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URUROY

Uranium Royalty Corp.

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$UROY·$403M·Uranium·Energy
$2.61-5.4%YTD-27.3%1Y+2.0%
Mentions · last 7 days
2026-07-10: 3 posts2026-07-11: 2 posts2026-07-12: 2 posts2026-07-13: 4 posts2026-07-14: 2 posts2026-07-15: 4 posts2026-07-16: 5 posts22+18%
Price updated 14h ago·X counts updated 13h ago
URUROY
$UROYUranium Royalty Corp.
$2.61-5.43%22 posts+18%
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 $UROY, 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.

Proven numbersWinding 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.

Uranium royalty vehicle: private placement closed, special meeting for a Plan of Arrangement, YTD -27%.

Uranium Royalty Corp is a pure-play uranium royalty and streaming vehicle — geographically diversified interests rather than mining operations, which insulates it from single-mine operational risk.

  • Corporate action in play: the June 26 mailing of the Management Information Circular calls a Special Meeting to approve a proposed Plan of Arrangement — likely a corporate reorganization or transaction; details would be in the circular itself.
  • May 1 closed a Subscription Receipt Private Placement — fresh capital raised, likely earmarked for the arrangement or additional royalty deals.
  • Third-party framing: Seeking Alpha reiterates Buy (July 10) and separately frames the M&A angle as 'asymmetric upside' (May 24).
  • Valuation looks demanding on the print (PE ~140, P/S ~12) — normal for a royalty holdco where reported earnings understate the through-look-through economics.
  • Price: $2.61, down 27% year-to-date but roughly flat over twelve months — a give-back after last cycle's uranium enthusiasm.

Close: The Plan of Arrangement is the specific near-term event; a positive outcome plus a firming uranium spot could reset the coil. A hostile vote outcome or a uranium-price roll-over would keep it stuck.

What to watch: The Special Meeting result and Plan of Arrangement details (any target/counter-party); use of Private Placement proceeds; U3O8 spot price trend as the fundamental driver.

On the calendar: Special Meeting of Shareholders on the Plan of Arrangement (date per circular)

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What it does

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

Collects royalties from uranium mines globally, providing pure-play uranium exposure without operational risk.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $UROY

Partial — Collects royalties from uranium mines globally, providing pure-play uranium exposure without operational risk; the utility long-term contracting and US government advanced reactor domestic supply activation is a secondary rather than primary near-term earnings catalyst.

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
139.9How 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
0.5%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
3.3%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
6.3%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
11.7Same 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
1.3%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
16.3%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
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
Q4 2025Mar 10, 2026$0.01$-0.01+200.0%
Q2 2025Sep 11, 2025$0.01$-0.01+200.0%
Q2 2025Jul 16, 2025$-0.01$-0.010.0%
Q4 2024Mar 6, 2025$-0.01$-0.010.0%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$16.7M+417056.1%25.1%17.6%$0.01$8.8M
Q2 FY26$41K-99.6%29.3%-7862%$0.02$-1.7M
Q1 FY26$33.2M—16.0%9.2%$0.01$30.2M
Q4 FY25$4.7M-61.7%3.8%-20.9%$-0.01$3.4M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$42.2M$42.2M – $42.2M$0.02$0.02 – $0.021
FY27$62.8M$62.8M – $62.8M$0.03$0.03 – $0.031
FY28$2.8M$2.8M – $2.8M$0.02$0.02 – $0.021

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.1.3×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.7%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.-19.4%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.-30.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 125.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% 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.β1.765-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.

Recent material filings

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

URANIUM ENERGY CORP filed an amended Schedule 13D on UROY 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 other (7 6-Ks · 1 13G) in window

Recent news

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

An Update Reiterating The Buy Recommendation On Uranium Royalty Companyseekingalpha.com·7d agoUranium Royalty Corp. Announces Filing and Mailing of the Management Information Circular in Connection with the Special Meeting of Shareholders to Approve Proposed Plan of Arrangement with Sweetwater Investors and Announces Exchangeable Share Election Deadlineprnewswire.com·21d agoUranium Royalty: M&A To Asymmetric Upsideseekingalpha.com·54d agoURANIUM ROYALTY ANNOUNCES CLOSING OF SUBSCRIPTION RECEIPT PRIVATE PLACEMENTprnewswire.com·77d agoSUNation Energy (NASDAQ:SUNE) and Uranium Royalty (NASDAQ:UROY) Head to Head Reviewdefenseworld.net·81d 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 $UROY 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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