Why Ur-Energy Stock Was Rising This Week

By Eric Volkman – Mar 13, 2026 at 5:01AM ESTKey PointsIt appears its main asset has much more potential than previously assumed.This mitigated a yearly financial update that showed a top-line decline and a deeper net loss.Investors have been rather energized about Ur-Energy (URG +2.58%) lately. That's due in part to greater visibility, as the uranium production and exploration company specializes in a material used for power generation that isn't petroleum. A business update also provided enough optimism to mitigate an annual earnings report that showed a deepening net loss. Week-to-date as of early Friday morning, Ur-Energy's stock was up by 12%, according to data compiled by S&P Global Market Intelligence. The nuclear option The Iran war has, predictably, driven oil prices considerably higher. When this occurs, investors like to buy into alt-fuel stocks, such as nuclear power producers and companies mining non-petroleum energy sources. Ur-Energy -- which is both an active uranium producer and an exploration company seeking more -- fits the bill. Image source: Getty Images. Compounding that, on Tuesday, the company published its 2026 results. For the year, Ur-Energy's sales dipped to $27.2 million from $33.7 million in 2024. The bottom line also worsened, deepening to over $75 million from the previous year's $52.7 million shortfall. Fortunately, on the same day as the earnings release, Ur-Energy published an operational update on its flagship Lost Creek mine in Wyoming. A technical report issued by the company indicated that the facility's estimated life is longer than expected; it should yield uranium until mid-2039, notably past the original projection of 2036. In financial terms, the net cash flow from Lost Creek is now estimated at over $442 million. That's well above the under $304 million in the last forecast. ExpandNYSEMKT: URGUr-EnergyToday's Change(2.58%) $0.04Current Price$1.59Key Data PointsMarket Cap$632MDay's Range$1.50 - $1.6252wk Range$0.55 - $2.35Volume234Avg Vol9.7MGross Margin-22236.92% In a powerful position In that business update, Ur-Energy quoted CEO Steve Hatten as saying that "With only a relatively small portion of the property drilled to date, the potential scale and long-term growth prospects of Lost Creek remain compelling." I'd agree with that, especially given the jump in projections from the new estimate. A fresh net cash flow estimate that's 45% higher than its predecessor makes the company compelling on its own; meanwhile, it's in an appropriate business for our times of strife.Read NextJun 2, 2022 •By Rich SmithWhy Uranium Stocks Are Red Hot on ThursdayJan 6, 2022 •By Neha ChamariaWhy Uranium Stocks Sank Today After Exploding YesterdayDec 9, 2021 •By Neha ChamariaWhy Ur-Energy Stock Sank in November Despite Higher Uranium PricesNov 8, 2021 •By James BrumleyWhy Uranium Mining Stocks Like Uranium Energy and Ur-Energy Soared TodaySep 17, 2021 •By Travis HoiumWhy Uranium Stocks Exploded This WeekSep 14, 2021 •By Neha ChamariaWhy Ur-Energy and Energy Fuels Stocks Popped 11% TodayAbout the AuthorEric Volkman is a contributing Motley Fool finance and stock market analyst. Previously, Eric was an equities analyst at European investment bank Raiffeisen Capital and Investment. He’s also been a freelance finance writer since 1995. He studied at Susquehanna University.TMFVolkmanStocks MentionedUr-EnergyNYSEMKT: URG$1.59(+2.58%)+$0.04*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.