Lightbridge Corp Stock Price, News & Analysis

Lightbridge Corporation (Nasdaq: LTBR), a leader in advanced nuclear fuel technology, announced that CEO Seth Grae will participate in the Nuclear Energy Summit on June 27, 2025, at The Dolder Grand in Zurich, Switzerland.

The summit, hosted by Arnova Capital AG, will feature Grae in two panel discussions: "The Fuel: Uranium Production and Refinement" and "The Future of Nuclear Energy." These panels will be moderated by Pendo S. Löfgren and Roger Köppel respectively, bringing together industry executives, policymakers, and investors to discuss nuclear energy technology, uranium production, reactor development, and investment opportunities.

Lightbridge Corporation (LTBR) announced it will utilize Idaho National Laboratory's innovative Fission Accelerated Steady-state Test (FAST) method for its planned irradiation testing in the Advanced Test Reactor. The FAST method uses Highly Enriched Uranium (HEU) at 26-30% enrichment levels to accelerate fuel sample testing. This rare access to HEU testing capabilities will help Lightbridge obtain critical performance data faster than conventional methods. The testing program aims to support regulatory licensing through the NRC and is expected to expedite licensing under the ADVANCE Act. The work is being conducted under an existing Cooperative Research and Development Agreement between Lightbridge and Idaho National Laboratory, demonstrating a successful public-private partnership in advancing nuclear fuel technology.

Lightbridge Corporation (LTBR) has achieved a significant milestone by completing the final design review for its irradiation experiment at Idaho National Laboratory (INL). The review, which included approval of neutronics, thermal, and mechanical parameters by INL scientists, enables Lightbridge to proceed with testing its next-generation Lightbridge Fuel™ in INL's Advanced Test Reactor (ATR). The planned irradiation testing and post-irradiation examination will generate crucial performance data to support regulatory licensing efforts for commercial deployment. Notably, the ATR's capabilities are only matched by facilities in China and Russia, making this U.S.-based testing opportunity particularly valuable for Lightbridge's advanced nuclear fuel technology development.

Lightbridge Corporation (NASDAQ: LTBR), an advanced nuclear fuel technology company, has been selected to join both the Russell 2000® and Russell 3000® Indexes, effective June 30, 2025, as part of the 2025 Russell indexes reconstitution. The inclusion comes as part of FTSE Russell's annual review, which captures the 4,000 largest US stocks by market capitalization as of April 30.

This milestone achievement provides Lightbridge with increased visibility among institutional investors and enhanced access to capital markets. The Russell indexes are widely used as benchmarks by investment managers, with approximately $10.6 trillion in assets benchmarked against them as of June 2024. Membership in these indexes will remain in place for one year and includes automatic inclusion in the appropriate growth and value style indexes.

Lightbridge Corporation (NASDAQ: LTBR) outlines opportunities created by President Trump's four nuclear energy Executive Orders signed on May 23, 2025. The orders represent a significant policy shift toward nuclear energy, with key provisions aligning with Lightbridge's technology capabilities. The company's Lightbridge Fuel™ technology could enable power uprates of up to 17% in existing reactors, supporting the executive order's goal of adding five gigawatts of power uprates by 2030.

The Executive Orders create opportunities in national security, including potential reactor construction on military bases and applications for data centers requiring uninterruptible power. The orders also emphasize nuclear fuel efficiency through recycling and reprocessing, while establishing funding opportunities through the Department of Energy's Loan Programs Office for nuclear power projects showing technological maturity and near-term deployment potential.

Lightbridge Corporation (NASDAQ: LTBR) reported its Q1 2025 financial results and business updates. The company achieved a significant milestone with the successful co-extrusion demonstration of a depleted uranium-zirconium alloy coupon sample at Idaho National Laboratory. In January 2025, Lightbridge signed an MOU with Oklo to explore synergies in fuel fabrication and recycling.

Financial highlights include:

• Working capital increased to $56.5M (from $39.9M in Q4 2024)
• Cash position grew to $56.9M (up $16.9M from Q4 2024)
• Net loss widened to $4.8M (vs $2.8M in Q1 2024)
• R&D expenses increased to $1.7M (from $1.0M in Q1 2024)

The company's Lightbridge Fuel™ technology aims to support the U.S. goal of tripling nuclear power capacity by 2050, potentially increasing nuclear's share of U.S. electricity from 19% to over 50%.

Lightbridge Corporation (LTBR) announced the appointment of Dr. Andrey Mushakov, Executive Vice President for Nuclear Operations, to the Board of Directors of the U.S. Nuclear Industry Council (USNIC). USNIC is the leading U.S. business consortium advocate for nuclear energy and promotion of the American supply chain globally.

Dr. Mushakov's appointment aims to enhance Lightbridge's collaboration with key stakeholders in advancing nuclear technology innovation, particularly in developing and deploying advanced nuclear technologies, including their proprietary Lightbridge Fuel™. The role will involve shaping policies supporting nuclear energy development both in the United States and globally, with a focus on addressing energy security challenges and powering the growing AI-driven economy.

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Lightbridge Corporation (Nasdaq: LTBR), an advanced nuclear fuel technology company, has scheduled its first quarter 2025 earnings announcement for Monday, May 12, before market opening. The company will host a conference call at 4:00 p.m. ET on the same day.

The earnings call will be led by Seth Grae, President and CEO, along with other executives who will be available for a Q&A session. Investors can submit questions via email to ir@ltbridge.com until May 7.

Key Details:

• Financial Results Release: May 12, pre-market
• Conference Call Time: 4:00 p.m. ET
• Participant Access: Registration required for dial-in details
• Early Join Recommendation: 15 minutes before start time

A webcast option will be available, and a replay will be accessible for a limited time through provided links.

Lightbridge CEO Seth Grae appeared on Schwab Network's "Morning Trade Live" to discuss nuclear energy's vital role in meeting global power demands. The interview highlighted three key points:

• Growing energy demand from data centers supporting AI technologies and industries seeking decarbonization
• Nuclear power's advantage over intermittent renewable sources like solar and wind for constant power needs
• U.S. plans to triple global nuclear power capacity by 2050, potentially adding 200 large reactors domestically

Grae emphasized how Lightbridge Fuel technology could enhance power output from existing plants and improve economics for new facilities. He projected nuclear power could grow from current 19% to over 50% of U.S. electricity by 2050, supporting American energy independence and reducing allies' reliance on Russian fossil fuels.