Uranium Energy Corp — Cyborg Score 7/10

Strong
Uranium Mining & Energy Fuels

Strategic Profile

The company is advancing in-situ recovery (ISR) mining uranium projects in the United States and high-grade conventional projects in Canada, with three ISR hub-and-spoke platforms in South Texas and Wyoming. UEC is uniquely positioned as the only US uranium operator with ready-to-go assets, zero debt, and immediate spot market exposure amid a domestic nuclear revival.

Cyborg Score Rationale

Uranium Energy's market capitalization increased from $2.84B in January 2025 to $5.65B in December 2025, reflecting a 99.47% change. The company maintains a strong balance sheet with zero debt and positioned assets ready for production. However, the company shows negative profitability with a -156.46% profit margin and loss of $77.84M on trailing revenue of $49.75M.

Top Insights

  • Market capitalization places UEC in the mid-capitalization category ($2B-$10B range)
  • Uranium Energy Corp is now America's largest uranium company by resources, shifting from spot accumulation to true US ISR production
  • Over the past 30 days, market cap increased by 24.49%, while in the last 12 months it increased by 39.73%
  • The company was founded by Alan P. Lindsay and Amir Adnani on May 16, 2003

Named Competitors

  • Energy Fuels — Uranium and vanadium producer with multi-jurisdictional assets
  • Cameco — Large-cap global uranium supplier with mining and conversion assets
  • NexGen — High-grade uranium project developer in Canada

Recent Developments

  • (Feb 2026) Uranium Energy price target raised to $18 from $16 at Goldman Sachs
  • (Oct 2025) Company announced public offering proceeds to be used to accelerate development of the United States Uranium Refining & Conversion Corp
  • (Sep 2025) Launch of United States Uranium Refining & Conversion Corp announced

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