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UEUEC

Uranium Energy Corp.

$UEC·$5.6B·Uranium·Energy
$12.40-9.0%YTD-12.1%1Y+18.3%
Mentions · last 7 days
2026-08-21: 42 posts2026-08-22: 16 posts2026-08-23: 17 posts121+17%
Price updated 3d ago·X counts updated 7d ago
UEUEC
$UECUranium Energy Corp.
$12.40-8.96%121 posts+17%
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 $UEC, 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.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-31

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

Uranium Energy Corp — H.C. Wainwright $26.75 target implies ~100% upside on the U.S.-Saudi civil-nuclear deal and $90 uranium prices.

Uranium Energy Corp is a US-based uranium producer with ISR (in-situ recovery) operations in Wyoming and Texas — a pure-play US-domestic uranium bet. The equity is up 18% T12M despite being down 12% YTD, and is coiled around 41% of the 52-week range as macro nuclear catalysts stack up.

  • Revenue is intentionally lumpy: Q3 (Jan) revenue was $20.2M and down 59% YoY as UEC deliberately timed spot-market sales — the FY27 consensus of $100M revenue rising to $259M FY28 assumes production ramps at both Wyoming and Texas facilities as uranium prices sustain above $80.
  • The specific policy catalysts are real: Trump's US-Saudi civil-nuclear agreement submitted to Congress is a multi-billion-dollar US-nuclear-buildout framing, and uranium spot is pushing $90 with 'no more cheap uranium' as CCJ (Cameco) and long-term contract prices confirm a genuine cycle repricing.
  • BlackRock's $432M new position (Aug 26) is a meaningful institutional anchor: that's a substantial fresh long-only allocation to a $5.6B cap uranium name — combined with the H.C. Wainwright Buy reiteration with $26.75 target (~100% upside), the sell-side and buy-side are aligning behind the setup.
  • Insider tape is quiet with one director A-Award grant — for a name at 41% of the 52-week range, the absence of insider selling is a supportive signal that fits the coiled setup; the July 28 13D filing on Uranium Royalty Corp adds a specific streaming-royalty diversification leg.

The path if it works is a Sept 24 fiscal Q4 print showing meaningful production revenue plus a specific US-Saudi-linked contract announcement — the tape breaks the coil upward toward the Wainwright $26.75 target. What extends the drift is a uranium spot pullback or a Saudi-deal congressional delay; those are the specific macro risks that could push the FY28 $259M revenue estimate a year further out.

Agrees with X sentimentThe bullish X take — H.C. Wainwright reiterating Buy with a $26.75 target (~100% upside), Trump's US-Saudi civil nuclear agreement to Congress framed as a multi-billion-dollar buildout for US names alongside CCJ/LEU/UUUU/DNN/SMR, uranium pushing $90 with 'no more cheap uranium,' and the top US uranium/nuclear caps combined still smaller than Dogecoin — captures the coiled setup exactly; the Canadian holder weighing divestment on trade friction is the honest counter.

What to watch: The Sept 24 fiscal Q4 print plus any US-Saudi-linked contract announcement — meaningful production revenue plus a specific contract breaks the coil upward toward $26.75; a uranium spot pullback or Saudi-deal congressional delay is what extends the drift.

On the calendar: 2026-09-24 — Q4 fiscal 2026 earnings

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-30

The chatter on Uranium Energy Corp is broadly bullish — H.C. Wainwright reiterated Buy with a $26.75 target (~100% upside), and Trump's U.S.-Saudi civil nuclear agreement to Congress is framed as a multi-billion-dollar buildout for U.S. names alongside CCJ, LEU, UUUU, DNN and SMR. Bulls repeat that the top U.S. uranium/nuclear caps combined are still smaller than Dogecoin, and note uranium pushing $90 with "no more cheap uranium." One Canadian holder is weighing divesting on trade friction grounds.

Read the AI verdict + X sentiment for $UEC

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What it does

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

Develops in-situ recovery uranium projects in Wyoming and Texas for supply to US nuclear utilities.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $UEC

Partial — upstream oil & gas exposure ties to commodity price cycle; Uranium Energy 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
-75.1How 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
-7.2%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
-5.5%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
-2.0%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
307.0Same 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
-7.1%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
-97.4%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
0.0Total 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 2026Jun 9, 2026$-0.07$-0.03-137.3%
Q4 2025Mar 10, 2026$-0.03$-0.06+50.0%
Q3 2025Dec 10, 2025$-0.02$-0.01-53.3%
Q2 2025Sep 24, 2025$-0.07$-0.04-97.7%
Next earningsThu, Sep 24·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$20.2M-59.4%-76.0%-117%$-0.03$-39.1M
Q1 FY26$0-100.0%——$-0.02$-35.4M
Q4 FY25$0———$-0.06$-24.5M
Q3 FY25$0———$-0.07$-22.9M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.9M$21.2M – $32.7M-$0.18-$0.19 – -$0.173
FY27$100.4M$52.3M – $148.5M-$0.04-$0.07 – -$0.024
FY28$258.9M$154.8M – $421.5M$0.21$0.11 – $0.314
FY29$311.0M$165.6M – $499.1M$0.35$0.14 – $0.633
FY30$223.2M$118.8M – $358.2M$0.43$0.17 – $0.773

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.1.0×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.41%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.+26.7%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.+2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 485.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β1.215-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 17 other (7 awards · 6 exempts · 3 inkinds · 1 gift) in window

See when $UEC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

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

Recent material filings

SC 13DActivist position (5%+)Jul 28SC 13D
AI summary

Uranium Energy Corp (UEC) filed a Schedule 13D with the SEC on July 28, 2026 disclosing its beneficial ownership of shares in Uranium Royalty Corp. (URC), a uranium streaming and royalty company. The filing is based on 377,210,623 shares of URC common stock issued and outstanding as of July 27, 2026 and represents UEC's initial or material change disclosure of its stake. UEC, a Lakewood, Colorado-based uranium mining company, acquired its interest in URC through a corporate arrangement, making this filing a disclosure of a cross-company ownership position in the uranium royalties sector. The Schedule 13D is a required disclosure when a reporting person beneficially owns more than 5% of a public company's voting securities.

8-KShareholder voteJul 238-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

UEC filed an 8-K under Reg FD (Item 7.01), disclosing material non-public information simultaneously to all investors. This is typically an investor presentation, conference slides, or press release furnished as an exhibit. Reg FD filings ensure equal access to information for all investors; the substantive data is in the attached exhibit.

8-KPress release / Reg FDJun 98-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Uranium Energy Corp. released a news release on June 9, 2026 with financial highlights and an operational update for Q3 fiscal year 2026 (quarter ended April 30, 2026), and announced the concurrent filing of its Form 10-Q. The actual financial results — revenues, production volumes, cash position — are in Exhibit 99.1, not included in the filing body. Quarterly results announcement; headline figures in the press release not visible in the excerpt.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
AI summary

Uranium Energy Corp announced on May 28, 2026 the appointment of Bradley Williams as Vice President of Government Affairs. The announcement emphasizes Williams's role in deepening Uranium Energy's Washington D.C. presence and advancing its vision to become the U.S. leader in the nuclear fuel cycle front end. This is an administrative hire with strategic significance given heightened U.S. government interest in domestic uranium production and nuclear energy security.

SC 13D/AActivist amendmentMay 1SC 13D/A
AI summary

URANIUM ENERGY CORP filed an amended Schedule 13D on UEC disclosing beneficial ownership (28,967,375.00 shares) as of 2026-05-01. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KPress release / Reg FDApr 88-K — Item 7.01: Press release / Reg FD
AI summary

UEC filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-08. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMar 238-K — Item 7.01: Press release / Reg FD
AI summary

UEC filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-23. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMar 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (6 13Gs · 2 proxys · 2 10-Qs · 1 ARS) in window

Recent news

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

NuScale Power Rises 4%, Oklo Climbs 3% as Risk Appetite Returns, Uranium Energy Ticks Up247wallst.com·4d agoNuScale Power Tumbles 7% Despite Deploying AI Tools, Oklo Slides 6%, Uranium Energy Dips247wallst.com·5d agoBlackRock Inc. Makes New $432.68 Million Investment in Uranium Energy Corp. $UECdefenseworld.net·5d agoNuclear Stocks Rebound on an Oversold Bounce: Uranium Energy Jumps 6%, NuScale Power and Oklo Climb 5%247wallst.com·6d ago3 Nuclear Energy Stocks for the AI Power Era247wallst.com·7d ago

In themes

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

Nuclear Renaissance

More in Uranium

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Voices on X · top 11 · 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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