Ur-Energy Inc. (URG)

Ur-Energy's stock experienced several events in the past six months. The company participated in the H.C. Wainwright Powering the Future Conference in July 2025. In September 2025, the stock trended up due to increased production and a new sales contract, despite an EPS shortfall. Ur-Energy presented at the Maxim Group Growth Summit in October 2025. In November 2025, the company reported a Q3 loss and missed revenue estimates. In December 2025, an analyst assigned a "Hold" rating, anticipating production ramp-up and cost reductions by 2026, but highlighted risks. Ur-Energy announced and closed a $120 million offering of 4.75% Convertible Senior Notes due 2031 in December 2025. On January 5, 2026, the stock surged due to tightening uranium supply-demand dynamics and progress on the Shirley Basin Project. The share price increased by 45.13% from January 13, 2025, to January 9, 2026.

Demand for Ur-Energy's products is driven by long-term trends in the global nuclear power industry, rather than seasonal factors. A shortage of uranium production to meet demand from nuclear reactors, policy support for nuclear power, and long-term off-take agreements indicate a consistent demand for uranium. Ur-Energy's focus on domestic production and its ability to secure long-term contracts insulate it from short-term market volatility.

Ur-Energy, Inc. is a U.S.-based uranium mining company focused on acquiring, exploring, developing, and operating uranium mineral properties. It produces and sells uranium concentrate to the global nuclear power industry using the in-situ recovery method. The company's flagship project is the Lost Creek facility in Wyoming, which has been in production since 2013, and it is advancing the Shirley Basin project, expected to commence production in early 2026.

Ur-Energy's operational focus is in Wyoming, USA, with a land portfolio of 12 projects totaling approximately 48,000 acres, including the Lost Creek Property and the Shirley Basin Project. The company also holds interests in other U.S. projects, such as the Lost Soldier project and the Lucky Mc Mine Site in Wyoming, and the Excel Project in Nevada. While incorporated in Canada, its corporate headquarters are located in Littleton, Colorado.

Ur-Energy maintains a generally positive brand reputation due to its commitment to environmental stewardship through its in-situ recovery mining method. Analysts have a consensus "Buy" rating for Ur-Energy, with an average price target suggesting a significant upside potential. The company's strategic positioning as a U.S.-based uranium producer and its operational advancements contribute to investor confidence. No specific negative events significantly impacted Ur-Energy's brand reputation in the past year.

Ur-Energy Inc. exhibits an ownership structure predominantly held by institutional investors, ranging from approximately 69.70% to over 82% of the company's stock. Major institutional shareholders include Alps Advisors Inc., Sprott Funds Trust - Sprott Uranium Miners ETF, Segra Capital Management, LLC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Vanguard Group Inc., URA - Global X Uranium ETF, State Street Corp, Azarias Capital Management, L.P., and Lloyd Harbor Capital Management, LLC. Insider ownership is relatively low, typically less than 1% or around 1.09%. Public and retail investors hold the remaining shares, approximately 17.15% to 29.21%.