UR-ENERGY INC(URG)Stock Analysis
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Rank #2,571 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
URG Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for UR-ENERGY INC (URG), a Materials sector company. 13F Pro's AI-powered ranking engine scores URG at 28.0/100 on a 32-signal composite quality model, placing it at rank #2,571 of 2,962 stocks — the bottom half of the AI-ranked universe. URG scores in the top quartile across revenue growth (93.7), institutional flow (86.7). Areas of concern include free cash flow (3.6) and profitability (4.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), UR-ENERGY INC reports quarterly revenue of $14.4M, net income of $-16.7M, free cash flow of $-27.1M. Top institutional holders of URG by reported 13-F value include ALPS ADVISORS, BlackRock, STATE STREET, based on the most recent SEC filings. URG trades on the NYSE exchange and files with the SEC under CIK 1375205. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate URG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UR-ENERGY INC directly from SEC EDGAR. UR-ENERGY INC's 13F Pro composite quality score has ranged between 5 and 34 since 2022, currently 28.0 — an improving long-term trajectory across 49 quarterly and live scoring snapshots.
Revenue
Q2 2026
$14.4M
Net Income
Q2 2026
$-16.7M
Free Cash Flow
Q2 2026
$-27.1M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-19.3% YoYNet Income
-40.8% YoYOperating Income
-10.0% YoYEPS (Diluted)
-17.6% YoYTotal Assets
+40.4% YoYTotal Debt
Op. Cash Flow
+40.0% YoYFree Cash Flow
+17.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $27.2M -19.3% | $33.7M +90.7% | $17.7M +92947.4% | $19.0K +18.8% | $16.0K -99.8% | $8.3M |
| Net Income | $-74.9M -40.8% | $-53.2M -73.5% | $-30.7M -78.9% | $-17.1M +25.3% | $-22.9M -55.1% | $-14.8M |
| Operating Income | $-69.4M -10.0% | $-63.1M -104.6% | $-30.8M -55.8% | $-19.8M -18.1% | $-16.8M -25.6% | $-13.3M |
| EPS (Diluted) | $-0.20 -17.6% | $-0.17 -41.7% | $-0.12 -50.0% | $-0.08 +33.3% | $-0.12 -33.3% | $-0.09 |
| Total Assets | $272.5M +40.4% | $194.1M +51.2% | $128.4M +19.0% | $107.9M -10.7% | $120.8M +47.7% | $81.8M |
| Total Debt | — | — | $5.7M +5.9% | $5.4M +314.5% | $1.3M -90.6% | $13.8M |
| Operating Cash Flow | $-43.1M +40.0% | $-71.9M -323.5% | $-17.0M +6.1% | $-18.1M -54.7% | $-11.7M -38.6% | $-8.4M |
| Free Cash Flow | $-66.7M +17.6% | $-81.0M -325.7% | $-19.0M -1.2% | $-18.8M -45.9% | $-12.9M -51.9% | $-8.5M |
AI Insight: URG Financial Trends
Uranium producer burning cash with minimal revenue recovery; equity base eroding sharply as losses mount.
• Revenue collapsed 78% from Q4 2024 ($23M) to Q2 2026 ($14M); operating losses persistent, ranging $12M–$24M per quarter.
• Shareholder equity declined 45% from $152M (Q3 2024) to $69M (Q2 2026) amid cumulative net losses of $149M.
• Operating cash flow negative in six of eight quarters; Q1 2025 was only quarter with modest positive OCF of $3M.
⚠ Net losses accelerating: Q1 2026 saw $29M loss, highest on record, before moderating to $17M in Q2 2026.
⚠ Equity runway tightening at current burn rate (~$18M per quarter); debt data missing may mask total leverage position.
AI Insight: URG Ratio Trends
URG remains deeply unprofitable across all metrics, with operating margins deteriorating to -128.3% in Q2 2026 and ROIC collapsing to -98.1% in Q1 2026.
• Operating margin worsened from -103.9% in Q4 2024 to -128.3% in Q2 2026, indicating sustained operational losses.
• ROIC declined from -31.2% in Q3 2024 to -98.1% in Q1 2026, reflecting severe capital inefficiency.
• Net profit margin deteriorated to -116.1% in Q2 2026 from -88.6% in Q4 2024, worsening cash burn.
⚠ ROE reached -138.9% in Q1 2026, the worst on record; persistent negative returns signal equity destruction.
⚠ ROA improved modestly to -24.7% in Q2 2026 from -64.3% in Q3 2025, but remains deeply negative.
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Available Research
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Top Institutional Holders of URG
ALPS ADVISORS INC
$72.5M53,342,805 shBlackRock, Inc.
$38.9M28,629,123 shSTATE STREET CORP
$35.9M26,406,963 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$35.6M26,199,053 shVAN ECK ASSOCIATES CORP
$31.9M23,446,633 shMANUFACTURERS LIFE INSURANCE COMPANY, THE
$22.6M16,619,368 shVANGUARD CAPITAL MANAGEMENT LLC
$21.3M15,697,020 shAzarias Capital Management, L.P.
$18.0M13,199,479 shGEODE CAPITAL MANAGEMENT, LLC
$12.7M9,320,595 shVident Advisory, LLC
$10.5M7,715,350 sh
| Fund | Value | Shares |
|---|---|---|
| ALPS ADVISORS INC | $72.5M | 53,342,805 |
| BlackRock, Inc. | $38.9M | 28,629,123 |
| STATE STREET CORP | $35.9M | 26,406,963 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $35.6M | 26,199,053 |
| VAN ECK ASSOCIATES CORP | $31.9M | 23,446,633 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $22.6M | 16,619,368 |
| VANGUARD CAPITAL MANAGEMENT LLC | $21.3M | 15,697,020 |
| Azarias Capital Management, L.P. | $18.0M | 13,199,479 |
| GEODE CAPITAL MANAGEMENT, LLC | $12.7M | 9,320,595 |
| Vident Advisory, LLC | $10.5M | 7,715,350 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is URG a good stock to buy?
13F Pro's AI-powered analysis of UR-ENERGY INC (URG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for URG are available on the URG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. URG is classified as a small company.
Which hedge funds own URG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling URG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UR-ENERGY INC's investment landscape.