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URURG

Ur-Energy Inc.

$URG·$485M·Uranium·Energy
$1.41-7.8%YTD-7.1%1Y+1.4%
Mentions · last 7 days
2026-08-21: 10 posts2026-08-22: 6 posts73+9%
Price updated 2d ago·X counts updated 8d ago
URURG
$URGUr-Energy Inc.
$1.41-7.84%73 posts+9%
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 $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 2026-08-30

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

First uranium shipment from Shirley Basin — a small-cap ramp with real fundamentals now.

Ur-Energy is a US-based ISR (In-Situ Recovery) uranium producer with the Lost Creek Mine in Wyoming plus the newly-commissioned Shirley Basin Mine. Shares are -7% YTD but +1% TTM at $1.41.

  • Revenue is scaling: quarterly revenue ran $10M / $6M / $10M / $4M with quarterly EPS at $-0.06 to $-0.08 — analysts model $80.6M of full-year revenue and $-0.13 EPS as the ramp continues.
  • The Shirley Basin first shipment is a real milestone: Ur-Energy announced the first uranium shipment from Shirley Basin Mine, Wyoming (built in 2.5 years) — that's the kind of hard operational data point that turns a pre-revenue story into an operational one, and DOE's $271M Civil Nuclear Credit payment for Diablo Canyon adds macro tailwind.
  • The technical setup is limited but present: bulls target $2.15 on a weekly close above $1.50 — that's a very specific technical level, and the tape has been sitting near it.

A Nov 2 Q3 print that shows Shirley Basin production ramp, cost per pound, and any specific offtake commentary extends the coil; a Shirley Basin ramp issue, a uranium spot roll-over, or a fresh dilutive equity raise is what invalidates the setup.

Agrees with X sentimentX's bullish framing is well-anchored — the Shirley Basin first shipment and the DOE $271M CNP payment for Diablo Canyon are real; the $2.15 target is aspirational but consistent with a technical breakout of $1.50.

What to watch: The Nov 2 Q3 print — Shirley Basin production ramp, cost per pound, cash runway, and any offtake commentary. A Shirley Basin ramp issue is what invalidates the coil.

On the calendar: 2026-11-02 — Q3 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-28

Ur-Energy posts are bullish following the first uranium shipment from the new Shirley Basin mine in Wyoming (built in 2.5 years) and DOE's $271M Civil Nuclear Credit payment for Diablo Canyon. Bulls target $2.15 on weekly close above $1.50. Sample small; tone dominates bullish.

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

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 $URG

Partial — upstream oil & gas exposure ties to commodity price cycle; Ur-Energy, Inc.

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
-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
Q2 2026Aug 10, 2026$-0.04$-0.03-33.3%
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%
Next earningsMon, Nov 2·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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$80.6M$78.7M – $81.9M-$0.13-$0.16 – -$0.085
FY27$131.4M$83.7M – $158.5M$0.01-$0.03 – $0.045
FY28$168.2M$127.7M – $192.8M$0.09$0.06 – $0.101
FY29$171.4M$130.2M – $196.5M$0.11$0.08 – $0.132
FY30$187.3M$142.2M – $214.7M$0.11$0.08 – $0.132

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.0.8×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.24%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.+5.5%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.-6.8%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 today1.4% 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.β0.835-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

SellAug 25Thomas H ParkerDirector87.9K sh$130KSellAug 25Gary C HuberDirector87.9K sh$130KBuyAug 24David A. RitchieGENERAL COUNSEL/CORP SECRETARY10.0K sh$14KSellAug 24John CashDirector77.8K sh$110KSellAug 24Chang Robby Sai KitDirector75.6K sh$107KSellAug 24Roger L. SmithCFO103.5K sh$148KSellAug 21Kathy E WalkerDirector72.8K sh$101KSellAug 21Steven M. HattenCOO81.6K sh$113KBuyMar 18Jade WallePresident107.9K sh$150K
+ 7 other (7 exempts) in window

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
+ 16 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Ur-Energy Announces First Shipment of Uranium from Shirley Basin Mine, Wyomingaccessnewswire.com·11d agoUr Energy (URG) Reports Q2 Loss, Tops Revenue Estimateszacks.com·20d agoUr-Energy Reports Second Quarter 2026 Resultsaccessnewswire.com·20d agoUr-Energy Announces Date for Second Quarter 2026 Results and Conference Call and Webcastaccessnewswire.com·25d agoUr-Energy Appoints US Energy and Mining Veteran as Chair of the Boardaccessnewswire.com·47d ago

In themes

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

Nuclear Renaissance

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Voices on X · top 2 · 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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