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Uranium Energy

UEC · NYSE American

$7.35−$0.13 (−1.74%)TodayMarket closed ·
Prev close $7.48

UEC analyst rating

BuyConsensus of 5 analysts over the last 12 months. 60% rate it a buy.
  • Strong buy0
  • Buy3
  • Hold2
  • Underperform0
  • Sell0

12-month price target · 12 analysts

Average $16.51 (+124.6% upside)

Low
$10.10
Now
$7.35
High
$28.09

Upgrades and downgrades

The latest rating actions, newest first

UEC analyst upgrades, downgrades and rating actions
FirmDateActionRating
RBC CapitalOct 2, 2026InitiatesSector Perform
HC Wainwright & Co.Sep 30, 2026MaintainsBuy
JefferiesSep 3, 2026InitiatesHold
HC Wainwright & Co.Jun 10, 2026MaintainsBuy
HC Wainwright & Co.May 20, 2026MaintainsBuy
TD SecuritiesMar 11, 2026MaintainsBuy
HC Wainwright & Co.Mar 11, 2026MaintainsBuy
Roth CapitalDec 11, 2025MaintainsBuy

The case for and against

Updated Oct 22, 2026

Bull case

Uranium Energy is supported by a rare mix of near-term production improvement and long-dated optionality, as Christensen Ranch and Burke Hollow lifted FY4Q26 output 157% QoQ to 82,744 lbs while total costs fell to $36.54/lb, signaling improving operating leverage as ramp-up issues ease. Its balance sheet is a major strength, with roughly $753M in liquid assets, 1.26M lbs of physical uranium inventory, and no debt, giving it the flexibility to fund Wyoming, Texas, Roughrider, and UR&C without stressing capital. Longer term, the 61Mlbs Roughrider resource, the 175Mlbs historical resource base at Sweetwater, and a potential domestic conversion foothold could deepen its role in a U.S.-centric supply chain that benefits from policy support and persistent demand for domestic uranium.

Bear case

Uranium Energy is viewed negatively because its fully unhedged, 100% spot-exposed sales strategy leaves NAV highly vulnerable to uranium price weakness, while the hoped-for support from US government strategic inventory purchases may be delayed or fail to materialize. Execution risk is also elevated at Christensen Ranch and Burke Hollow, where wellfield recovery variability, permitting delays, and commissioning issues could slow the ramp toward the company’s 12.1Mlbs/yr licensed capacity despite $753M in liquid assets and no debt as of April 30, 2026. Longer-term growth catalysts are similarly uncertain, as Roughrider remains at Initial Assessment with a $545M Class 5 capex estimate and UR&C’s greenfield conversion plan still lacks quantified costs, final site selection, and a clear permitting timeline.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.