5 Must-Buy Nuclear Energy Stocks to Invest In

2. Ur-Energy Inc. (NYSE:URG)

On March 12, 2026, H.C. Wainwright lowered its price target on Ur-Energy Inc. (NYSE:URG) to $2.30 from $2.60 and maintained a Buy rating, citing recent dilution.

Also on March 12, 2026, Northland lowered its price target on Ur-Energy to $1.85 from $2.15 and kept an Outperform rating. Northland said Q4 results included an updated Lost Creek technical report with higher operating expenses that more than offset about 1M pounds of net additional resource. Northland also noted that the startup for Shirley Basin has been pushed from Q1 to Q2 due to regulatory approval delays.

On March 10, 2026, Ur-Energy reported that pounds of U3O8 drummed rose by 161,231 pounds, or 65%, in 2025 to 410,440 pounds, with ending inventory at 406,089 pounds versus 335,327 pounds in 2024. Production improvements at Lost Creek continued, with pounds captured increasing by 105,147 pounds, or 40%, alongside higher flow rates and additional infrastructure. The company said it will continue focusing on plant optimization and flow rate improvements in 2026, while also advancing Shirley Basin toward commissioning, with management pointing to “strong execution” and improved operating performance across the portfolio.

Ur-Energy Inc. (NYSE:URG) explores, develops, and operates uranium mineral properties in the United States.