NXE

NexGen Energy Ltd.

NYSE · Miscellaneous Metal Ores · Inc. A1 · CIK 0001698535

$10.40 +1.17% $6.9B

5 New Institutional Positions

Vol

Market Cap$6.9B

Cap SizeMid Cap

Inst. Holders9 funds

Inst. Value$353.1M

Inst. Activity5 buys / 0 sells

Reddit Sentiment67° Warm

SEC Reports4

Exchange NYSE·Sector Miscellaneous Metal Ores·Inc. A1·CIK 0001698535·Prev Close $10.28

Recent Activity

Jun 8, 2026 short_volume

Short Volume: NXE — 57.3% short (1.3M / 2.2M)

Short: 1,279,548 | Exempt: 7,101 | TRF Vol: 2,231,223 | Short Ratio: 57.3% | Off-exchange volume (da

May 21, 2026 SEC

NexGen filed its management information circular ahead of the June 30, 2026 annual meeting. Shareholders will vote on di

6-K — Impact 2/10

May 21, 2026 SEC

NexGen filed its 2026 Management Information Circular (proxy statement) with the SEC via Form 6-K, covering director ele

6-K — Impact 4/10

May 20, 2026 SEC

NexGen Energy announced the appointment of Ryan Podrasky as CFO, effective May 25, 2026, succeeding Benjamin Salter who

6-K — Impact 3/10

Inst.

NORGES BANK — NEW

7,857,282 shares ($72.3M)

Inst.

MORGAN STANLEY — ADD

1,928,115 shares ($17.7M)

Price Targets

No recent covering-analyst activity on file. No current recommendation available.

$25.75

Current $9.93 Low $25.75 Median $25.75 High $25.75 1 analysts

$25.75 $25.75

Analyst Ratings

Historical distribution95% buy · 20 analysts · no recent coverage

2Strong Buy

17Buy

1Hold

0Sell

0Strong Sell

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.05	$-0.08 — $-0.02	4% YoY	4
Next Q	$-0.05 ▲ +5.0%	$-0.08 — $-0.02	23% YoY	4
Current FY	$-0.35 ▼ -103.7%	$-0.47 — $-0.22	-50% YoY	7
Next FY	$-0.24 ▼ -12.2%	$-0.48 — $-0.10	30% YoY	9

Latest Reports

NEUTRAL 6-K 2/10

NexGen filed its management information circular ahead of the June 30, 2026 annual meeting. Shareholders will vote on di

May 21, 2026

NEUTRAL 6-K 4/10

NexGen filed its 2026 Management Information Circular (proxy statement) with the SEC via Form 6-K, covering director ele

May 21, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$226.9M	—
NORGES BANK	$72.3M	NEW
MORGAN STANLEY	$17.7M	ADD
CHARLES SCHWAB INVESTMENT MANAGEMENT	$11.7M	NEW
TWO SIGMA INVESTMENTS, LP	$8.6M	DOUBLED

Reddit Sentiment

67°

Warm

Bearish Neutral Bullish

2 mentions 2 bullish 0 bearish

9 institutional holders with $353.1M total value (38,366,951 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	24,657,783	$226.9M	64.3%	—
2	NORGES BANK	7,857,282	$72.3M	20.5%	NEW
3	MORGAN STANLEY	1,928,115	$17.7M	5.0%	ADD +46.4%
4	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,269,011	$11.7M	3.3%	NEW
5	TWO SIGMA INVESTMENTS, LP	936,887	$8.6M	2.4%	DOUBLED +436.8%
6	BANK OF AMERICA CORP /DE/	696,916	$6.4M	1.8%	ADD +60.1%
7	RENAISSANCE TECHNOLOGIES LLC	609,200	$5.6M	1.6%	NEW
8	WELLS FARGO & COMPANY/MN	411,735	$3.8M	1.1%	ADD +54.7%
9	FMR LLC	22	$200.00	0.0%	TRIM -43.6%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
NORGES BANK	NEW	—	7,857,282	—	$72.3M	2025-Q4
MORGAN STANLEY	ADD	1,317,445	1,928,115	+46.4%	$17.7M	2025-Q4
TWO SIGMA INVESTMENTS, LP	DOUBLED	174,525	936,887	+436.8%	$8.6M	2025-Q4
BANK OF AMERICA CORP /DE/	ADD	435,369	696,916	+60.1%	$6.4M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	NEW	—	609,200	—	$5.6M	2025-Q4
UBS Group AG	ADD	2,045,170	3,250,284	+58.9%	$29.1M	2025-Q3
TWO SIGMA INVESTMENTS, LP	NEW	—	174,525	—	$1.6M	2025-Q3
FMR LLC	TRIM	39	22	-43.6%	$194.00	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	EXIT	2,958,800	0	-100.0%	$0.00	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	TRIM	4,333,300	2,958,800	-31.7%	$20.5M	2025-Q2
UBS Group AG	DOUBLED	767,218	2,045,170	+166.6%	$14.2M	2025-Q2
BANK OF AMERICA CORP /DE/	NEAR_EXIT	2,271,874	411,039	-81.9%	$2.9M	2025-Q2
CITADEL ADVISORS LLC	DOUBLED	2,230,294	11,595,181	+419.9%	$52.1M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	614,200	4,333,300	+605.5%	$19.5M	2025-Q1
WELLS FARGO & COMPANY/MN	ADD	238,628	369,091	+54.7%	$1.7M	2025-Q1
FMR LLC	NEAR_EXIT	11,316,207	39	-100.0%	$174.00	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	NEW	—	614,200	—	$4.1M	2024-Q4
MORGAN STANLEY	ADD	1,655,935	2,380,214	+43.7%	$15.5M	2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	998,450	—	$6.5M	2024-Q3

∅

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.

NEUTRAL 6-K 2/10

NexGen filed its management information circular ahead of the June 30, 2026 annual meeting. Sharehol

May 21, 2026

NEUTRAL 6-K 4/10

NexGen filed its 2026 Management Information Circular (proxy statement) with the SEC via Form 6-K, c

May 21, 2026

NEUTRAL 6-K 3/10

NexGen Energy announced the appointment of Ryan Podrasky as CFO, effective May 25, 2026, succeeding

May 20, 2026

BULLISH 6-K 6/10

NexGen Energy reports final 2025 assay results from its Patterson Corridor East (PCE) discovery, con

May 7, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution: 95% buy across 20 analysts — 2 strong buy, 17 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

No recent covering-analyst activity on file. No current recommendation available.

$25.75 mean target

$25.75 Low $25.75 High

Metric	Value
Current Price	$9.93
Target Low	$25.75
Target Mean	$25.75
Target Median	$25.75
Target High	$25.75
# Analysts	1
Recommendation	— (no recent coverage)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$-0.05	$-0.08	$-0.02	4.2%	+0.0%	—	$0.0B	—	4
Next Q 2026-09-30	$-0.05	$-0.08	$-0.02	23.5%	+5.0%	—	$0.0B	—	4
Current FY 2026-12-31	$-0.35	$-0.47	$-0.22	-50.5%	-103.7%	0↑ 5↓	$0.0B	0.0%	7
Next FY 2027-12-31	$-0.24	$-0.48	$-0.10	30.1%	-12.2%	1↑ 1↓	$0.0B	0.0%	9

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.047
7d ago	$-0.047
30d ago	$-0.047
60d ago	$-0.047
90d ago	$-0.047	-0.000

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	2	17	1	95%
May 1, 2026	2	17	1	95%
Apr 1, 2026	2	17	1	95%
Mar 1, 2026	1	13	1	93%
Feb 1, 2026	1	14	1	94%
Jan 1, 2026	1	14	1	94%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°

Warm

Bearish Neutral Bullish

2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
Mar 5, 2026	1	60° Warm	1	0	1
Mar 5, 2026	1	60° Warm	1	0	1

Recent Reddit Threads

r/wallstreetbets Neutral 29d 11h ago

🚀☢️ $NXE: Uranium's Last Western Mega-Project. AI Data Centers Need It. Theta Gang Is Asleep.

▲ 6 💬 8 ⚡ 0.5

r/pennystocks Bullish 3mo ago

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

r/pennystocks Bullish 3mo ago

Buy Canadian With This Stock Set to Outperform Global Markets

▲ 0 💬 6

Jun 8, 2026

short_volume

Short Volume: NXE — 57.3% short (1.3M / 2.2M)

Short: 1,279,548 | Exempt: 7,101 | TRF Vol: 2,231,223 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)

Jun 5, 2026

short_volume

Short Volume: NXE — 78.4% short (2.4M / 3.0M)

Short: 2,384,337 | Exempt: 1,220 | TRF Vol: 3,042,879 | Short Ratio: 78.4% | Off-exchange volume (dark pool + OTC)

Jun 3, 2026

short_volume

Short Volume: NXE — 57.1% short (1.0M / 1.8M)

Short: 1,045,937 | Exempt: 2,028 | TRF Vol: 1,831,326 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)

Jun 2, 2026

short_volume

Short Volume: NXE — 55.8% short (1.3M / 2.3M)

Short: 1,305,489 | Exempt: 2,199 | TRF Vol: 2,340,478 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)

Jun 1, 2026

short_volume

Short Volume: NXE — 69.6% short (1.2M / 1.7M)

Short: 1,173,546 | Exempt: 232 | TRF Vol: 1,685,182 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)

May 29, 2026

short_volume

Short Volume: NXE — 69.9% short (1.0M / 1.4M)

Short: 1,001,258 | Exempt: 0 | TRF Vol: 1,432,458 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)

May 27, 2026

short_volume

Short Volume: NXE — 63.5% short (1.0M / 1.5M)

Short: 953,434 | Exempt: 188 | TRF Vol: 1,502,479 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)

May 26, 2026

short_volume

Short Volume: NXE — 71.9% short (1.0M / 1.4M)

Short: 1,023,094 | Exempt: 0 | TRF Vol: 1,422,987 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)

May 22, 2026

short_volume

Short Volume: NXE — 73.5% short (1.1M / 1.5M)

Short: 1,103,627 | Exempt: 3,181 | TRF Vol: 1,502,254 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)

May 21, 2026

short_volume

Short Volume: NXE — 56.0% short (0.7M / 1.2M)

Short: 656,812 | Exempt: 1,037 | TRF Vol: 1,173,476 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)

May 19, 2026

short_volume

Short Volume: NXE — 61.5% short (1.0M / 1.7M)

Short: 1,019,363 | Exempt: 213,532 | TRF Vol: 1,656,264 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)

May 18, 2026

short_volume

Short Volume: NXE — 59.1% short (0.8M / 1.3M)

Short: 753,110 | Exempt: 2,388 | TRF Vol: 1,275,323 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)

May 15, 2026

short_volume

Short Volume: NXE — 69.6% short (1.7M / 2.5M)

Short: 1,723,139 | Exempt: 642 | TRF Vol: 2,474,044 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)

May 14, 2026

short_volume

Short Volume: NXE — 61.0% short (1.2M / 1.9M)

Short: 1,159,097 | Exempt: 300 | TRF Vol: 1,901,280 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)

May 13, 2026

short_interest

FTD: NXE — 239,131 shares ($2.9M) failed to deliver

Settlement: 20260513, Price: $12.32, FTD Value: $2,946,093.92, NEXGEN ENERGY LTD COM (CDA)