UR ENERGY INC (URG)
Energy · uranium mining and production · Nyse Mkt Llc
A Wyoming-based uranium producer ramping up in-situ recovery operations at Lost Creek and Shirley Basin to supply nuclear fuel amid growing demand from AI data centers and climate-driven energy transitions.
What UR ENERGY INC does
Ur-Energy Inc is a uranium mining and processing company that operates the Lost Creek in-situ recovery project in Wyoming and the Shirley Basin project, both focused on producing uranium concentrate (U3O8) for nuclear fuel. The company has entered into term sales contracts for annual base commitments between 800,000 and 1,400,000 pounds U3O8 from 2026-2030 and is ramping up production at both facilities while advancing exploration projects in the Great Divide Basin.
Themes: ["uranium mining and production","nuclear fuel supply","in-situ recovery (ISR) technology","AI and data center power demand","small modular reactors (SMR) fuel"]
Fundamentals
- Price$1.33 as of 2026-07-09 close
- Market cap$733M as of 2026-07-10
- 1-year return+24.3% as of 2026-07-09 close
- Net margin-297.9% as of 2026-07-10
- Gross margin+12.6% as of 2026-07-10
- ROE-105.1% as of 2026-07-10
- Debt / equity0.84 as of 2026-07-10
- Revenue growth (YoY)-7.6% as of 2026-07-10
- Revenue CAGR (3y)+1027.1% SEC XBRL
- Beta1.81 as of 2026-07-10
Key risks (from latest filing)
["Uranium price volatility and limited customer base for nuclear fuel, with spot prices demonstrated significant swings from $20 to $81.55 per pound U3O8 depending on geopolitical conditions and nuclear acceptance","Inability to secure additional term sales contracts on suitable terms beyond existing 2026-2033 commitments could adversely impact cash flows and operational viability","Status as exploration-stage company with operating losses, unprofitability, and dependence on permitting timelines and construction completion at both Lost Creek and Shirley Basin facilities"]
Competitors & peers
- Cameco Corporation
- Kazatomprom
- Sprott Physical Uranium Trust
- Energy Fuels Inc
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.