Ur-Energy Inc. (URG) AI Stock Analysis

Ur-Energy Inc. is actively involved in the acquisition, exploration, development, and operational management of uranium mineral properties primarily in the United States. Founded in 2004 and based in Littleton, Colorado, the company holds interests in 12 projects across key domestic regions. Its flagship asset, the Lost Creek project, spans over 48,000 acres in the Great Divide Basin in Wyoming, comprising approximately 1,800 unpatented mining claims and three Wyoming mineral leases. The company focuses on utilizing advanced exploration techniques and sustainable mining practices to extract uranium resources in compliance with environmental and regulatory standards.

Ur-Energy saw revenue rise from $16,000 in FY2021 and $19,000 in FY2022 to $17.7M in FY2023 and $33.7M in FY2024, before revenue fell 19.3% to $27.2M in FY2025. Over the five-year period from FY2020 to FY2025, revenue grew at a CAGR of 26.8%. Net losses expanded from -$24.6M in FY2021 to -$74.9M in FY2025, with an FY2025 gross margin of 0.3% and an operating margin of -255.0%. For the latest quarter ended June 30, 2026, quarterly revenue increased 37.7% year-over-year, while trailing twelve-month revenue reached $35.1M with an EPS of -$0.23.

As of June 30, 2026, Ur-Energy had $95.6M in cash and short-term investments and $71.2M in total debt, resulting in net cash of $24.4M. The company shows liquidity with a current ratio of 4.00 and a debt-to-equity ratio of 1.03. Cash generation remained negative in FY2025, with an operating cash flow of -$43.1M and free cash flow of -$66.7M. During FY2025, the company deployed $23.6M toward capital expenditures and raised $17.7M through share issuance, with its five-year share count increasing by 92.5%.

Ur-Energy has a market capitalization of $336.7M and an enterprise value of $442.3M. The stock trades at a forward P/E of 34.7x, above the 12.7x forward P/E median of its US-listed Energy peers. Its price-to-sales multiple of 9.6x and EV-to-revenue ratio of 12.6x also sit above the peer price-to-sales median of 1.8x. Over the past year, URG shares fell 51.6% compared to a 16.8% gain for the S&P 500, while its five-year return was -54.0% versus 83.0% for the S&P 500.

Wall Street analyst coverage consists of 2 Strong Buy and 2 Buy ratings, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $2.16, which sits 155.4% above the last closing price of $0.85 on October 16, 2026. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $66.1M and an EPS of -$0.16. Ur-Energy posted 0 EPS beats over the last 4 quarters, and its next earnings date is November 2, 2026.

This page is an AI-written research summary of Ur-Energy Inc. (URG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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