Volatile Uranium Prices Hurt Uranium Energy (UEC) in Q4

2 months ago 30

Soumya Eswaran

Thu, April 2, 2026 astatine 8:49 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted Uranium Energy Corp. (AMEX:UEC). Uranium Energy Corp. (AMEX:UEC) is an vigor institution that supplies atomic substance components for the atomic powerfulness industry. On April 1, 2026, Uranium Energy Corp. (AMEX:UEC) closed astatine $13.43 per share. One-month instrumentality of Uranium Energy Corp. (AMEX:UEC) was -1.97%, and its shares gained 201.80% implicit the past 52 weeks. Uranium Energy Corp. (AMEX:UEC) has a marketplace capitalization of $6.58 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding Uranium Energy Corp. (AMEX:UEC) successful its 4th fourth 2025 capitalist letter:

"Often, the Energy assemblage moves successful lockstep with the underlying commodity prices. Here, we purpose to find companies that are either low-cost exploration and accumulation companies with high-yielding fields, oregon specialized work providers. For example, Uranium Energy Corp. (AMEX:UEC) is the largest licensed uranium miner successful the U.S. We judge it is well-positioned to payment from the renewed absorption connected atomic powerfulness arsenic a semipermanent vigor solution and from U.S. efforts to fortify home atomic substance proviso chains for nationalist security. However, caller volatility successful uranium prices weighed connected the stock, which declined -12% during the quarter. We continued to physique our presumption successful Uranium Energy aft our archetypal purchases astatine the extremity of September."

Uranium Energy (UEC) Soars connected 5th Day connected Rosy Prospects From Energy Boom

Uranium Energy Corp. (AMEX:UEC) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge money portfolios held Uranium Energy Corp. (AMEX:UEC) astatine the extremity of the 4th quarter, up from 41 successful the erstwhile quarter. While we admit the imaginable of Uranium Energy Corp. (AMEX:UEC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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