Fermi Inc.

NasdaqGS:FRMI Stock Report

Market Cap: US$4.2b

Fermi Management

Management criteria checks 0/4

We currently do not have sufficient information about the CEO.

Key information

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureno data
CEO ownershipn/a
Management average tenureless than a year
Board average tenureless than a year

Recent management updates

Recent updates

Seeking Alpha May 15

Fermi: Still Problems To Sort Out

Summary Fermi remains a hold, as revenue generation and tenant signings are still unproven, despite progress on Project Matador. FRMI increased debt substantially to fund its energy-focused data center campus, avoiding shareholder dilution but raising financial risk. Leadership instability, with the CEO ousted and no replacement yet, clouds near-term prospects for securing lucrative triple-net leases. While macro tailwinds exist and long-term capacity has grown to 17 GW, dividends and meaningful cash flow are likely years away. Read the full article on Seeking Alpha
New Narrative Apr 30

Gas Power Permits And Tenant Delays Will Eventually Support Large Scale AI Infrastructure

Catalysts About Fermi Fermi develops and finances large scale power and data center infrastructure to serve energy intensive computing and artificial intelligence customers. What are the underlying business or industry changes driving this perspective?
New Narrative Apr 15

Surging AI Power Demand And Scarce Grid Capacity Will Support Long Term Tenant Contracts

Catalysts About Fermi Fermi is building a large scale private power grid and related infrastructure to supply electricity to energy intensive tenants such as data centers and chip ecosystem players. What are the underlying business or industry changes driving this perspective?
New Narrative Mar 31

Large Scale AI Power Infrastructure Will Transform Long Term Cash Flows And Tenant Demand

Catalysts About Fermi Fermi develops large scale power and data infrastructure to support tenants focused on artificial intelligence and high intensity computing. What are the underlying business or industry changes driving this perspective?

CEO

Fermi has no CEO, or we have no data on them.


Leadership Team

NamePositionTenureCompensationOwnership
Jacobo Blanes
Co-Presidentless than a yearUS$134.18m3.85%
$ 159.6m
Charles Hamilton
Chief Site Officerless than a yearUS$134.18m1.43%
$ 59.2m
Anna Bofa
Co-Presidentless than a yearno datano data
James Perry
Co-Founder & Independent Director1.3yrsno data2.62%
$ 108.8m
Griffin Perry
Co-Founder1.3yrsno data8.24%
$ 341.9m
Robert Masson
Interim Chief Financial Officerless than a yearno datano data
Rodrigo Acuna
Director of Investor Relationsno datano datano data
Sezin Uzman
VP of Nuclear Supply Chain & Complianceno datano datano data
George Wentz
General Counselless than a yearno datano data
Lawrence Kellerman
Chief Power Officer & Directorless than a yearno data1.86%
$ 77.1m
Mesut Uzman
Chief Nuclear Construction Officerless than a yearno data0%
$ 0
John Donovan
Executive Vice President of Capital Marketsno datano datano data
0.7yrs
Average Tenure
53yo
Average Age

Experienced Management: FRMI's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
James Perry
Co-Founder & Independent Directorless than a yearno data2.62%
$ 108.8m
Lawrence Kellerman
Chief Power Officer & Directorno datano data1.86%
$ 77.1m
Lee McIntire
Independent Directorless than a yearno data0.022%
$ 929.7k
Marius Haas
Independent Chairman of the Boardless than a yearno data0.14%
$ 5.9m
Jeffrey Stein
Directorless than a yearno datano data
Cordel Robbin-Coker
Independent Directorless than a yearno datano data
Miles Everson
Directorless than a yearUS$134.18m1.06%
$ 44.0m
0.7yrs
Average Tenure
59.5yo
Average Age

Experienced Board: FRMI's board of directors are not considered experienced ( 0.7 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/17 07:04
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Fermi Inc. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew FisherBerenberg
Brett KnoblauchCantor Fitzgerald & Co.
Derek SoderbergCantor Fitzgerald & Co.