Uranium Energy Corp., together with its subsidiaries, engages in exploration, pre-extraction, extraction, and processing uranium and titanium concentrates in the United States, Canada, and Paraguay. It owns interests in the Palangana mine, Goliad, Burke Hollow, Longhorn, and Salvo projects located in Texas; Anderson, Workman Creek, and Los Cuatros projects situated in Arizona; Dalton Pass and C de Baca project located in New Mexico; Roughrider, Shea Creek, Christie Lake, Horseshoe-Raven, Hidden Bay, Diabase, West Bear, JCU, and other project located in Canada; and Yuty, Oviedo, and Alto Paraná titanium projects in Paraguay. The company was formerly known as Carlin Gold Inc. and changed its name to Uranium Energy Corp. in January 2005. Uranium Energy Corp. was incorporated in 2003 and is headquartered in Corpus Christi, Texas.

Uranium Energy Corp.

Средний индекс, значительно упал. Быки в растерянности.

Medium index, significantly down. The bulls are confused.

Средний индекс, значительно вырос. Рынок не поддерживает быков.

Medium index, significantly up. The market does not support the bulls.

Слабый индекс, незначительно вырос

Key Points
Uranium Energy posted a wider-than-expected loss in fiscal Q3.
Macroeconomic and geopolitical news also pushed the company's share price lower.
Uranium Energy (NYSEMKT: UEC) stock sank this week, ending the period down 12.7% even after seeing significant rebound momentum in Thursday and Friday's sessions. Meanwhile, the S&P 500 and the Nasdaq Composite both ended the week up roughly 0.7%.
On June 9, Uranium Energy published its results for the third quarter of its current fiscal year -- which ended April 30. In addition to the market's negative reaction to the earnings report, the company also saw sell-offs connected to macroeconomic and geopolitical pressures.
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Investors weren't happy with Uranium Energy's Q3 report
In fiscal Q3, Uranium Energy posted a net loss of $0.11 per share -- a performance that came in far worse than the average analyst estimate's call for a loss of $0.03 in the period. The business did not record any sales in the quarter.
Along with the quarterly report, Uranium Energy said that it expected production to increase in the current quarter. Management also said that it expected a Class IV cost study to be completed in the first half of the next calendar year, potentially paving the way for an accelerated commercialization ramp.
Macroeconomic and geopolitical news also weighed on the stock
On Wednesday, the Bureau of Labor Statistics published its Consumer Price Index (CPI) report for May. The report showed overall CPI inflation of 4.2% and core CPI inflation of 2.9%. While the results were roughly in line with economists' forecasts, inflation also accelerated in the month. The inflation news was made more worrying by developments suggesting that the war with Iran was getting ready to ramp back up, but investors got good news on that front later in the week.
Despite some conflict flare-ups, news subsequently emerged that the U.S. and Iran were close to making a peace deal -- and stocks rallied in response. While it looks like the two sides are poised to agree to basic terms to end the conflict, Uranium Energy's pre-revenue status means it could continue to see big swings in conjunction with macroeconomic and geopolitical news.
Should you buy stock in Uranium Energy right now?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Uranium Energy Stock Plummeted This Week

Key Points
Uranium Energy didn't generate any sales last quarter.
Management, however, did that deliberately for a reason you must know.
Uranium Energy (NYSEMKT: UEC) is facing a sharp sell-off, with shares plunging another 8.7% today as of 11:15 a.m. ET Wednesday. The uranium stock has now lost over 23% value just this week, as of this writing.
Uranium Energy generated zero revenue last quarter, compelling at least one analyst to reduce the stock's price target. But is there something more to the story than meets the eye? Could this be a deliberate management strategy to not sell anything?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The numbers driving Uranium Energy stock lower
After posting $20 million in revenue in the second quarter and preparing to kick off production at its freshly completed in-situ recovery Burke Hollow mine, Uranium Energy shocked investors by reporting zero revenue for Q3. The bottom lines just as rough, with the mining company posting a loss of $0.11 per share against analysts' estimates of $0.03 per share.
Here's what the headlines didn't tell you.
Uranium Energy generates revenue by selling uranium. While it continued to ramp up mining at its Christensen Ranch mine in Wyoming and began extraction at the new Burke Hollow mine in April 2026, it didn't sell any uranium in Q3.
That's not necessarily a bad thing.
Uranium Energy has accumulated a massive stockpile of nearly 1.5 million pounds of uranium compound through spot market purchases, valued at $127 million as of April 30. Management, however, chose to retain the inventory and remain unhedged so it can sell all of that uranium later at higher prices.
So while investors only saw zero revenue and higher costs and losses, they overlooked the fact that sales were intentionally deferred as uranium prices softened in recent weeks. Uranium hit its lowest in nearly two months and is down more than 15% from its early 2026 highs.
Costs, of course, are bound to rise if you're just producing but not selling anything. However, I see nothing wrong with a company biding its time to sell inventory at higher prices even if that means a quarter or two of big losses.
What should you do with the uranium stock now?
While analysts from H.C. Wainwright have reiterated their price target of $26.75 on the uranium stock, analysts from Goldman Sachs cut their price objective from $18 per share to $16 a share after earnings. With Uranium Energy stock now falling below $10 per share, as of this writing, those price targets still mean significant upside potential.
Uranium Energy focused entirely on ramping up its operations last quarter, ending Q3 in an incredibly strong financial position with $488 million in cash and zero debt. That's an enviable balance sheet for any commodity company.
If it decides to sell a portion of its uranium stockpile in the ongoing quarter, then the next earnings report could look much better. However, long-term investors must keep a crucial reality in mind: Uranium Energy is still in the development and exploration stage as a miner, and any near-term revenue it generates comes from the sale of purchased uranium, not from its core mining business.
Should you buy stock in Uranium Energy right now?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Uranium Energy Stock Is Plummeting Again Today

Uranium Energy Corp. UEC ended the third quarter of fiscal 2026 with an adjusted loss of 7 cents per share, excluding the impacts of non-recurring items, compared with the year-ago quarter’s loss of 6 cents. The figure was wider than the Zacks Consensus Estimate of a loss of 5 cents. Including non-recurring items, the company posted a loss of 11 cents in the quarter.
UEC’s earnings miss largely mirrored a heavier cost structure as the company advanced multiple initiatives at once, from mine development to the buildout of its broader U.S. fuel-cycle ambitions.
Uranium Energy Corp. Price, Consensus and EPS Surprise
Uranium Energy reported no sales in the third quarter of fiscal 2026 as the company did not record any purchased-uranium inventory sales in the period.
Instead, UEC stayed focused on building optionality around its uranium inventory and in-situ recovery (“ISR”) ramp. As of April 30, 2026, the company held 1,456,000 pounds of purchased uranium concentrate inventory and highlighted a 1.46-million-pound U3O8 inventory position, alongside a strategy that keeps it 100% unhedged to uranium prices.
Uranium Energy’s Operating Spend Pressures Results
Total operating costs rose 73.8% year over year to $40.8 million, driven primarily by mineral property expenditure of $29.5 million (up 88.4% from $15.7 million). General and administrative expenses were $9.43 million compared with $6.38 million, while depreciation, amortization and accretion totaled $1.82 million compared with $1.41 million.
As a result, Uranium Energy posted an operating loss of $40.8 million, wider than the $23.5-million operating loss incurred in the year-ago quarter.
UEC Scales ISR Output With Burke Hollow Online
Operationally, Uranium Energy reached a milestone by commencing production at its Burke Hollow IRS project, a greenfield ISR asset that is moving from development into early production activities.
At Burke Hollow, the company said that the uranium recovery process was initiated with oxygen and carbon dioxide injection, and it commissioned a satellite ion-exchange plant with 2,500 gallons per minute of capacity. It also completed and tested an additional 46 wells in phase 1A as it built out field infrastructure.
UEC has also been positioning for higher production rates in the fiscal fourth quarter, with new header houses and Burke Hollow expected to operate for a full quarter.
Uranium Energy’s Cash Position at Q3 End
UEC exited the quarter with $794 million in liquid assets and no debt, underscoring a balance sheet positioned to fund development across multiple hubs.
Cash and cash equivalents totaled $488 million at April 30, 2026, compared with $149 million at the end of July 31, 2025.
In the first nine months of fiscal 2026, net cash used in operating activities was $90 million, while net proceeds from share issuances totaled $508.20 million, illustrating how equity financing continues to support expansion plans.
UEC Stock’s Price Performance & Zacks Rank
Uranium Energy’s shares have surged 72% in the past year compared with the industry’s 46.5% growth.
Image Source: Zacks Investment Research
UEC currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Uranium Energy’s Peer Performance
Energy Fuels UUUU incurred a loss of 4 cents per share in the first quarter of 2026, which was wider than the Zacks Consensus Estimate of a loss of 3 cents. Energy Fuels had reported a loss of 13 cents in the year-ago quarter.
Energy Fuels’ revenues increased a whopping 111% year over year to $36 million. The top-line beat of the Zacks Consensus Estimate of $33 million.
Stocks to Consider
Some better-ranked stocks from the basic materials space are Albemarle Corporation ALB and Avino Silver & Gold Mines Ltd. ASM. ALB sports a Zacks Rank #1 at present and ASM carries a Zacks Rank 2 (Buy).
Albemarle has an average trailing four-quarter earnings surprise of 74.5%. The Zacks Consensus Estimate for the company’s 2026 earnings is pegged at $12.45 per share, indicating year-over-year growth from a loss of 79 cents. ALB shares have soared 181% so far this year.
Avino Silver has an average trailing four-quarter earnings surprise of 125%. The Zacks Consensus Estimate for Avino Silver’s 2026 earnings is pegged at 39 cents per share, indicating 34.5% year-over-year growth. Its shares have surged 90.5% in a year.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Uranium Energy Earnings Miss Estimates in Q3 on Higher Spending

Vail Resorts Inc.’s (MTN) shares tumbled 4.3% after reporting third-quarter fiscal 2026 adjusted earnings of $8.81 per share, missing the Zacks Consensus Estimate of $8.97 per share.
Shares of United Natural Foods Inc. (UNFI) plummeted 10.3% after the company reported third-quarter fiscal 2026 adjusted earnings of $0.77 per share, lagging the Zacks Consensus Estimate of $0.81 per share.
The J. M. Smucker Co.’s (SJM) shares jumped 10.4% after the company posted fourth-quarter fiscal 2026 adjusted earnings of $2.77 per share, outpacing the Zacks Consensus Estimate of $2.65 per share.
Shares of Uranium Energy Corp. (UEC) plunged 15.5%% after posting third-quarter fiscal 2026 adjusted loss of $0.07 per share, wider than the Zacks Consensus Estimate of a loss of $0.05 per share.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Uranium Energy Corp. (UEC) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Company News for Jun 10, 2026

Key Points
Uranium Energy missed badly on earnings this morning.
Uranium Energy continues to produce uranium, but seems to be waiting for the right price to sell it.
Uranium Energy (NYSEMKT: UEC) stock tumbled 12.4% through 11:20 a.m. Tuesday, after reporting worse-than-expected losses in its Q3 earnings report.
Heading into earnings day, analysts weren't optimistic, forecasting Uranium Energy to lose $0.03 per share. When the news arrived, it turned out the uranium mining stock had lost $0.11 per share instead.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Uranium Energy Q3 earnings
Uranium Energy is incurring costs to produce uranium but generating precious little revenue from selling it. Total sales over the past year amount to barely $20 million (for a company worth $6.2 billion, that's not a lot), and Uranium Energy didn't cite any actual revenue in Q3.
What the company did report was that two of its three U.S. production platforms are now operational, including the one at Burke Hollow, "America's largest greenfield ISR uranium project." And Uranium Energy says it produced 32,195 pounds of uranium concentrate in the quarter, at a total cost of $54.61 per pound and a cash cost of $46.69 per pound, with production expected to increase in Q4.
What's next for Uranium Energy stock
Now Uranium Energy just needs to sell the uranium it's amassed. The company currently holds a stockpile of 1,456,000 pounds of uranium oxide, valued at $127 million "at market prices." With none of its uranium "hedged" (contracted to sell at long-term prices), Uranium Energy has the ability to sell whenever it thinks it can get the best price on the spot market.
When will it do so? That's hard to say. Currently, spot prices of $84.25 per pound are actually below long-term hedged contract price of $94 per pound. In a situation like this, it makes sense for Uranium Energy to bide its time.
That doesn't mean investors will be happy with the waiting, however.
Should you buy stock in Uranium Energy right now?
Before you buy stock in Uranium Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uranium Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $445,672!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,280,566!*
Now, it’s worth noting Stock Advisor’s total average return is 948% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 9, 2026.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Uranium Energy Stock Crashed Today

In trading on Tuesday, metals & mining shares were relative laggards, down on the day by about 2.7%. Helping drag down the group were shares of American Battery Technology, off about 18% and shares of Uranium Energy down about 12.5% on the day.
Also lagging the market Tuesday are oil & gas refining & marketing shares, down on the day by about 2.5% as a group, led down by Aemetis, trading lower by about 7% and Opal Fuels, trading lower by about 4.9%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tuesday Sector Laggards: Metals & Mining, Oil & Gas Refining & Marketing Stocks

The following companies are expected to report earnings prior to market open on 06/09/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
The J.M. Smucker Company (SJM)is reporting for the quarter ending April 30, 2026. The food company's consensus earnings per share forecast from the 8 analysts that follow the stock is $2.65. This value represents a 14.72% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for SJM is 11.47 vs. an industry ratio of 10.90, implying that they will have a higher earnings growth than their competitors in the same industry.
SailPoint, Inc. (SAIL)is reporting for the quarter ending April 30, 2026. The internet software company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.04. This value represents a 300.00% increase compared to the same quarter last year. In the past year SAIL has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2027 Price to Earnings ratio for SAIL is 57.00 vs. an industry ratio of 738.50.
Uranium Energy Corp. (UEC)is reporting for the quarter ending April 30, 2026. The consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.05. UEC reported earnings of $-0.06 per share for the same quarter a year ago; representing a a decrease of -16.67%.United Natural Foods, Inc. (UNFI)is reporting for the quarter ending April 30, 2026. The food company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.81. This value represents a 84.09% increase compared to the same quarter last year. In the past year UNFI has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 21.57%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for UNFI is 22.03 vs. an industry ratio of 10.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Academy Sports and Outdoors, Inc. (ASO)is reporting for the quarter ending April 30, 2026. The leisure (recreational) company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.83. This value represents a 23.88% increase compared to the same quarter last year. Zacks Investment Research reports that the 2027 Price to Earnings ratio for ASO is 8.73 vs. an industry ratio of 19.10.
Titan Machinery Inc. (TITN)is reporting for the quarter ending April 30, 2026. The retail company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.60. This value represents a 3.45% decrease compared to the same quarter last year. TITN missed the consensus earnings per share in the 1st calendar quarter of 2026 by -44.44%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for TITN is -13.64 vs. an industry ratio of 7.00.
EHang Holdings Limited (EH)is reporting for the quarter ending March 31, 2026. The aerospace and defense company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.20. This value represents a 42.86% decrease compared to the same quarter last year. In the past year EH and beat the expectations the other quarter. The "days to cover" for this stock exceeds 12 days. Zacks Investment Research reports that the 2026 Price to Earnings ratio for EH is -20.24 vs. an industry ratio of 42.90.
Designer Brands Inc. (DBI)is reporting for the quarter ending April 30, 2026. The retail (shoe) company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.02. This value represents a 107.69% increase compared to the same quarter last year. DBI missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -2700%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for DBI is 24.11 vs. an industry ratio of 10.30, implying that they will have a higher earnings growth than their competitors in the same industry.
Lands' End, Inc. (LE)is reporting for the quarter ending April 30, 2026. The consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.20. LE reported earnings of $-0.18 per share for the same quarter a year ago; representing a a increase of 11.11%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for LE is 10.99 vs. an industry ratio of 11.00.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for June 9, 2026 : SJM, SAIL, UEC, UNFI, ASO, TITN, EH, DBI, LE

Key Points
Uranium Energy controls one of the largest uranium resources in the U.S. and is pursuing uranium conversion.
That positions it directly in the path of the growing domestic enrichment boom, like the one Urenco announced today.
Shares of Uranium Energy (NYSEMKT: UEC) popped on Tuesday, trading 11% higher as of 1 p.m. ET and logging nearly 26% gains in just 10 trading days, as of this writing.
This morning, Uranium Energy announced it will report its next quarterly earnings on June 9. However, it's not the pre-earnings anticipation that sent the uranium stock soaring. The sudden buying frenzy is a direct reaction to an industry development that investors believe could create significant opportunities for the uranium miner.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The Urenco deal that sent uranium stocks soaring
Uranium Energy has built a strong asset base over the years and recently started the second of its three hub-and-spoke projects. In a hub-and-spoke business model, the company doesn't build a processing mill at every mine site. Instead, it has a centralized hub plant that handles the heavy lifting for several mines, thereby significantly cutting costs.
Uranium Energy now owns roughly 12 million pounds of licensed processing capacity per year, making it one of the largest uranium companies in the U.S. It is also pursuing refining and conversion capabilities, including the conversion of uranium into hexafluoride gas, an essential chemical form used to process and enrich uranium for nuclear fuel.
And, this is where today's development becomes relevant.
Urenco, a global uranium enrichment company owned by the U.K. and Dutch governments and two German utilities, has announced plans to expand capacity by nearly 50% at the only commercial uranium enrichment facility in the U.S. Urenco's order book is growing, compelling it to invest multi-billion dollars on expanding capacity.
Urenco's primary raw material is hexafluoride, which comes from processed uranium ore. Urenco enriches it to make it usable as a fuel for nuclear power reactors.
Long story short, Urenco's massive capacity expansion will create immediate and long-term demand for local uranium miners like Uranium Energy, which explains why the uranium stock jumped today.
What this means for Uranium Energy investors
The Urenco expansion comes at a time when industry tailwinds are already blowing firmly in the uranium industry's favor. The U.S. government is aggressively moving to sever its reliance on Russia for uranium imports, finalizing a complete ban on Russian uranium imports by Jan. 1, 2028.
Uranium Energy has been actively preparing its operational hubs in Wyoming and Texas to increase production. The Urenco expansion provides the exact long-term market certainty needed to fast-track those plans.
Should you buy stock in Uranium Energy right now?
Before you buy stock in Uranium Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uranium Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $462,983!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,375,447!*
Now, it’s worth noting Stock Advisor’s total average return is 995% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 2, 2026.
Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Uranium Energy Stock Jumped 11% on Tuesday

Key Points
A few nuclear energy stocks are quietly outperforming the S&P 500 this year.
They are filling roles from engineering and construction services to mining and exploration.
The companies that may continue to benefit are Fluor, Uranium Energy, and Cameco.
As data centers strain traditional power grids, it sets up an opportunity for nuclear-energy companies. They can provide 24/7 baseload power, and the small modular reactors (SMRs) being developed will offer greater placement flexibility and less location constraint due to their size.
The industry is still being built out, but it's that growth potential that is fueling some of the biggest winners not just in the energy sector but in the broader markets in 2026. Three companies with nuclear-energy ties quietly winning this year are Fluor (NYSE: FLR), Uranium Energy (NYSEMKT: UEC), and Cameco (NYSE: CCJ).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. The nuclear energy advisor
Fluor is an engineering and construction company, with three main business segments: energy solutions (helping the energy industry), mission solutions (helping governments), and urban solutions (helping cities).
Right now, the company's main driving force is energy. In April, Fluor announced that it will provide services to Maryland-based X-Energy, which is developing four SMRs. And in March, Fluor announced a limited notice-to-proceed agreement with TeraWulf for a data-center campus in Kentucky, where it would provide master planning and pre-construction services.
Recently, Fluor's 2026 first-quarter earnings report offered a bit of a mixed bag. Total revenue of $3.6 billion marked a decline of 8%, and its energy solutions division also saw a year-over-year sales decline. It did, however, report increased profitability in that energy solutions business, with revenue rising from $47 million to $74 million. It also has a huge orders backlog of $25.7 billion.
Looking ahead, Fluor has growing opportunities in the nuclear energy sector through SMRs and long-term government contracts. Investors will have to brace for volatility, as the stock has more price swings than the broader markets. But it's quietly performing well in 2026. The shares are up more than 18% this year (as of May 26).
2. Mining and exploring
Shifting gears from construction and engineering, let's look at Uranium Energy, which explores for and mines the fuel needed by nuclear reactors. It also launched a subsidiary, U.S. Uranium Refining & Conversion, to review the potential to develop a uranium refining and conversion facility. It's a small world: Uranium Energy is working on a subsidiary with Fluor.
Revenue is still on the smaller side, coming in at $66.8 million in its fiscal 2025, and $20.2 million in its recent fiscal 2026 second quarter (for the period ended Jan.31).
One of the risks and rewards of this company is its unhedged strategy, which doesn't lock it into pre-priced contracts. That's a benefit if prices are high, but it removes a safety net of already having an agreement in hand if uranium prices drop. This company may be a better fit for investors who have experience dealing with commodity price swings and cyclicality.
Still, the stock has performed well, more than doubling during the past year. The returns have been a little more muted this year, with a gain of about 16%, but as the nuclear sector advances, Uranium Energy and its shareholders could benefit from increased demand, which can lead to higher uranium prices.
3. More mining
Rounding out our three stocks is Cameco, one of the world's largest uranium fuel providers. It has exploration, mining, refining, conversion, and fabrication businesses, with a focus on long-term contracts. Part of its assets also includes a 49% stake in Westinghouse Electric, a nuclear reactor equipment manufacturer. It has more than 90 facilities and three fuel fabrication facilities across 21 countries.
For the financials, it's off to a strong start this year, reporting revenue of $845 million in Canadian dollars in its 2026 first-quarter earnings report, an increase of 7%. It also reported net earnings attributable to equity holders of CA$131 million, an increase of 87%.
Cameco is a well-established company with a $47 billion market value, so its size and operating history may be a good fit for more risk-averse individuals still seeking nuclear-related investments. The stock is up over 18% on the year, and Cameco will be a key benefactor of a growing nuclear energy market.
Should you buy stock in Fluor right now?
Before you buy stock in Fluor, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Fluor wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $465,733!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,313,467!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 30, 2026.
Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cameco. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Nuclear Energy Stocks That Are Quietly Becoming the Trades of the Year

Key Points
More and more companies are embracing nuclear energy because it provides reliable, baseload power.
This is helping to benefit companies like Energy Fuels and Uranium Energy as this market grows.
Both companies operate in the United States but have very different business models.
After years of stalled development, companies and governments are once again embracing nuclear energy. That's because this type of energy doesn't produce any emissions and also provides reliable, 24/7 baseload power, unlike intermittent renewables like solar and wind.
On top of this nuclear renaissance, the United States is seeking to secure domestic uranium supplies. This creates an opportunity for two of the largest U.S.-based miners today: Energy Fuels (NYSEMKT: UUUU) and Uranium Energy (NYSEMKT: UEC).
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Both companies provide investors with exposure to the bull market in nuclear energy and to the strategic push to build U.S. uranium supply chains. Here's what you need to know about these companies and which one is right for you.
Energy Fuels has the only operating, fully permitted mill in the U.S.
Energy Fuels operates a conventional mining and milling business model, meaning it uses traditional mining techniques to dig up and process rocks containing uranium. What makes this company intriguing is that it owns the only operational, fully permitted conventional uranium mill in the U.S., the White Mesa Mill in Utah.
Owning this mill provides Energy Fuels with a distinct competitive advantage because building and permitting a conventional mill in the U.S. involves regulatory hurdles and can take years and cost hundreds of millions of dollars. As a result, Energy Fuels processes its own ore and is the only U.S. company that can process third-party ore.
On top of that, the White Mesa Mill can also process rare-earth elements, which are crucial for producing magnets used in electric vehicles, wind turbines, electronics, and other defense applications. Energy Fuels has recently expanded into processing REEs as the U.S. looks to secure domestic sources of these crucial materials, providing it with an alternative revenue stream away from uranium.
Uranium Energy utilizes low-cost production techniques
Uranium Energy is a pure-play uranium miner with the largest domestic uranium resource base. Unlike Energy Fuels, Uranium Energy doesn't dig up and process rocks. Instead, it relies almost exclusively on in-situ recovery (ISR), meaning that it extracts uranium by circulating oxygenated groundwater through the ore body rather than physically excavating the earth.
With ISR, Energy Fuels doesn't need a mill to crush rock into sand and use chemical reactions to dissolve uranium. Instead, uranium is dissolved in water, which is then passed through ion-exchange columns filled with tiny resin beads that act like magnets, stripping the uranium from the water. The water is then reoxygenated and pumped back underground.
ISR mining has a lower environmental impact and requires significantly lower capital expenditures and operating costs, which are 50% lower than those of conventional mining techniques. Uranium Energy's cost per pound at active hubs, like Christensen Ranch in Wyoming, is around $30, providing it with solid margins as spot uranium prices trade around $85 per pound.
Which business is right for you?
Because conventional mining has high fixed operating costs, Energy Fuels manages risk with long-term contracts with utilities. It utilizes hybrid pricing models to capture some spot-market upside while maintaining strict price floors, providing predictable, steady cash flows to cover its high operational overhead while still offering some exposure to rising uranium prices.
Uranium Energy's business model is cheaper with lower overhead costs. For this reason, the company operates 100% unhedged. It intentionally avoids long-term utility contracts, choosing instead to sell its output entirely at spot market prices. This benefits the company when spot prices rise but also exposes it to downside risk if uranium prices collapse.
If you think a uranium shortage is on the horizon and want a pure-play uranium company with 100% exposure to spot uranium prices, Uranium Energy is the stock for you. However, if you're more conservative and want exposure to uranium mining and milling along with the upside potential from processing rare-earth elements, Energy Fuels is the better stock to buy now.
Should you buy stock in Energy Fuels right now?
Before you buy stock in Energy Fuels, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Energy Fuels wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 23, 2026.
Courtney Carlsen has positions in Energy Fuels. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.