Uranium Stocks On 11-Week Tear - Their Longest Winning Streak In History
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 18 2025
0mins
Source: Benzinga
Uranium Market Surge: The uranium sector is experiencing an unprecedented 11-week winning streak, driven by tight supply, rising demand, and favorable geopolitical conditions for nuclear energy, with spot prices increasing nearly 30% year-to-date.
Investor Interest and Fundamentals: Unlike previous spikes, this rally is supported by strong fundamentals as utilities return to long-term uranium contracting amidst a global push for decarbonization, leading to increased retail interest and significant gains in uranium-related stocks.
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Analyst Views on DNN
Wall Street analysts forecast DNN stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.510
Low
3.00
Averages
3.73
High
4.76
Current: 3.510
Low
3.00
Averages
3.73
High
4.76
About DNN
Denison Mines Corp. is a Canada-based uranium exploration and development company focused on the Athabasca Basin region of northern Saskatchewan, Canada. The Company holds a 95% interest in the Wheeler River Project, which is a uranium project. It hosts two uranium deposits: Phoenix and Gryphon. It is located along the eastern edge of the Athabasca Basin in northern Saskatchewan. It holds a 22.5% ownership interest in the McClean Lake joint venture (MLJV), which includes several uranium deposits and the McClean Lake uranium mill. It also holds a 25.17% interest in the Midwest Main and Midwest A deposits, and a 67.41% interest in the Tthe Heldeth Tue (THT) and Huskie deposits on the Waterbury Lake property. The Company, through JCU (Canada) Exploration Company, Limited, holds indirect interests in the Millennium project, the Kiggavik project, and the Christie Lake project. It also offers environmental services. The Company also uses MaxPERF drilling tool technology and systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
EagleOne Acquires Uranium and Rare Earth Project
- Acquisition of Uranium Project: EagleOne Metals Corporation has signed a binding Letter of Intent to acquire the Poison Springs Uranium/Rare Earths Project in Utah for $50,000, covering 206.6 acres and previously showing mineralized intercepts across uranium, copper, and silver, indicating significant mineral potential in the region.
- Improved Market Conditions: With uranium prices nearing $92 per pound and the IEA projecting a 30% copper supply shortfall by 2035, EagleOne is well-positioned in the critical minerals investment landscape, especially as the U.S. government commits over $30 billion to secure supply chains.
- Diversified Mineral Portfolio: EagleOne also owns the Hébécourt Township property in Quebec, historically yielding over 200 million ounces of gold, and has a non-binding LOI with Surupampa Metals for a copper-gold asset in Peru, showcasing its strategic positioning across multiple countries and commodities.
- Financing and Market Capitalization: The company is pursuing a C$240,000 financing round, with a current market capitalization of approximately C$5 million, indicating that the market has yet to fully price in its potential value amid the structural deficits in uranium, copper, and rare earths, suggesting significant future growth opportunities.
See More
EagleOne Acquires Uranium and Rare Earth Project
- Acquisition of Uranium Project: EagleOne Metals Corporation has signed a binding Letter of Intent to acquire the Poison Springs Uranium/Rare Earth Project in Utah for $50,000, covering 206.6 acres with historical drilling indicating mineralized intercepts across uranium, copper, silver, and other commodities, highlighting significant mineral potential in the region.
- Changing Market Dynamics: With uranium prices nearing $92 per pound and the IEA projecting a 30% copper supply shortfall by 2035, EagleOne is well-positioned in the critical minerals investment landscape, especially as the U.S. government has committed over $30 billion to secure supply chains for these essential resources.
- Diversified Mineral Portfolio: EagleOne's 100%-owned Hébécourt Township property in Quebec has historically produced over 200 million ounces of gold, and the adjacent Magusi West project has revealed gold anomalies up to 0.156 ppm, indicating strong potential across multiple mineral sectors.
- Financing and Market Positioning: EagleOne is pursuing a C$240,000 financing round with a market capitalization of approximately C$5 million, strategically positioned at a pivotal moment in critical minerals investment, as the market has yet to fully recognize the value of its diversified mineral portfolio.
See More
Denison Mine Reports Quarterly Loss in Line with Estimates
- Quarterly Performance: Denison Mine reported a quarterly loss of $0.02 per share for the quarter ended December 2025, aligning with the Zacks consensus estimate and matching last year's loss, indicating stability in profitability.
- Revenue Beat: The company posted revenues of $0.88 million, exceeding the Zacks consensus estimate by 12.44%, and showing growth from $0.84 million a year ago, reflecting enhanced competitiveness in the market.
- Stock Performance: Denison Mine shares have risen approximately 43.2% since the beginning of the year, contrasting with a 0.7% decline in the S&P 500, showcasing the company's relative strength and attracting investor interest.
- Future Outlook: While the current EPS estimate stands at -$0.02 with a revenue forecast of $3.2 million for fiscal 2025, Denison Mine is rated Zacks Rank #2 (Buy) within the top 25% of Zacks industries, suggesting potential market outperformance ahead.
See More
Denison Mines Corp. Releases 2025 Financial Results and Construction Plans for Phoenix Mine
- Construction Decision Confirmed: In February 2026, Denison Mines Corp. received board approval to commence construction of the Phoenix ISR uranium mine in March 2026, with an anticipated two-year construction timeline aiming for first production by mid-2028, positioning Denison as one of the few companies globally to provide a new source of uranium production before the decade's end.
- Regulatory Approval Secured: In February 2026, the Canadian Nuclear Safety Commission approved the Environmental Assessment and issued the Construction License for the Phoenix project, marking the first federal construction approval for a uranium mine in over 20 years, representing a significant milestone in Denison's uranium development efforts.
- Successful Financing: Denison completed a $345 million offering of convertible senior notes in 2025, with a 4.25% interest rate, intended to support the construction of Phoenix and other uranium development projects, demonstrating the company's strong appeal and capability in capital markets.
- Production Growth: In 2025, the McClean North uranium mine successfully commenced operations, producing nearly 650,000 pounds of U3O8, making it one of the most productive uranium mines in North America, further solidifying Denison's competitive position in the uranium market.
See More
US Nuclear Energy Faces Increased Risks from Foreign Uranium Dependency
- Uranium Import Dependency: The United States currently imports approximately 95% of its uranium, leaving its nuclear fleet almost entirely reliant on foreign fuel, which heightens national security risks.
- Policy Support for Domestic Production: In January 2026, the White House formally designated uranium as a national security risk, paving the way for potential import restrictions, price floors, and direct federal support for domestic miners to strengthen the uranium supply chain.
- Eagle's Market Entry: Eagle Nuclear Energy Corp. began trading on NASDAQ in February 2026, marking its entry as a U.S.-focused uranium development company, with its flagship Aurora project considered the largest conventional uranium deposit in the U.S., containing 32.75 million pounds of indicated uranium.
- Investment Decisions in the Industry: Denison Mines announced a Final Investment Decision to proceed with the construction of the Phoenix uranium mine, with site preparation set to begin in March 2026 and first production targeted for mid-2028, signaling a new era for Canadian uranium mining.
See More
Denison Mines Launches Wheeler North 2026 Exploration Program
- Exploration Program Launch: Denison Mines has initiated the 2026 winter exploration program at the Wheeler North joint venture, commencing with approximately 2,500 meters of diamond drilling, which marks the beginning of a comprehensive 7,500-meter drilling campaign, highlighting the area's resource potential.
- Funding and Management: This exploration effort is fully funded and managed by Denison as part of a strategic joint venture agreement with Skyharbour Resources, indicating a strong collaborative approach to resource development between the two companies.
- Property Size and Targets: The Wheeler North property spans 16,409 hectares and features numerous high-priority drill targets, with Denison planning around 13 diamond drill holes totaling approximately 7,500 meters this year to further assess the uranium mineralization potential in the area.
- Strategic Investment Opportunity: Denison has the option to increase its stake in the project from 49% to 70% through a phased earn-in agreement, requiring an investment of C$10 million within 48 months, demonstrating its commitment to the long-term development of the project.
See More
EagleOne Acquires Uranium and Rare Earth Project
- Acquisition of Uranium Project: EagleOne Metals Corporation has signed a binding Letter of Intent to acquire the Poison Springs Uranium/Rare Earths Project in Utah for $50,000, covering 206.6 acres and previously showing mineralized intercepts across uranium, copper, and silver, indicating significant mineral potential in the region.
- Improved Market Conditions: With uranium prices nearing $92 per pound and the IEA projecting a 30% copper supply shortfall by 2035, EagleOne is well-positioned in the critical minerals investment landscape, especially as the U.S. government commits over $30 billion to secure supply chains.
- Diversified Mineral Portfolio: EagleOne also owns the Hébécourt Township property in Quebec, historically yielding over 200 million ounces of gold, and has a non-binding LOI with Surupampa Metals for a copper-gold asset in Peru, showcasing its strategic positioning across multiple countries and commodities.
- Financing and Market Capitalization: The company is pursuing a C$240,000 financing round, with a current market capitalization of approximately C$5 million, indicating that the market has yet to fully price in its potential value amid the structural deficits in uranium, copper, and rare earths, suggesting significant future growth opportunities.
See More
EagleOne Acquires Uranium and Rare Earth Project
- Acquisition of Uranium Project: EagleOne Metals Corporation has signed a binding Letter of Intent to acquire the Poison Springs Uranium/Rare Earth Project in Utah for $50,000, covering 206.6 acres with historical drilling indicating mineralized intercepts across uranium, copper, silver, and other commodities, highlighting significant mineral potential in the region.
- Changing Market Dynamics: With uranium prices nearing $92 per pound and the IEA projecting a 30% copper supply shortfall by 2035, EagleOne is well-positioned in the critical minerals investment landscape, especially as the U.S. government has committed over $30 billion to secure supply chains for these essential resources.
- Diversified Mineral Portfolio: EagleOne's 100%-owned Hébécourt Township property in Quebec has historically produced over 200 million ounces of gold, and the adjacent Magusi West project has revealed gold anomalies up to 0.156 ppm, indicating strong potential across multiple mineral sectors.
- Financing and Market Positioning: EagleOne is pursuing a C$240,000 financing round with a market capitalization of approximately C$5 million, strategically positioned at a pivotal moment in critical minerals investment, as the market has yet to fully recognize the value of its diversified mineral portfolio.
See More
Denison Mine Reports Quarterly Loss in Line with Estimates
- Quarterly Performance: Denison Mine reported a quarterly loss of $0.02 per share for the quarter ended December 2025, aligning with the Zacks consensus estimate and matching last year's loss, indicating stability in profitability.
- Revenue Beat: The company posted revenues of $0.88 million, exceeding the Zacks consensus estimate by 12.44%, and showing growth from $0.84 million a year ago, reflecting enhanced competitiveness in the market.
- Stock Performance: Denison Mine shares have risen approximately 43.2% since the beginning of the year, contrasting with a 0.7% decline in the S&P 500, showcasing the company's relative strength and attracting investor interest.
- Future Outlook: While the current EPS estimate stands at -$0.02 with a revenue forecast of $3.2 million for fiscal 2025, Denison Mine is rated Zacks Rank #2 (Buy) within the top 25% of Zacks industries, suggesting potential market outperformance ahead.
See More
Denison Mines Corp. Releases 2025 Financial Results and Construction Plans for Phoenix Mine
- Construction Decision Confirmed: In February 2026, Denison Mines Corp. received board approval to commence construction of the Phoenix ISR uranium mine in March 2026, with an anticipated two-year construction timeline aiming for first production by mid-2028, positioning Denison as one of the few companies globally to provide a new source of uranium production before the decade's end.
- Regulatory Approval Secured: In February 2026, the Canadian Nuclear Safety Commission approved the Environmental Assessment and issued the Construction License for the Phoenix project, marking the first federal construction approval for a uranium mine in over 20 years, representing a significant milestone in Denison's uranium development efforts.
- Successful Financing: Denison completed a $345 million offering of convertible senior notes in 2025, with a 4.25% interest rate, intended to support the construction of Phoenix and other uranium development projects, demonstrating the company's strong appeal and capability in capital markets.
- Production Growth: In 2025, the McClean North uranium mine successfully commenced operations, producing nearly 650,000 pounds of U3O8, making it one of the most productive uranium mines in North America, further solidifying Denison's competitive position in the uranium market.
See More
US Nuclear Energy Faces Increased Risks from Foreign Uranium Dependency
- Uranium Import Dependency: The United States currently imports approximately 95% of its uranium, leaving its nuclear fleet almost entirely reliant on foreign fuel, which heightens national security risks.
- Policy Support for Domestic Production: In January 2026, the White House formally designated uranium as a national security risk, paving the way for potential import restrictions, price floors, and direct federal support for domestic miners to strengthen the uranium supply chain.
- Eagle's Market Entry: Eagle Nuclear Energy Corp. began trading on NASDAQ in February 2026, marking its entry as a U.S.-focused uranium development company, with its flagship Aurora project considered the largest conventional uranium deposit in the U.S., containing 32.75 million pounds of indicated uranium.
- Investment Decisions in the Industry: Denison Mines announced a Final Investment Decision to proceed with the construction of the Phoenix uranium mine, with site preparation set to begin in March 2026 and first production targeted for mid-2028, signaling a new era for Canadian uranium mining.
See More
Denison Mines Launches Wheeler North 2026 Exploration Program
- Exploration Program Launch: Denison Mines has initiated the 2026 winter exploration program at the Wheeler North joint venture, commencing with approximately 2,500 meters of diamond drilling, which marks the beginning of a comprehensive 7,500-meter drilling campaign, highlighting the area's resource potential.
- Funding and Management: This exploration effort is fully funded and managed by Denison as part of a strategic joint venture agreement with Skyharbour Resources, indicating a strong collaborative approach to resource development between the two companies.
- Property Size and Targets: The Wheeler North property spans 16,409 hectares and features numerous high-priority drill targets, with Denison planning around 13 diamond drill holes totaling approximately 7,500 meters this year to further assess the uranium mineralization potential in the area.
- Strategic Investment Opportunity: Denison has the option to increase its stake in the project from 49% to 70% through a phased earn-in agreement, requiring an investment of C$10 million within 48 months, demonstrating its commitment to the long-term development of the project.
See More
