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UR ENERGY INC (URG)

Energy · Uranium mining · NYSE American

A U.S.-based, low-cost ISR uranium producer operating in Wyoming to supply the growing nuclear power generation market.

What UR ENERGY INC does

Ur-Energy is a U.S.-based uranium mining company focused on the acquisition, exploration, development, and operation of uranium mineral properties. It utilizes the in situ recovery (ISR) mining technique at its flagship Lost Creek project and its Shirley Basin project in Wyoming to produce uranium concentrate (U3O8) for the nuclear energy industry.

Recent developments

In Q2 2026, the company commenced full production operations at the Shirley Basin project and achieved record quarterly production levels at its Lost Creek facility. The company is actively expanding its production infrastructure, including a new wastewater treatment facility at Lost Creek and ongoing near-mine exploration programs.

From UR ENERGY INC's filing of 2026-08-10.

Themes: uranium mining, nuclear energy, energy security, clean energy infrastructure, ISR uranium production

Fundamentals

  • Price$1.01 as of 2026-10-08 close
  • Market cap$402M as of 2026-07-31 (share count; price 2026-10-08)
  • 1-year return-45.4% 2025-10-08 close $1.85 → 2026-10-08 close $1.01
  • P/En/a negative earnings
  • Net margin-275.3% FY2025, SEC XBRL
  • Gross margin+0.3% FY2025, SEC XBRL
  • ROE-96.7% FY2025, SEC XBRL
  • Debt / equity0.84 as of 2026-09-02
  • Revenue growth (YoY)-7.6% as of 2026-09-02
  • Revenue CAGR (3y)+1027.1% SEC XBRL
  • Beta1.40 as of 2026-09-02
  • Last reported earnings2026-08-10 SEC EDGAR Form 8-K (Item 2.02)

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How URG compares in its sector

  • net profit marginbottom 10% 135 covered Energy peers, as of 2026-09-02
  • operating marginbottom 10% 122 covered Energy peers, as of 2026-09-02
  • gross marginbottom 10% 26 covered Energy peers, as of 2026-09-02
  • return on equitybottom 10% 143 covered Energy peers, as of 2026-09-02
  • 3-year revenue CAGRtop 10% 137 covered Energy peers
  • free cash flow (absolute dollars, latest fiscal year)bottom 25% 94 covered Energy peers, as of FY2025

Position among covered Energy companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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How UR ENERGY INC looks technically

UR ENERGY INC (URG) is trading 32.7% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 61 trading days ago — a "death cross", a bearish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 31, with sellers in control. Momentum is beaten down — its 14-day RSI (a 0–100 momentum gauge) is 30, in oversold territory (below 30). It just made a new 20-day low, breaking below its recent trading range. It is 1.0% above its 52-week low (its lowest price of the past year).

Trend

7
Distance from the 200-dayit is trading 32.7% below its 200-day average, the long-term trend line — a long-term downtrend-32.7%
50-day moving averageits average price over the last 50 trading days — a short-term trend line — is $1.28$1.28
200-day moving averageits average price over the last 200 trading days — the long-term trend line — is $1.50$1.50
Swing structureits recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swingsmixed — one of the two is not confirming
Last swing turnits last significant turn was a swing high 58 calendar days ago — the swings before that are what the structure reading is measured on58 sessions
Since the 50/200 crossits 50-day average crossed below its 200-day average about 61 trading days ago — a "death cross", a bearish long-term signal61 sessions
Trend strength (14-day ADX)a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 31, with sellers in control31.0

Momentum

3
14-day RSImomentum is beaten down — its 14-day RSI (a 0–100 momentum gauge) is 30, in oversold territory (below 30)29.7
Position in its 14-day rangeit is trading right at the bottom of its 14-day range ($1.00 to $1.25) — its "stochastic" reading is 4 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions.4.0
Since the MACD crossed zeroMACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish)26 sessions

Range

12
52-week highits highest closing price over the past year (about 252 trading days) was $2.35$2.35
From the 52-week highit is 57.0% below its 52-week high (its highest price of the past year)-57.0%
Above the 52-week lowit is 1.0% above its 52-week low (its lowest price of the past year)+1.0%
Below the 52-week highit is 57.0% below its highest point of the past year57.0%
Since a 20-day breakoutit just made a new 20-day low, breaking below its recent trading range1 session
Since a 55-day breakoutit just made a new 55-day low, breaking below its recent trading range1 session
All-time highits highest closing price on record is $3.37 (set on 2011-02-01)$3.37
Given back of the 52-week moveover the past year its closes ranged ($1.01 to $2.10), and it has recovered essentially none of its fall from last year’s high — 0% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $1.68 to $1.72. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast.0.0%
From the all-time highit is 70.0% below its all-time high-70.0%
Nearest price levelit is trading 7.4% below a resistance level at $1.08 — a price it turned at twice since 2024-12-20, most recently on 2025-01-17. Since 2024-10-08 it has 1 such level below the current price and 8 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go.+7.4%
All-time lowits lowest closing price on record is $0.27 (set on 2020-03-23)$0.27
Above the all-time lowit is 274.1% above its all-time low+274.1%

Volatility

5
Band width vs its own 6 monthsday-to-day price swings are about average versus its own recent 6-month history53rd percentile
Typical daily rangein a typical session it travels about $0.0601 between its high and its low — about 6.0% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was$0.0601
Bollinger bands (20-day, ±2σ)most of its recent trading has stayed between about $1.00 and $1.30 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles$1.00 – $1.15 – $1.30
Typical daily range (% of price)its price moves about 6.0% in a typical session — more volatile than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price6.0%
Stretch from the 200-day averageit is trading 8.2 daily ranges below its 200-day average price (32.7% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale8.2 daily ranges below its 200-day average

Volume

1
Volume vs its 30-day averagetrading volume is about normal versus its 30-day average1.33×

Analyst

2
Change in the average price targetanalysts' average price target is unchanged from the prior reading0.0%
Change in the consensus ratingthe analyst consensus rating is unchanged since the prior readingunchanged

Price gaps

3
Gap at the openit opened on 2026-10-08 0.9% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close-0.9%
Open gapit gapped 2.3% below the previous close 18 sessions ago and has not traded back through the level it left behind at 1.29 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed-2.3%
Gap filleda 2.7% gap up opened on 2026-09-28 has been "filled" 8 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it8 sessions ago

Price streaks

1
Closing streakit has closed lower 2 sessions in a row, a -9.82% move over the run — an unbroken run of down days, which describes what has already happened and says nothing about the next session2 sessions down

Relative strength

4
vs market, 1 monthover the past 1 month this stock lagged the market by 28.4 percentage points (the stock lost 27.3% while the market gained 1.0%)-28.4%
vs market, 3 monthsover the past 3 months this stock lagged the market by 26.1 percentage points (the stock lost 22.3% while the market gained 3.8%)-26.1%
vs market, 6 monthsover the past 6 months this stock lagged the market by 50.1 percentage points (the stock lost 32.7% while the market gained 17.5%)-50.1%
vs market, 12 monthsover the past 12 months this stock lagged the market by 60.4 percentage points (the stock lost 45.4% while the market gained 15.0%)-60.4%

Signal agreement

2
Bullish technical signals2 of the 9 technical signals we can compute for it are currently in a bullish state: its RSI momentum gauge is oversold (a beaten-down reading), near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast2 of 9
Bearish technical signals7 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, a fresh 20-day low, MACD momentum is negative, a strong downtrend, with sellers in control, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast7 of 9

Trend (Ichimoku cloud)

1
Vs the Ichimoku cloudtrading 27% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 0.3% of the share price, which is taken to mean a barrier that gives way easily.-27.3%

Volume-weighted price

2
Vs this year’s average price paidthe price is 35% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $1.55 — a volume-weighted average of daily closes over 193 sessions, not a true tick-by-tick VWAP.-34.7%
Vs the average paid since it last reportedthe price is 20% below the average price paid since it last reported on 2026-08-10 (its 10-Q), so the typical buyer over that stretch is under water. That average is $1.26 — a volume-weighted average of daily closes over 43 sessions, not a true tick-by-tick VWAP.-20.0%

Price levels it has turned at before

URG last closed at $1.01 on 2026-10-08. Since 2024-10-08 it has turned at 1 price below its last close and 8 above; the nearest below and the 3 nearest above are listed, nearest first.

LevelSideDistanceEvidence
$1.08Resistance7.4% above the last closeturned there twice · 2024-12-20 to 2025-01-17
$1.12Resistance10.9% above the last closeturned there three times · 2024-11-11 to 2025-11-21
$1.15Resistance13.9% above the last closeturned there three times · 2025-06-18 to 2026-07-28
$0.735Support27.2% below the last closeturned there twice · 2025-03-11 to 2025-06-02

A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.

Wave structure

No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.

Read from daily closes as of 2026-10-08.

An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.

Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.

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Analyst consensus

  • Consensus ratingStrong Buy (1.20 mean, 1=Strong Buy…5=Strong Sell) — 9 analysts
  • Mean price target$2.16 range $1.60 – $2.50; median $2.20

Analyst estimates, as of 2026-10-06. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.

Analyst EPS estimate for URG

  • Consensus EPS estimate-$0.034 next reporting period, as of 2026-10-06
  • Estimate change, 30 days+$0.006 from -$0.04, on 2026-09-01, 35-day window
  • Readings revised upward14% of 7 comparable readings

The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.

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Key risks (from latest filing)

["Volatile uranium market prices and potential inability to secure long-term sales contracts on favorable terms.","Operational and logistical challenges associated with ISR mining, facility commissioning, and achieving sustained production rates at Lost Creek and Shirley Basin.","Significant regulatory and environmental compliance requirements and risks associated with nuclear fuel cycle and mining activities."]

See URG's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of URG's 10-Q filed 2026-05-08 against the prior one filed 2025-11-03.

Management's Discussion & Analysis (MD&A)

  • Added:
    • Reference to 10-K for year ended December 31, 2025 (vs. December 31, 2024 in older filing)
    • Statement that Shirley Basin Project is 'our second ISR uranium mine' (newer) vs. 'satellite plant' designation in older filing
    • Specific statement: 'In April 2026, we commenced initial operations to extract and capture U3O8 at Shirley Basin'
    • Planned summer 2026 transportation of U3O8-loaded resin from Shirley Basin to Lost Creek, subject to regulatory approvals
    • Combined licensed capacity of 4.2 million pounds U3O8 per year across both facilities
    • Detailed breakdown: Lost Creek processing facility 2.2 million pounds capacity (1.2 million from Lost Creek wellfields), Shirley Basin 2 million pounds capacity including toll processing
    • Statement that maximum annual wellfield production for Shirley Basin not planned to exceed 1.4 million pounds dried U3O8 per year
    • Updated sales agreements: 'multi-year sales agreements with eight global nuclear energy companies with projected delivery commitments of approximately 5.75 million pounds U3O8 from 2026 through 2033, including 1.3 million pounds in 2026'
    • Mention of data centers and artificial intelligence ('AI') as factor in electricity demand growth
    • Reference to May 2025 Executive Orders and specific EO numbers (EO 14300)
    • Statement about NRC regulatory revision with policy objective to expand U.S. nuclear capacity from 100 GW in 2024 to 400 GW by 2050
    • October 2025 announcement of Westinghouse strategic initiative with estimated value up to $80 billion
    • Prohibiting Russian Uranium Imports Act (enacted May 2024) restricting Russian uranium through 2040
    • U.S. Geological Survey added uranium to Critical Minerals List in 2025
    • Reference to EO 14241 directing federal agencies to facilitate domestic mineral production
    • DOE fiscal year 2026 budget information: approximately $3.1 billion for Office of Nuclear Energy
    • January 2026 DOE announcement of approximately $2.7 billion in contract awards
  • Removed:
    • Reference to operating 'first in situ recovery uranium facility at our Lost Creek Project' (older filing)
    • Reference that Lost Creek processing facility includes 'drumming (packaging)' in older filing's simpler description
    • Older filing's statement about U3O8 being 'shipped from Lost Creek to a third-party conversion facility' (consolidated into newer description)
    • Older filing's reference to Lost Creek being 'flagship project'
    • Older filing's statement: 'Shirley Basin permit and license allow for the construction of a full processing facility'
    • Older filing's 2025 sales projection: '440,000 pounds U3O8 into two of our sales agreements'
    • Older filing's statement: 'We anticipate completing the remaining deliveries in Q4 with our existing conversion facility inventory'
    • Older filing's sales agreements description: 'approximately 6.0 million pounds U3O8 between 2025 and 2033' (replaced with 5.75 million through 2033)
    • Older filing's detailed discussion of Executive Order 'Unleashing American Energy'
    • Older filing's discussion of DOE's LEU and HALEU programs and specific contract awards in 2024 Q4 and 2025 Q3
    • Older filing's discussion of DOC Section 232 investigation into critical minerals imports
    • Older filing's statement: 'This investigation is ongoing while there is also consideration of formally adding uranium to the federal list of critical minerals'
    • Older filing's discussion of Section 232 investigation timeline and White House report expectations
    • Older filing's discussion of tariffs and geopolitical trade actions affecting uranium
    • Older filing's spot pricing data ('$78.50 at close of 2025 Q2', '$70s or higher throughout 2025 Q3', 'high of $84/pound in late September', '$82.63' at Q3 close)
    • Older filing's reference to 'Mineral Rights and Properties' section heading and related details
  • Reworded:
    • Older: 'in situ recovery uranium facility' changed to newer: 'in situ recovery ("ISR") mining facility' with more formal terminology
    • Older: 'Pathfinder Mines Corporation...which holds, among other assets, the Shirley Basin Project' changed to newer: 'which holds, among other assets, our Shirley Basin Project' (addition of 'our')
    • Older: 'We utilize in situ recovery ("ISR") of the uranium at our flagship project, Lost Creek, and will do so at Shirley Basin' changed to newer: 'We utilize ISR to recover uranium at our Lost Creek Property and Shirley Basin Project, which are both located in Wyoming, and will do so at other projects where possible' (restructured and expanded scope)
    • Older: 'The ISR technique is employed in uranium extraction because it allows for an effective recovery of roll front uranium mineralization at a lower cost' changed to newer: 'at a low cost' (simplified)
    • Older description of U3O8 production: 'extract and process uranium oxide...for shipping to a third-party conversion facility' changed to newer: detailed description of 'production, drying, and drumming (packaging)' followed by shipment
    • Older: 'carbon-free, emissions-free nuclear power' changed to newer: 'carbon-free electricity' and 'nuclear power' (simplified and separated)
    • Older: 'Our Lost Creek Project is permitted and licensed for annual recovery of up to 1.2 million pounds U3O8' changed to newer: 'licensed annual capacity...of up to 1.2 million pounds of U3O8 may be produced from Lost Creek wellfields' (more precise language)
    • Older: 'which provides additional capacity of up to one million pounds U3O8 to process material from other sources' changed to newer: removed and restructured into combined capacity statement
    • Older: 'satellite plant is being built in 2025, with expected commissioning in 2026' changed to newer: 'commenced initial operations...In April 2026' (past tense, specific date)
    • Older: 'The Prohibiting Russian Uranium Imports Act' reference added in newer filing with specific enactment date
    • Older: 'support for energy and mineral development' changed to newer: more specific policy mechanisms and executive order references
  • Notes:
    • Newer filing text appears truncated at end ('In January 2026, the DOE announced approximately $2.7 billion in contract awards to support th'), making it impossible to assess completeness of that section
    • Older filing text also truncated at 'We have 12 U.S. uranium properties...' making full comparison of Mineral Rights section impossible
    • Sales agreement figures changed from 6.0 million pounds (2025-2033) in older to 5.75 million pounds (2026-2033) in newer—represents both updated timeframe and revised quantity

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

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Insider activity (SEC Form 4)

4 open-market purchases and 7 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.

  • Last 30 days · read to 2026-10-043 buys ($207571) · 0 sells — 1 buying insider
  • Last 90 days · read to 2026-10-044 buys ($221771) · 7 sells ($838431) — 2 buying, 7 selling insiders
  • Last 180 days · read to 2026-10-044 buys ($221771) · 7 sells ($838431) — 2 buying, 7 selling insiders

Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)

Most recent open-market transaction: 2026-09-24. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.

View full insider trading history → View SEC Form 3/4/5 filings

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Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

Institutional ownership (13F)

3 institutional 13F filers reported holding URG as of 2026-06-30 (quarter-end position, filed within 45 days).

  • Distinct 13F filers 3
  • Reported shares held 55,122,834
  • Reported value $74,967,055

reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 3 increased, 0 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

URG had 57,530,248 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).

URG had 14.5% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 11.38 days to cover at the same settlement.

  • Reported short interest (shares) 57,530,248
  • Short interest (% of shares outstanding) 14.5%
  • Prior settlement (shares) 56,575,831
  • Reported change 1.69%
  • Days to cover (reported) 11.38

Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

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Competitors & peers

AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.

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Frequently asked questions

What does UR ENERGY INC (URG) do?

Ur-Energy is a U.S.-based uranium mining company focused on the acquisition, exploration, development, and operation of uranium mineral properties. It utilizes the in situ recovery (ISR) mining technique at its flagship Lost Creek project and its Shirley Basin project in Wyoming to produce uranium concentrate (U3O8) for the nuclear energy industry.

What sector is UR ENERGY INC (URG) in?

UR ENERGY INC (URG) is classified in the Energy sector. Its industry is Uranium mining. It trades on NYSE American.

Who are UR ENERGY INC's (URG) competitors?

Notable peers of UR ENERGY INC (URG) include Cameco Corporation, Energy Fuels Inc., Uranium Energy Corp., Kazatomprom and NexGen Energy Ltd.. This peer set is informational only — not financial advice.

Is UR ENERGY INC (URG) overbought or oversold right now?

UR ENERGY INC (URG) is currently in oversold territory (its 14-day RSI is 30, below 30) (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.

Where does stocks-llm's data on URG come from?

Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-10-08.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.