samples loaded into an experiment assembly ready for insertion into the Advanced Test Reactor; three peer-reviewed papers at TopFuel 2025 validating safety and manufacturing scalability. Q3 net loss was $4.1M and nine-month net loss was $12.4M, reflecting higher R&D and G&A spend.

Lightbridge (Nasdaq: LTBR) presented three technical papers at the American Nuclear Society TopFuel 2025 conference (Oct 5-9, 2025) in Nashville, Tennessee.

The papers cover: a quantitative comparison method of Lightbridge Fuel vs conventional UO2 using an OECD/NEA Three Mile Island benchmark; a post-critical heat flux (post-CHF) conceptual assessment emphasizing a time-at-temperature strategy for return-to-service scenarios; and ABAQUS-based fabrication modelling validated with Idaho National Laboratory experiments to predict dimensions, stresses, and strains in co-extrusion fuel rod fabrication.

These peer-reviewed conference contributions highlight Lightbridge’s focus on fuel design, fabrication, and performance assessment and direct readers to ANS proceedings for full papers at www.ans.org or the TopFuel 2025 meeting page.

Lightbridge (Nasdaq: LTBR) received a Notice of Allowance from the Eurasian Patent Office on Nov 3, 2025 for a multi-zone nuclear fuel rod design.

The allowed claims derive from PCT application WO2023034173A1 (filed Aug 2022) and cover methods and apparatus to fabricate fuel rods by additive manufacturing with distinct radial and axial zones of refractory metals, alloys, and fuel materials (zirconium alloys with uranium, plutonium, or thorium). The company highlighted Eurasia as a key market with over 40 operating reactors and said the technology targets improved reactor economics, safety, and fuel utilization for light-water reactors and SMRs.

Lightbridge (Nasdaq: LTBR) will release third-quarter fiscal 2025 financial results after market close on Wednesday, November 5, 2025 and will hold a business update and earnings conference call on Thursday, November 6, 2025 at 4:00 p.m. ET. The call will be led by Seth Grae, president and CEO, with other executives available for questions.

Investors may submit written questions by November 3 via e-mail to ir@ltbridge.com. To join by phone call 1-833-630-1956 (international: 1-412-317-1837) and dial in ~15 minutes early. An audio webcast and a temporary replay will be available via the company’s webcast links.

Lightbridge (Nasdaq: LTBR) completed loading capsules containing enriched uranium‑zirconium alloy Lightbridge Fuel material samples, manufactured at Idaho National Laboratory, into an experiment assembly on Oct 9, 2025. The assembly is ready for insertion into the Advanced Test Reactor (ATR) for irradiation testing expected later in 2025. Post‑irradiation examination and a forthcoming Project Task Statement will produce performance data to inform planned regulatory licensing and commercial deployment efforts.

Lightbridge and INL teams executed precision manufacturing, capsule loading, and quality controls under an existing CRADA.

Lightbridge Corporation (Nasdaq: LTBR), an advanced nuclear fuel technology company, announced that CEO Seth Grae will participate in a panel discussion at the Nuclear Energy Policy Summit 2025 on September 23, 2025. The panel, titled "Building Reactors, Fuel, and the Workforce," will be held at The St. Regis New York from 1:45 - 2:30 p.m. ET.

The distinguished panel will feature executives from Duke Energy, ORLEN Synthos Green Energy, and Idaho National Laboratory, moderated by Sherri Goodman, who serves as both a Distinguished Fellow at the Atlantic Council and an independent director on Lightbridge's Board. The summit aims to address critical infrastructure and human capital needs in the growing nuclear energy sector.

Lightbridge (Nasdaq: LTBR) and Oklo (NYSE: OKLO) have announced plans to explore co-locating a Lightbridge fuel fabrication facility within Oklo's planned advanced fuel manufacturing facility. This strategic collaboration, formalized through an earlier MOU, aims to accelerate the commercialization of advanced nuclear fuels.

The initiative aligns with White House executive orders from May 2025 prioritizing U.S. nuclear energy deployment. The proposed facility would support fuel production for both fast reactors and light water reactors, focusing on manufacturing fuel using repurposed plutonium from legacy materials.

The collaboration will establish a joint R&D hub for advanced fuel development, strengthening domestic energy security and enhancing the nuclear fuel supply chain.

Lightbridge Corporation (Nasdaq: LTBR), an advanced nuclear fuel technology company, reported significant progress in Q2 2025 along with financial results. The company achieved key milestones including successful co-extrusion demonstration at Idaho National Laboratory and completion of final experiment design review for upcoming irradiation testing.

Financial highlights show a strong position with $97.9 million in cash and cash equivalents and $97.2 million in working capital as of June 30, 2025. The company reported a net loss of $3.5 million for Q2 2025, compared to $2.4 million in Q2 2024, primarily due to increased R&D and administrative expenses. R&D expenses increased to $1.6 million, up from $0.9 million in the same quarter last year.

Lightbridge Corporation (Nasdaq: LTBR), an advanced nuclear fuel technology company, has scheduled its Q2 2025 earnings conference call for Tuesday, August 12, at 4:00 p.m. ET. The financial results will be released after market close on Monday, August 11.

The conference call will be led by CEO Seth Grae and other executives. Investors can submit questions via email to ir@ltbridge.com by August 7. Participants are encouraged to register in advance and dial in fifteen minutes before the scheduled start time to avoid delays.