NXE

$9.42-$0.06 (-0.58%)live

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Change+$3.64

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Analyst estimates unavailable for this ticker.

Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institutions

Market cap

$6.3B

671M shares

52-week range

$7.33 – $13.96

31% from low

Exchange

NYSE

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$971056	-68.7%	$-0.21	$-0.35–$-0.14	—	4
2027	$2M	+131.4%	$-0.20	$-0.31–$-0.10	—	5
2028	$728M	+32282.1%	$-0.27	$-0.50–$-0.17	—	5
2029	$27M	-96.3%	$-0.23	$-0.23–$-0.23	—	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 1 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-04	$-0.04	$0.08	+293.5%
2026-05-05	$-0.04	$-0.17	-330.3%
2026-03-03	$-0.03	$-0.05	-66.7%
2025-11-05	$-0.02	$-0.16	-724.6%
2025-08-07	$-0.02	$-0.10	-400.0%
2025-05-12	$-0.02	$-0.06	-200.0%
2025-03-03	$-0.03	$-0.08	-166.7%
2024-11-08	$-0.03

DCF fair valuemodel estimate

Intrinsic value

$0.22

Price

$9.41

Implied downside

-98%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
NXENexGen Energy Ltd.	$9.47	-3.86%	$6.3B	—
CHRDChord Energy Corporation	$151.22	-0.52%	$8.5B	—
CNXCNX Resources Corporation	$35.42	-1.36%	$5.2B	—
FROFrontline Plc	$50.52	+2.66%	$11.2B	—
LEUCentrus Energy Corp.	$146.25	-3.98%

NexGen Energy Ltd.

NexGen Energy Ltd is an exploration and development stage entity engaged in the acquisition, exploration, evaluation, and development of uranium properties in Canada. The Rook I Project is a development-stage uranium project in Canada. The Company also holds a prospective portfolio of uranium exploration projects in the historic eastern Athabasca Basin.

www.nexgenenergy.ca

Employees: 142
IPO / List date: Jul 24, 2013

Held by traders on TradeandTell

No one on the platform currently holds NXE.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	648,000	$7.5M
Bridgewater Associatesas of 2026-03-31	60,306	$699.6K

Insider activity (SEC Form 4)

No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded NXE yet.

$NXE chatter on StockTwits

TalkMarkets@TalkMarkets2d
Here’s An Obvious Example Of A Critical Resource Shortage $KAP $NXE $URA https://talkmarkets.com/article/heres-an-obvious-example-of-a-critical-resource-shortage-1789293363
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Dan@Stockwiz87Bullish5d
$NXE time to add more soon 🤔
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Oozaru Milk@oozarumilkBullishSep 4
$NXE what an entry that was given today.
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Chris Stocks@ChrisStock26Sep 4
Someone in my investing group chat just said "CCJ pays you to be patient, NXE pays you to have paid attention." Been thinking about that all day $NXE $CCJ
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Faizan Hyder@JohnisgoodSep 4
$AMFN $SMR $NXE $CEG Add your knowledge
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Faizan Hyder@JohnisgoodSep 4
$AMFN $SMR $NXE $CEG If you were given one million dollars how would you invest it between these three companies, You cannot invest in CEG
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Top Stock Alerts@topstockalertsSep 3
Jefferies identified its top nuclear stocks, ranking uranium miners and nuclear-service companies based on near-term catalysts and strategic positioning. NexGen Energy is the broker’s top short-cycle uranium pick, ranked ahead of Cameco and Kazatomprom. Jefferies views NexGen as a high-grade development opportunity in Canada’s Athabasca Basin, with potential catalysts including permitting, financing, development of the Rook I project and higher long-term uranium prices. Key risks include its pre-production status, construction costs, project timelines and licensing. Cameco ranks second among Jefferies’ short-term uranium picks and stands out for its integrated exposure across the nuclear fuel cycle, including uranium mining, conversion, fuel services and Westinghouse. Growth drivers include long-term contracting, production at McArthur River and Cigar Lake, Port Hope conversion and Westinghouse’s new-build exposure. $NXE $CCJ
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Northern Lightz@Northern_LightzSep 3
Sometimes the numbers tell the story better than anything else. $NXE Rook I: $85/lb → ~$1.3B annual after-tax FCF $150/lb → ~$2.3B annual after-tax FCF $90/lb → ~12 months of full production to repay CAPEX ~30M lbs/year in the first two years while using only ~60% of nameplate capacity. Hard not to appreciate the scale here.
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DonCorleone77@DonCorleone77Sep 3
$NXE NexGen Energy initiated with a Buy at Jefferies Jefferies analyst Daniel Roden initiated coverage of NexGen Energy with a Buy rating and C$21 price target. The company has of the world's largest undeveloped high-grade uranium projects in Saskatchewan's Athabasca, the analyst tells investors in a research note. The firm says NexGen offers "differentiated exposure" to uranium, which it views as a core sector holding.
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Eric Allegretti@littlegrettiBullishSep 1
$NXE Bit of a let down with no major catalyst this morning . But, the fundamentals are good and construction is on track. Looking forward now to Canadians uranium announcement. Has everyone heard more on BHP talks. Maybe partnership
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Chris Stocks@ChrisStock26Sep 1
For those who watched $NXE Investor Day today, what did you think of the presentation?
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Eric Allegretti@littlegrettiBullishAug 29
$NXE Looking for a strong construction announcement and maybe cost improvement on September 1st
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Eric Allegretti@littlegrettiAug 29
$NXE NexGen Sets 2026 Investor Day for Sept. 1 | NXE Stock News https://www.stocktitan.net/news/NXE/nex-gen-announces-2026-investor-j6ndcjbyx9hf.html
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TMX Newsfile@newsfile_corpAug 28
https://nfne.ws/311936 $NXE $NXE.TSX @NexGen #NuclearEnergy #NXE #RookI #Uranium #Energy #EnergyMetals #Mining #MiningStocks #Utilities #NY
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Drew@ClemsondocAug 26
$NXE we are going to go to ATH very soon
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.