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URURG

Ur-Energy Inc.

Rising onWhy it's trendingX chatter spiked vs its recent norm
$URG·$524M·Uranium·Energy
$1.25-4.9%YTD-10.7%1Y-6.7%
Mentions · last 7 days
2026-07-09: 28 posts2026-07-10: 50 posts2026-07-11: 18 posts2026-07-12: 25 posts2026-07-13: 94 posts2026-07-14: 102 posts2026-07-15: 155 posts474+36%
Price updated 4h ago·X counts updated 1d ago
URURG
$URGUr-Energy Inc.
$1.25-4.94%474 posts+36%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $URG, 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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-15

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

Small-cap uranium producer down 32% in three days into Aug 4 print — the WDEQ authorization is the specific setup.

Ur-Energy is a small-cap North American uranium producer operating the Lost Creek and Shirley Basin projects in Wyoming. It's a specific bet on uranium prices holding above operating breakeven plus the US-Russian-uranium-imports policy.

Where the setup lands:

  • Revenue is tiny and losses continue: Q1 revenue was $4M with -517% operating margin — pre-production/small-production scale where the equity trades entirely on the uranium price and any specific project catalyst.
  • The WDEQ regulatory authorization is a genuine catalyst: receiving final Wyoming Department of Environmental Quality authorization to transport uranium-loaded resin from Shirley Basin to Lost Creek is the specific operational step that unlocks Lost Creek volume growth in H2.
  • The recent 32%-in-three-days drawdown is loud: this is the specific short-term technical break that value investors are watching for, and it's paired with EPS misses of -75%, -33%, -133% — meaning consensus is genuinely missing on the cost side.

Aug 4 earnings is decisive: any commentary on production ramp accelerating post-WDEQ authorization combined with cost-per-pound trajectory and cash-runway would trigger a real reversal off the 18%-of-52w-range setup, while continued cost overruns combined with a soft H2 uranium price outlook would confirm the drawdown and pull shares below $1.20.

Agrees with X sentimentAgree with the constructive framing — URG as a leveraged pure-play on the Russian-uranium-imports policy, the WDEQ authorization for resin transport, and the $5 upside target are consistent with the setup. The 32%-in-three-days drawdown is a fair short-term technical caveat the thread names.

What to watch: Aug 4 earnings: production ramp post-WDEQ authorization, cost per pound, cash-runway, and H2 uranium price commentary. Continued cost overruns pull shares below $1.20.

On the calendar: 2026-08-04 — Q2 2026 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-06-14

Ur-Energy posts frame URG as a leveraged pure-play North American uranium producer well positioned for the US phasing out Russian uranium imports under the Prohibiting Russian Uranium Imports Act. Posters note URG down 32% in three days on volume with the chart constructive enough to target $5. The Department of Energy's celebration of the first advanced reactor criticality is cited as a longer-term tailwind across the sector.

Read the AI verdict + X sentiment for $URG

  • 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.

Operates the Lost Creek in-situ recovery uranium mine in Wyoming supplying US nuclear utility customers.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $URG

Partial — Operates the Lost Creek in-situ recovery uranium mine in Wyoming supplying US nuclear utility customers; exposure exists but is diluted by diverse end markets and revenue mix.

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
-6.8How 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
-28.7%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
-237%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
-14.7%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
20.7Same 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
-105%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
12.6%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
0.8Total 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 8, 2026$-0.07$-0.04-75.0%
Q4 2025Mar 10, 2026$-0.04$-0.03-33.3%
Q3 2025Nov 3, 2025$-0.07$-0.03-133.3%
Q2 2025Aug 5, 2025$-0.04$-0.01-300.0%
Next earningsTue, Aug 4·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.9M—31.6%-517%$-0.07$-29.0M
Q4 FY25$10.4M-53.9%14.1%-172%$-0.04$-27.7M
Q3 FY25$6.3M-1.2%-11.7%-313%$-0.07$-20.4M
Q2 FY25$10.4M+124.3%18.6%-151%$-0.06$-17.5M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$81.5M$79.6M – $82.8M-$0.13-$0.16 – -$0.084
FY27$130.7M$83.2M – $157.7M$0.02-$0.03 – $0.054
FY28$171.8M$131.2M – $197.1M$0.10$0.07 – $0.122
FY29$176.5M$134.9M – $202.5M$0.11$0.08 – $0.133
FY30$179.7M$137.3M – $206.1M$0.11$0.08 – $0.133

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.0.4×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.11%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.-19.8%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.-20.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 371.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β0.855-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

BuyMar 18Jade WallePresident107.9K sh$150K

See when $URG 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

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

URG (URG) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

424B5Prospectus supplement (offering)Apr 16424B5
AI summary

URG filed a 424B5 prospectus supplement dated 2026-04-16, representing an active capital markets transaction. proceeds of approximately $51,047,056 under the Sales Agreement, as amended by Amendment Nos. 1 and. This represents immediate dilution to existing shareholders.

S-3Shelf registrationApr 6S-3
AI summary

URG filed a S-3 shelf registration statement dated 2026-04-06. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KPress release / Reg FDMar 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJan 223
+ 15 other (5 13Gs · 2 proxys · 1 earnings 8-K · 1 10-Q) in window

Recent news

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

Ur-Energy Appoints US Energy and Mining Veteran as Chair of the Boardaccessnewswire.com·2d agoWhy Ur-Energy Stock Popped Todayfool.com·3d agoUr-Energy: The Uranium Thesis Is Alive And Kickingseekingalpha.com·17d agoUr-Energy Receives Final WDEQ Authorization to Transport Uranium-Loaded Resin from Shirley Basin to Lost Creekaccessnewswire.com·18d agoNoble Plains Closes $1,009,600 Non-Brokered Private Placementnewsfilecorp.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 · last 7 days

No standout posts about $URG on X in the 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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