Market Cap
$6.1B
NXE
NexGen Energy Ltd.
$9.01 ▲ +1.58%
Prev close $8.87Market cap$6.1B
ConsensusStrong Buy
12-mo target$16.31 (+81.0%)
▲ Bullish
Analyst conviction 10/10
19 New Institutional Positions23 Institutional Exits Materials & Mining
Snapshot
The big-picture read on NXE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$2.3B
Inst. Activity
19 buys / 23 sells
Social Sentiment
67° Warm
SEC Reports
8
Price chart 30d -11.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 10, 2026 SEC Short Volume: NXE — 80.1% short (1.5M / 1.9M)
Short: 1,544,928 | Exempt: 27 | TRF Vol: 1,929,228 | Short Ratio: 80.1% | Off-exchange volume (dark
NexGen Energy (NXE) saw a mixed institutional cluster in Q2 2026, with 19 buyers adding $104M in new holdings (led by a
INST-CLUSTER — Impact 4/10
NexGen Energy announced its 2026 Investor Day scheduled for September 1, 2026, a pre-recorded virtual event featuring se
6-K — Impact 2/10
NexGen Energy reported exceptional summer 2026 drilling results from its Patterson Corridor East (PCE) uranium discovery
6-K — Impact 6/10
Jun 30, 2026 Inst.
VAN ECK ASSOCIATES CORP — ADD
39,859,017 shares ($374.3M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
8,057,932 shares ($75.6M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | JP Morgan | INITIATE | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 17 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 2 | 17 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 2 | 17 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 2 | 17 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 2 | 17 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 2 | 17 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 1 | 13 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 1 | 14 | 1 | 0 | 0 | 94% |
Price targets
Where 2 covering analysts think NXE trades over the next 12 months.
$16.31 +81.0% upside Strong Buy
Current$9.01 Low$13.75 Median$16.31 High$18.86 2 analysts
$13.75$18.86
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
🚀☢️ $NXE: Uranium's Last Western Mega-Project. AI Data Centers Need It. Theta Gang Is Asleep.
▲ 6 · 💬 8· ⚡ 0.5
NXE Just Secured Final Federal Approval for Rook I.... Are We Finally Entering the Build Phase for One of the Largest Undeveloped Uranium Projects?
▲ 1 · 💬 1· ⚡ 0.5
Buy Canadian With This Stock Set to Outperform Global Markets
▲ 0 · 💬 6
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 5 neutral · avg impact 3.6/10.
MIXEDINST-CLUSTER4/10
NexGen Energy (NXE) saw a mixed institutional cluster in Q2 2026, with 19 buyers adding $104M in new
Sep 10, 2026
NEUTRAL6-K2/10
NexGen Energy announced its 2026 Investor Day scheduled for September 1, 2026, a pre-recorded virtua
Aug 28, 2026
BULLISH6-K6/10
NexGen Energy reported exceptional summer 2026 drilling results from its Patterson Corridor East (PC
Aug 25, 2026
NEUTRAL6-K2/10
NexGen Energy Ltd. announced the results of its annual general meeting, with all nine director nomin
Jul 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: NXE — 80.1% short (1.5M / 1.9M)
Short: 1,544,928 | Exempt: 27 | TRF Vol: 1,929,228 | Short Ratio: 80.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: NXE — 77.4% short (1.8M / 2.4M)
Short: 1,849,939 | Exempt: 0 | TRF Vol: 2,389,458 | Short Ratio: 77.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: NXE — 77.3% short (0.8M / 1.0M)
Short: 769,567 | Exempt: 983 | TRF Vol: 995,269 | Short Ratio: 77.3% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: NXE — 66.3% short (0.7M / 1.1M)
Short: 743,673 | Exempt: 4,650 | TRF Vol: 1,120,862 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: NXE — 68.3% short (1.3M / 1.9M)
Short: 1,300,544 | Exempt: 18 | TRF Vol: 1,903,739 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.03 | $-0.04–$-0.02 | 48.7% | +20.6% | 1↑ 0↓ | $0.0B | 2 |
| Next Q | $-0.03 | $-0.04–$-0.02 | 49.5% | +22.1% | — | $0.0B | 2 |
| Current FY | $-0.18 | $-0.21–$-0.13 | 24.7% | +6.6% | 3↑ 0↓ | $0.0B | 5 |
| Next FY | $-0.22 | $-0.38–$-0.14 | -24.4% | +18.3% | 3↑ 0↓ | $0.0B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.032 | — |
| 7d ago | $-0.032 | — |
| 30d ago | $-0.040 | +0.008 |
| 60d ago | $-0.050 | +0.018 |
| 90d ago | $-0.050 | +0.018 |
Institutional ownership
Which big funds own NXE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.3B total value (243,193,509 shares) as of 2026-Q2. Top holders: MIRAE, VAN, ALPS. Net selling activity: 23 institutions trimmed/exited vs 19 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 43,437,723 | $407.8M | 17.8% | — |
| VAN ECK ASSOCIATES CORP | 39,859,017 | $374.3M | 16.3% | ADD +26.9% |
| ALPS ADVISORS INC | 24,670,482 | $231.7M | 10.1% | ADD +74.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,937,966 | $168.5M | 7.4% | — |
| AMERIPRISE FINANCIAL INC | 8,813,426 | $82.8M | 3.6% | — |
| NORGES BANK | 8,057,932 | $75.6M | 3.3% | NEW |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,592,203 | $71.3M | 3.1% | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7,290,022 | $68.3M | 3.0% | ADD +56.0% |
| VANGUARD FIDUCIARY TRUST CO | 5,469,841 | $51.4M | 2.2% | — |
| ROYAL BANK OF CANADA | 5,371,212 | $50.4M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | ADD | 31,399,867 | 39,859,017 | +26.9% | $374.3M |
| NORGES BANK | NEW | — | 8,057,932 | — | $75.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 4,672,514 | 7,290,022 | +56.0% | $68.3M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 5,638,384 | 3,518,448 | -37.6% | $33.0M |
| Amundi | ADD | 2,083,568 | 3,020,476 | +45.0% | $28.4M |
| GOLDMAN SACHS GROUP INC | ADD | 1,317,191 | 2,608,304 | +98.0% | $24.5M |
| CIBC Asset Management Inc | TRIM | 3,346,257 | 2,496,914 | -25.4% | $23.4M |
| MARSHALL WACE, LLP | TRIM | 4,769,049 | 1,696,238 | -64.4% | $15.9M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | 3,773,019 | 1,638,636 | -56.6% | $15.4M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 657,347 | 1,456,264 | +121.5% | $13.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NXE.
Shares short
42,709,590
Settlement Sep 15, 2026
Change vs prior
+1.2%
Semi-monthly cycle
Days to cover
10.7
At avg daily volume
Of shares outstanding
≈6.4%
Estimate — not % of float
All NXE filing & press-release reports (8)
- INST-CLUSTER reportSep 10, 2026
- 6-K reportAug 28, 2026
- 6-K reportAug 25, 2026
- 6-K reportJul 1, 2026
- 6-K reportMay 21, 2026
- 6-K reportMay 21, 2026
- 6-K reportMay 20, 2026
- 6-K reportMay 7, 2026