Expectations trend
FY2028 · fiscal year ending 2028-07-31 · fmp
Uranium Energy Corp. (UEC)
AMEXEnergyUraniumSnapshot 2026-11-04
$7.19-4.89%
Close 2026-11-04 · 1-day change
AMEXEnergyUraniumSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for UEC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS improves toward break-even by fiscal 2027 | A supporting condition in Uranium Energy Corp.'s published investment case. The stated target is EPS >= -$0.11. | Broken | EPS remains below -$0.11 in fiscal 2027 | Diluted EPS: $-0.12 per share FY2026-Q4; GAAP. Published target: EPS >= -$0.11. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Sep 29, 2026-0.12 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-07-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk, speculative growth business tied to uranium production and sector conditions. Its long-term thesis is developing: production growth is on track, while recent financial performance remains weak and the overall thesis state is watch.
UEC trades at a 34.17% premium to peers, and the expectations gap is negative, though confidence in that estimate is low. The valuation is tagged as justified, with optionality, meaning value tied to future possibilities, as the main source of divergence; the evidence points to turbulent sector conditions rather than a broader stack of expensive valuation and weak fundamentals.
Near term, earnings execution is a concern: UEC missed in each of the last three reported quarters, although the stated miss probability is low. Over the multi-year view, production has ramped sharply and mine development continues; refining and conversion work is progressing but remains mixed, while liquid assets were slightly lower in Q3 and the company had no debt.
The multi-year case depends on production growth continuing and mine expansion translating into stronger financial performance. Near term, a guidance cut would add pressure, while continued earnings strength and higher guidance from sector bellwether LEU could sustain sector support; LEU weakness could remove that tailwind.
UEC has meaningful production progress and a supportive sector backdrop, but repeated misses, weak recent performance, and high risk leave the 1-to-3-year thesis unsettled. The key test is whether operating growth begins to show up in more consistent results. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Increase uranium production rates in fiscal Q4 2026 |
| Uranium Energy plans to increase production in fiscal Q4 2026. |
| Intact |
| production rates do not increase in fiscal Q4 2026 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue recovers to at least $67 million in fiscal 2025 | The company has a revenue target of about $67 million for fiscal 2025. | Broken | revenue falls below $66.8 million in fiscal 2025 | Revenue: $17.05M FY2026-Q4; GAAP. Published target: >= $66.8 million. Target period is not explicitly aligned with this observation. Sep 29, 202617,050,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.21 → $-0.01 · observed estimates
$0.26B → $0.18B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-01 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-02 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-03 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-04 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-05 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-06 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-08 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-09 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-10 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-12 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-13 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-14 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-15 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-16 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-17 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-18 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-19 | $0.21 | $258,888,379 | 5 / 4 |
| 2026-08-20 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-21 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-22 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-23 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-24 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-25 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-26 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-27 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-28 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-29 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-30 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-08-31 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-09-01 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-09-02 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-09-03 | $0.21 | $258,888,379 | 5 / 3 |
| 2026-09-04 | $0.17 | $265,740,317 | 5 / 3 |
| 2026-09-05 | $0.17 | $265,740,317 | 5 / 4 |
| 2026-09-06 | $0.17 | $265,740,317 | 5 / 4 |
| 2026-09-07 | $0.17 | $265,740,317 | 5 / 4 |
| 2026-09-08 | $0.17 | $265,740,317 | 5 / 4 |
| 2026-09-09 | $0.17 | $265,740,317 | 5 / 4 |
| 2026-09-10 | $0.17 | $265,740,317 | 5 / 4 |
| 2026-09-11 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-12 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-13 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-14 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-15 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-16 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-17 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-18 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-19 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-20 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-21 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-22 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-23 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-24 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-25 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-26 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-27 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-28 | $0.17 | $265,740,317 | 4 / 3 |
| 2026-09-29 | $0.15 | $279,088,380 | 3 / 2 |
| 2026-09-30 | $0.15 | $279,088,380 | 3 / 2 |
| 2026-10-01 | $0.02 | $183,082,211 | 3 / 7 |
| 2026-10-02 | $-0.00 | $181,873,990 | 2 / 5 |
| 2026-10-03 | $-0.01 | $182,123,990 | 2 / 5 |
| 2026-10-04 | $-0.01 | $182,123,990 | 2 / 5 |
| 2026-10-05 | $-0.01 | $177,237,300 | 3 / 6 |
| 2026-10-06 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-07 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-08 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-09 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-10 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-11 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-12 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-13 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-14 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-15 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-16 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-17 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-18 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-19 | $-0.01 | $177,237,300 | 3 / 7 |
| 2026-10-20 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-21 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-22 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-23 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-24 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-25 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-26 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-27 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-28 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-29 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-30 | $-0.01 | $177,242,200 | 3 / 7 |
| 2026-10-31 | $-0.01 | $177,242,200 | 4 / 7 |
| 2026-11-01 | $-0.01 | $177,242,200 | 4 / 7 |
| 2026-11-02 | $-0.01 | $177,242,200 | 4 / 7 |
| 2026-11-03 | $-0.01 | $177,242,200 | 4 / 7 |
| 2026-11-04 | $-0.01 | $177,242,200 | 4 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.