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URUROY

Uranium Royalty Corp.

$UROY·$582M·Uranium·Energy
$3.54-4.6%YTD+11.4%1Y-21.9%
Price updated 7h ago·X counts updated 5d ago
URUROY
$UROYUranium Royalty Corp.
$3.54-4.58%38 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $UROY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

38X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $UROY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 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 what X is saying about $UROY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UROY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-03

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

Uranium Royalty riding the sector rotation above its 200-DMA — the cleanest optionality on the nuclear buildout.

Uranium Royalty is the royalty-focused way to play the nuclear buildout — zero operating risk, exposure to McArthur River, Cigar Lake and other long-life uranium projects, and the chart has reclaimed the 200-day MA on the sector rotation.

  • Q1 fiscal 2027 EPS of $0.10 beat $0.05 by 100% on revenue of $51M — the royalty payments are starting to arrive at scale, with Q3 fiscal 2026 revenue of $150M as the biggest print to date.
  • At $3.97 and 48% of the 52-week range, the stock still has room to its prior highs if uranium continues to rotate — the trailing PE of 140 is misleading because it reflects the royalty-cycle timing, not steady-state.
  • The business model (no cash operating costs, no production risk) means every dollar of uranium-price upside flows through to royalty revenue as the counterparty mines accelerate — which is exactly what is happening with Cameco, Kazatomprom and Energy Fuels.

The December 10 Q2 fiscal 2027 earnings is the next data point, but the catalyst stack for UROY is really the broader uranium cycle — any new reactor-restart announcement, SMR-fleet order, or geopolitical disruption to Kazakh supply moves this stock harder than any company-specific disclosure.

Agrees with X sentimentX is bullish on the uranium rotation and the UROY reclaim above the 200-DMA; the TickerTalks read agrees — the royalty model, the Q1 EPS beat, and the broader nuclear-restart narrative support the current trajectory.

What to watch: December 10 fiscal Q2 earnings and royalty-stream disclosures; uranium spot price trajectory and term contracts; any new reactor restart or SMR fleet orders from Western utilities.

On the calendar: Fiscal Q2 earnings scheduled 2026-12-10

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI hyperscaler nuclear PPAs are the structural demand catalyst — Google's 22-year Fortum nuclear contract establishes the template for tech companies securing baseload clean power, driving utility con.

What this means for $UROY

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

Top industry ETF

$URAGlobal X Uranium ETF
-7.7%YTD
-36.4%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 2026Sep 14, 2026$0.10$0.05+100.0%
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+303.5%
Next earningsThu, Dec 10·consensus EPS $-0.01

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$112.9M$112.9M – $112.9M$0.02$0.01 – $0.021
FY27$67.9M$67.9M – $67.9M$0.01$0.01 – $0.011
FY28$44.6M$44.6M – $44.6M$0.00$0.00 – $0.001

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.0.6×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.33%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.-15.9%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.-6.5%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.β1.425-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

BuyJul 30Scott MelbyeCEO13.8K sh$43K

See when $UROY 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 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.

+ 10 other (7 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.

3 Sectors Where Volatility Is Creating Entry Points, Not Exit Signalsmarketbeat.com·11d agoReviewing Gevo (NASDAQ:GEVO) & Uranium Royalty (NASDAQ:UROY)defenseworld.net·22d agoHead-To-Head Contrast: Uranium Royalty (NASDAQ:UROY) and SFL (NYSE:SFL)defenseworld.net·28d agoUpdate On Uranium Royalty After Q1 Earnings: A Buy On Rising Uranium Pricesseekingalpha.com·32d agoUranium Royalty Reports Results for the First Quarter of Fiscal Year 2027prnewswire.com·32d 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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