Westwater Resources Inc (WWR)
AMEXMaterialsIndustrial MaterialsSnapshot 2026-09-04
$0.56+0.65%
Close 2026-09-04 · 1-day change
AMEXMaterialsIndustrial MaterialsSnapshot 2026-09-04
QuarterlyIQ Insights · WWR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Elevated risk of a next-quarter earnings miss: this name is a smaller-cap name (higher miss base rate) and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 3 industry peers · Company calendar date is not available
WWR — M&A activity — Termination of a Material Definitive Agreement
Dated 2026-04-01
Termination of a Material Definitive Agreement As previously disclosed, on February 5, 2024, Westwater Resources, Inc. (the “Company”) and SK On Co., Ltd. (“SK On”) entered into a Products Procurement Agreement (the “Procurement Agreement”), pursuant to which SK On would purchase CSPG natural graphite anode products from the Company. On March 31, 2026, the Company received written notice from SK On informing the Company of SK On’s termination of the Procurement Agreement effective immediately.
Why it matters: Getting off-take agreements is important. It helps with funding and shows demand for Westwater's graphite.
Supportive ifAnnouncement of one or more off-take agreements for the Phase 1 capacity of 12,500 mtpa.
Worry ifNo off-take agreements announced by the time Phase 1 is ready for production.
Why it matters: Progress on the plant is crucial for Westwater's ability to produce battery-grade graphite. Delays could hurt future revenue.
Supportive ifThe big construction steps are finished. This includes putting up steel and installing machines.
Worry ifThere are more delays in construction. Key deadlines for milestones are being missed.
Why it matters: The materials sector is in a declining phase. If revenue growth turns positive, it may signal a recovery.
Supportive ifSector revenue growth shows a positive change in the next quarter.
Worry ifSector revenue growth continues to decline or stays negative.
Why it matters: Getting off-take agreements is important for making money when the Kellyton plant starts. No agreements may mean low demand.
Supportive ifThere is news of signed off-take agreements for at least 12,500 mtpa of battery-grade graphite.
Worry ifNo new off-take agreements announced as the plant nears completion.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$271 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $1,046 loss on $10,000 · 10.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,876 loss on $10,000 · 88.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Earnings reports show how well a company is doing. This can affect how investors feel.
Watch forEarnings report shows better revenue or smaller losses than before.
Also watch forEarnings report shows worse financials or ongoing losses.
Why it matters: The termination of the Procurement Agreement may hurt sales and future contracts. This could signal deeper issues in demand for their products.
Worry ifRevenue from graphite anode products drops a lot in Q2 2026. This is less than Q1 2026.
Less concerning ifRevenue from graphite anode products remains stable or grows in Q2 2026.
Why it matters: A shift from a declining phase could boost investor confidence in Westwater's prospects.
Supportive ifWhen sector revenue grows, it shows signs of recovery.
Worry ifSector revenue growth continues to decline.
Why it matters: New exploration results may show if the deposit can produce in the future.
Supportive ifA report shows more graphite in recent drilling than we thought.
Worry ifResults show less graphite or not as good outcomes as we expected.
Why it matters: Changes in graphite prices can affect Westwater's revenue and profits.
Watch forGraphite prices rising above $1,500 per ton.
Also watch forGraphite prices falling below $1,000 per ton.
Why it matters: If revenue grows, it may show that the materials sector is recovering.
Supportive ifQ2 revenue growth reported above 0% year over year.
Worry ifQ2 revenue growth remains negative year over year.
Why it matters: Positive revenue growth could mean a recovery in the materials sector. This might help Westwater.
Supportive ifThe materials sector shows positive revenue growth for the first time in over a year.
Worry ifThe materials sector still shows negative revenue growth.