Ur-Energy
Wyoming ISR producer of uranium concentrate for nuclear-fuel customers.
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Profile
Produces yellowcake at Wyoming in-situ recovery sites and sells it through long-term and spot contracts with global nuclear-energy customers. Shirley Basin uses Lost Creek for final processing, concentrating the operating system at the original facility.
Produces uranium concentrate, or yellowcake, through wholly owned in-situ recovery sites in Wyoming. At Lost Creek, uranium-bearing solution is brought to the surface and captured on resin; the facility then finishes, dries, packages, and ships the product to a third-party conversion facility. Shirley Basin has begun limited recovery and sends loaded resin to Lost Creek rather than duplicating its finishing plant.
The sales model combines long-term and spot uranium contracts with global nuclear-energy customers, with revenue recognized when title transfers at the conversion facility. Operations, mineral assets, and revenue are concentrated in the United States. The business depends on uranium recovery and contracting, licensing and environmental compliance, water management, and Lost Creek’s central processing system. Its material properties are reported as mineral resources, not proven or probable reserves.
Company facts
Key statistics
Year to date −7.5% · Average volume (30d) 6.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 11, 2026 | H.C. Wainwright | Target | $2.20 | |
| Jul 13, 2026 | RBC Capital | Initiate | Outperform | $1.75 |
| May 12, 2026 | Roth Capital | Target | $2 | |
| May 12, 2026 | Northland Securities | Target | $2.35 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | −$0.03 | −$0.04 | −33.3% | $14.4M | $14.4M | +0.1% | −2.11% |
| May 8, 2026Q1 FY26 | −$0.04 | −$0.07 | −75.0% | $9.9M | $3.9M | −60.1% | +4.60% |
| Mar 10, 2026Q4 FY25 | −$0.03 | −$0.04 | −33.3% | $10.3M | $10.4M | +0.9% | +0.65% |
| Nov 3, 2025Q3 FY25 | −$0.03 | −$0.07 | −133.3% | $10.3M | $6.3M | −38.8% | −10.56% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $10.4M | $6.3M | $10.4M | $3.9M | $14.4M | |
| Gross profit | −$2.6M | $1.9M | −$740.0K | $1.5M | $1.2M | $1.9M | |
| Operating income | −$15.8M | −$15.8M | −$19.8M | −$18.0M | −$20.3M | −$18.4M | |
| Net income | −$10.9M | −$21.0M | −$27.5M | −$15.6M | −$28.8M | −$16.7M | |
| Diluted EPS | −$0.03 | −$0.06 | −$0.07 | −$0.04 | −$0.07 | −$0.04 | |
| Gross margin | — | 18.6% | -11.7% | 14.1% | 31.6% | 13.2% | |
| Operating margin | — | -151.1% | -313.3% | -172.0% | -517.2% | -128.3% |
Fiscal years (4-quarter sums)FY24 $33.7M · FY25 $27.2M
Balance sheet, Jun 30, 2026Cash & short-term investments $95.6M · Total debt $71.2M · Total assets $270.7M · Shareholders' equity $68.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 397.33M · Float 370.98M · 93.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Alps Advisors Inc | 53.34M | 13.43% | 13F | Jul 29, 2026 |
| BlackRock, Inc. | 28.35M | 7.10% | 13G | Jul 30, 2026 |
| State Street Corporation | 26.41M | 6.60% | 13G | Aug 7, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | 26.20M | 6.59% | 13F | Aug 14, 2026 |
| Global X Management CO LLC | 23.77M | 6.51% | 13G | May 15, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Thomas H. Parker | director | −87,858 | $1.48 |
| Aug 25, 2026 | Gary C. Huber | director | −87,858 | $1.48 |
| Aug 24, 2026 | Roger L. Smith | officer: CHIEF FINANCIAL OFFICER | −103,536 | $1.43 |
| Aug 24, 2026 | Robby Sai Kit Chang | director | −75,588 | $1.41 |
| Aug 24, 2026 | John Cash | director | −77,751 | $1.41 |
Peers
- Uranium Energy
Closest U.S. ISR rival in Wyoming, Texas, and utility uranium supply.
- enCore Energy
Direct U.S. ISR overlap at Alta Mesa and in utility uranium contracts.
- Energy Fuels
Large domestic uranium supplier to U.S. nuclear utilities.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ur-Energy | $1.44 | +1.71% | $560.2M | — | — | 16.0 | +37.7% |
| Uranium Energy | $12.39 | −0.08% | $6.14B | — | — | 303.8 | −59.4% |
| enCore Energy | $1.29 | +0.33% | $248.6M | — | — | 4.6 | +485.8% |
| Energy Fuels | $14.69 | +0.14% | $3.67B | — | — | 34.7 | +496.1% |
| Median | — | — | 34.7 | +485.8% |