TickerTalks
Browse all tickers →
TickerTalks›$UROY
URUROY

Uranium Royalty Corp.

$UROY·$498M·Uranium·Energy
$4.18-1.8%YTD-6.4%1Y+37.3%
Mentions · last 7 days
2026-08-21: 6 posts2026-08-22: 4 posts2026-08-23: 4 posts28+20%
Price updated 23m ago·X counts updated 8d ago
URUROY
$UROYUranium Royalty Corp.
$4.18-1.76%28 posts+20%
AI analysisFundamentalsVoices on X
Loading…

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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Uranium Royalty +37% TTM, +24% off entry — Sweetwater transaction completed, MA200 breakout, Zacks New Strong Buy.

Uranium Royalty Corp is a $500M uranium-royalty small-cap. Riding the uranium supply-deficit narrative — Sweetwater transaction closed and Zacks upgraded to Strong Buy.

How it reads:

  • Growth is exceptional off small base: Q1 revenue +4,171% YoY to $17M, Q4 was -62% (base-effect noise) — the royalty-portfolio expansion is real.
  • Margins are thin: 3.3% operating margin, 6.3% FCF yield, 0.5% ROIC — the FCF yield is the specific tell.
  • Valuation is expensive: 139.9x PE, 11.7x sales, 97.4x EV/EBITDA — priced on continued royalty-portfolio expansion.
  • Position is stretched: 57th percentile 52w, 27.5% above 50-day, 15.2% above 200-day on 73% baseline volume — real momentum.
  • July 27 Sweetwater Transaction completed 'creating leading uranium and land royalty company' — the specific catalyst.
  • Aug 26 'What Makes Uranium Royalty a New Strong Buy Stock' Zacks — upgrade momentum.
  • 'Bottoming at $3.60 with uranium rotation and supply deficit' framing captures the setup.
  • Insider signal is silent: zero transactions in 90-day window.

The Sep 10 print is the test — reiterated FY26 royalty-revenue plus specific commentary on Sweetwater-integration accretion extends the run; a uranium-price normalization plus royalty-portfolio slippage drops to $3.60 support.

Agrees with X sentimentAgree — the bullish anchors (+24% since entry, blasted 11.2% closing above MA200, framed as bottoming at $3.60 with uranium rotation and supply-deficit narrative, New Strong Buy Zacks upgrade) map to real signals; the honest add is the July 27 Sweetwater transaction close is the specific portfolio-expansion tell that anchors the fundamental case.

What to watch: Sep 10 earnings — reiterated FY26 royalty-revenue plus specific commentary on Sweetwater-integration accretion extends the run; a uranium-price normalization plus royalty-portfolio slippage drops to $3.60 support.

On the calendar: 2026-09-10 — Q1 FY27 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-13

Uranium Royalty sentiment is bullish: +24% since entry, blasted 11.2% closing above MA200, framed as bottoming at $3.60 with uranium rotation and supply deficit narrative.

Read the AI verdict + X sentiment for $UROY

  • 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
Free, forever. No credit card.

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

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 $UROY

Direct beneficiary — uranium price is the core revenue driver; nuclear renaissance demand is tightening term contract availability.

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
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
Q2 2026Jul 29, 2026$0.25$-0.01+3651.1%
Q4 2025Mar 10, 2026$0.01$-0.01+200.0%
Q3 2025Dec 12, 2025$0.01$-0.01+300.1%
Q2 2025Sep 11, 2025$0.01$-0.01+200.0%
Next earningsThu, Sep 10·consensus EPS $0.05

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$0.01 – $0.021
FY27$63.0M$63.0M – $63.0M$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.0.7×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.57%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.+27.5%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.+15.2%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 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.β1.395-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.

+ 12 other (9 6-Ks · 1 15-12G · 1 F-10POS · 1 13G) in window

Recent news

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

What Makes Uranium Royalty (UROY) a New Strong Buy Stockzacks.com·5d agoUranium Royalty Appoints New Directors to the Boardprnewswire.com·24d agoUranium Royalty Completes Landmark Sweetwater Transaction Creating Leading Uranium and Land Royalty Companyprnewswire.com·35d agoUranium Royalty Corp. Obtains Shareholder Approval for Arrangement and Provides Corporate Updateprnewswire.com·42d agoAn Update Reiterating The Buy Recommendation On Uranium Royalty Companyseekingalpha.com·52d ago

In themes

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

Nuclear Renaissance

More in Uranium

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$UUUU$CCJ$UEC$DNN$NXE$LEU$URG$EU
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.

PrivacyTermsSupport