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NYSE · Canada · Uranium

NXE NexGen Energy

Large development-stage uranium mine

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$8.31
+1.96% today
1W
−2.2%
1M
−9.6%
3M
−9.5%
YTD
−9.7%
1Y
−4.9%
Off 52w high
−40.3%
Next earnings (est.): 2026-11-03
Market cap$5.46B
P/E (trailing)—Forward -64.5
EV / sales—EV/EBITDA -46.8×
Revenue (TTM)—Growth — y/y
Margins0.0%gross · op 0.0%
Free cash flow-C$298MCash C$970M · debt C$619M
Analyst target$16.60+99.8% upside · 2 analysts · buy
Riskβ 1.72Short — of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

NXE · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-04EarningsBeat / raise

    Reported EPS -0.04 vs -0.05 expected (+12.2% surprise).

  2. 7
    2026-05-05EarningsBeat / raise

    Reported EPS -0.04 vs -0.04 expected (+0.8% surprise).

  3. 6
    2026-03-03EarningsMiss / cut

    Reported EPS -0.06 vs -0.04 expected (-45.2% surprise).

  4. 5
    2025-11-05EarningsMiss / cut

    Reported EPS -0.06 vs -0.04 expected (-54.8% surprise).

  5. 4
    2025-08-05EarningsMiss / cut

    Reported EPS -0.05 vs -0.04 expected (-23.0% surprise).

  6. 3
    2025-05-12EarningsMiss / cut

    Reported EPS -0.07 vs -0.05 expected (-51.6% surprise).

  7. 2
    2025-03-03EarningsMiss / cut

    Reported EPS -0.12 vs -0.04 expected (-166.7% surprise).

  8. 1
    2024-11-07EarningsBeat / raise

    Reported EPS -0.04 vs -0.05 expected (+24.9% surprise).

Alternative data that moves NXE

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-04-0.05-0.04+12.2%
2026-05-05-0.04-0.04+0.8%
2026-03-03-0.04-0.06−45.2%
2025-11-05-0.04-0.06−54.8%
2025-08-05-0.04-0.05−23.0%
2025-05-12-0.05-0.07−51.6%
2025-03-03-0.04-0.12−166.7%
2024-11-07-0.05-0.04+24.9%
2024-08-07-0.05-0.03+40.2%
2024-05-08-0.05-0.03+26.8%
2024-03-06-0.04-0.06−44.2%
2023-11-02-0.03-0.03+13.8%
2023-08-08-0.01-0.04−166.7%
2023-05-03-0.01-0.01—
2023-02-24-0.01-0.05−213.2%
2022-11-04—-0.02—
2022-08-05—-0.03−526.0%
2022-05-05-0.01-0.02−13.3%
2022-02-25—-0.04−665.6%
2021-08-11-0.01-0.03−222.0%
2021-05-07-0.02-0.02−4.3%
2021-03-19-0.02-0.43−2506.5%
2020-11-09-0.02-0.02−20.0%
2020-08-11-0.02-0.04−129.8%

About NexGen Energy

Website ↗

NexGen Energy Ltd., an exploration and development stage company, engages in the acquisition, exploration, evaluation, and development of uranium properties in Canada. The company holds a 100% interest in the Rook I project that consists of 32 contiguous mineral claims totaling an area of approximately 35,065 hectares located in the southwestern Athabasca Basin of Saskatchewan. NexGen Energy Ltd. was founded in 2011 and is headquartered in Vancouver, Canada.

142 employees · Vancouver, Canada

Western enrichment capacity is thin and Russian supply is being phased out. Conversion and enrichment, not mined uranium, are the tightest steps.

Mine→Conversion→Enrichment→Fuel fabrication

What would prove us wrong. Weakens if enrichment expansions arrive early and SWU prices fall.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
CCJ
Cameco
Uranium, conversion and Westinghouse stake $79.25+0.83%−10.0%−13.4%
LEU
Centrus Energy
US enrichment incl. HALEU $99.67−2.71%−32.2%−58.9%
UEC
Uranium Energy
US uranium production and conversion plans $7.46+1.50%−20.7%−36.1%
DNN
Denison Mines
Athabasca uranium development $2.19+1.15%−17.2%−17.5%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.