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DNDNN

Denison Mines Corp.

$DNN·$2.9B·Uranium·Energy
$2.85-7.8%YTD+4.0%1Y+40.4%
Mentions · last 7 days
2026-07-09: 177 posts2026-07-10: 223 posts2026-07-11: 79 posts2026-07-12: 154 posts2026-07-13: 302 posts2026-07-14: 201 posts2026-07-15: 237 posts1,389+13%
Price updated 11h ago·X counts updated 1d ago
DNDNN
$DNNDenison Mines Corp.
$2.85-7.77%1.4k posts+13%
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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-17

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

The Phoenix ISR de-risking is real — the whole story is Wheeler River hitting production.

Denison Mines is a pre-production uranium developer whose whole equity story is the Wheeler River (Phoenix ISR) project in Saskatchewan. The stock is basing as the de-risking milestones start landing.

Why the setup has changed:

  • The Peter Ballantyne Cree Nation withdrawal is a genuine milestone: formally dropping the judicial-review application and confirming project support removes a specific execution risk that had capped the multiple — meaningful de-risking, not just narrative.
  • The commodity backdrop is durable: uranium continues its bull market with a new long-term price ATH, meaning any producer coming online in the next two years lands into a favorable price environment — the timing risk is on Denison's execution, not the market.
  • Fundamentals are pre-revenue by design: 9% negative gross margin at 823x TTM sales because Wheeler River hasn't started producing — the whole equity is a claim on the ISR project delivering, not on trailing economics.
  • The tape is coiled: sitting 13% below both the 50-day and 200-day, at 38.5% of the 52-week range with volume 49% above average — the pattern of a stock repositioning into a de-risking event.

What restarts the leg is Aug 11 earnings updating construction progress plus any additional regulatory or offtake milestones. What breaks it is a permitting delay or a spot uranium reversal — either would compress the pre-production multiple.

Agrees with X sentimentX is uniformly bullish on the Cree Nation withdrawal and the uranium bull market, and both are real category drivers. The gap the corpus isn't sizing is that pre-production names are entirely dependent on construction execution — a permitting delay or capex overrun compresses the tape independent of uranium prices.

What to watch: The Aug 11 print — Wheeler River construction progress, any additional offtake agreements, and cash-runway update. A specific construction milestone or new offtake extends the leg; a permitting delay or capex overrun is what compresses the setup.

On the calendar: 2026-08-11 — Q2 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-09

Denison Mines chatter is uniformly bullish following Peter Ballantyne Cree Nation formally withdrawing its judicial-review application against Wheeler River (Phoenix ISR) and confirming support for the project. Bulls flag this as meaningful de-risking. Uranium continues its bull market with a new long-term price ATH. No bear thread.

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

No material change from last week — utility long-term contracting is accelerating and US government support for advanced reactor components is activating domestic supply.

What this means for $DNN

Partial — Explores and advances uranium properties in Saskatchewan's Athabasca Basin near major existing mine operations; this segment overlaps with the utility long-term contracting and US government advanced reactor domestic supply activation but is not the dominant revenue driver.

Top industry ETF

$URAGlobal X Uranium ETF
-10.0%YTD
-2.2%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
Q1 2026May 12, 2026$-0.09$-0.02-366.1%
Q4 2025Mar 11, 2026$-0.04$-0.02-132.1%
Q3 2025Nov 6, 2025$-0.01$-0.02+50.0%
Q2 2025Aug 7, 2025$0.01$-0.02+150.0%
Next earningsTue, Aug 11·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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.6M$8.0M – $43.1M-$0.09-$0.10 – -$0.083
FY27$17.3M$11.3M – $23.4M-$0.02-$0.03 – -$0.023
FY28$464.4M$256.1M – $674.9M$0.09$0.04 – $0.141
FY29$387.5M$213.7M – $563.2M$0.32$0.13 – $0.502
FY30$783.3M$432.0M – $1.1B$0.42$0.17 – $0.661

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.1.5×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.39%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.-13.1%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.-13.5%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 today4.2% 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.β1.625-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.

+ 18 other (14 6-Ks · 3 13Gs · 1 40-F) in window

Recent news

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

Cosa Resources Issues Deferred Payment Shares to Denison Minesnewsfilecorp.com·2d agoF3 Issues Common Shares Debt Settlement of Interest Owednewsfilecorp.com·10d agoPeter Ballantyne Cree Nation Withdraws Judicial Review and Confirms Support for the Wheeler River Projectprnewswire.com·15d agoDenison Mines: Can't Get Much Better Unit Economics Than Thisseekingalpha.com·16d agoCosa Commences Partner Funded Ambient Noise Tomography Survey at the Astro Uranium Project, Athabasca Basin, Saskatchewannewsfilecorp.com·21d ago

In themes

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

Nuclear Renaissance

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Voices on X · top 1 · 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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