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DNDNN

Denison Mines Corp.

$DNN·$2.9B·Uranium·Energy
$3.39-7.6%YTD+8.8%1Y+54.1%
Mentions · last 7 days
2026-08-21: 35 posts2026-08-22: 13 posts2026-08-23: 15 posts2026-08-24: 24 posts118+16%
Price updated 2d ago·X counts updated 6d ago
DNDNN
$DNNDenison Mines Corp.
$3.39-7.63%118 posts+16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DNN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-08-30

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Athabasca uranium name with a fresh $5.50 initiation — Phoenix ISR construction is the whole story.

Denison Mines is a Canadian uranium developer focused on In-Situ Recovery (ISR) mining at the Phoenix project in the Athabasca Basin. The stock is +9% YTD and +54% TTM at $3.39, and today's -7.6% is the tape digesting a Ventum Financial BUY initiation.

  • The P&L is pre-production: quarterly revenue is only about $1.1M-$1.3M with negative gross margin, quarterly EPS at $-0.15 to $0.01 — analysts model $24.2M of full-year revenue and $-0.10 EPS, so this is entirely a pre-production option on Phoenix ISR construction.
  • The Ventum initiation is real: Ventum Financial initiated coverage with BUY and $5.50 PT, calling DNN 'the Odysseus of the Athabasca Basin' — that's specific sell-side sponsorship that helps thinner names in the uranium cohort attract institutional capital.
  • The macro backdrop is a real durable tailwind: bulls flag ISR uranium mining as a highest-conviction commodity trade with a structural 2.3B-pound deficit through 2045 (Goldman), and Phoenix ISR construction is more than 20% complete on site-civil work — that's the kind of tangible progress that closes the pre-revenue gap over time.

A Nov 3 print that shows Phoenix construction progress and adds specific offtake or financing color extends the tape; a construction delay, an ISR permitting setback, or a uranium spot roll-over is what invalidates the setup.

Agrees with X sentimentX's bullish framing tracks the mechanics — the Ventum initiation, the structural uranium deficit, and the Phoenix construction progress are all real; the sample missing a construction-execution risk voice is the honest gap.

What to watch: The Nov 3 Q3 print — Phoenix ISR construction milestones, cash burn, and any offtake or financing update. A construction delay or a uranium spot roll-over is what invalidates the setup.

On the calendar: 2026-11-03 — Q3 earnings

pre revenue

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment20 posts analyzed · as of 2026-08-30

Denison Mines leads a broadening uranium bid on the thread. Posters flag Denison as the sector leader off a July bottom, a fresh breakout with 10k contracts added on out-of-the-money calls, a whale buying $207k of Oct $4C, Ventum Financial initiating with a BUY and a $5.50 target, and construction at Phoenix ISR more than 20% complete on civil work. Goldman's 2.3B-pound deficit-through-2045 estimate anchors the structural bull case; skepticism is essentially absent.

Read the AI verdict + X sentiment for $DNN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Explores and advances uranium properties in Saskatchewan's Athabasca Basin near major existing mine operations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Uranium sits in its cycle right now — and what that implies for $DNN.

Uranium · Energy

Nuclear renaissance — utilities locking in long-term supply contracts and new reactor approvals — is tightening the uranium spot and term market. AI power demand from hyperscalers exploring nuclear offtakes is the newest demand signal, adding a fresh buyer class.

What this means for $DNN

Partial — upstream oil & gas exposure ties to commodity price cycle; Denison Mines Corp.

Top industry ETF

$URAGlobal X Uranium ETF
-2.3%YTD
+11.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-13.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-18.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
822.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-73.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-9.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.02$-0.020.0%
Q1 2026May 12, 2026$-0.09$-0.02-366.1%
Q4 2025Mar 11, 2026$-0.04$-0.02-132.1%
Q3 2025Nov 6, 2025$-0.11$-0.02-437.8%
Next earningsTue, Nov 3·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.1M-19.6%-31.9%-2066%$-0.13$-49.8M
Q4 FY25$1.2M+4.4%100%-1879%$-0.06$-39.8M
Q3 FY25$1.0M+50.4%-15.7%-2115%$-0.15$-27.6M
Q2 FY25$1.3M-3.8%-8.6%-1473%$0.01$-28.2M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.2M$7.6M – $40.9M-$0.10-$0.10 – -$0.083
FY27$17.6M$11.5M – $23.8M-$0.03-$0.03 – -$0.024
FY28$317.2M$175.3M – $462.0M$0.07$0.03 – $0.112
FY29$365.8M$202.2M – $532.7M$0.32$0.13 – $0.513
FY30$750.9M$415.1M – $1.1B$0.42$0.17 – $0.673

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 902.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 17 other (13 6-Ks · 3 13Gs · 1 40-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bank of Nova Scotia Invests $4.18 Million in Denison Mine Corp $DNNdefenseworld.net·5d agoDeutsche Bank AG Acquires Shares of 1,665,298 Denison Mine Corp $DNNdefenseworld.net·6d agoCameco vs. Denison: Which Uranium Stock Has an Edge Right Now?zacks.com·7d agoDenison Mine (DNN) Reports Q2 Loss, Misses Revenue Estimateszacks.com·18d agoDenison Reports Financial and Operational Results for Q2 2026, Highlighted by Significant Initial Progress from Construction Activities at the Phoenix In-Situ Recovery ('ISR') Uranium Mineprnewswire.com·19d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear Renaissance

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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