UBS Cuts X-Energy (XE) Price Target to $18
Key Points
- UBS maintained its Buy rating on X-Energy, Inc. on October 21, 2026, while cutting its price target from $34.00 to $18.00.
- UBS's $18 price target implies 68.46% upside from X-Energy, Inc.'s ($XE) current $10.69 share price.
- The nuclear reactor developer recently reported $150.3 million in trailing twelve-month revenue alongside a negative net profit margin.
- Other major institutional investors like Amazon.com, Inc. and Segra Capital Management, LLC recently adjusted their holdings in the stock.
Since the rating, $XE is down 1.1% to date (from the $10.89 close on Oct 21, 2026).
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UBS maintained its Buy rating on X-Energy, Inc. (NasdaqGS: XE) on October 21, 2026, while significantly lowering its price target. The firm adjusted its target from $34.00 down to $18.00.
XE
X-Energy, Inc.
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UBS's Call on X-Energy, Inc.
On October 21, 2026, UBS issued its research note maintaining a Buy rating on X-Energy, Inc. while reducing the price target to $18.00 from $34.00. The stock closed at $10.89 on the day of the rating change. Other Wall Street firms have also updated their views on the stock recently, including Morgan Stanley, which maintained an Overweight rating and lowered its target from $41.00 to $34.00 on October 14, 2026. Piper Sandler also maintained an Underweight rating and trimmed its target from $9.00 to $8.00 on October 19, 2026. Across the wider analyst community, the stock holds a consensus buy rating with a mean price target of $31.38 based on 8 analyst opinions.
Other Institutional Activity in X-Energy, Inc.
Major funds have made notable adjustments to their positions in X-Energy, Inc. recently. Amazon.com, Inc. grew its holdings by 32,918,474 shares, ending with 65,836,948 shares worth about $707.1 million. Segra Capital Management, LLC grew its holdings by 1,202,884 shares, or 8.3%, ending with 15,678,017 shares worth about $168.4 million. Ares Management LLC grew its holdings by 6,922,292 shares, ending with 13,844,585 shares worth about $148.7 million. Ontario Teachers Pension Plan Board grew its holdings by 4,232,222 shares, ending with 8,464,443 shares worth about $90.9 million. Van Eck Associates Corporation grew its holdings by 3,560,948 shares, ending with 7,121,895 shares worth about $76.5 million.
X-Energy, Inc. Stock Down 1.9%
Shares of X-Energy, Inc. recently traded around $10.69 as of October 22, 2026, which is down about 1.8% from its $10.89 close on the day of the UBS update. The stock has experienced a volatile period, trading far below its 50-day moving average of $16.01 and its 200-day moving average of $19.87. It sits closer to its 52-week low of $10.04 than its 52-week high of $37.10. The company currently carries a market capitalization of roughly $4.36 billion.
$XE price target
X-Energy, Inc. daily closes and this analyst's $18 target. Not advice.
Recent Earnings
For its trailing twelve-month period, X-Energy, Inc. generated $150.3 million in revenue with a year-over-year revenue growth rate of 196.2%. The company reported earnings per share of -$0.75 and a net profit margin of -298.7%. The company's next earnings report is scheduled for November 16, 2026.
Insider Buying and Selling at X-Energy, Inc.
Company insiders executed open-market transactions earlier in the year before the recent analyst updates. On April 27, 2026, director Kathleen W Hyle bought 10,000 shares at an average price of $35.98 for a total value of $359,800. On the same day, director Michael J Wallace bought 1,000 shares at $35.98 for a total value of $35,980. Officer Joel Duling purchased 100 shares at $35.98 for a total value of $3,598, while officer Laura Garcia bought 1,200 shares at the same price for a total value of $43,176.
About X-Energy, Inc.
Headquartered in Rockville, Maryland, X-Energy, Inc. designs and develops advanced nuclear reactor technology and manufactures specialized nuclear fuels. The company builds the Xe-100 high-temperature gas reactor, which is designed to provide clean electric power and thermal heat output, alongside TRISO-X nuclear fuel. Founded in 2009, the firm employs 889 people and operates within the industrial machinery sector, supplying zero-carbon energy solutions to the market.
Bottom Line
Investors are keeping a close eye on upcoming operational milestones and the company's next earnings report scheduled for November 16, 2026. While Wall Street maintains a generally favorable view on the nuclear technology provider, the recent downward adjustments to price targets highlight shifting market expectations as the company works toward commercialization.
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Source: UBS's rating change on $XE (Oct 21, 2026). Written by software, not financial advice. How we make alerts