UEC 8-K SEC Filing Analysis

Latest settled — T+5d

UEC ▲ +23.89% at T+5d

SHORT call ✗ call lost -23.89% · α vs SPY -20.45% · entry $9.42 → $11.67

Next anchor: T+20d in 17d

Last close $12.01 (close Jun 18) · -27.49% from $9.42 entry (call sign-flipped)

Entry anchored
Jun 9, 03:59 PM ET
via Databento tick

T+1d

+12.85%

call -12.85% · α -11.15%

$10.63

settled 11d ago

T+5d

+23.89%

call -23.89% · α -20.45%

$11.67

settled 5d ago

T+20d

—

call — · α —

—

in 17d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

UEC reported Q3 FY2026 results with EPS of -$0.07 on revenue of approximately $6.5M, widely missing the consensus estimate of -$0.01. The company commenced production at the Burke Hollow project—a major operational milestone—and maintains a strong balance sheet with $794M in liquid assets and no debt. However, production costs rose sharply to $54.61/lb due to timing of regulatory approvals and higher state taxes, and uranium inventory was held flat, contributing to the large EPS miss.

Actionable Insight

The massive EPS miss and rising production costs are likely to weigh on the stock in the near term. However, the commencement of Burke Hollow production and strong balance sheet provide a long-term offset. Traders should watch the Q4 production ramp update and any uranium spot price movements for re-entry signals.

Key Facts

EPS of -$0.07 missed consensus -$0.01 estimate by 600%
Quarterly production: 32,195 lbs at a Total Cost per Pound of $54.61, up from $44.14 in Q2
Commenced production at Burke Hollow, America's largest greenfield ISR project in over a decade
Balance sheet: $794M in liquid assets ($488M cash), zero debt
1.456M lbs U3O8 inventory held flat; no sales executed during quarter
DOE launched 'Nuclear Dominance 3 by 33' campaign to bolster domestic fuel supply chain

Financial Impact

EPS miss of $0.06 vs consensus; revenue of $6.5M vs $6.7M consensus; production cost per pound increased 23.7% QoQ

epsproduction costsrevenue

Risk Factors

Elevated production costs ($54.61/lb) could persist if regulatory approvals continue to lag
No revenue from uranium sales this quarter — market may penalize lack of cash flow generation
Higher state taxes in Wyoming add structural cost pressure

Market Snapshot

Exchange

NYSE

Sector

Miscellaneous Metal Ores

Analyst Consensus

85% bullish (13 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001437749-26-020021
Document: uec20260609_8k.htm	0001437749-26-020021
Document: 0001437749-26-020021-index-headers.html	0001437749-26-020021
Document: 0001437749-26-020021-index.html	0001437749-26-020021
Document: 0001437749-26-020021.txt	0001437749-26-020021
8-K Data (Synthetic)	0001437749-26-020021

2 reports for UEC

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for UEC — sortable, filterable
	Type				Now
Jun 9, 2026 11d ago	8-K BEARISH ★ 7/10	$9.42 $11.67	▼ −23.89%	▼ −20.45%	$12.01 (−27.49%)
Apr 8, 2026 10w ago	8-K BULLISH ★ 7/10	$13.71 $15.16	▲ +10.58%	▲ +7.39%	$12.01 (−12.40%)

US Market Status

Market Closed — Opens Mon (28h 45m)

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