Here are three stocks with buy rank and strong value characteristics for investors to consider today, June 10:
Encore Capital Group, Inc. (ECPG - Free Report) : This finance company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 7.4% over the last 60 days.
Encore Capital Group has a price-to-earnings ratio (P/E) of 6.17 compared with 11.60 for the industry. The company possesses a Value Scoreof A.
Columbus McKinnon Corporation (CMCO - Free Report) : This material handling equipment company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 5% over the last 60 days.
Columbus McKinnon has a price-to-earnings ratio (P/E) of 7.37 compared with 24.20 for the industry. The company possesses a Value Score of A.
Alto Ingredients, Inc. (ALTO - Free Report) : This specialty chemicals company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its next year earnings increasing 184.2% over the last 60 days.
Alto Ingredients has a price-to-earnings ratio (P/E) of 10.43 compared with 10.90 for the industry. The company possesses a Value Score of A.
See the full list of top ranked stocks here.
Learn more about the Value score and how it is calculated here.
, /PRNewswire/ -- USANewsGroup.com News Commentary — The global copper market just flipped from surplus to deficit, and the numbers are hard to ignore. The International Copper Study Group now forecasts a 150,000 metric ton shortfall for 2026, driven by mine disruptions and surging electrification demand that existing production simply cannot match[1]. Making it worse: the pipeline of new projects that could fill the gap is shrinking, not growing. In Chile, the world's top copper jurisdiction, permitting timelines have stretched to 12 years, effectively locking the next wave of large-scale porphyry developments in regulatory limbo before a single shovel hits the ground[2]. That bottleneck is quietly reshaping where capital flows, concentrating it into the shrinking pool of permitted, development-ready assets still advancing through the pipeline: Salazar Resources (TSXV: SRL) (OTCQB: SRLZF), Solaris Resources (NYSE-A: SLSR) (TSX: SLS), NGEx Minerals (TSX: NGEX) (OTCQX: NGXXF), Lundin Mining (TSX: LUN) (OTCPK: LUNMF), and Foran Mining (TSX: FOM) (OTCQX: FMCXF).
Wood Mackenzie's head of copper research warns that limited production growth and fragmented global inventories now leave the market exposed to even minor disruptions, with copper already trading near $13,000 per metric ton[3]. The math is straightforward: average lead times from discovery to first production exceed 17 years, which means permitted porphyry assets with drill-proven scale are not just attractive; they are the only realistic conduit for capital chasing a supply gap that today's mines cannot close on their own[4].
Salazar Resources (TSXV: SRL) (OTCQB: SRLZF) has consolidated 100% ownership of its Santiago copper-gold project in southern Ecuador, bringing together a target that three decades of exploration data say could be significant. The 2,350-hectare concession sits in the Western Cordillera of the Ecuadorian Andes, where historical drilling, airborne geophysics, and recent surface sampling have outlined a coincident geochemical and geophysical anomaly measuring roughly 3 km by 2 km. The critical detail: the core of the interpreted porphyry system at depth has never been drill-tested.
Previous operators touched only the near-surface lithocap. Newmont drilled three shallow holes in the 1990s and hit broad copper-gold mineralization, including 323 metres grading 0.23% copper and 0.40 g/t gold in one hole, and 268 metres grading 0.24% copper and 0.43 g/t gold in another. Those results are encouraging on their own, but what makes Santiago stand out is that the mineralization was widening and strengthening toward the bottom of the holes, suggesting something larger sits below.
A 2019 airborne MobileMT geophysical survey added another layer of confirmation, identifying a large, coherent conductivity anomaly beneath the lithocap consistent with a sulphide-rich porphyry system. A follow-up surface sampling campaign in 2021 and 2022 collected 1,477 rock chip samples across the property. Within the 599-sample anomalous core zone, 47% returned copper values above 250 ppm and 34% returned gold above 0.11 g/t, with individual samples reaching as high as 21.1 g/t gold and 0.9% copper. High-grade epithermal veins on the property added further appeal, with rock chip samples returning up to 28.1 g/t gold and 252 g/t silver.
Santiago is one of several advancing projects for the company. Salazar Resources recently completed the acquisition of four copper-gold exploration properties from Silvercorp Metals, and earlier this year identified a high-priority copper-gold porphyry target at its Monja Project, where the best rock chip sample returned 4.77% copper and 1.12 g/t gold. On the development side, Salazar Resources holds a 25% carried interest in the El Domo copper-gold mine, now under construction on a US$284 million budget with production targeted for July 2027.
With a pipeline that spans early-stage exploration through near-production development, Salazar Resources is building exposure across multiple stages of the mining value chain in one of South America's most active copper-gold jurisdictions. The company maintains a wholly owned portfolio of projects in Ecuador, backed by a local team with a track record that includes involvement in several of the country's major discoveries.
Read this and more news for Salazar Resources at: https://usanewsgroup.com/2026/03/18/a-3-billion-partner-is-building-this-copper-gold-mine-salazar-keeps-25/
Other industry developments and happenings in the market include:
Solaris Resources (NYSE-A: SLSR) (TSX: SLS) received technical approval of the Environmental Impact Assessment for its Warintza Project in southeastern Ecuador, a major permitting milestone following an extensive multi-year government review. The approval also triggers the second tranche of US$50 million under the company's US$200 million financing agreement with Royal Gold, strengthening the balance sheet as Solaris Resources advances toward a fully permitted project targeted by end-2026.
"This approval is a critical milestone for the Warintza Project and an important validation of the technical quality, environmental stewardship and responsible development approach undertaken by our team," said Matthew Rowlinson, President and CEO of Solaris Resources. "The EIA review involved rigorous technical evaluation and close collaboration with regulators over an extended period."
The next steps include a government-led Free, Prior and Informed Consultation process with formal consultation expected to commence shortly, leading to the granting of Mining Exploitation Agreements. Warintza is one of the most significant undeveloped copper assets globally, and the EIA technical approval positions Solaris Resources as uniquely advanced among copper development projects heading into a potential construction decision.
NGEx Minerals (TSX: NGEX) (OTCQX: NGXXF) reported strong drill results from its Phase 4 program at the 100%-owned Lunahuasi copper-gold-silver project in San Juan, Argentina, with drillhole DPDH059 intersecting 335.15 metres at 4.08% CuEq, including 19.50 metres at 18.96% CuEq. Two additional holes returned 294.10 metres at 2.41% CuEq and 109.00 metres at 3.37% CuEq, with multiple high-grade intervals confirming the scale and grade continuity of the Saturn zone.
"Today's news release includes holes 56 and 59, drilled in different directions through the Saturn zone, and hole 58 which is helping to define a new zone at the northern limit of the current drill pattern that was first intersected by hole 43 last season," said Wojtek Wodzicki, President and CEO of NGEx Minerals. "Together they demonstrate the significant size and grade of Saturn, which is our largest defined zone to date, as well as the continued upside potential we have to discover and delineate new zones."
With nearly 23,000 metres drilled across 21 completed holes, NGEx Minerals has expanded its Phase 4 target from 25,000 metres to 30,000 metres, with the program expected to conclude around the first week of May.
Lundin Mining (TSX: LUN) (OTCPK: LUNMF) filed a technical report for its Vicuña Project in Argentina and Chile, confirming results from the February 2026 Preliminary Economic Assessment on what could become a top-five global copper, gold, and silver operation. The staged development plan outlines average annual production of 400,000 tonnes copper, 700,000 oz gold, and 22 Moz silver over the first 25 full years, with a 70-plus-year mine life and an after-tax NPV of $9.5 billion at base-case metal prices, rising to $28.8 billion at recent spot prices.
Stage 1 capital is estimated at $7.1 billion, with an after-tax IRR of 14.8% across all project stages and average annual free cash flow of $2.2 billion during the first 25 full years. The project's first-quartile cost profile includes a cash cost of negative $0.20 per pound of copper net of by-product credits. Lundin Mining holds a 50% interest in the Vicuña district through a joint arrangement with BHP, with a potential sanctioning decision targeted as early as year-end 2026, supported by ongoing detailed design and engineering work for Stage 1.
Foran Mining (TSX: FOM) (OTCQX: FMCXF) reported mill commissioning progress at its 100%-owned McIlvenna Bay copper-zinc-gold-silver project in Saskatchewan, with overall construction reaching approximately 91% completion at the end of February 2026, on schedule and within budget for mid-2026 commercial production. The company has built a surface ore stockpile of approximately 271,000 tonnes, completed cold commissioning activities including the first idle run of the ball mill, and successfully energized an 85 km, 110 kV transmission line connecting the project to renewable hydroelectric power ahead of schedule.
"February marked a pivotal milestone for Foran, with McIlvenna Bay surpassing 90% completion and entering cold commissioning on schedule," said Dan Myerson, Executive Chairman and CEO of Foran Mining. "We are now in the final stages of operational readiness as we prepare to introduce first ore to the mill, a milestone strategically timed with the recent energization of our renewable hydropower line."
Underground development advanced approximately 505 metres in February, with bulk mining blasting of the second stope underway and backfilling processes initiated. The McIlvenna Bay deposit holds an indicated mineral resource of 38.6 Mt grading 2.02% CuEq, positioning Foran Mining as a near-term critical minerals producer supporting the global energy transition.
FURTHER READING: MORE IN-DEPTH INFORMATION AVAILABLE HERE
CONTACT:
USA NEWS GROUP
[email protected]
(604) 265-2873
DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for Baystreet.ca media Corp, who has been paid a fee for an advertising campaign. MIQ has not been paid a fee for Salazar Resources Ltd. advertising or digital media, but the owner/operators of MIQ also co-owns Baystreet.ca Media Corp. ("BAY") There may also be 3rd parties who may have shares of Salazar Resources Ltd. and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ/BAY own shares of Salazar Resources Ltd and reserve the right to buy and sell, and will buy and sell shares of Salazar Resources Ltd. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ on behalf of BAY has been approved by Salazar Resources Ltd. Technical information relating to Salazar Resources Ltd. has been reviewed and approved by Kieran Downes, P.Geo., a Qualified Person as defined by National Instrument 43-101 and a consulting geologist to Salazar, has reviewed and approved the scientific and technical information cited from the linked-to news releases.; this is a paid advertisement, we currently own shares of Salazar Resources Ltd. and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.
SOURCES:
https://www.jpmorgan.com/insights/global-research/commodities/copper-outlook https://www.fastmarkets.com/insights/copper-supply-lags-demand-as-permitting-delays-lower-grades-policy/ https://www.bnnbloomberg.ca/investing/market-outlook/2026/04/02/market-outlook-copper-rises-as-tensions-ease-and-supply-stays-tight/ https://mine.nridigital.com/mine_apr26/chile_mine_permitting Logo - https://mma.prnewswire.com/media/2838876/5958291/USA_News_Group_Logo.jpg
IRVINE, Calif.--(BUSINESS WIRE)---- $DSP #AdTech--Viant Technology today announced it has entered into a definitive agreement to acquire TVision Insights.
Viant Technology (NASDAQ:DSP) executives outlined plans to acquire television measurement provider TVision, positioning the deal as a way to move advertiser decision-making beyond traditional impression-based buying and toward “attention-based” optimization across linear TV and connected TV (CTV).
During a conference call, Viant Co-founder and CEO Tim Vanderhook said TVision’s measurement approach is designed to quantify “the true value of linear TV and connected TV ad inventory” using viewer attention signals from a “demographically balanced, nationally representative panel of U.S. households.” Viant said the acquisition will allow it to embed these signals into its buying platform and create a new valuation metric, which Vanderhook called an “attention-adjusted CPM.”
How Viant describes the shift from impressions to attention Vanderhook criticized CPM-driven budgeting frameworks as an incomplete proxy for performance because they reflect ad delivery rather than whether viewers were present or engaged. He said TVision measures attention using three signals: in-room presence, co-viewership, and “eyes-on-screen” attention. “When nobody is in the room, an ad delivers no value,” Vanderhook said.
As an example, Vanderhook compared app-level data between YouTube and HBO Max, arguing that a lower CPM does not necessarily equate to better value once attention is accounted for. He said TVision’s multipliers—based on the three attention signals—could invert apparent value, claiming that in the cited dataset advertisers were “spending 21% less per attentive view on HBO Max versus YouTube.”
Technology integration and the role of IRIS_ID Viant said TVision’s data is expected to be integrated into its AI-powered buying platform to enable real-time planning, bidding, and optimization based on attention. Vanderhook described TVision’s panel as combining automatic content recognition (ACR)—to determine what is playing on the screen—with computer vision technology via cameras mounted on household TVs to measure in-room presence, co-viewership, and whether viewers’ eyes are directed at the screen.
Vanderhook said Viant is uniquely positioned to apply those signals broadly because it can link TVision’s insights to its proprietary content identifier, IRIS_ID, and “inject TVision’s high-fidelity viewer engagement signals directly into the programmatic bid stream.” He said the combination would allow attention values to be applied with “surgical granularity,” down to individual shows, ad breaks, ad pods, and even individual ad slots, while also accounting for demographic factors such as age, gender, income, and location.
Co-founder and COO Chris Vanderhook framed TVision as a new pillar within Viant’s “intelligence layer,” alongside Household ID and IRIS_ID. He said those signals, combined with Viant’s identity graph, supply scoring models, and historical campaign performance data, are intended to support Viant’s autonomous buying product, Outcome, which is built on its “AI Lattice Brain decisioning architecture.”
Customer base, demand signals, and go-to-market plans Chris Vanderhook said TVision is used by major advertisers and content owners today. On the advertiser side, he cited Procter & Gamble, AT&T, American Express, and TikTok as examples of companies leveraging TVision insights for broad budget allocation and creative assessment. On the content owner side, he cited Netflix, Disney, Amazon, NBCU, Paramount, and Fox as users of TVision data to inform audience engagement and content strategy.
Asked about customer overlap, Chris Vanderhook said there is “hardly any customer overlap whatsoever,” describing TVision’s panel business as “very unique.” He added that Viant is “really excited” to bring intelligence that is “typically outside of a platform” directly into the buying workflow.
On advertiser demand, Tim Vanderhook said interest in attention measurement is high, calling it “off the charts,” and argued that while attention has been widely discussed, the market has lacked a way to operationalize it in buying systems. He said advertisers are looking for “unified measurement” across linear TV, the open web, and walled gardens.
Exclusivity and integration timing In response to a question from Canaccord Genuity’s Maria Ripps about whether TVision data would remain available to other measurement providers, Tim Vanderhook said Viant plans to make the TVision data exclusive to Viant over time. He noted there are existing contractual obligations that must be honored in the near term, but said that as those contracts expire, the data will be folded back into Viant.
On integration timing, Tim Vanderhook said Viant has already integrated TVision data as “pre-bid segments” in the DSP “starting today.” He added that Viant expects to complete a tighter integration that feeds “second-by-second measurement” back into the DSP “in the next four months to six months,” which he said is intended to create a real-time feedback loop.
Transaction terms and financial considerations Chief Financial Officer Larry Madden said TVision generated approximately $10 million in annual revenue in 2025 on a preliminary, unaudited standalone basis, emphasizing that the figures are subject to customary post-closing verification. Madden said Viant expects a “modest negative impact” to consolidated adjusted EBITDA in 2026 as the company invests to scale and integrate TVision, but expects the deal to strengthen targeting and measurement, drive increased ad spend, improve take rates, and support adjusted EBITDA margin expansion over time.
Madden said the purchase consideration is $40 million, subject to customary adjustments and holdbacks, consisting of $22.5 million in cash and $17.5 million in Class A common stock. Viant expects the transaction to close in calendar second quarter 2026.
Viant also reaffirmed its first-quarter 2026 guidance, calling for:
Revenue growth of 20% at the midpoint Contribution ex-TAC growth of 17% at the midpoint Adjusted EBITDA growth of 67% at the midpoint Looking further out, Madden said Viant continues to target “consistent 20% or more annual top-line growth” and adjusted EBITDA margin expansion, with an opportunity to reach adjusted EBITDA margins of “40% or higher over time.”
About Viant Technology (NASDAQ:DSP) Viant Technology Inc (Nasdaq: DSP) is a software-as-a-service (SaaS) advertising technology company that delivers data-driven solutions to marketers and agencies. Its core offering, Adelphic, is a programmatic demand-side platform (DSP) that empowers clients to plan, execute and optimize digital ad campaigns across desktop, mobile, connected TV and other emerging channels.
Complementing its DSP, Viant offers PeopleCloud, a people-based data management platform (DMP) that aggregates and normalizes first- and third-party audience data.
See Also Five stocks we like better than Viant Technology
IRVINE, Calif.--(BUSINESS WIRE)--Viant Technology Inc. (NASDAQ: DSP) today announced it will release its first quarter 2026 financial results after U.S. markets close on Monday, May 11, 2026. Viant will host a conference call and webcast that day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss business and financial performance. First Quarter 2026 Results and Conference Call Date: Monday, May 11, 2026 Time: 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time Webcast: https://i.
IRVINE, Calif.--(BUSINESS WIRE)--Viant Technology Inc. (Nasdaq: DSP), a leader in CTV and AI-powered programmatic advertising, today announced that members of its management team are scheduled to participate in upcoming investor conferences. Event details are as follows: Needham Technology, Media, & Consumer Conference May 13th (Fireside chat at 3:45 pm - 4:25 pm ET) New York City Craig-Hallum Institutional Investor Conference May 28th Minneapolis, MN William Blair Growth Stock Conference J.
IRVINE, Calif.--(BUSINESS WIRE)---- $DSP #AdTech--Viant Technology Inc. (NASDAQ: DSP) today announced the successful completion of the acquisition of TVision Insights.
May 06, 2026 09:27 ET | Source: Flow Capital Corp.
TORONTO, Ontario, May 06, 2026 (GLOBE NEWSWIRE) -- Flow Capital Corp. (TSXV: FW) (“Flow Capital” or the “Company”), a leading provider of flexible capital and alternative debt solutions, is pleased to announce the early repayment of its investment in TVision Insights Inc. (“TVision”), following TVision’s acquisition by Viant Technology Inc. (NASDAQ: DSP). In addition to the interest earned on the loan, the early repayment provides Flow Capital with an accelerated realization of its investment and is expected to increase Flow’s book value by approximately $1 million.
Flow’s multi-tranche, minimally dilutive investment was TVision’s last major financing prior to the acquisition. “Flow’s investment approach is grounded in supporting the success of the companies we back, “ said Alex Baluta, CEO of Flow Capital. Outcomes such as TVision’s acquisition strengthen our track record of attractive risk-adjusted returns and provide capital for redeployment into the next generation of companies. Flow extends its congratulations to both TVision and Viant, and wishes them continued success in the years ahead.”
Businesses seeking flexible, minimally dilutive capital to scale their operations are encouraged to apply for funding at www.flowcap.com/apply.
About Flow Capital
Flow Capital is a diversified alternative asset investor and advisor, specializing in providing minimally dilutive capital to emerging businesses. For more information on Flow Capital, please visit www.flowcap.com.
For further information, please contact:
Flow Capital Corp.Alex Baluta, CEO
[email protected] Colborne Street, Suite 303
Toronto, Ontario M5E 1P8
Forward-Looking Information and Statements
Certain statements herein may be “forward-looking” statements that involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of Flow or the industry to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Forward-looking statements involve significant risks and uncertainties, should not be read as guarantees of future performance or results, and will not necessarily be accurate indications of whether such results will be achieved. A number of factors could cause actual results to vary significantly from the results discussed in the forward-looking statements. These forward-looking statements reflect current assumptions and expectations regarding future events and operating performance and are made as of the date hereof and Flow assumes no obligation, except as required by law, to update any forward-looking statements to reflect new events or circumstances.
Viant Technology Inc. (NASDAQ:DSP) will release earnings for its first quarter after the closing bell on Monday, May 11.
Analysts expect the Irvine, California-based company to report quarterly earnings of 7 cents per share, up from 3 cents per share in the year-ago period. The consensus estimate for Viant Technology's quarterly revenue is $84.81 million (it reported $70.64 million last year), according to Benzinga Pro.
On May 5, Viant Technology announced the successful completion of the acquisition of TVision Insights.
Shares of Viant Technology rose 2.4% to close at $12.04 on Friday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.
Considering buying DSP stock? Here’s what analysts think:
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Viant Technology Inc. (NASDAQ:DSP) will release earnings for its first quarter after the closing bell on Monday, May 11.
Analysts expect the Irvine, California-based company to report quarterly earnings of 7 cents per share, up from 3 cents per share in the year-ago period. The consensus estimate for Viant Technology's quarterly revenue is $84.81 million (it reported $70.64 million last year), according to Benzinga Pro.
On May 5, Viant Technology announced the successful completion of the acquisition of TVision Insights.
Shares of Viant Technology rose 2.4% to close at $12.04 on Friday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.
Considering buying DSP stock? Here’s what analysts think:
Photo via Shutterstock
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IRVINE, Calif.--(BUSINESS WIRE)--Viant Technology Inc. (Nasdaq: DSP), a leader in AI-powered programmatic advertising, today reported financial results for its first quarter ended March 31, 2026. "Viant delivered record first quarter results, exceeding the high end of our guidance range across both the top and bottom lines for the quarter," said Tim Vanderhook, Co-Founder and CEO, Viant. "Our continued success is amplified by our recent landmark acquisition of TVision, which further transforms.
Viant Technology (DSP - Free Report) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -12.50%. A quarter ago, it was expected that this advertising software company would post earnings of $0.23 per share when it actually produced earnings of $0.22, delivering a surprise of -4.35%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
Viant, which belongs to the Zacks Technology Services industry, posted revenues of $88.54 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.53%. This compares to year-ago revenues of $70.64 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Viant shares have not added anything since the beginning of the year versus the S&P 500's gain of 8.1%.
What's Next for Viant?While Viant has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Viant was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.13 on $94.05 million in revenues for the coming quarter and $0.74 on $413.85 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Skillsoft Corp. (SKIL - Free Report) , has yet to report results for the quarter ended April 2026.
This company is expected to post quarterly earnings of $0.05 per share in its upcoming report, which represents a year-over-year change of -83.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Skillsoft Corp.'s revenues are expected to be $121.08 million, down 2.5% from the year-ago quarter.
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IRVINE, Calif.--(BUSINESS WIRE)---- $DSP #AdTech--Viant announced a partnership with Ad Fontes Media, becoming the only DSP to enable news reliability-based targeting within news inventory on CTV.
Viant Technology Inc. (NASDAQ: DSP) a leader in CTV and AI-powered programmatic advertising, today announced a new partnership with Ad Fontes Media, the news ratings data and technology company, becoming the first and only DSP to enable news reliability-based targeting within news inventory on Connected TV via the industry’s leading content ID, the IRIS_ID. For advertisers navigating an increasingly complex news environment, it represents a fundamentally new path into the category, one that pairs premium inventory access with the content-level intelligence needed to activate on it with confidence and precision. Ad Fontes Media has built its reputation helping major brands navigate news content with confidence, and now with the IRIS_ID and Viant, they can expand their offerings to include CTV.
"We use Ad Fontes Media to ensure our advertising reaches all audiences across the political spectrum because we make cars for everyone," said Shenan Reed, Global Chief Media Officer at General Motors. "Ad Fontes Media also helps ensure that those ads show up in reliable publications."
News audiences are among the most attentive and engaged in advertising, yet the category remains one of the most avoided. Brands pulling back are leaving measurable performance on the table: ads in news environments receive 20% more attention and drive 77% higher brand recall, according to a recent study from Teads and Lumen Research. With 2026 on track to be the most expensive midterm cycle in U.S. history, the news environment has never been more crowded, more contested, or more consequential for brands trying to navigate it. Until now, the tools to navigate it with confidence and precision simply haven't existed.
This partnership closes that gap. By integrating Ad Fontes Media's Reliability and Bias framework directly into the Viant advertising platform, advertisers can now identify and activate against trusted news programming at the content level, connecting that investment directly to real household-level outcomes. Brands leveraging Ad Fontes' high-quality inventory, which excludes low-quality news through AI-powered segments, typically achieve approximately 60% lower Cost Per Acquisition and 50%+ higher conversion rates within contextually aligned environments.
"Advertisers don't need to avoid news, but they do need better tools to navigate it," said Vanessa Otero, Founder and CEO of Ad Fontes Media. "This partnership with Viant gives advertisers a consistent, data-driven way to evaluate content quality. And because our analysis can extend beyond the domain or app level to content as it goes live, advertisers gain a more granular way to target trusted news environments."
The partnership directly addresses a persistent problem in programmatic advertising. Brands have long been forced to navigate a market cluttered with made-for-advertising sites, downstream resold inventory, and low-quality content mislabeled as news, leading many to pull back from the category entirely and leaving high-quality, trusted news environments underutilized and underpriced.
"Through Viant's partnership with Ad Fontes, advertisers can reach the most relevant audiences while ensuring their ads appear in trusted, high-quality news environments. This puts premium supply back to work at scale. For brands that have been sitting on the sidelines of news, the calculus has changed," said Richie Hyden, SVP of Publisher Solutions at Viant.
The integration is now available within the Viant ad platform, with activation spanning live news programming across leading CTV publishers.
ABOUT VIANT
Viant Technology (NASDAQ: DSP) is an exclusively buy-side, AI-powered advertising platform purpose-built for CTV. Viant uniquely combines proprietary content intelligence, household-level identity resolution, and person-level attention signals to connect advertisers with real customers and drive measurable outcomes across the open internet. Through its award-winning AI solutions, Viant is building the future of autonomous advertising, where AI doesn’t just assist the campaign, it delivers real results. Learn more at viantinc.com.
About Ad Fontes Media
Ad Fontes Media is a news ratings data and technology company that rates media sources in terms of political bias and reliability through a blend of human analysts and AI. The company was founded by Vanessa Otero with the mission of rating all the news to positively impact the media ecosystem. Ad Fontes Media’s Data Platform and APIs allow Ad Fontes Media’s brand, media, and media technology partners to leverage its comprehensive news source ratings so they can engage with them in real time in media planning and activation.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260520884521/en/
In the news release, SEMIFIVE and ICY Tech Achieve Successful Tape-out of 8nm eMRAM-Based Edge AI SoC, Targeting First Commercialization in Asia, issued 07-May-2026 by SEMIFIVE over PR Newswire, we are advised by the company that changes have been made. The complete, corrected release follows:
SEMIFIVE and ICY Tech Achieve Successful Tape-out of 8nm eMRAM-Based Edge AI SoC, Targeting First Commercialization in Asia Enabling on-device inference with up to 2 billion (2B) parameters, accelerating expansion into ultra-low-power edge AI markets such as AI PCs and humanoid robots
, /PRNewswire/ -- SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, and ICY Tech, a Chinese AI semiconductor company, today announced the successful tape-out of next-generation Edge AI SoC jointly developed utilizing Samsung Foundry's 8nm (8LPU) embedded Magnetic Random Access Memory (eMRAM) technology. This marks a significant milestone toward the first commercial deployment of 8nm eMRAM technology in Asia.
This collaboration represents SEMIFIVE's first ASIC design project leveraging eMRAM technology. By integrating eMRAM into an Edge AI accelerator, the company aims to reinforce its technical leadership in the ultra-low-power, high-performance inference market.
Compared to SRAM, eMRAM features a smaller bit cell, enabling higher data density within the same area. Unlike DRAM, it does not require periodic refresh operations, significantly reducing power consumption. With its non-volatile characteristics that retain data even when power is removed, eMRAM is widely regarded as a "universal memory" particularly well-suited for environments with constraints on power and area, such as edge devices.
Originating from the Applied Magnetism Center of the School of Physics at Peking University, ICY Tech brings deep insight and extensive experience in magnetism and spintronics for AI inference scenarios. Additionally, the company possesses globally leading, uniquely patented accelerator designs for high-bandwidth readout and in-situ matrix-vector multiplication (GEMV).
SEMIFIVE is a key Design Solution Partner (DSP) in the Samsung Foundry SAFE™ ecosystem and a global AI ASIC specialist with a proven track record of successfully delivering advanced custom semiconductor projects ranging from AI/HPC to Edge AI. The company provides comprehensive engineering services from spec consulting to mass production, serving a broad range of customers including fabless companies, service providers, and system OEMs.
For this project, SEMIFIVE provided comprehensive ASIC design services and transformed, ICY Tech's novel architecture into production-ready silicon. By integrating ICY Tech's Processing Near Memory (PNM) technology with SEMIFIVE's proprietary SoC design platform, the two companies developed an optimized architecture capable of high-speed, on-device inference for models with up to 2B parameters in edge environments. This enables operation— without any network connectivity. At the 2B-parameter scale, practical AI tasks such as text summarization, translation, and conversational inference become feasible on-device, a capability that has been challenging to achieve with conventional SRAM-based edge AI chips due to physical limitations in die area and power.
This architecture is designed for edge devices operating in offline environments, including AI PCs, private AI agents, and humanoid robots. Target applications encompass robotics (physical AI), automotive semiconductors (such as autonomous driving and digital cockpits), and smart devices.
"This collaboration is a highly challenging project to bring a spintronics-based AI inference architecture into silicon using Samsung Foundry's 8nm (8LPU) process. By fully integrating the non-volatile and ultra-low-power characteristics of eMRAM into AI accelerators, we believe this will set a new milestone for edge AI semiconductors," said Yves Zhu, CEO of ICY Tech. "With SEMIFIVE's proven comprehensive ASIC design capabilities, ICY Tech's accelerator architecture design expertise, and Samsung Foundry's advanced node technology, we are confident this project will establish a new standard for performance and power efficiency that surpasses the limitations of existing architectures in the global AI inference market."
"In the AI era, semiconductors are rapidly shifting from off-the-shelf components to custom-built solutions tailored to specific needs. As the Edge AI market expands, the architectures requested by customers are becoming increasingly sophisticated and diverse," said Brandon Cho, CEO and co-founder of SEMIFIVE. "As ASIC design involving next-generation memories like eMRAM gains momentum, the role of a specialized partner managing the entire process becomes vital. As a key partner in the Samsung Foundry SAFE™ ecosystem, SEMIFIVE has successfully executed numerous AI, HPC, and Edge AI projects. Through our partnership with ICY Tech, we are proud to expand our portfolio into cutting-edge memory-based ASIC design."
MRAM/eMRAM
Magnetic Random Access Memory (MRAM) is a next-generation memory technology that utilizes Magnetic Tunnel Junction (MTJ) elements. It combines the non-volatile characteristics of NAND Flash, retaining data even when power is removed, with high-speed performance comparable to DRAM. With write speeds over 1,000 times faster than flash memory and significantly lower power consumption, MRAM is emerging as a core technology for AI semiconductors and low-power edge devices. In particular, embedded MRAM (eMRAM) refers to MRAM technology integrated directly into system semiconductors such as SoCs and MCUs. It is widely regarded as a next-generation on-chip memory solution to replace conventional embedded Flash (eFlash).
Unlike traditional DRAM, MRAM is a type of resistive memory. While DRAM is based on electrical charge storage, MRAM relies on the resistance changes within the MTJ unit cell. DRAM has achieved significant advancements in density, bandwidth, and power efficiency. However, it requires continuous refresh operations to retain data, consuming standby power even when not actively in use. In contrast, MRAM can preserve data for extended periods without refreshing operations. For this reason, it is gaining attention as a "universal memory" with the potential to fundamentally transform current computing architectures.
About SEMIFIVE
SEMIFIVE Inc. (KOSDAQ: 490470) is a pioneer of platform based SoC design, working with customers to implement innovative ideas into custom silicon in the most efficient way. Our SoC platforms offer a powerful springboard for new chip designs and leverage configurable domain-specific architectures and pre-validated key IP pools. We offer comprehensive spec-to-system capabilities with end-to-end solutions so that custom SoCs can be realized faster, with reduced cost and risks for key applications such as data center or AI-enabled IoT. With a strong partnership with Samsung Foundry as a leading SAFE™ DSP partner, as well as the larger ecosystem, SEMIFIVE provides a one-stop shop solution for any SoC design needs. For more information, please visit www.semifive.com.
About ICY Tech
ICY Technology is a specialized chip R&D company dedicated to redefining conventional computing through physics-native computing and magnetic computing. Incubated at the Applied Magnetism Center of Peking University, the company combines full-stack strengths in magnetism, spintronics, device engineering, IC design, and algorithm-hardware co-optimization to bring MRAM-based weight-stationary architectures and ultra-high-bandwidth readout schemes into system-level deployment for AI inference. It has developed the SpinPU®-E family of "magnetic logic computing" products for high-bandwidth AI inference, as well as the SpinPU®-M family of "magnetic probabilistic computing" products for quantum-inspired classical computing. Compared with traditional SRAM- and DRAM-based approaches, ICY Technology aims to fundamentally break the limits of edge-side large-model deployment in area, energy efficiency, and cost through higher density, lower static power, and much stronger on-chip bandwidth, building core technological barriers for robotics and edge intelligent hardware. Since its establishment in 2023, the company has completed four rounds of market-driven financing and has led or played a principal role in two major provincial- and ministerial-level R&D programs focused on high-bandwidth magnetic computing. ICY Technology is headquartered in Beijing, with an R&D center in the Guangdong-Macao In-Depth Cooperation Zone in Hengqin and a testing center in Weihai.
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, /PRNewswire/ -- SuperX AI Technology Limited (NASDAQ: SUPX, "SuperX" or the "Company"), an emerging full-stack AI Data Center (AIDC) infrastructure solutions provider, will introduce its 1.6T optical module solution at Interop Tokyo 2026, taking place from June 10 to June 12, 2026, and showcase a comprehensive portfolio of solutions spanning AI compute, modular AI factory, and digital power infrastructure, designed to support the next wave of AI data center deployment in Japan and global markets.
"Japan is a strategically important market for SuperX, and we are committed to supporting its rapidly growing demand for AI infrastructure," said Aiko Furukawa, CEO of SuperX Industries Co. Limited, SuperX's wholly owned subsidiary in Japan. "With our established presence in Japan, including our Global Supply Center in Tsu City, Mie Prefecture, we are well positioned to provide localized delivery, faster response, and long-term operational support. We look forward to deepening our collaboration with customers and partners in Japan and accelerating the deployment of next-generation AI data centers."
High-performance Optical Modules for AI-Scale Connectivity
During the event, SuperX will introduce the 1.6T optical module solution, designed to support the high-bandwidth connectivity needs of large-scale AI training and inference environments. This follows the establishment of SuperX Optical Communications, the joint venture focused on end-to-end optical solutions for next-generation AI data centers. Built on a full Digital Signal Processor (DSP) architecture with silicon photonics integration, the solution delivers high-performance, reliable connectivity and flexible deployment across Ethernet and InfiniBand AI infrastructures.
AI Compute Platforms Built for Diverse AI Workloads
SuperX will showcase a portfolio of AI compute platforms designed to address different deployment scenarios, from large-scale training to flexible inference and high-performance computing.
The solutions include the high-performance SuperX XN8161-B300 AI servers powered by the NVIDIA HGX B300 platform, built for intensive training and high-performance computing workloads; the flexible, high-density compute platform powered by NVIDIA RTX PRO 6000 Blackwell GPUs, optimized for diverse AI deployments; and the rack-scale SuperX GB300 NVL72 System powered by the NVIDIA GB300 Grace Blackwell Ultra Superchip, designed to support large-scale model development. Together, these platforms provide a scalable compute foundation for customers' evolving AI infrastructure needs.
Workload-Driven Modular AI Factory for Faster, Scalable Deployment
SuperX's modular AI factory solution is designed around IT workload requirements, helping customers move beyond traditional site-first infrastructure planning toward a more scalable, performance-oriented AIDC deployment model. Through a pre-validated, full-stack architecture that integrates compute, power, cooling and networking, SuperX helps simplify the buildout of AI factories.
Built upon an agile baseline engineering platform, SuperX easily updates and calibrates our designs to match customers' specific GPU servers and unique application workloads. Leveraging this technical flexibility, our pre-validated reference designs provide turnkey compatibility with the cutting-edge NVIDIA Blackwell Ultra GB300 NVL72 platform.
Combining standardized design, prefabricated modules, and engineering validation, the solution helps reduce project complexity, shorten time-to-market to 6–9 months, and support a continuous, scalable expansion from a 2.5MW initial pod to 20MW clusters and to massive 80MW computing campuses.
800V DC Power Architecture for High-Density AI Infrastructure
SuperX's Medium Voltage Rectifier(MVR) 800V DC power architecture is designed for high-density AI data centers, enabling more efficient power distribution, lower conversion complexity and improved energy utilization. With a modular, highly integrated design, it simplifies large-scale deployment, supports stable operation, reduces power loss, and offers flexible configuration options to meet diverse site, workload, and expansion needs.
Strengthening Local Presence in Japan
In addition to its full-stack AIDC solutions, SuperX continues to strengthen its presence in Japan through localized delivery and operations. The company's Global Supply Center in Tsu City, Mie Prefecture plays a key role in supporting both regional and global customers, enabling efficient logistics, faster deployment, and reliable service support, with an annual production capacity of up to 20,000 AI servers.
Backed by a global engineering team and a localized spare parts network, SuperX is committed to delivering responsive, end-to-end support to customers across Japan.
Visit SuperX at Booth No: 7N26 at Interop Tokyo 2026 to explore how its full-stack AIDC solutions are enabling scalable, efficient, and future-ready AI infrastructure.
About SuperX AI Technology Limited (NASDAQ: SUPX)
SuperX AI Technology Limited is an AI infrastructure solutions provider, offering a comprehensive portfolio of proprietary hardware, advanced software, and end-to-end services for AI data centers. The Company's services include advanced solution design and planning, cost-effective infrastructure product integration, and end-to-end operations and maintenance. Its core products include high-performance AI servers, 800 Volts Direct Current (800VDC) solutions, high-density liquid cooling solutions, as well as AI cloud and AI agents. Headquartered in Singapore, the Company serves institutional clients globally, including enterprises, research institutions, and cloud and edge computing deployments. For more information, please visit www.superx.sg
Safe Harbor Statement
This press release may contain forward-looking statements. In addition, from time to time, we or our representatives may make forward-looking statements orally or in writing. We base these forward-looking statements on our expectations and projections about future events, which we derive from the information currently available to us. You can identify forward-looking statements by those that are not historical in nature, particularly those that use terminology such as "may," "should," "expects," "anticipates," "contemplates," "estimates," "believes," "plans," "projected," "predicts," "potential," or "hopes" or the negative of these or similar terms. In evaluating these forward-looking statements, you should consider various factors, including: our ability to change the direction of the Company; our ability to keep pace with new technology and changing market needs; and the competitive environment of our business. These and other factors may cause our actual results to differ materially from any forward-looking statement.
Forward-looking statements are only predictions. The reader is cautioned not to rely on these forward-looking statements. The forward-looking events discussed in this press release, including delivery schedules, production capacity, and other statements made from time to time by us or our representatives, may not occur, and actual events and results may differ materially and are subject to risks, uncertainties, and assumptions about us. We are not obligated to publicly update or revise any forward-looking statement, whether as a result of uncertainties and assumptions, the forward-looking events discussed in this press release and other statements made from time to time by us or our representatives might not occur.
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Smarter insights, stronger monetization and clearer signals for CTV and programmatic
IRVINE, Calif.--(BUSINESS WIRE)--Viant Technology Inc. (NASDAQ: DSP), a leader in CTV and AI-powered programmatic advertising, today announced the launch of its enhanced Publisher Solutions, a centralized tool set that provides seamless access to critical insights and monetization intelligence across the Viant advertising platform. These solutions are designed to enable advertisers to access higher-quality and better-addressable inventory at scale, while providing publishers greater transparency into supply quality and enhancing their ability to monetize their inventory. Unlike many competitive solutions that introduce additional fees, Viant Publisher Solutions are available at no cost to publisher partners.
“Viant’s Direct Access framework gives us a way to collaborate more closely, improve signal quality, and unlock incremental revenue opportunities without additional platform fees," said Vijay Rao, Senior Vice President of Partnerships at Tubi.
ShareViant Publisher Solutions features all-new SupplyIQ, a detailed, publisher-specific dashboard which includes key performance data around Direct Access, Household ID (HHID), and IRIS_ID to form a unified framework focused on improving signal fidelity, supply path efficiency, audience addressability and content intelligence. These inputs directly influence how the Viant ad platform values inventory, allocates spend, and optimizes campaign performance.
“Today’s programmatic ecosystem requires deeper alignment between premium supply and brand advertisers,” said Tim Vanderhook, CEO, Viant Technology. “With Viant Publisher Solutions, we are creating a more transparent and efficient marketplace, giving publishers control and insight into their inventory while enabling advertisers to access premium, signal-rich supply that drives real, measurable outcomes.”
Viant operationalizes these capabilities, giving publishers a single place to manage and maximize their integration with Viant’s ad platform. By strengthening key inputs such as identity, content, supply path, and signal coverage, publishers can directly impact how effectively the DSP bids— creating a clear and measurable link between adoption and monetization outcomes. Viant Publisher Solutions have already been broadly adopted across the programmatic ecosystem, representing some of the most-watched streaming content in the world, with continued expansion throughout 2026.
“As a publisher, creating more direct relationships with DSPs is increasingly important to maximize both transparency and monetization,” said Vijay Rao, Senior Vice President of Partnerships at Tubi. “Viant’s Direct Access framework gives us a way to collaborate more closely, improve signal quality, and unlock incremental revenue opportunities without additional platform fees.”
There are four core features of Viant Publisher Solutions:
SupplyIQ: Viant's SupplyIQ reporting solution ensures that Viant only bids on inventory that meets the signal quality thresholds required to drive advertiser outcomes. By continuously evaluating signal coverage, SupplyIQ gives Viant's bidder a clear, accurate view of supply and deprioritizes inventory that cannot be evaluated with confidence. Publishers who want to maximize their eligibility for Viant demand can use SupplyIQ's reporting layer to understand exactly how their inventory appears to the DSP and where improvements will directly impact monetization.Direct Access: Viant's Supply Path Optimization (SPO) framework connects advertisers to premium CTV and digital inventory through the most direct and cost-efficient paths available. By eliminating unnecessary intermediary hops, Direct Access reduces auction noise and ensures a greater share of every advertiser dollar goes toward working media, not fees. Unlike competing SPO programs that charge publishers a percentage of advertiser spend, Viant charges publishers nothing. Currently, 85% of CTV spend on the Viant platform is transacted through Direct Access.Household ID: Viant’s publisher Household ID (HHID) integration enables publishers to sync their first-party data into Viant’s deterministic identity framework, increasing addressability and measurement capabilities. Advertisers benefit from more accurate audience targeting, cross-device frequency management, and improved attribution.IRIS_ID: Viant’s content identification and targeting solution allows publishers to map their video content to standardized IRIS Content IDs, unlocking new monetization strategies based on content-level signals. Advertisers can now target and measure campaigns at the content level, improving contextual alignment and engagement.Built for Transparency, Efficiency, and Performance
Viant is addressing the fundamental inefficiencies in programmatic advertising by helping to ensure advertisers access more addressable, signal-rich inventory - improving campaign performance while maximizing the share of every dollar that goes toward working media. Publishers are motivated by a direct link between signal quality and monetization: the better their inventory is represented within the Viant ad platform, the more effectively Viant bids on it. This incentive structure continuously raises the quality and transparency of supply across the open internet, ultimately driving stronger performance for buyers and sellers alike.
"In CTV, transparency and innovation are not just nice to have; they are the foundation of effective advertising. Viant delivers on both, and their Household ID and identity framework gives Molson Coors the future-proofed foundation to power our marketing effectiveness and digital transformation ambitions in 2026 and beyond," said Brad Feinberg, Vice President, Media & Marketing Operations, Molson Coors Beverage Company.
Viant Publisher Solutions are available to Viant’s partners now at no cost. For more information, visit viantinc.com/solutions/publisher.
About Viant
Viant Technology (NASDAQ: DSP) is an exclusively buy-side, AI-powered advertising platform purpose-built for CTV. Viant uniquely combines proprietary content intelligence, household-level identity resolution, and person-level attention signals to connect advertisers with real customers and drive measurable outcomes across the open internet. Through its award-winning AI solutions, Viant is building the future of autonomous advertising, where AI doesn't just assist the campaign, it delivers real results. Learn more at viantinc.com.
Viant Technology Inc. (NASDAQ: DSP), a leader in CTV and AI-powered programmatic advertising, today announced the launch of its enhanced Publisher Solutions, a centralized tool set that provides seamless access to critical insights and monetization intelligence across the Viant advertising platform. These solutions are designed to enable advertisers to access higher-quality and better-addressable inventory at scale, while providing publishers greater transparency into supply quality and enhancing their ability to monetize their inventory. Unlike many competitive solutions that introduce additional fees, Viant Publisher Solutions are available at no cost to publisher partners.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260611878880/en/
Viant Publisher Solutions are designed to enable advertisers to access higher-quality and better-addressable inventory at scale, while providing publishers greater transparency into supply quality and enhancing their ability to monetize their inventory.
Viant Publisher Solutionsfeatures all-new SupplyIQ, a detailed, publisher-specific dashboard which includes key performance data around Direct Access, Household ID (HHID), and IRIS_ID to form a unified framework focused on improving signal fidelity, supply path efficiency, audience addressability and content intelligence. These inputs directly influence how the Viant ad platform values inventory, allocates spend, and optimizes campaign performance.
“Today’s programmatic ecosystem requires deeper alignment between premium supply and brand advertisers,” said Tim Vanderhook, CEO, Viant Technology. “With Viant Publisher Solutions, we are creating a more transparent and efficient marketplace, giving publishers control and insight into their inventory while enabling advertisers to access premium, signal-rich supply that drives real, measurable outcomes.”
Viant operationalizes these capabilities, giving publishers a single place to manage and maximize their integration with Viant’s ad platform. By strengthening key inputs such as identity, content, supply path, and signal coverage, publishers can directly impact how effectively the DSP bids— creating a clear and measurable link between adoption and monetization outcomes. Viant Publisher Solutions have already been broadly adopted across the programmatic ecosystem, representing some of the most-watched streaming content in the world, with continued expansion throughout 2026.
“As a publisher, creating more direct relationships with DSPs is increasingly important to maximize both transparency and monetization,” said Vijay Rao, Senior Vice President of Partnerships at Tubi. “Viant’s Direct Access framework gives us a way to collaborate more closely, improve signal quality, and unlock incremental revenue opportunities without additional platform fees.”
There are four core features of Viant Publisher Solutions:
SupplyIQ: Viant's SupplyIQ reporting solution ensures that Viant only bids on inventory that meets the signal quality thresholds required to drive advertiser outcomes. By continuously evaluating signal coverage, SupplyIQ gives Viant's bidder a clear, accurate view of supply and deprioritizes inventory that cannot be evaluated with confidence. Publishers who want to maximize their eligibility for Viant demand can use SupplyIQ's reporting layer to understand exactly how their inventory appears to the DSP and where improvements will directly impact monetization.Direct Access: Viant's Supply Path Optimization (SPO) framework connects advertisers to premium CTV and digital inventory through the most direct and cost-efficient paths available. By eliminating unnecessary intermediary hops, Direct Access reduces auction noise and ensures a greater share of every advertiser dollar goes toward working media, not fees. Unlike competing SPO programs that charge publishers a percentage of advertiser spend, Viant charges publishers nothing. Currently, 85% of CTV spend on the Viant platform is transacted through Direct Access.Household ID: Viant’s publisher Household ID (HHID) integration enables publishers to sync their first-party data into Viant’s deterministic identity framework, increasing addressability and measurement capabilities. Advertisers benefit from more accurate audience targeting, cross-device frequency management, and improved attribution.IRIS_ID: Viant’s content identification and targeting solution allows publishers to map their video content to standardized IRIS Content IDs, unlocking new monetization strategies based on content-level signals. Advertisers can now target and measure campaigns at the content level, improving contextual alignment and engagement.Built for Transparency, Efficiency, and Performance
Viant is addressing the fundamental inefficiencies in programmatic advertising by helping to ensure advertisers access more addressable, signal-rich inventory - improving campaign performance while maximizing the share of every dollar that goes toward working media. Publishers are motivated by a direct link between signal quality and monetization: the better their inventory is represented within the Viant ad platform, the more effectively Viant bids on it. This incentive structure continuously raises the quality and transparency of supply across the open internet, ultimately driving stronger performance for buyers and sellers alike.
"In CTV, transparency and innovation are not just nice to have; they are the foundation of effective advertising. Viant delivers on both, and their Household ID and identity framework gives Molson Coors the future-proofed foundation to power our marketing effectiveness and digital transformation ambitions in 2026 and beyond," said Brad Feinberg, Vice President, Media & Marketing Operations, Molson Coors Beverage Company.
Viant Publisher Solutions are available to Viant’s partners now at no cost. For more information, visit viantinc.com/solutions/publisher.
About Viant
Viant Technology (NASDAQ: DSP) is an exclusively buy-side, AI-powered advertising platform purpose-built for CTV. Viant uniquely combines proprietary content intelligence, household-level identity resolution, and person-level attention signals to connect advertisers with real customers and drive measurable outcomes across the open internet. Through its award-winning AI solutions, Viant is building the future of autonomous advertising, where AI doesn't just assist the campaign, it delivers real results. Learn more at viantinc.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260611878880/en/
Alpha Wave Global LP cut its stake in shares of NexGen Energy (NYSE: NXE) by 60.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 299,385 shares of the company's stock after selling 453,810 shares during the quarter. NexGen
On February 17, 2026, Hancock Prospecting disclosed a buy of NexGen Energy (NXE +4.64%), adding 828,245 shares in an estimated $7.31 million trade based on quarterly average pricing.
What happenedAccording to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Hancock Prospecting increased its position in NexGen Energy by 828,245 shares. The estimated transaction value was $7.31 million, calculated using the average share price over the fourth quarter of 2025. The fund’s quarter-end stake totaled 9,078,245 shares, with a reported value of $83.66 million, up $9.81 million from the prior filing.
What else to knowThe fund’s buy lifted NexGen Energy to 2.57% of 13F AUM.Top holdings after the filing:NASDAQ: QQQ: $784.91 million (24.1% of AUM)NYSE: MP: $750.79 million (23.1% of AUM)NYSE: TECK: $493.19 million (15.2% of AUM)NYSE: HBM: $289.00 million (8.9% of AUM)NYSE: NXE: $83.66 million (2.6% of AUM)As of Friday, NexGen Energy shares were priced at $11.26, skyrocketing 123% over the past year as the S&P 500 instead gained 15%.Company overviewMetricValuePrice (as of Friday)$11.26Market capitalization$7.4 billionNet income (TTM)($309.7 million)Company snapshotNexGen Energy focuses on the acquisition, exploration, evaluation, and development of uranium properties, with the flagship Rook I project in Saskatchewan.The firm operates as an exploration and development stage company, generating value through advancing uranium assets toward production.It is headquartered in Vancouver, Canada, with principal operations in the Athabasca Basin region.NexGen Energy is a Canadian uranium exploration and development company with its principal asset, the Rook I project, located in the Athabasca Basin. The company is advancing its uranium assets toward production.
What this transaction means for investorsWhen it comes to long-cycle resource assets, the real conviction often shows up long before any headlines hit, and what stands out here is that this wasn't just a knee-jerk reaction to big news. The federal green light for the Rook I project earlier this month has helped NexGen stock’s recent surge, but since that approval came after the quarter wrapped up, it highlights that this bet was more likely about solid fundamentals and probabilities than about guaranteed outcomes.
This is a crucial point for long-term investors to grasp. NexGen is still in the pre-production phase, so its valuation largely hinges on execution risk and the demand for uranium down the line. But the sheer scale of Rook I is hard to overlook. Once fully operational, it's set to churn out up to 30 million pounds annually, which would capture a significant slice of the global uranium market. Within a portfolio that leans heavily toward commodities and materials stocks like MP Materials, Teck, and Hudbay, adding NexGen fits well as a higher-risk, higher-reward play. Shares have climbed 23% since the end of last quarter.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends MP Materials and Teck Resources. The Motley Fool has a disclosure policy.
NexGen Energy (NYSE: NXE - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the six brokerages that are presently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and four have issued a buy recommendation on the
Key Takeaways Centrus Energy benefits from HALEU leadership, $3.8B backlog and long-term nuclear fuel contracts.Centrus Energy is expanding enrichment capacity and targeting 12 metric tons of HALEU output post-2030.NexGen Energy's Rook I project could supply 30M pounds yearly, but remains pre-revenue and loss-making. Centrus Energy (LEU - Free Report) and NexGen Energy (NXE - Free Report) are uranium-focused companies expected to play a significant role in contributing to the global nuclear energy supply chain.
Bethesda, MD-based Centrus Energy, with a market capitalization of $3.8 billion, supplies nuclear fuel components for the nuclear power industry across the United States, Belgium, Japan, the Netherlands and internationally. Vancouver, Canada-based NexGen Energy, valued at $7.75 billion, is an exploration and development-stage company. It is developing the Rook I Project, which is expected to become the world’s largest low-cost uranium-producing mine.
Uranium was included in the U.S. Geological Survey’s Final 2025 Critical Minerals List, highlighting its growing importance to U.S. energy security and national defense. The long-term uranium outlook remains supported by rising electricity demand and the accelerating global transition toward clean energy. Against this backdrop, investors are evaluating which uranium stock is better positioned, Centrus Energy or NexGen Energy. To make an informed decision, let us analyze their fundamentals, growth potential and key challenges.
The Case for Centrus EnergyThe company, through its Low-Enriched Uranium segment, supplies components of nuclear fuel to commercial customers. This includes the supply of the enrichment component of Low-Enriched Uranium to utilities that operate commercial nuclear power plants. The enrichment component of LEU is measured in Separative Work Units (SWU). Centrus Energy also sells natural uranium hexafluoride. The Technical Solutions segment provides advanced uranium enrichment services to the nuclear industry and the U.S. government, as well as advanced manufacturing and other technical services to government and private sector customers.
For 2025, Centrus Energy’s total revenues were $448.7 million, up 2% from the prior year. The Low-Enriched Uranium segment’s revenues were at $346.2 million, down 1% year over year. In Technical Solutions, full-year revenues increased 11% to $102.5 million. Adjusted earnings per share were $3.90 in 2025 compared with $4.47 in 2024.
Centrus Energy ended 2025 with a $3.8 billion revenue backlog, which includes long-term sales contracts with major utilities through 2040 and a cash balance of $2 billion.
In September 2025, the company announced ambitious plans to significantly expand its uranium enrichment plant in Piketon, OH, to boost the production of Low-Enriched Uranium and High-Assay, Low-Enriched Uranium (HALEU). In December, it began design work on a 150,000 square foot training, operations & maintenance facility at the site. It also began domestic centrifuge manufacturing to support commercial LEU enrichment activities at the facility, reinforcing its first-mover advantage in U.S.-owned uranium enrichment. The company plans capital deployment of $350-$500 million in 2026 to support the industrial buildout tied to the centrifuge manufacturing expansion. Centrus Energy has partnered with Palantir Technologies (PLTR - Free Report) to drive cost savings and unlock operational efficiencies in its expansion plans. They have already identified close to $300 million in potential savings.
Improving project execution remains a key priority, with Centrus Energy actively taking steps to reduce risks and strengthen the efficiency of its expansion initiatives. Backed by these multi-billion-dollar initiatives, LEU plans to fulfill its $2.3 billion in contingent LEU sales contracts with both domestic and international customers. It is targeting 12 metric tons of HALEU production per year sometime after 2030, with at least some HALEU production by the end of the decade.
Centrus Energy is the only licensed producer of HALEU in the Western world. HALEU demand is expected to surge to power existing reactors and a new generation of advanced reactors. HALEU opportunity is estimated at $8 billion per year by 2035, which provides a strategic advantage to the company.
The Case for NexGen EnergyNexGen Energy’s flagship Rook I project consists of 32 contiguous mineral claims totaling an area of approximately 35,065 hectares located in the southwestern Athabasca Basin of Saskatchewan.
The company recently received final federal approval for the project, allowing construction to begin in summer 2026. It is expected to deliver up to 30 million pounds of high-grade uranium per year, at the lowest quartile of the cost curve of C$13.86 over generations to come. This represents more than 20% of the current global uranium fuel supply and more than50% of the Western world supply, elevating NexGen to a dominant position in the nuclear fuel market.
The Arrow Deposit is the focus of the Rook I Project and was discovered in February 2014. It has measured and indicated mineral resources totaling 3.75 million tons, at a grade of 3.10%, containing 257 million pounds of uranium. The company recently announced its highest-grade assay results to date at its fully owned Patterson Corridor East.
The company has intersected numerous other mineralized zones on trend from Arrow along the Patterson Corridor on the Rook I property, which are subject to further exploration before economic potential can be assessed.
In December 2024, NexGen Energy announced that it had entered into uranium sales contracts with major U.S. utilities committing to supply 1 million pounds of uranium annually from 2029 to 2033. These contracts, incorporating market-based pricing, validate confidence in the Rook I Project and provide financial stability while allowing the company to benefit from rising uranium prices.
As an exploration and development stage company, NXE does not have revenues and historically has reported recurring operating losses. In 2025, the company reported a loss of 53 cents per share compared with the year-ago quarter’s loss of 14 cents. Adjusted loss for the year was 24 cents per share.
NXE’s results are likely to continue to reflect the impact of salaries, office, administrative and travel costs, as well as costs consistent with the expansion of operations. However, once it starts production, there remains strong margin potential due to the Rook I’s low-cost position.
How do Estimates Compare for LEU & NXE?The Zacks Consensus Estimate for Centrus Energy’s 2026 earnings is pegged at $3.27 per share, which indicates a year-over-year decline of 16.2%. The estimate for 2027 earnings is pinned at $3.38 per share, indicating year-over-year growth of 3.5%.
The Zacks Consensus Estimate for NexGen Energy’s earnings for 2026 is a loss of 14 cents per share, narrower than the loss of 24 cents in 2025. The estimate for 2027 is also a loss of 22 cents per share.
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In the past 60 days, earnings estimates for Centrus Energy have moved down for both 2026 and 2027. The estimate for NexGen Energy for 2026 has moved down, while the same for 2027 has moved up over the past 60 days.
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Centrus Energy & NexGen Energy: Price Performance & ValuationLEU shares have surged 176.2% in the past year, while NexGen Energy’s shares have gained 137.3%.
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Centrus Energy is trading at a forward price-to-book multiple of 4.97X. Meanwhile, NXE’s forward price-to-book multiple sits at 5.9X.
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LEU or NXE: Which is the Better Investment Option?Both stocks currently carry a Zacks Rank #3 (Hold), so choosing one seems difficult. NXE, while offering exposure to a high-grade, long-life asset with strong margin potential, remains in the development phase and continues to incur losses.
Centrus Energy appears better positioned in the near to medium term, given its unique status as the only licensed HALEU producer in the United States and its strategic role in rebuilding domestic uranium enrichment capabilities. Its substantial backlog and expanding production plans support its long-term investment case.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Vertical extent of high-grade subdomain increased +33% to 550m with a strike length of 210mHigh-grade extension in RK-26-280c1 with cumulative 4.2m of >10,000 cps including 0.6m of >61,000 cpsContinuity of intense mineralization in RK-26-271c1 with cumulative 12.6m of >10,000 cps including 2.3m of >61,000 cps 80m down plunge of RK-25-256 (5.5m at 21.4% U3O8)Progressive high-grade continuity at depth in RK-26-276 with cumulative 11.2m of >10,000 cps including 0.6m of >61,000 cps and RK-26-285 with cumulative 9.0m of >10,000 cps including 0.7m of >61,000 cpsVancouver, British Columbia--(Newsfile Corp. - April 22, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") announces results from the 2026 winter drill program at Patterson Corridor East ("PCE") that recently concluded, highlighting significant vertical growth and strong internal continuity of high-grade mineralization.
Within the mineralized zone of PCE, the high-grade subdomain has now grown to 550 m in vertical extent, a 33% increase, with a strike length of 210 m. This expansion was primarily driven by hole RK-26-280c1 which returned cumulative 4.2m of >10,000 cps including 0.6m of >61,000 cps at 834m below surface (Figures 1-3). The hole successfully intersected mineralization 230m down plunge along a high-grade shoot interpreted to connect with RK-26-271c1 (Figure 4).
Holes RK-26-271c1, RK-26-276, and RK-26-285 returned strong mineralized intercepts between 600 to 700m below surface, where the system remains open for expansion (Figures 1 and 2, Table 1). Results from RK-26-271c1 include cumulative 12.6m of >10,000 cps including 2.3m of >61,000 cps 80m down plunge of RK-25-256 (5.5m at 21.4% U3O8) indicating continuity of intense high-grade mineralization (Figure 3). Further, the intersections from RK-26-276 (cumulative 11.2m of >10,000 cps including 0.6m of >61,000 cps) and RK-26-285 (cumulative 9.0m of >10,000 cps including 0.7m of >61,000 cps) add progressive high-grade continuity to the base of this growing subdomain.
Drilling 600m to the southeast of PCE along a separate parallel trend, prospective structure and alteration features are vectoring the Company toward potential repetition of mineralization within the overall PCE system (Figure 5).
Summer drilling of ~29,200m is schedule to commence the week of May 25, 2026. All samples from 2026 drilling are submitted to the independent Saskatchewan Research Council Geoanalytical Laboratory (SRC), with results to follow.
Leigh Curyer, Founder & Chief Executive Officer, commented: "Today's results from the 2026 winter program confirm both the scale and growth of PCE continues to advance at pace. Increasing the vertical extent of the high-grade subdomain by 33% during the winter program, suggests substantial drilling is required going forward to fully understand the extent of this mineralized zone. In parallel, drilling focused on vectoring into additional zones of mineralization will be incorporated into the summer program based on these winter results.
"With the Rook I Project commencing construction this summer and the significance of PCE materializing rapidly, we look forward to future drilling and evaluation of PCE and its potential position in the long-term profile of NexGen's uranium portfolio. NexGen is positioned to meet the strong demand for Canadian uranium for many decades into the future, whilst setting a new industry standard in the safe, efficient and reliable delivery of offtake to utility customers around the world."
A total of 12,758.2m of the planned 42,000m has been completed in 2026, focusing on high-grade growth and expansion of mineralization. Thirteen drill holes totalling 9,131.7m were dedicated to advancing the mineralization at PCE and six drill holes totalling 3,626.5m tested the parallel trend. Since discovery (see news release date March 11, 2024), 115 drillholes totalling 72,464.7m targeted PCE mineralization (Figure 4) with 79 of the 115 drill holes being mineralized, including 54 intersecting high-grade (>10,000 cps) and 21 intersecting off-scale (>61,000 cps).
Figure 1: Interpreted 3D model of PCE shown looking northwest (across strike) and northeast (along strike); previously reported in December 1, 2025 release, now with RK-26-271c1, RK-26-276, RK-26-280c1, and RK-26-285 intersections outlined in purple
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Figure 2: Interpreted model of mineralization at PCE (as of this release); new holes emphasized by larger diameter pierce points and bold labels; view is a long section that looks perpendicular to the primary mineralized plane; total mineralized footprint in orange and the high-grade subdomains in red
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Figure 3: Core photo from RK-25-280c1 displays semi-massive, off-scale (>61,000 cps) from uranium vein at 834m down hole
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Figure 4: Core photo from RK-25-271c1 displays mineralization from 630.3 to 646.5m down hole with abundant high-grade and several instances of off-scale in competent basement rock; yellow outlines >1,000 cps, red outlines >10,000 cps, >61,000 cps outlined in purple
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Figure 5: Map of PCE with completed 2026 drill holes; ground gravity in background, interpreted fault shown as black dashed line
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Table 1: Spectrometer results since January 15, 2026 release
455.0455.50.5<500All depths and intervals are meters downhole, true thicknesses are yet to be determined."Off-scale" refers to >61,000 cps (counts per second) readings by gamma spectrometer type RS-125."Anomalous" means >500 cps readings by gamma spectrometer type RS-120.Where "CPS Range" is <500 cps, this refers to local low radioactivity within the overall interval.Unconformity of 'N/A' denotes a lack of visible contact between Athabasca sandstone and basement rock.Maximum internal dilution 2.0 m downhole.All depths and intervals are meters downhole, true thicknesses are yet to be determined. Resource modelling in conjunction with an updated mineral resource estimate is required before true thicknesses can be determined.About NexGen
NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future. The Company's flagship Rook I Project is being optimally developed into the largest low-cost producing uranium mine globally, incorporating the most elite environmental and social governance standards. The Rook I Project is supported by an N.I. 43-101 compliant Feasibility Study, which outlines the elite environmental performance and industry-leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure. NexGen is leveraging its proven experience to deliver a Project that leads the entire mining industry socially, technically and environmentally. The Project and prospective portfolio in northern Saskatchewan will provide generational, long-term economic, environmental, and social benefits for Saskatchewan, Canada, and the world.
NexGen is listed on the Toronto Stock Exchange, the New York Stock Exchange under the ticker symbol "NXE," and on the Australian Securities Exchange under the ticker symbol "NXG," providing access to global investors to participate in NexGen's mission of solving three major global challenges in decarbonization, energy security and access to power. The Company is headquartered in Vancouver, British Columbia, with its primary operations office in Saskatoon, Saskatchewan.
Technical Disclosure*
All technical information in this news release has been reviewed and approved by Jason Craven, NexGen's Vice President, Exploration, a qualified person under National Instrument 43-101.
Natural gamma radiation in drill core reported in this news release was measured in counts per second (cps) using a Radiation Solutions Inc. RS-125 gamma spectrometer. The reader is cautioned that total count gamma readings may not be directly or uniformly related to uranium grades of the rock sample measured; they should be used only as a preliminary indication of the presence of radioactive minerals.
A technical report in respect of the FS is filed on SEDAR+ (www.sedarplus.ca) and EDGAR (www.sec.gov/edgar.shtml) and is available for review on NexGen Energy's website (www.nexgenenergy.ca).
Cautionary Note to U.S. Investors
This news release includes Mineral Reserves and Mineral Resources classification terms that comply with reporting standards in Canada and the Mineral Reserves and the Mineral Resources estimates are made in accordance with NI 43-101. NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for all public disclosure an issuer makes of scientific and technical information concerning mineral projects. These standards differ from the requirements of the Securities and Exchange Commission ("SEC") set by the SEC's rules that are applicable to domestic United States reporting companies. Consequently, Mineral Reserves and Mineral Resources information included in this news release is not comparable to similar information that would generally be disclosed by domestic U.S. reporting companies subject to the reporting and disclosure requirements of the SEC Accordingly, information concerning mineral deposits set forth herein may not be comparable with information made public by companies that report in accordance with U.S. standards.
Forward-Looking Information
The information contained herein contains "forward-looking statements" within the meaning of applicable United States securities laws and regulations and "forward-looking information" within the meaning of applicable Canadian securities legislation. "Forward-looking information" includes, but is not limited to, statements with respect to mineral reserve and mineral resource estimates, the 2021 Arrow Deposit, Rook I Project and estimates of uranium production, grade and long-term average uranium prices, anticipated effects of completed drill results on the Rook I Project, planned work programs, completion of further site investigations and engineering work to support basic engineering of the project and expected outcomes. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or the negative connotation thereof or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" or the negative connotation thereof. Statements relating to "mineral resources" are deemed to be forward-looking information, as they involve the implied assessment that, based on certain estimates and assumptions, the mineral resources described can be profitably produced in the future.
Forward-looking information and statements are based on the then current expectations, beliefs, assumptions, estimates and forecasts about NexGen's business and the industry and markets in which it operates. Forward-looking information and statements are made based upon numerous assumptions, including among others, that the mineral reserve and resources estimates and the key assumptions and parameters on which such estimates are based are as set out in this news release and the technical report for the property , the results of planned exploration activities are as anticipated, the price and market supply of uranium, the cost of planned exploration activities, that financing will be available if and when needed and on reasonable terms, that third party contractors, equipment, supplies and governmental and other approvals required to conduct NexGen's planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a material adverse manner. Although the assumptions made by the Company in providing forward looking information or making forward looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate in the future.
Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of NexGen to differ materially from any projections of results, performances and achievements of NexGen expressed or implied by such forward-looking information or statements, including, among others, the existence of negative operating cash flow and dependence on third party financing, uncertainty of the availability of additional financing, the risk that pending assay results will not confirm previously announced preliminary results, conclusions of economic valuations, the risk that actual results of exploration activities will be different than anticipated, the cost of labour, equipment or materials will increase more than expected, that the future price of uranium will decline or otherwise not rise to an economic level, the appeal of alternate sources of energy to uranium-produced energy, that the Canadian dollar will strengthen against the U.S. dollar, that mineral resources and reserves are not as estimated, that actual costs or actual results of reclamation activities are greater than expected, that changes in project parameters and plans continue to be refined and may result in increased costs, of unexpected variations in mineral resources and reserves, grade or recovery rates or other risks generally associated with mining, unanticipated delays in obtaining governmental, regulatory or First Nations approvals, risks related to First Nations title and consultation, reliance upon key management and other personnel, deficiencies in the Company's title to its properties, uninsurable risks, failure to manage conflicts of interest, failure to obtain or maintain required permits and licences, risks related to changes in laws, regulations, policy and public perception, as well as those factors or other risks as more fully described in NexGen's Annual Information Form dated March 6, 2024 filed with the securities commissions of all of the provinces of Canada except Quebec and in NexGen's 40-F filed with the United States Securities and Exchange Commission, which are available on SEDAR+ at www.sedarplus.ca and Edgar at www.sec.gov.
Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information or statements or implied by forward-looking information or statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking information or statements due to the inherent uncertainty thereof.
There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/293775
Source: NexGen Energy Ltd.
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Key Takeaways Denison Mines advances Phoenix project, targeting first ISR uranium production by mid-2028.NexGen Energy's Rook I project gains approval, targeting 30M pounds annual output at low costs.DNN boasts a strong balance sheet and gains, while NXE faces a longer timeline and ongoing losses. Denison Mines Corp. (DNN - Free Report) and NexGen Energy (NXE - Free Report) are Canada-based uranium exploration and development companies focused on high-grade assets in the Athabasca Basin.
Denison has a market capitalization of $3.44 billion. The company has a 95% effective interest in the flagship Wheeler River project, the largest undeveloped uranium project in the infrastructure-rich eastern Athabasca Basin. NexGen Energy, valued at $7.75 billion, is developing the Rook I Project, which is expected to become the world’s largest low-cost uranium-producing mine.
The long-term uranium outlook remains supported by rising electricity demand and the accelerating global transition toward clean energy. Against this backdrop, investors are evaluating which uranium stock is better positioned, Denison Mines or NexGen Energy. To make an informed decision, let us analyze their fundamentals, growth potential and key challenges.
The Case for DNNDenison Mines' long-term investment case is anchored in its portfolio of four prospective, low-cost uranium development assets: Phoenix, Gryphon, Midwest and THT/Waterbury.
Phoenix and Gryphon are located in the Wheeler project. Denison Mines has taken a final investment decision to proceed with the construction of the Phoenix in-situ recovery (ISR) uranium mine. With first production targeted for mid-2028, it is expected to be Canada’s first ISR uranium mine.
The project’s economics are compelling. Phoenix hosts an estimated 70.5 million pounds of uranium at an average grade of 11.4%. Estimated operating costs of $6.28 per pound and all-in sustaining costs of $18.41 per pound underline its potential to become one of the lowest-cost uranium mines globally.
In 2025, a delineation drill program carried out at the Gryphon uranium deposit revealed additional high-grade uranium mineralization near the deposit’s D-series lenses. The results add confidence to the previously estimated mineral resources for Gryphon.
The Midwest Main deposit, wherein Denison holds a 25.17% interest, presents growth optionality. On a 100% basis, it has 37.4 million pounds of uranium in potentially mineable resources with a six-year mine life. Processing at the nearby McClean Lake mill results in an annual average production of 6.1 million pounds of uranium.
Denison Mines has a 22.5% stake in McClean Lake Uranium mill and mines. In July 2025, the McClean Lake joint venture (MLJV) started uranium mining at the McClean North deposit, deploying the patented “Surface Access Borehole Resource Extraction” mining method. The MLJV is a joint venture between Orano Canada (77.5%) and Denison Mines (22.5%). The mine produced nearly 650,000 pounds (on a 100% basis) of uranium in 2025, making McClean one of the most productive operating uranium mines in North America.
Denison Mines recorded revenues of CAD4.9 million ($3.52 million) in 2025, rising 22% year over year. The company’s revenues include a draw-down of deferred toll milling revenues, the rate of which fluctuates due to the timing of uranium processing at the McClean Lake mill, as well as changes to the estimated mineral resources of the Cigar Lake mine. In 2025, the mill processed 19.1 million pounds of uranium compared with 16.9 million pounds in 2024. DNN reported an adjusted loss of five cents per share in 2025, in line with last year, due to higher evaluation and exploration expenses.
The company ended 2025 with a strong balance sheet with around CAD 700 million ($513 million) in cash, physical uranium and investments.
Against this backdrop, DNN’s strategy of advancing a diversified pipeline of mining, development and exploration assets places it in a strong position to benefit from favorable long-term market dynamics. Backed by high-quality resources, a solid balance sheet and a clearly defined path to production, the company’s growth story looks solid.
The Case for NXENexGen Energy’s flagship Rook I project consists of 32 contiguous mineral claims totaling an area of approximately 35,065 hectares located in the southwestern Athabasca Basin of Saskatchewan. The project recently secured final federal approval, paving the way for construction to begin in summer 2026. Construction is expected to take approximately four years.
It is expected to deliver up to 30 million pounds of high-grade uranium per year, at the lowest quartile of the cost curve of C$13.86 ($10.14) over generations to come. This represents more than 20% of the current global uranium fuel supply and more than 50% of the western world's supply, elevating NexGen to a dominant position in the nuclear fuel market.
The Arrow Deposit is the focus of the Rook I Project and was discovered in February 2014. It has measured and indicated mineral resources totaling 3.75 million tons, at a grade of 3.10%, containing 257 million pounds of uranium. The company recently announced its highest-grade assay results to date at its fully-owned Patterson Corridor East.
In December 2024, NexGen Energy announced that it had entered uranium sales contracts with major U.S. utilities committing to supply 1 million pounds of uranium annually from 2029 to 2033. These contracts, incorporating market-based pricing, validate confidence in the Rook I Project and provide financial stability.
As an exploration and development stage company, NXE does not have revenues and historically has reported recurring operating losses. In 2025, the company reported a loss of CAD53 cents per share compared with the year-ago quarter’s loss of CAD 14 cents. The adjusted loss for the year was 24 cents per share. Losses are expected to persist until production begins, although the project’s low-cost structure suggests strong margin potential over the long term.
How Do Estimates Compare for DNN & NXE?The Zacks Consensus Estimate for DNN's fiscal 2026 bottom line is pegged at a loss of five cents per share, suggesting no change from the 2025 actual. The 2027 estimate is at a loss of four cents.
The Zacks Consensus Estimate for NexGen Energy’s bottom line for 2026 is pegged at a loss of 17 cents per share, indicating a narrower loss of than the 24 cents reported in 2025. The estimate for 2027 is pinned at a loss of 25 cents.
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In the past 60 days, earnings estimates for Denison Mines have moved up for both 2026 and 2027. The estimate for NexGen Energy for 2026 has moved down, while the same for 2027 has moved up over the past 60 days.
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Denison Mines & NexGen Energy: Price Performance & ValuationDNN shares have surged 180.1% in the past year, whereas NexGen Energy’s shares have soared 146.6%.
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DNN is trading at a price/book multiple of 13.06X. Meanwhile, NXE’s forward price-to-book multiple sits at 6.14X.
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DNN or NXE: Which Is the Better Investment Option?Denison Mines stands out for its combination of high-grade assets, low-cost ISR mining approach and a clearly defined, near-term path to production. Its strong balance sheet and diversified project pipeline reduce execution risks, while positioning it to benefit from favorable uranium market dynamics. While near-term earnings will remain under pressure due to ongoing development spending, improving estimate revisions and advancing project milestones reinforce confidence in its growth trajectory. The premium valuation appears justified, given its comparatively lower risk profile and stronger execution visibility. Denison currently carries a Zacks Rank #2 (Buy).
NexGen Energy offers significant long-term upside through its world-class Rook I project, but its investment case is more dependent on the successful execution over a longer timeframe. With no current revenues, continued losses and a multi-year path to production, the stock carries higher execution and timing risk despite its attractive cost structure. NXE has a Zacks Rank #3 (Hold), reflecting a balanced risk-reward profile.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of NexGen Energy Ltd. (TSE:NXE – Get Free Report) have been given a consensus rating of “Buy” by the seven analysts that are presently covering the firm, MarketBeat reports. Seven equities research analysts have rated the stock with a buy recommendation. The average twelve-month target price among brokers that have issued ratings on the stock in the last year is C$19.18.
Several research firms recently issued reports on NXE. UBS Group set a C$20.00 target price on NexGen Energy and gave the stock a “buy” rating in a research note on Thursday, March 5th. TD Securities increased their target price on NexGen Energy from C$15.00 to C$20.00 in a research note on Thursday, January 22nd. Raymond James Financial increased their price target on NexGen Energy from C$18.00 to C$20.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Royal Bank Of Canada increased their price target on NexGen Energy from C$15.00 to C$20.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Finally, Scotiabank increased their price target on NexGen Energy from C$16.00 to C$18.00 and gave the company an “outperform” rating in a research report on Friday, March 6th.
View Our Latest Stock Analysis on NexGen Energy
NexGen Energy Price Performance NXE opened at C$17.36 on Friday. The stock’s 50-day moving average price is C$16.53 and its 200 day moving average price is C$14.58. NexGen Energy has a 12-month low of C$6.83 and a 12-month high of C$18.91. The company has a current ratio of 1.82, a quick ratio of 8.20 and a debt-to-equity ratio of 32.03. The firm has a market cap of C$11.48 billion, a price-to-earnings ratio of -32.75 and a beta of 1.11.
NexGen Energy (TSE:NXE – Get Free Report) last posted its earnings results on Wednesday, March 4th. The company reported C($0.06) earnings per share (EPS) for the quarter. As a group, sell-side analysts expect that NexGen Energy will post -0.07 earnings per share for the current year.
NexGen Energy Company Profile (Get Free Report)
NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future. The Company’s flagship Rook I Project is being optimally developed into the largest low-cost producing uranium mine globally, incorporating the most elite environmental and social governance standards. The Rook I Project is supported by an N.I. 43-101 compliant Feasibility Study, which outlines the elite environmental performance and industry-leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure.
Further Reading Five stocks we like better than NexGen Energy
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, /PRNewswire/ -- USANewsGroup.com News Commentary — Seventy-eight gigawatts of nuclear reactor capacity are now under construction across 15 countries, according to the International Energy Agency's 2026 Global Energy Review, and global installed nuclear capacity sits at 420 GW[1]. That building spree just got louder: at the Paris Nuclear Energy Summit in March, 38 nations signed on to triple nuclear capacity by 2050, locking in sovereign fuel commitments that tighten the supply picture for years[2]. The capital now rotating into this sector is targeting companies already past the starting line, and five names sit at the front of that queue: Eagle Nuclear Energy Corp. (NASDAQ: NUCL), Cameco Corporation (NYSE: CCJ) (TSX: CCO), Uranium Energy (NYSE-A: UEC), NexGen Energy (NYSE: NXE) (TSX: NXE), and Denison Mines (NYSE-A: DNN) (TSX: DML).
The World Nuclear Association projects government targets could push global nuclear capacity to 1,446 GWe by 2050, well past the 1,200 GW tripling goal set at COP28[3]. With over 12 GW of new nuclear construction starts in 2025 alone, according to the IEA, the asymmetric upside now favors companies holding permitted sites, funded drill programs, and active construction timelines over early-stage explorers still years from first approvals[4].
Eagle Nuclear Energy (NASDAQ: NUCL) just reported its first quarter as a publicly traded company, and the numbers tell a clean story: $31.3 million in cash, zero interest-bearing debt, and a flagship uranium project that is now moving toward drilling.
The company's Aurora Uranium Project, located along the Oregon-Nevada border, holds 32.75 million pounds of indicated uranium and 4.98 million pounds of inferred uranium. That makes it the largest conventional, measured and indicated uranium deposit in the United States. Eagle Nuclear Energy completed its business combination with Spring Valley Acquisition Corp. II in February 2026 and began trading on the Nasdaq on February 25 under the ticker NUCL.
Since listing, Eagle Nuclear Energy has moved quickly. The company announced a 27,000 ft drill program at Aurora in early April, designed to advance the project toward a Pre-Feasibility Study. The program consists of 47 diamond drill holes planned by resource consultants BBA USA Inc., with objectives spanning resource expansion, classification enhancement, advanced metallurgy, rock mechanics, and hydrogeological analysis. Each hole was designed to serve multiple purposes simultaneously, keeping the overall program limited without sacrificing any of its goals.
Days later, Eagle Nuclear Energy engaged Harris Exploration Drilling to provide up to three track-mounted core drill rigs for the campaign, which is scheduled to begin in July and expected to wrap within three to four months. The company's permitting manager, SLR International Corporation, has already filed permit applications with the Bureau of Land Management and the Oregon Department of Geology and Mineral Industries. Both agencies have acknowledged receipt, and Eagle Nuclear Energy anticipates approvals in time for the July start.
The broader strategy here is vertical integration. Eagle Nuclear Energy is not just exploring uranium. The company is pairing domestic uranium resources with exclusive Small Modular Reactor technology to build what it calls an integrated nuclear energy platform. At a time when operating reactors in the United States source more than 95% of their fuel from foreign suppliers, a domestic project with a clear path to development carries real strategic weight. Eagle Nuclear Energy's membership in the Uranium Producers of America reinforces that positioning, and the Pre-Feasibility Study is slated for completion in the second half of 2027.
With cash on hand, a drill program locked in, permits filed, and rigs secured, Eagle Nuclear Energy is approaching a summer that could meaningfully reshape how the market values Aurora. For a company that only began trading two months ago, the pace of execution stands out.
Other industry developments and happenings in the market include:
Cameco Corporation (NYSE: CCJ) (TSX: CCO) signed a long-term agreement to supply nearly 22 million pounds of uranium ore concentrate to India's Department of Atomic Energy over a nine-year period, with deliveries expected to run from 2027 through 2035. The contract carries an estimated total value of approximately $2.6 billion, based on a uranium spot price of US$86.95 per pound, and was celebrated in Delhi alongside Indian Prime Minister Narendra Modi, Canadian Prime Minister Mark Carney, and Saskatchewan Premier Scott Moe.
"Cameco is proud to be a strategic partner with India to help meet its civil nuclear fuel needs and support its trade relationship with Canada," said Tim Gitzel, CEO of Cameco Corporation. "India is embarking on an ambitious nuclear expansion to power its development plans and meet the future energy security needs of its people."
India currently operates 24 reactors with plans to reach 100 GW of nuclear capacity by 2047, representing a significant long-term demand driver for uranium supply. The new agreement builds on a previous five-year contract Cameco Corporation held with India beginning in 2015, reinforcing the company's position as a trusted nuclear fuel supplier of choice for sovereign buyers globally.
Uranium Energy (NYSE-A: UEC) announced production commencement at its Burke Hollow project in South Texas following approval from the Texas Commission on Environmental Quality, making Burke Hollow the world's newest in-situ recovery uranium mine and the first new U.S. ISR operation to start in over a decade. Combined with recent capacity expansion approvals at Christensen Ranch in Wyoming, Uranium Energy now operates two active ISR hub-and-spoke platforms and is the only U.S. uranium company with two producing ISR production systems.
"The startup of Burke Hollow is a significant achievement for UEC, advancing the project from a grassroots discovery in 2012 to production in 2026," said Amir Adnani, President and CEO of Uranium Energy. "With two ISR operations now producing, and our Ludeman ISR project planned for startup in 2027, we are building a scalable, multi-faceted platform supported by the largest uranium resource base in the United States."
Burke Hollow is the largest ISR uranium discovery in the United States, with multi-phase development potential designed to scale production in line with market demand. Uranium Energy maintains a 100% unhedged production strategy, holds the largest uranium resource base in the U.S., and is targeting growth across its three-platform ISR network to meet strengthening market fundamentals.
NexGen Energy (NYSE: NXE) (TSX: NXE) received final federal approval for the Rook I uranium project in Saskatchewan's Athabasca Basin, with the Canadian Nuclear Safety Commission issuing both an Environmental Assessment approval and a Licence to Prepare Site and Construct, the last regulatory hurdle required to begin full construction. When operational, Rook I will produce up to 30 million pounds of uranium annually, representing more than 20% of global uranium supply and more than 50% of western world supply.
"NexGen is the foundational and necessary key to fueling that growth," said Leigh Curyer, Founder and CEO of NexGen Energy. "Our team, our asset, and this moment are aligned in a way that comes along once in a generation. Together with our Nation partners and our many valued stakeholders, we are well prepared and ready to execute the construction phase of the Rook I Project with the same scope, schedule and cost precision that has defined NexGen since incorporation in 2011."
NexGen Energy made its Final Investment Decision ahead of the approval, with official construction commencing in summer 2026 and expected to take four years. All procurement, engineering, vendors, and capital are in place, with the company having worked in lockstep with Indigenous communities throughout the multi-year approval process.
Denison Mines (NYSE-A: DNN) (TSX: DML) filed its audited 2025 annual results alongside a Final Investment Decision to construct the Phoenix in-situ recovery uranium mine at the Wheeler River property in Saskatchewan's Athabasca Basin, with site preparation and construction commencing in March 2026 and first production targeted by mid-2028. Denison Mines secured US$345 million through a senior convertible notes offering, appointed Wood Plc as construction manager, and advanced engineering to nearly 90% completion.
"Over the past twelve months, Denison continued to make significant investments in its assets, including its flagship Phoenix project," said David Cates, President and CEO of Denison Mines. "With receipt of all regulatory approvals necessary to start construction, significant advancement of construction planning and procurement efforts, appointment of Wood Plc as construction manager, and a strong balance sheet, we are ready to commence site preparation for and construction of the Phoenix ISR uranium mine later this month."
McClean North, operated by joint venture partner Orano Canada, deployed the patented SABRE mining method and produced nearly 650,000 pounds U3O8 in 2025, one of the most productive new uranium mines in North America. Denison Mines also advanced delineation drilling at the Gryphon deposit and expanded its exploration JV portfolio with Skyharbour Resources.
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We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved on behalf of Eagle Nuclear Energy Corp. by CDMG, and the company itself; this is a paid advertisement, we currently do not own shares of Eagle Nuclear Energy Corp. but reserve the right to buy and sell shares of NUCL, and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. Cautionary Note Regarding Forward-Looking Statements: Certain statements included in this document are not historical facts but are forward-looking statements. All statements other than statements of historical facts contained in this document are forward-looking statements. Any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are also forward-looking statements. Forward-looking statements include, without limitation, expected benefits from Eagle's business combination with SVII; the outlook for Eagle's business; the viability of Eagle's mining claims and technologies; as well as any information concerning possible or assumed future results of operations of Eagle. The forward-looking statements are based on the current expectations of the management team of Eagle and are inherently subject to uncertainties and changes in circumstance and their potential effects. There can be no assurance that future developments will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, (i) market risks; (ii) the outcome of any legal proceedings that may be instituted against Eagle related to its business combination; (iii) failure to realize the anticipated benefits of the business combination; (iv) the inability to maintain the listing of the Company's securities on Nasdaq Capital Market or a comparable exchange; (v) the risk that the price of Eagle's securities may be volatile due to a variety of factors, including changes in laws, regulations, technologies, natural disasters or health epidemics/pandemics, national security tensions, and macro-economic and social environments affecting its business; and (vi) fluctuations in spot and forward markets for lithium and uranium and certain other commodities (such as natural gas, fuel oil and electricity). The foregoing list is not exhaustive, and there may be additional risks that Eagle does not presently know or that Eagle currently believes are immaterial. You should carefully consider the foregoing factors, any other factors discussed in this document and the other risks and uncertainties described in filings made with the SEC by Eagle from time to time, which are or will be accessible at www.sec.gov. Eagle cautions you against placing undue reliance on forward-looking statements, which reflect current beliefs and are based on information currently available as of the date a forward-looking statement is made. Forward-looking statements set forth in this document speak only as of the date of this document.
Vancouver, British Columbia--(Newsfile Corp. - May 5, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") will host its 2026 first quarter conference call on Thursday, May 7, 2026, at 8:00 am Eastern Time.
During the call, NexGen's Founder and Chief Executive Officer, Leigh Curyer, Chief Commercial Officer, Travis McPherson, Chief Financial Officer, Benjamin Salter, and Chris Copley, Project Director will provide an update on the site activities at NexGen's 100% owned Rook I Project (the "Project"). Including the Company's 2025 site infrastructure program, construction preparation, pending major contract announcements, timelines and procurement readiness, financing, the continued drilling success at Patterson Corridor East ("PCE"), and strengthening uranium market dynamics, alongside NexGen's strategy to optimize value through maximizing leverage to future uranium prices.
Call-in Details:
Date: Thursday, May 7, 2026
Time: 8:00 am Eastern Time
Participants should advise the operator that they are joining the "NexGen Energy Ltd. Conference Call" to gain admission to the event:
North America Toll Free Number: 1-833-752-3734
Australia Local Toll Number: +61-7-3911-1378
Participants accessing the call via either of the provided links will be automatically connected to the NexGen Energy Ltd. Conference Call:
International HD Web Phone Access: Access Link
Call meTM : Call Me Link
Prior to the call, the Company will file its 2026 first quarter Financial Statements and Management Discussion & Analysis on Tuesday, May 5, 2026, after the North American markets close. These fillings will be available for review on the NexGen website under Reports and Filings and on the Company's SEDAR+ profile at www.sedarplus.ca. In addition, a replay of the call will be available on the NexGen website under Events & Webcasts.
Further Information is available at www.nexgenenergy.ca.
About NexGen
NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future. The Company's flagship Rook I Project is being optimally developed into the largest low cost producing uranium mine globally, incorporating the most elite standards in environmental and social governance. The Rook I Project is supported by a NI 43-101 compliant Feasibility Study which outlines the elite environmental performance and industry leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure. NexGen is leveraging its proven experience to deliver a Project that leads the entire mining industry socially, technically and environmentally. The Project and prospective portfolio in northern Saskatchewan will provide generational long-term economic, environmental, and social benefits for Saskatchewan, Canada, and the world.
NexGen is listed on the Toronto Stock Exchange, the New York Stock Exchange under the ticker symbol "NXE" and on the Australian Securities Exchange under the ticker symbol "NXG" providing access to global investors to participate in NexGen's mission of solving three major global challenges in decarbonization, energy security and access to power. The Company is headquartered in Vancouver, British Columbia, with its primary operations office in Saskatoon, Saskatchewan.
Forward-Looking Information
The information contained herein contains "forward-looking statements" within the meaning of applicable United States securities laws and regulations and "forward-looking information" within the meaning of applicable Canadian securities legislation. "Forward-looking information" includes, but is not limited to, statements with respect to mineral reserve and mineral resource estimates, the 2021 Arrow Deposit, Rook I Project and estimates of uranium production, grade and long-term average uranium prices, anticipated effects of completed drill results on the Rook I Project, planned work programs, completion of further site investigations and engineering work to support basic engineering of the project and expected outcomes. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or the negative connotation thereof or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" or the negative connotation thereof. Statements relating to "mineral resources" are deemed to be forward-looking information, as they involve the implied assessment that, based on certain estimates and assumptions, the mineral resources described can be profitably produced in the future.
Forward-looking information and statements are based on the then current expectations, beliefs, assumptions, estimates and forecasts about NexGen's business and the industry and markets in which it operates. Forward-looking information and statements are made based upon numerous assumptions, including among others, that the mineral reserve and resources estimates and the key assumptions and parameters on which such estimates are based are as set out in this news release and the technical report for the property, the results of planned exploration activities are as anticipated, the price and market supply of uranium, the cost of planned exploration activities, that financing will be available if and when needed and on reasonable terms, that third party contractors, equipment, supplies and governmental and other approvals required to conduct NexGen's planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a materially adverse manner. Although the assumptions made by the Company in providing forward-looking information or making forward-looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate in the future.
Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of NexGen to differ materially from any projections of results, performances and achievements of NexGen expressed or implied by such forward-looking information or statements, including, among others, the existence of negative operating cash flow and dependence on third party financing, uncertainty of the availability of additional financing, the risk that pending assay results will not confirm previously announced preliminary results, conclusions of economic valuations, the risk that actual results of exploration activities will be different than anticipated, the cost of labour, equipment or materials will increase more than expected, that the future price of uranium will decline or otherwise not rise to an economic level, the appeal of alternate sources of energy to uranium-produced energy, that the Canadian dollar will strengthen against the U.S. dollar, that mineral resources and reserves are not as estimated, that actual costs or actual results of reclamation activities are greater than expected, that changes in project parameters and plans continue to be refined and may result in increased costs, of unexpected variations in mineral resources and reserves, grade or recovery rates or other risks generally associated with mining, unanticipated delays in obtaining governmental, regulatory or First Nations approvals, risks related to First Nations title and consultation, reliance upon key management and other personnel, deficiencies in the Company's title to its properties, uninsurable risks, failure to manage conflicts of interest, failure to obtain or maintain required permits and licences, risks related to changes in laws, regulations, policy and public perception, as well as those factors or other risks as more fully described in NexGen's Annual Information Form dated March 3, 2025 filed with the securities commissions of all of the provinces of Canada except Quebec and in NexGen's 40-F filed with the United States Securities and Exchange Commission, which are available on SEDAR+ at www.sedarplus.ca and Edgar at www.sec.gov.
Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information or statements or implied by forward-looking information or statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking information or statements due to the inherent uncertainty thereof.
There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/295953
Source: NexGen Energy Ltd.
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RK-25-239 returns 13.0 m at 5.2% U3O8, including 0.5 m at 30.2% U3O8 confirming expansion of the growing high-grade subdomain 33 m up dip of RK-25-232 (15.0 m at 15.9% U3O8)RK-25-240 returns 10.0 m at 3.95% U3O8, including 0.5 m at 33.3% U3O8 in the down dip portion of the high-grade subdomain 266 m below RK-25-232 Assays from RK-25-230 (7.5 m at 5.3% U3O8 including 0.5 m at 35.9% U3O8), RK-25-233 (6.0 m at 2.4% U3O8 including 0.5 m at 23.4% U3O8), RK-25-236 (5.5 m at 2.3% U3O8 including 0.5 m at 13.3% U3O8) confirm continuity of high-grade subdomain; 47 m, 151 m, and 40 m respectively from RK-25-232 Confirmed the new high-grade subdomain, at 850 m below surface with RK-25-257 returning 4.5 m at 4.8% U3O8 including 0.5 m at 33.3% U3O8 located 67 m up dip of RK-24-202 (0.5 m at 6.9% U3O8). Confirms significant growth potential.Vancouver, British Columbia--(Newsfile Corp. - May 7, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") announces the final receipt of 2025 assay results that highlight the expansion and continuity of the high-grade subdomain at the Company's 100% owned Patterson Corridor East (PCE) discovery located 3.5 km from the Arrow Deposit. The expansion of the high-grade subdomain is especially confirmed by RK-25-239 which returned 13.0 m at 5.2% U3O8, including 0.5 m at 30.2% U3O8, at 400 m below surface and RK-25-240 which returned 10.0 m at 3.95% U3O8, including 0.5 m at 33.3% U3O8, at 670 m below surface. Both of these holes share strong similarities with respect to their overall geological characteristics which span across 292 m of mineralized dip extent. (Figures 1-3, Table 1).
Results from RK-25-240 emphasize the potential extension of mineralization at depth where the system is open. Together with these results, the grades from RK-25-230 (Figure 4), RK-25-233, RK-25-236 have confirmed a strong core zone within the high-grade subdomain which remains open in most directions.
Within the overall mineralized footprint, a new secondary high-grade subdomain is now confirmed by RK-25-257 (Figures 1 and 5). This hole has several intercepts with the best being 4.5 m at 4.8% U3O8 including 0.5 m at 33.3% U3O8 located 67 m up dip of RK-24-202 (0.5 m at 6.9% U3O8). This new subdomain has high prospectivity for continued growth and is open in most directions.
Exploration drilling in 2026 has already driven further growth at PCE with the majority of the campaign (29,241.8 m of the planned 42,000 m) scheduled to recommence the week of May 25, 2026 (see news release April 22, 2026). All samples from 2026 drilling to date are submitted to the independent Saskatchewan Research Council Geoanalytical Laboratory (SRC), with results to follow.
Leigh Curyer, Founder & Chief Executive Officer, commented: "These assay results from 2025 drilling confirm high-grade mineralization and the expanding scale of PCE. The combination of high-grades, continuity, scale and geotechnical characteristics continue to highlight the similarities between PCE and the mighty Arrow Deposit. The opening up of a new high-grade subdomain emphasizes significant growth potential remains at PCE. With the structural supply deficit in the market widening, and the impacts of the industry wide underinvestment in the uranium supply chain for a generation, the urgency of finding and bringing online new, reliable uranium supply has never been greater. As the Rook I Project enters into major construction this summer, we continue to advance PCE to ensure that NexGen optimizes its unparalleled opportunity to become one of the world's most important mining company in delivering energy fuel for the current and future generations."
Figure 1: Interpreted PCE long section (as of April 22, 2026 release) with notable assays collected since discovery and new results outlined in red; view is a long section that looks perpendicular to the primary mineralized plane; total mineralized footprint in orange and the high-grade subdomains in red
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/296430_b77e710374b1785f_002full.jpg
Figure 2: Core photo of assays from RK-25-239 with grades shown as % U3O8
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/296430_b77e710374b1785f_003full.jpg
Figure 3: Core photo of assays from RK-25-240 with grades shown as % U3O8
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/296430_b77e710374b1785f_004full.jpg
Figure 4: Core photo of assays from RK-25-230 with grades shown as % U3O8
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/296430_b77e710374b1785f_005full.jpg
Figure 5: Core photo of assays from RK-25-257 highlighting the new subdomain with grades shown as % U3O8
To view an enhanced version of this graphic, please visit:
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Table 1: Assays received since December 1, 2025 news release
Drillhole Unconformity Depth (m) SRC Geoanalytical Results (Cutoff 0.01%) Hole ID Azimuth Dip Total Depth (m) From (m) To (m) Width (m) U3O8 (wt%) RK-25-210c1310-70894.0-794794.50.50.01
585.55871.50.03All depths and intervals are meters downhole, true thicknesses are yet to be determined.Unconformity of 'N/A' denotes a lack of visible contact between Athabasca sandstone and basement rock.Maximum internal dilution 2.0 m downhole.Minimum thickness of 0.5 m downhole.Cutoff grade 0.01% U3O8.All depths and intervals are metres downhole, true thicknesses are yet to be determined. Resource modelling in conjunction with an updated mineral resource estimate is required before true thicknesses can be determined.* Denotes results that correlate to high-grade levels of radioactivity (>10,000 cps)About NexGen
NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future. The Company's flagship Rook I Project is being optimally developed into the largest low-cost producing uranium mine globally, incorporating the most elite environmental and social governance standards. The Rook I Project is supported by an N.I. 43-101 compliant Feasibility Study, which outlines the elite environmental performance and industry-leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure. NexGen is leveraging its proven experience to deliver a Project that leads the entire mining industry socially, technically and environmentally. The Project and prospective portfolio in northern Saskatchewan will provide generational, long-term economic, environmental, and social benefits for Saskatchewan, Canada, and the world.
NexGen is listed on the Toronto Stock Exchange, the New York Stock Exchange under the ticker symbol "NXE," and on the Australian Securities Exchange under the ticker symbol "NXG," providing access to global investors to participate in NexGen's mission of solving three major global challenges in decarbonization, energy security and access to power. The Company is headquartered in Vancouver, British Columbia, with its primary operations office in Saskatoon, Saskatchewan.
Technical Disclosure*
All technical information in this news release has been reviewed and approved by Jason Craven, NexGen's Vice President, Exploration, a qualified person under National Instrument 43-101.
Natural gamma radiation in drill core reported in this news release was measured in counts per second (cps) using a Radiation Solutions Inc. RS-125 gamma spectrometer. The reader is cautioned that total count gamma readings may not be directly or uniformly related to uranium grades of the rock sample measured; they should be used only as a preliminary indication of the presence of radioactive minerals.
A technical report in respect of the FS is filed on SEDAR+ (www.sedarplus.ca) and EDGAR (www.sec.gov/edgar.shtml) and is available for review on NexGen Energy's website (www.nexgenenergy.ca).
Cautionary Note to U.S. Investors
This news release includes Mineral Reserves and Mineral Resources classification terms that comply with reporting standards in Canada and the Mineral Reserves and the Mineral Resources estimates are made in accordance with NI 43-101. NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for all public disclosure an issuer makes of scientific and technical information concerning mineral projects. These standards differ from the requirements of the Securities and Exchange Commission ("SEC") set by the SEC's rules that are applicable to domestic United States reporting companies. Consequently, Mineral Reserves and Mineral Resources information included in this news release is not comparable to similar information that would generally be disclosed by domestic U.S. reporting companies subject to the reporting and disclosure requirements of the SEC Accordingly, information concerning mineral deposits set forth herein may not be comparable with information made public by companies that report in accordance with U.S. standards.
Forward-Looking Information
The information contained herein contains "forward-looking statements" within the meaning of applicable United States securities laws and regulations and "forward-looking information" within the meaning of applicable Canadian securities legislation. "Forward-looking information" includes, but is not limited to, statements with respect to mineral reserve and mineral resource estimates, the 2021 Arrow Deposit, Rook I Project and estimates of uranium production, grade and long-term average uranium prices, anticipated effects of completed drill results on the Rook I Project, planned work programs, completion of further site investigations and engineering work to support basic engineering of the project and expected outcomes. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or the negative connotation thereof or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" or the negative connotation thereof. Statements relating to "mineral resources" are deemed to be forward-looking information, as they involve the implied assessment that, based on certain estimates and assumptions, the mineral resources described can be profitably produced in the future.
Forward-looking information and statements are based on the then current expectations, beliefs, assumptions, estimates and forecasts about NexGen's business and the industry and markets in which it operates. Forward-looking information and statements are made based upon numerous assumptions, including among others, that the mineral reserve and resources estimates and the key assumptions and parameters on which such estimates are based are as set out in this news release and the technical report for the property , the results of planned exploration activities are as anticipated, the price and market supply of uranium, the cost of planned exploration activities, that financing will be available if and when needed and on reasonable terms, that third party contractors, equipment, supplies and governmental and other approvals required to conduct NexGen's planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a material adverse manner. Although the assumptions made by the Company in providing forward looking information or making forward looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate in the future.
Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of NexGen to differ materially from any projections of results, performances and achievements of NexGen expressed or implied by such forward-looking information or statements, including, among others, the existence of negative operating cash flow and dependence on third party financing, uncertainty of the availability of additional financing, the risk that pending assay results will not confirm previously announced preliminary results, conclusions of economic valuations, the risk that actual results of exploration activities will be different than anticipated, the cost of labour, equipment or materials will increase more than expected, that the future price of uranium will decline or otherwise not rise to an economic level, the appeal of alternate sources of energy to uranium-produced energy, that the Canadian dollar will strengthen against the U.S. dollar, that mineral resources and reserves are not as estimated, that actual costs or actual results of reclamation activities are greater than expected, that changes in project parameters and plans continue to be refined and may result in increased costs, of unexpected variations in mineral resources and reserves, grade or recovery rates or other risks generally associated with mining, unanticipated delays in obtaining governmental, regulatory or First Nations approvals, risks related to First Nations title and consultation, reliance upon key management and other personnel, deficiencies in the Company's title to its properties, uninsurable risks, failure to manage conflicts of interest, failure to obtain or maintain required permits and licences, risks related to changes in laws, regulations, policy and public perception, as well as those factors or other risks as more fully described in NexGen's Annual Information Form dated March 6, 2024 filed with the securities commissions of all of the provinces of Canada except Quebec and in NexGen's 40-F filed with the United States Securities and Exchange Commission, which are available on SEDAR+ at www.sedarplus.ca and Edgar at www.sec.gov.
Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information or statements or implied by forward-looking information or statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking information or statements due to the inherent uncertainty thereof.
There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296430
Source: NexGen Energy Ltd.
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3 Bargain Stocks Under $20 With Major Growth PotentialNexGen Energy NYSE: NXE said its first quarter of 2026 marked a major transition point for the company, with Chief Executive Officer and Director Leigh Curyer highlighting final federal approval for the Rook I uranium project, the start of preparations for full-scale construction and continued exploration success at the Patterson Corridor East discovery.
On the company’s earnings call, Curyer said the Canadian Nuclear Safety Commission issued NexGen a license to prepare site and construct Rook I just 14 business days after the conclusion of a two-part hearing process on March 5, 2026. He called the approval “the defining” milestone for the company and attributed the outcome to NexGen’s technical submission, engagement with regulators and relationships with local Indigenous nations and stakeholders.
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Rook I moves toward construction Invest While You Can: Pullbacks on These 3 Stocks Won’t Last LongCuryer said NexGen has already made the final investment decision for Rook I and expects to begin full-scale construction this summer in the Northern Hemisphere. He said the company has its team, procurement, engineering, vendors, contractors and capital in place.
The company has invested approximately CAD 748 million at Rook I to date, according to Curyer. He said the project’s estimated construction capital expenditure remains CAD 2.2 billion, and management has not seen anything material so far that would change that range.
Why These Nuclear Stocks Could Beat Solar and Wind Energy Stocks“Everything we’ve done to date, we are still in that CAD 2.2 billion range,” Curyer said in response to a question from TD Cowen analyst Craig Hutchison. He added that NexGen would inform the market if changes became material to its ability to finance the project.
Curyer said key construction readiness items are already advanced, including critical path procurement for the first two years, a shaft sinking contractor and a freeze plant ready for delivery to site. NexGen’s CAD 100 million site infrastructure program, launched in 2025 and including expanded accommodations, road upgrades and an airstrip, is on budget and on schedule, he said.
Project Director Chris Copley said ground freezing is a key focus of the team, with site development expected to start this summer and preparations underway for ground freezing by early next year. Curyer said NexGen plans to provide a detailed construction webinar, likely in June, outlining the construction pathway and introducing the broader project team.
Company emphasizes uranium price exposure Curyer spent a significant portion of the call discussing the uranium market, arguing that geopolitical disruptions and rising demand for reliable baseload power have increased the strategic importance of nuclear energy. He said the company’s contracting strategy is designed to “maximize the value of every pound produced” by maintaining leverage to future uranium prices.
NexGen currently has four contracts covering 10 million pounds over the first five years, Curyer said. He added that the company has 28 million pounds per year uncontracted over those five years and 30 million pounds per year thereafter.
In response to Canaccord Genuity analyst Anthony Taglieri, Curyer said NexGen does not have a fixed target for the percentage of production it wants under contract. He said the company is seeing contract structures that include spot exposure, floors and ceilings, and other variations depending on utility preferences.
Chief Commercial Officer Travis McPherson said NexGen is not under pressure to sign additional contracts by a set date. “Patience has paid NexGen in this market, and we don’t see that slowing down,” McPherson said.
Curyer said the company continues to advance offtake discussions with utilities in the U.S., Europe and Asia-Pacific, and expects to formalize additional agreements through 2026 if terms meet the company’s objectives.
Financing options remain under review NexGen ended the first quarter with more than CAD 1 billion in cash, Curyer said. Management said that balance gives the company flexibility as it evaluates financing options for Rook I.
McPherson said potential structures remain consistent with what the company has previously discussed, including product prepayments, project finance and convertibles. He described the company as having “a lot of options” and said NexGen is continuing due diligence on counterparties and structures.
Curyer said NexGen will not wait until the last moment to finalize financing, but said higher uranium prices could improve the cost of capital. He said a financing package could come in 2026 or early 2027.
On existing convertible debt, McPherson said the securities are in the money and can be converted at NexGen’s discretion after the third anniversary. He said the first tranche reaches that point in September 2026 and another in May 2027, adding that conversion would be consistent with NexGen’s past practice.
PCE exploration remains a major focus NexGen also highlighted new drilling results at Patterson Corridor East, or PCE, which Curyer described as an “incredibly exciting” discovery located about 3.5 kilometers from Arrow. He said the vertical extent of the high-grade subdomain has increased by 33% to 550 meters, with a strike length of more than 200 meters. The system remains open, and the company is also seeing early indications of a separate parallel trend, he said.
Curyer said only about 30% of the planned 42,000-meter 2026 drill program has been completed, with a summer program expected to begin in late May. He said roughly three-quarters of the remaining meters will focus on PCE extensions and high-grade subdomains, while additional work will test parallel mineralized zones. NexGen also plans a 3,500-meter program at SW3 and geophysics at SW1.
Asked about a maiden resource estimate for PCE, Curyer said he does not currently expect one in 2026 and that 2027 is a reasonable expectation, subject to results from the remaining drilling.
Curyer said PCE could conceptually be accessed from Arrow through underground workings, with ore brought up through the same production shaft. However, he emphasized that PCE is outside the currently approved Rook I license boundary and would require additional drilling, engineering, environmental work and regulatory approval before development.
Production approach and outlook In response to Scotiabank analyst Orest Wowkodaw, Curyer said Rook I is capable of producing 30 million pounds per year at 1,300 tons per day. If uranium prices did not meet NexGen’s expectations, he said the company would produce and store material rather than reduce output.
“We will produce and store if we were not satisfied that we’re getting a fair price for our production,” Curyer said.
Curyer said the company is focused on constructing Rook I safely, on scope, on cost and on schedule, while continuing to define PCE in parallel. He closed the call by saying NexGen expects to provide more detail on construction planning during the upcoming webinar and described 2026 as a transformative year for the company.
About NexGen Energy NYSE: NXENexGen Energy is a Canada-based uranium exploration and development company focused on advancing its flagship Rook I project in the Athabasca Basin of northern Saskatchewan. The company's primary activities include resource delineation, feasibility studies, and permitting for its high-grade Arrow deposit, one of the largest undeveloped uranium discoveries in the region. NexGen's technical team employs advanced drilling, geophysical and geochemical techniques to expand and define its resource base, with the aim of delivering a robust, low-cost supply of uranium to global nuclear power markets.
The Rook I project sits within one of the world's most prolific uranium districts, offering excellent infrastructure access, a skilled local workforce and a supportive regulatory regime.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Vancouver, British Columbia--(Newsfile Corp. - May 20, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") is pleased to announce the appointment of Ryan Podrasky as Chief Financial Officer ("CFO"), effective May 25, 2026. Mr. Podrasky succeeds Benjamin ("Ben") Salter, who is stepping down as CFO. Mr. Salter will continue to support the Company in an advisory capacity to ensure a seamless transition.
Ryan Podrasky is a CPA-designated finance executive with more than 25 years of leadership across global mining and oil and gas companies. He most recently served as Chief Financial Officer of Elk Valley Resources - formerly the coal business of Teck Resources and now majority-owned by Glencore - where he led the finance function for a $10B+ revenue business that is the largest steelmaking coal producer in Canada and the second-largest seaborne supplier globally. In that capacity he had oversight of approximately $5B in annual operating and capital expenditures across a complex, multi-site, fully integrated mine-to-port value chain employing 5,700+ people and led a comprehensive and strategic finance organization. Ryan has served for over five years as Board Director of Neptune Bulk Terminals (Canada) Ltd., where he chaired the Audit, Finance, and Insurance Committees.
Prior to being appointed full-time CFO, Ryan served as Acting CFO during the separation of Teck's coal business into a standalone entity, where he helped lead one of Canada's most complex large-scale corporate carve-outs. He worked closely with the corporate teams in Vancouver establishing the standalone capital structure, treasury framework, financial systems, and governance model for a multi-billion-dollar mining organization.
Before joining Teck, Ryan spent over a decade at Nexen Inc. in Calgary, progressing from Joint Venture Auditor through to Corporate Development, where he supported enterprise strategy, capital projects, and joint venture partnerships across large-scale oil sands and international operations. He also held a commercial leadership role at Talisman Energy, where he led a cross-functional team supporting planning, performance management, and strategic decision-making across North American operations.
Leigh Curyer, Founder & Chief Executive Officer, commented: "It's with great pleasure that we announce Ryan has been appointed Chief Financial Officer of NexGen effective May 25, 2026. Ryan joins NexGen with significant experience on successful large-scale resource projects covering the financing, reporting, budgetary management and commercial functions during the construction and operating phases. I would like to take the opportunity to acknowledge and thank Ben for his commitment, dedication and positive influence in his role as Chief Financial Officer of NexGen for the past 3 years.
He has overseen the finance function with distinction and has been an absolute pleasure to work alongside in the senior executive team. His contribution to NexGen is and will always be highly regarded.
The Board and Executive wish Ben all the very best in his future as he takes some well-deserved time off to spend with his family and pursue personal interests."
About NexGen
NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future. The Company's flagship Rook I Project is being optimally developed into the largest low cost producing uranium mine globally, incorporating the most elite standards in environmental and social governance. The Rook I Project is supported by a NI 43-101 compliant Feasibility Study which outlines the elite environmental performance and industry leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure. NexGen is leveraging its proven experience to deliver a Project that leads the entire mining industry socially, technically and environmentally. The Project and prospective portfolio in northern Saskatchewan will provide generational long-term economic, environmental, and social benefits for Saskatchewan, Canada, and the world.
NexGen is listed on the Toronto Stock Exchange, the New York Stock Exchange under the ticker symbol "NXE" and on the Australian Securities Exchange under the ticker symbol "NXG" providing access to global investors to participate in NexGen's mission of solving three major global challenges in decarbonization, energy security and access to power. The Company is headquartered in Vancouver, British Columbia, with its primary operations office in Saskatoon, Saskatchewan.
Contact Information
Forward-Looking Information
The information contained herein contains "forward-looking statements" within the meaning of applicable United States securities laws and regulations and "forward-looking information" within the meaning of applicable Canadian securities legislation. "Forward-looking information" includes, but is not limited to, statements with respect to mineral reserve and mineral resource estimates, the 2021 Arrow Deposit, Rook I Project and estimates of uranium production, grade and long-term average uranium prices, anticipated effects of completed drill results on the Rook I Project, planned work programs, completion of further site investigations and engineering work to support basic engineering of the project and expected outcomes. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or the negative connotation thereof or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" or the negative connotation thereof. Statements relating to "mineral resources" are deemed to be forward-looking information, as they involve the implied assessment that, based on certain estimates and assumptions, the mineral resources described can be profitably produced in the future.
Forward-looking information and statements are based on the then current expectations, beliefs, assumptions, estimates and forecasts about NexGen's business and the industry and markets in which it operates. Forward-looking information and statements are made based upon numerous assumptions, including among others, that the mineral reserve and resources estimates and the key assumptions and parameters on which such estimates are based are as set out in this news release and the technical report for the property, the results of planned exploration activities are as anticipated, the price and market supply of uranium, the cost of planned exploration activities, that financing will be available if and when needed and on reasonable terms, that third party contractors, equipment, supplies and governmental and other approvals required to conduct NexGen's planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a materially adverse manner. Although the assumptions made by the Company in providing forward-looking information or making forward-looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate in the future.
Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of NexGen to differ materially from any projections of results, performances and achievements of NexGen expressed or implied by such forward-looking information or statements, including, among others, the existence of negative operating cash flow and dependence on third party financing, uncertainty of the availability of additional financing, the risk that pending assay results will not confirm previously announced preliminary results, conclusions of economic valuations, the risk that actual results of exploration activities will be different than anticipated, the cost of labour, equipment or materials will increase more than expected, that the future price of uranium will decline or otherwise not rise to an economic level, the appeal of alternate sources of energy to uranium-produced energy, that the Canadian dollar will strengthen against the U.S. dollar, that mineral resources and reserves are not as estimated, that actual costs or actual results of reclamation activities are greater than expected, that changes in project parameters and plans continue to be refined and may result in increased costs, of unexpected variations in mineral resources and reserves, grade or recovery rates or other risks generally associated with mining, unanticipated delays in obtaining governmental, regulatory or First Nations approvals, risks related to First Nations title and consultation, reliance upon key management and other personnel, deficiencies in the Company's title to its properties, uninsurable risks, failure to manage conflicts of interest, failure to obtain or maintain required permits and licences, risks related to changes in laws, regulations, policy and public perception, as well as those factors or other risks as more fully described in NexGen's Annual Information Form dated March 3, 2026 filed with the securities commissions of all of the provinces of Canada and in NexGen's 40-F filed with the United States Securities and Exchange Commission, which are available on SEDAR+ at www.sedarplus.ca and Edgar at www.sec.gov.
Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information or statements or implied by forward-looking information or statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking information or statements due to the inherent uncertainty thereof.
There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/298160
Source: NexGen Energy Ltd.
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Vancouver, British Columbia--(Newsfile Corp. - May 21, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") is pleased to announce it has mailed a Notice of Meeting and Management Information Circular to Shareholders of record as of Monday, May 11, 2026 in connection with the Annual General and Special Meeting of the Company to be held on Tuesday, June 30, 2026, at 2:00 p.m. (Pacific Time).
Your Vote is Important - Please Vote Today.
Shareholders are encouraged to read the meeting materials including the Management Information Circular that provides a detailed analysis of important considerations for voting at the meeting. These materials have been filed on SEDAR+ (www.sedarplus.ca) and can be found on our website under NexGen Investor Centre - Reports and Filings: https://www.nexgenenergy.ca/investor-center/
Shareholders will be asked to vote on the following matters:
Elect directors for the ensuing year; Appoint PricewaterhouseCoopers (PWC) as independent auditor of the Company for the 2026 financial year and to authorize the directors to fix their remunerations;Approve the continuation, amendment, and restatement of the Company's Shareholder Right's plan; and Set the number of directors at nine;The Board of Directors of NexGen recommends that Shareholders vote in favour of all proposed items.
Meeting Access and Location:
Webcast URL: https://app.webinar.net/ZvNRDmB6bPk
Conference Call Dial-In:
To join the conference call by phone, please use the following URL to easily register yourself and be connected into the conference call automatically or dial direct.
https://emportal.ink/4tymBoT Conference ID: 75646 North American Toll Free: 1-888-699-1199 Australia: 61-280-171-385 Location:NexGen Energy Ltd. Corporate Office Suite 3150, 1021 West Hastings St. Vancouver, BC CanadaParticipants of the webcast and conference call will be able to participate in the Q&A session following the formal business of the Meeting and presentation.
How to Vote
Non-Registered Shareholders
Shares held with a broker, bank or other intermediary
(16-digit control number)Registered Shareholders
Shares held in own name and represented by a physical certificate or DRS Statement
(15-digit control number)CDI Holders
Shares held by way of CDIs through CHESS Depository Nominees Pty Limited www.proxyvote.comwww.investorvote.comwww.investorvote.com.auCall or fax to the number(s) listed on your voting instruction form
Canada 1-800-474-7493 (English) Or 1-800-474-7501 (French)
USA: 1-800-454-8683Phone: 1-866-732-8683Fax to the number(s) listed on your CDI voting instruction formReturn the voting instruction form in the enclosed postage paid envelopeReturn the form of proxy in the enclosed postage paid envelopeReturn the CDI voting instruction form to the address listed in your CDI voting instruction formPlease submit your vote well in advance of the proxy deposit deadline of
2:00p.m. (Pacific Time) on Friday June 26, 2026.
Shareholder Information and Questions
NexGen shareholders who have questions about the Management Information Circular, or require assistance with voting their shares can contact the Company's proxy solicitation agent:
Kingsdale Advisors
North America Toll Free: 1-888-518-1563
Call and Text Enabled Outside North America: 1-437-561-5005
Toll Free In Australia: 1-800-755-963
Email: [email protected]
About NexGen
NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future. The Company's flagship Rook I Project is being optimally developed into the largest low cost producing uranium mine globally, incorporating the most elite standards in environmental and social governance. The Rook I Project is supported by a NI 43-101 compliant Feasibility Study which outlines the elite environmental performance and industry leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure. NexGen is leveraging its proven experience to deliver a Project that leads the entire mining industry socially, technically and environmentally. The Project and prospective portfolio in northern Saskatchewan will provide generational long-term economic, environmental, and social benefits for Saskatchewan, Canada, and the world.
NexGen is listed on the Toronto Stock Exchange, the New York Stock Exchange under the ticker symbol "NXE" and on the Australian Securities Exchange under the ticker symbol "NXG" providing access to global investors to participate in NexGen's mission of solving three major global challenges in decarbonization, energy security and access to power. The Company is headquartered in Vancouver, British Columbia, with its primary operations office in Saskatoon, Saskatchewan.
Forward-Looking Information
The information contained herein contains "forward-looking statements" within the meaning of applicable United States securities laws and regulations and "forward-looking information" within the meaning of applicable Canadian securities legislation. "Forward-looking information" includes, but is not limited to, statements with respect to mineral reserve and mineral resource estimates, the 2021 Arrow Deposit, Rook I Project and estimates of uranium production, grade and long-term average uranium prices, anticipated effects of completed drill results on the Rook I Project, planned work programs, completion of further site investigations and engineering work to support basic engineering of the project and expected outcomes. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or the negative connotation thereof or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" or the negative connotation thereof. Statements relating to "mineral resources" are deemed to be forward-looking information, as they involve the implied assessment that, based on certain estimates and assumptions, the mineral resources described can be profitably produced in the future.
Forward-looking information and statements are based on the then current expectations, beliefs, assumptions, estimates and forecasts about NexGen's business and the industry and markets in which it operates. Forward-looking information and statements are made based upon numerous assumptions, including among others, that the mineral reserve and resources estimates and the key assumptions and parameters on which such estimates are based are as set out in this news release and the technical report for the property , the results of planned exploration activities are as anticipated, the price and market supply of uranium, the cost of planned exploration activities, that financing will be available if and when needed and on reasonable terms, that third party contractors, equipment, supplies and governmental and other approvals required to conduct NexGen's planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a material adverse manner. Although the assumptions made by the Company in providing forward-looking information or making forward-looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate in the future.
Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of NexGen to differ materially from any projections of results, performances and achievements of NexGen expressed or implied by such forward-looking information or statements, including, among others, the existence of negative operating cash flow and dependence on third party financing, uncertainty of the availability of additional financing, the risk that pending assay results will not confirm previously announced preliminary results, conclusions of economic valuations, the risk that actual results of exploration activities will be different than anticipated, the cost of labour, equipment or materials will increase more than expected, that the future price of uranium will decline or otherwise not rise to an economic level, the appeal of alternate sources of energy to uranium-produced energy, that the Canadian dollar will strengthen against the U.S. dollar, that mineral resources and reserves are not as estimated, that actual costs or actual results of reclamation activities are greater than expected, that changes in project parameters and plans continue to be refined and may result in increased costs, of unexpected variations in mineral resources and reserves, grade or recovery rates or other risks generally associated with mining, unanticipated delays in obtaining governmental, regulatory or First Nations approvals, risks related to First Nations title and consultation, reliance upon key management and other personnel, deficiencies in the Company's title to its properties, uninsurable risks, failure to manage conflicts of interest, failure to obtain or maintain required permits and licences, risks related to changes in laws, regulations, policy and public perception, as well as those factors or other risks as more fully described in NexGen's Annual Information Form dated March 3, 2026 filed with the securities commissions of all of the provinces of Canada except Quebec and in NexGen's 40-F filed with the United States Securities and Exchange Commission, which are available on SEDAR+ at www.sedarplus.ca and Edgar at www.sec.gov.
Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information or statements or implied by forward-looking information or statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking information or statements due to the inherent uncertainty thereof.
There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/298355
Source: NexGen Energy Ltd.
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NexGen Energy is advancing the Rook I uranium project, now fully permitted and entering construction, with the potential to supply 20% of global uranium demand. NXE's valuation (~$8 billion) reflects optimism about Rook I's high-grade reserves, low costs, and leverage to rising uranium prices, but the project remains years from production. The company's flexible contract strategy maximizes exposure to future uranium price upside but introduces market risk and amplifies sensitivity to commodity cycles.
CoreWeave stock is trending lower. Why is CRWV stock trading lower? What's Driving CoreWeave’s Recent Momentum?CoreWeave stock is pulling back Wednesday morning despite a new Outperform rating and a $192 price target from BNP Paribas. This intraday dip coincides with broader industry movements, most notably Alphabet Inc’s plan to raise $80 billion in equity to fund its own AI infrastructure expansion.
Meanwhile, Wall Street’s outlook on the company remains largely bullish. The BNP Paribas note highlighted that the Street's average price target currently sits at $134.27. This consensus includes recent estimates like Citigroup's optimistic $158 target and DA Davidson's more conservative $100 target.
Today’s price action directly follows a massive 14% surge on Monday, which was driven by a major technological milestone. CoreWeave recently became the first company to deploy Nvidia’s Vera Rubin NVL72, a powerful 72-GPU rack, well ahead of its expected broad release in late 2026.
This industry-first validation is a crucial win. Each NVL72 rack combines 72 Nvidia Rubin GPUs with 36 Nvidia Vera CPUs. By leveraging its patent-pending Valvey and Racky engineering, CoreWeave successfully translates theoretical lab capabilities into true production-scale performance.
CoreWeave Stock: Key Levels To WatchCoreWeave is extended above its key trend gauges, trading 5.9% above the 20-day SMA ($112.64) and 19.5% above the 200-day SMA ($99.78), which keeps the intermediate-to-longer trend pointed up despite the stock being down 20.46% over the past 12 months. The 20-day SMA is above the 50-day SMA, and the golden cross in May (50-day SMA above the 200-day SMA) supports the idea that dips have been getting bought.
For momentum, MACD is the cleaner read right now: it's above its signal line and the histogram is positive, which leans toward improving upside pressure versus the prior downswing. In plain English, when MACD is above its signal line, it suggests buyers are gaining control and pullbacks are getting absorbed faster.
Key Resistance: $125.00 — a nearby round-number area that can act like a speed bump after a sharp run above the short-term averages Key Support: $103.00 — a prior floor zone that sits below the 50-day SMA ($105.40), making it a key "line in the sand" if momentum cools What Is CoreWeave And Its Business Model?CoreWeave is a modern cloud infrastructure company that offers Nvidia GPUs and other essential AI hardware with optimized efficiency to handle the most demanding AI training and inference workloads. Its cloud platform supports the development and use of foundational large language models and the delivery of next-generation AI applications to satisfy the growing demand for AI around the world.
That business model ties directly to the current narrative: when hyperscalers and large tech players signal bigger AI infrastructure budgets, it can lift sentiment for specialized GPU-cloud providers that are positioned to supply compute capacity quickly.
CoreWeave Stock Price Activity On WednesdayCRWV Stock Price Activity: CoreWeave shares were down 5.89% at $112.24 at the time of publication on Wednesday, according to Benzinga Pro data.
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Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The framing matters because it slots Musk into a category public market investors already understand and are paying enormous multiples for. The host says the pivot “makes the SpaceX IPO make so much more sense in context.” It reframes Musk’s competitive posture. He is “focused on a thing that he does better than just about anyone, which is building big ungodly physical infrastructure,” and positions him, in the host’s phrase, as “self-appointed czar of compute.”
What a neo cloud is The neo cloud business is simple to describe and brutally capital intensive to run. You buy NVIDIA GPUs, pair them with high-bandwidth memory from Micron or SK Hynix, lease or build data centers, and rent the resulting compute to AI labs on multi-year contracts.
CoreWeave (NASDAQ:CRWV) wrote the playbook. In its most recent quarter it posted revenue growth of 111.6% year over year and disclosed a revenue backlog approaching $100 billion, anchored by a multi-year Anthropic deal and a $21 billion Meta commitment. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) is the other listed pure play, and the market has rewarded it accordingly. SpaceX joining that club gives Anthropic a third major non-hyperscaler landlord.
Why Anthropic needs a third option Anthropic’s primary backer is Amazon. Amazon (NASDAQ:AMZN) booked a $16.8 billion pre-tax investment gain tied to Anthropic in the first quarter, and AWS revenue grew 28% to $37.59 billion, the fastest growth in 15 quarters. Anthropic has committed to taking up to 5 GW of AWS Trainium capacity. Yet Claude users have been throttled all year. Single-source compute risk is now the binding constraint on a frontier lab’s revenue. Thus, Anthropic is spreading itself across CoreWeave, Google Cloud, and now SpaceX’s data centers. SpaceX’s two Colossus campuses give it scale that small neo clouds cannot match.
The memory trade as the parallel bet The infrastructure rerating has been most violent in memory. Micron Technology (NASDAQ:MU) is up massively this year. It recently crossed a $1 trillion market cap. UBS has a $1,625 price target, and the stock still trades at ~10x estimated earnings. This is the lowest multiple in the Philadelphia Semiconductor Index. The host cites AI memory stocks “absolutely surging with companies like SK Hynix and Micron becoming trillion-dollar companies” signals that public capital is hungry for picks-and-shovels exposure. NVIDIA sits underneath all of it, with Q1 data center revenue of $75.25 billion, up 92% year over year, and a forward multiple of 26 that now looks restrained next to the neo clouds it supplies.
Meta’s optionality and the orbital wildcard The most interesting second-order move belongs to Meta. Meta Platforms raised 2026 capex guidance to $125 to $145 billion, and the stock is down year to date as investors question the return. The host notes Meta is now “talking about the possibility that they could also become a cloud business” and potentially “sell back the $130 billion or whatever worth of compute that they’re investing in at a premium,” which “significantly de-risks that big CapEx spend.”
If Zuckerberg’s data centers can be rented at neo-cloud margins, the spending stops looking like a black hole. Moreover, Jeff Bezos is now discussing orbital data centers as inevitable, which only a launch company could plausibly run.
CoreWeave offers superior near-term revenue visibility and execution certainty versus Nebius, supporting a Buy rating on CRWV and a Sell/hedge on NBIS. Both NBIS and CRWV now trade at similar growth-adjusted valuations, but CRWV's backlog and contracted revenue provide greater downside protection through 2027. NBIS's recent rally has closed its historical valuation gap, while CRWV's muted price action and sold-out 2026 capacity make it the preferred exposure amid macro uncertainty.
• CoreWeave stock is showing notable weakness. Why is CRWV stock dropping?
CoreWeave: Execution Drives The DebateSlowinski said investor discussions around CoreWeave focused on execution, management messaging and the company’s ability to deliver against guidance.
He said CoreWeave’s mixed delivery record has contributed to its underperformance versus Nebius and IREN Ltd (NASDAQ:IREN) over the past 12 months.
Slowinski said management’s explanation for a mechanical operating profit ramp in the second half of 2026 is logical.
However, investors still need to see the profitability inflection appear in reported results before gaining more confidence in the company’s unit economics.
He also said CoreWeave could better explain the long-term return profile of deployments backed by delayed draw term loans.
Slowinski said those leveraged structures should produce attractive equity-level internal rates of return, and GPU’s useful lives beyond six years could further improve returns, as later-year revenue carries less depreciation and interest expense.
Nebius: Strong Story, But Limited UpsideSlowinski said Nebius has drawn strong interest from European investors because it offers one of the few liquid ways to invest in AI infrastructure through a European-domiciled U.S.-listed company.
Slowinski said investors generally view Nebius as having a stronger story than CoreWeave, supported by its execution record, hyperscale infrastructure experience, cleaner balance sheet, and ClickHouse stake. Still, he said, BNP Paribas saw limited pushback on its Neutral rating after Nebius gained about 200% year to date.
He said Nebius is entering a more challenging growth phase, as its 2026 and 2027 outlook depends on bringing much larger GPU data-center sites online.
Slowinski said this will test whether Nebius’ engineering strengths can scale into large data-center clusters, creating more execution risk than before.
Token Optimization Could Pressure The NarrativeSlowinski said token optimization could become a near-term headwind for neocloud stocks if investors interpret lower token consumption as a setback for AI adoption.
Still, he said, BNP Paribas views this as a natural evolution in the sector as token demand broadens from frontier AI labs to enterprise customers.
He noted that SAP CEO Christian Klein said companies are now tying AI usage to productivity outcomes.
At the same time, Bloomberg reported that Uber Technologies, Inc (NYSE:UBER) capped employee spending on coding-tool tokens after exceeding its annual token budget in just four months.
Slowinski said Nebius may be more exposed to any temporary pullback in token consumption because roughly 50% of current revenue may come from spot rates or short-term contracts.
Investors Still Need A Valuation FrameworkSlowinski said investors remain highly interested in neoclouds, but many still need more education on business models, unit economics and competitive positioning.
He said investors continue to ask how to value these companies, and BNP Paribas believes simple EV-to-sales multiples are not enough.
BNP Paribas prefers a steady-state economics framework, while some investors are also using free-cash-flow net present value tied to contracted capacity or scenario analysis around GPU rental rates, contract duration, and GPU useful life.
CRWV, NBIS Price Action: CoreWeave shares were down 6.31% at $101.32 and Nebius Group shares were down 9.57% at $234.83 during premarket trading on Friday, according to Benzinga Pro data.
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Leopold Aschenbrenner, a prominent German AI researcher and investor who previously worked at OpenAI, recently acquired a 5.6% stake in the cloud-based AI infrastructure company Nebius (NBIS +3.10%) through his Situational Awareness fund.
That purchase might seem surprising, since Nebius' stock has already rallied nearly 170% this year and doesn't look like a bargain at 19 times this year's sales. Let's see why Aschenbrenner invested in Nebius -- and if it could soar even higher through the end of the year.
Image source: Getty Images.
A high-growth AI infrastructure play Nebius was formerly Yandex, which owned Russia's largest search engine. But in 2022, the sanctions against Russia forced Yandex to divest its Russian assets, relocate to the Netherlands, and rebrand itself as Nebius, a cloud-based AI infrastructure company.
As Nebius, it provides customized AI services for the data training, edtech, and robotics markets. It also integrates popular managed services, such as Kubernetes, into its data centers. That makes it more of a full-stack AI infrastructure services provider than CoreWeave (CRWV 2.47%), which mainly helps companies process GPU-intensive tasks.
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Neocloud companies, like Nebius and CoreWeave, are growing rapidly as streamlined, AI-focused alternatives to traditional cloud infrastructure platforms like Amazon Web Services (AWS) and Microsoft Azure. They can generally process AI tasks faster and more cheaply than those larger cloud platforms.
After restructuring itself as an AI infrastructure company, Nebius' revenue surged 351% to $530 million in 2025. From 2025 to 2028, analysts expect its revenue to grow at a 242% CAGR to $21.2 billion and achieve profitability in the final year. That explosive growth should be fueled by its two massive deals with Meta and Microsoft, as well as its future multi-billion-dollar deals with other hyperscalers as the AI market expands.
Why is Nebius still a promising investment? Aschenbrenner's Situation Awareness fund mainly invests in companies building the physical infrastructure layer of AI rather than makers of chatbots or generative AI apps. Its investment thesis originates from Aschenbrenner's self-published essay -- Situational Awareness: The Decade Ahead -- which argues that the ultimate bottleneck for the AI market's growth won't be algorithms, but rather the physical constraints of data centers, chips, and power grids.
Aschenbrenner's investment in Nebius clearly fits into that strategy. That's probably why Nvidia -- the world's leading data center GPU maker -- also took stakes in Nebius and CoreWeave over the past few years. Nebius' stock will likely remain volatile in this choppy market, but it could be a great long-term play on the growing neocloud market.
Leo Sun has positions in Amazon and Meta Platforms. The Motley Fool has positions in and recommends Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
When it comes to outperforming Nvidia (NVDA +0.80%), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia partner is growing faster, and this could lead to this cloud stock outperforming Nvidia over the next five years.
Image source: Getty Images.
CoreWeave is an outperformer Investors should look for the AI cloud company CoreWeave (CRWV 2.47%) to outperform Nvidia. CoreWeave provides customers with a specialized cloud environment tailored for AI workloads.
And through its Nvidia partnership, it provides these services using Nvidia's latest technology and was the first cloud provider to deploy Nvidia's Vera Rubin platform. Also, the chipmaker seems more positive on this partnership after it recently increased its holding by 95%.
The unprecedented demand for such services has made CoreWeave one of the few companies growing faster than Nvidia. In the first quarter of 2026, revenue grew by 112% year over year to $2.1 billion. That is slower than the 168% increase in 2025, but it remains in the triple digits.
Admittedly, the story diverges from Nvidia when looking at the bottom-line metrics. In the first quarter, CoreWeave lost $740 million. The huge capex required to meet the current backlog, which now stands at $99.4 billion, makes profitability unlikely in the foreseeable future.
That capex spending, which amounted to $16.6 billion in the trailing 12 months, has taken its total debt to $24.8 billion. Given its book value of just $4.8 billion, the company could face significant financial trouble if the AI growth story falls short of expectations.
Still, Grand View Research estimates a compound annual growth rate (CAGR) for AI of 31% through 2033. If that estimate is close to being correct, success should not be an issue for CoreWeave.
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Its price-to-sales ratio (P/S) stands at 9. That is a low sales multiple when accounting for its revenue increases and considering that tech growth stocks often support a P/S in the double digits.
Lastly, as previously mentioned, CoreWeave's smaller size makes rapid growth easier. Nvidia's growing fiscal first-quarter revenue of $82 billion is impressive, but it also means it has to generate $67 billion in additional revenue by next year to maintain the current growth rate.
In comparison, to match CoreWeave's first-quarter growth, the company would only have to earn $2.3 billion in added revenue. That much smaller base means it is more likely to grow faster in the coming years.
Investing in CoreWeave The company's huge backlog and much smaller size make it likely to outperform Nvidia over the next five years. Few companies can match Nvidia's strength in the AI market, and it would likely fare better than CoreWeave if AI growth does not meet expectations. However, all indications point to the AI boom continuing, and thanks to the unprecedented demand for AI cloud services, CoreWeave should grow rapidly for years to come.
Thus, for investors who prioritize growth and can handle CoreWeave's risk, they appear to be in a strong position to benefit from faster growth than Nvidia can offer.
If you've got $5,000 sitting around waiting to invest, now could be a smart time to put it to work. Several high-growth investment opportunities could easily provide solid upside in the short term, but also represent solid long-term picks if the current trend lasts over the next five years.
Three high-growth stocks that I'm eyeing are Sandisk (SNDK +10.17%), Micron (MU +5.07%), and CoreWeave (CRWV 2.47%). All three of these are rapidly growing and are thriving in the artificial intelligence (AI) buildout.
Image source: Getty Images.
1. Micron Micron manufactures both DRAM and NAND memory chips, each of which is in short supply. Memory chip demand is driven by the massive AI build-out, which is causing the prices on these chips to spike.
Micron is benefiting from this, but it's also building out extra manufacturing capacity to meet demand. However, those facilities won't be operational until later next year, which means the memory chip shortage could last for a few more years. This shortage gives Micron investors an opportunity to make a ton of money, as it's rapidly growing due to soaring commodity prices.
Next quarter, analysts expect 264% revenue growth. For the fourth quarter of fiscal year 2026 (ending in August), they expect an additional 250% growth. Those are solid figures, yet Micron still trades at a discount to most of its tech peers, which commonly trade for 20 to 30 times forward earnings.
MU PE Ratio (Forward) data by YCharts
Micron looks like a strong growth and value play now, and with the memory chip shortage expected to last for a few more years, it's a great pick.
2. Sandisk Sandisk is in a similar boat as Micron, but it only makes NAND memory, which typically gets consumed in solid-state drives. Solid-state drives are important in data centers for long-term data storage and are similarly experiencing a shortage, driving prices to soar. Sandisk's revenue growth is more rapid than Micron's, with Wall Street analysts projecting 332% and 337% growth over the next two quarters.
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Sandisk is also more expensive than Micron at 28 times forward earnings, but it may deserve that premium with the higher growth rate. Both Sandisk and Micron will continue to see strong growth for the foreseeable future until the memory supply increases.
However, AI hyperscalers are also spending more on data center capital expenditures each year, so just because more production capacity is being built, it doesn't mean the memory chip shortage will be resolved anytime soon. That could make both Micron and Sandisk strong multiyear plays, which is why I think they are both solid stock picks now.
3. CoreWeave Switching gears a bit, CoreWeave is one of the companies causing the memory chip shortage. It operates several data centers and fills them with cutting-edge GPUs, and rents out the computing capacity to its clients. It's seeing strong demand for its cloud computing products, and has captured several major clients, like Meta Platforms and Microsoft.
CoreWeave is also seeing strong growth, and Wall Street estimates that its next two quarters of growth will be 112% and 154%. This strength will likely last for several more years, as CoreWeave has a gigantic backlog to churn through.
It has nearly $100 billion in revenue contracted over about a five- to six-year time frame, and that figure will likely expand with each quarter as new capacity comes online and new clients are onboarded. That will lead to phenomenal growth for CoreWeave over the next few years. As long as the AI buildout continues to gain momentum, CoreWeave will be an excellent investment, as it's working to build a computing footprint as large as possible before the AI arms race is over. If it can capture several major clients, it will have a long-term, continuous revenue stream that will make it a top AI stock to own.
When the Nasdaq shed more than 1,100 points on Friday — its worst single-day drop in over a year — the instinct for retail traders was to buy the dip.
AAPL stock is down. See the chart and price action here. But not every ticker got the love.
The Dip-Buying Data Data from Robinhood’s 25 most-traded stocks on June 5 reveals a clear hierarchy of conviction — and a telling list of names investors quietly walked away from while everyone else was buying.
The logic seemed straightforward: big AI names down big, buy the brand you know.
The more interesting story sits at the bottom of the list.
Six stocks saw retail investors become net sellers on Friday despite the broader urge to “buy the dip."
The Magnificent Seven — except Tesla, Nvidia and Meta — was being sold into the chaos, not bought.
Amazon, Microsoft and Alphabet all had buy/sell ratios well below 1.0x, meaning more shares were being sold than bought even as those stocks declined.
ServiceNow and Credo, despite holding 30-day buy ratios above 1.0x (1.12x and 1.08x respectively), saw sharp single-day reversals, suggesting traders were locking in gains rather than adding exposure.
The Bottom LineThe pattern points to something deeper than a simple “buy the dip” narrative.
Retail money was rotating — out of mega-cap software and cloud names that had run hard during the Nasdaq’s nine-week winning streak, and into beaten-down hardware and AI infrastructure plays that looked cheaper on Friday afternoon.
Whether that rotation holds remains the question. But for at least one brutal session, the biggest names in tech were not the ones retail traders wanted to own.
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Many investors are excitedly waiting for the SpaceX initial public offering (IPO). With its dominance in space launches and Elon Musk's leadership, many investors undoubtedly want to own this stock.
Unfortunately, its size presents a challenge. It will debut on the market at an expected market value of just under $1.8 trillion, instantly making it one of the 10 largest publicly traded companies. This means for it to become a 10-bagger, it has to reach an $18 trillion market capitalization, a notable feat when no stock has yet reached $6 trillion.
This mathematical challenge should have investors looking elsewhere for potential 10-bagger stocks. While no analyst can guarantee a stock will grow that much, these three stand a strong chance of achieving such a milestone.
Image source: Getty Images.
CoreWeave CoreWeave (CRWV 2.47%) has drawn considerable attention by building cloud infrastructure specifically tailored to artificial intelligence (AI). While it is not the only company to take this approach with the cloud, it has built a competitive advantage by fostering a partnership with Nvidia. That deal has given CoreWeave Nvidia's latest technology, along with investment capital from the AI chip giant.
Consequently, it has built a $99.4 billion backlog, and its revenue in the first quarter of 2026 grew by 112% year over year.
The concern for investors is that it has incurred considerable losses and massive debts to fund the build-out needed to support the rapidly growing demand for its AI-specific cloud infrastructure. Should AI demand fail to meet expectations, this could undermine CoreWeave's investment thesis.
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However, investors can buy this stock at just 9 times sales, a level that is arguably inexpensive considering its growth rate. Additionally, the value of the stock's equity grew by 43% quarter over quarter, faster than the 22% rise in the debt over the same period.
That improvement and the fast-growing demand for its services could ultimately bode well for the cloud stock, likely taking it far above its $61 billion market cap as it follows a rapid growth trajectory.
Uber Technologies As most investors know, Uber Technologies (UBER +0.53%) is the global leader in the rideshare industry. Moreover, despite losing the lead in U.S. deliveries to DoorDash, it also leads the world in food delivery.
However, its possible catalyst for tenfold growth lies in autonomous driving. Although companies like Tesla and Alphabet's Waymo have developed autonomous driving technologies, Uber has the platform and customer base for arranging such rides. Thus, the company could see a massive increase in revenue as autonomous driving technology becomes more prevalent.
Even without self-driving cars, trips increased by 20% over the last year. That drove a 14% revenue increase. Uber also earns a profit, though a $1.5 billion unrealized loss on investments reduced net income to $263 million in the first quarter of 2026. In the year-ago quarter, net income was nearly $1.8 billion.
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Admittedly, Uber stock has struggled despite that revenue growth. Still, even though the aforementioned unrealized loss skewed the trailing P/E ratio downward, the forward P/E of 22 arguably makes it a reasonably priced stock. Amid its $152 billion market cap, that valuation positions it for massive returns should it succeed in the autonomous driving space.
MercadoLibre MercadoLibre (MELI +0.94%) rose to prominence by becoming a first-mover in e-commerce and fintech in Latin America.
Although it is the leading company in Latin America in all of those businesses, investors have soured on the stock in recent months. Rising competition in e-commerce squeezed its net margins. Moreover, it has aggressively expanded its loan business, which has forced it to dramatically increase its provision for doubtful accounts to cover bad loans.
Nonetheless, investors should appreciate that it is playing the long game. In e-commerce, the reduced margins should help it grow market share over its numerous competitors. Likewise, the increased loan volumes should solidify its fintech business, and it has employed strategies such as AI loan evaluation and loan limits to mitigate the non-performing loan losses.
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Indeed, net income dropped in the first quarter of 2026 from year-ago levels amid these challenges. However, its 49% year-over-year revenue growth in Q1 makes it a buy.
MercadoLibre's 41 P/E ratio compares well to its developed world counterpart, Amazon, which routinely sold for well over 50 times earnings during its earlier growth phase. Finally, since its $79 billion market cap is a small fraction of Amazon's $2.9 trillion, that indicates it could deliver massive gains as it follows in Amazon's footsteps.
Key Takeaways CRWV fell 34% as investors weighed AI growth prospects against valuation and execution risks.CRWV posted $2.08B Q1 revenues and grew backlog to $99.4B, supporting future growth targets.CoreWeave raised capex guidance to $31B-$35B as it expands AI infrastructure and capacity. The AI boom has created a new generation of infrastructure companies that power the massive computing demands of machine learning and generative AI. Among the most closely watched names is CoreWeave, Inc. (CRWV - Free Report) , a specialized cloud provider that rents high-performance GPUs to AI developers and enterprises.
Despite being positioned in one of the fastest-growing industries in the world, CoreWeave's stock has fallen roughly 34% over the past year, underperforming the Zacks Internet-Software Market’s fall of 16.7%. The stock has underperformed the Zacks Computer & Technology sector and the S&P 500 Composite, with growth rates of 43.9% and 26.3%, respectively, in the same period.
Image Source: Zacks Investment Research
CRWV stock is trailing behind tech behemoths like Microsoft (MSFT - Free Report) , which has plunged 12.5% over the same period, and its direct competitor Nebius Group N.V. (NBIS - Free Report) , another fast-rising AI infrastructure company, whose shares surged 315.2%. Microsoft develops PCs, tablets, gaming systems and other smart devices, while its Azure platform offers cloud software, services and infrastructure. Similar to CRWV, Nebius specializes in GPU-driven AI cloud computing and infrastructure solutions for enterprises and developers, positioning itself as a strong player in the expanding AI infrastructure space.
The decline has left investors wondering whether this is a temporary setback in a long-term growth story or a warning sign that the market's AI enthusiasm has gone too far. The answer depends on how you evaluate both the opportunities and risks facing the company.
The Bull Case for CRWV StockDespite the stock decline, several factors support a positive long-term outlook. The global AI industry remains in its early stages. Companies across various industries, including healthcare, finance, manufacturing, retail and software, are increasing their investments in AI capabilities. Every major AI model requires significant computing resources for both training and inference. This trend directly benefits CoreWeave because its platform specializes in providing access to advanced GPUs and AI infrastructure. If AI adoption continues expanding over the next decade, demand for CoreWeave's services could grow substantially.
One of CoreWeave's biggest strengths is its close connection to NVIDIA (NVDA - Free Report) . Recently, it became the first AI cloud provider to complete the bring-up and full system-level validation of NVDA Vera Rubin NVL72, a next-generation AI platform, positioning CRWV at the forefront of next-generation AI infrastructure and strengthening its competitive advantage in the rapidly expanding AI cloud market. In January, NVIDIA increased its investment in CoreWeave to $2 billion. CoreWeave plans to expand to five GW of data center capacity by 2030 through a mix of leased and self-built facilities, enhancing operational control and long-term returns. As new generations of NVIDIA hardware are released, CRWV may be well-positioned to attract customers seeking cutting-edge computing resources without making massive infrastructure investments themselves.
Although profitability remains a concern, CoreWeave has demonstrated impressive revenue growth. It reported first-quarter revenues of approximately $2.08 billion, more than doubling year over year. CRWV is seeing growing adoption from both hyperscalers, AI labs and enterprises, driving record backlog growth supported by early Vera Rubin deals and continued demand for Blackwell, Hopper and Ampere capacity. Its revenue backlog surged to $99.4 billion, with most commitments tied to 2027 targets and expected to support strong future growth and profitability. It now expects to exit 2026 with $18–$19 billion in annualized revenues and continues to target more than $30 billion by the end of 2027. More than 75% of its 2027 goal is already supported by contracts, with sufficient power capacity secured to meet its growth plans.
Image Source: Zacks Investment Research
CoreWeave has built a diversified customer base spanning leading AI model developers and large enterprises across multiple industries. Beyond GPUs, it now offers an integrated AI cloud platform that includes CPU, storage, networking and software solutions. With active power exceeding one GW and contracted power above 3.5 GW, the company remains on track to surpass eight GW by 2030. Combined with innovative financing initiatives and growing infrastructure scale, it is well-positioned to meet rising demand for high-performance AI cloud capacity and drive its next phase of growth.
The Bear Case for CRWV StockWhile the growth trajectory is compelling, investors should also be aware of the risk factors. Many AI infrastructure providers depend heavily on a few large customers. If a key customer cuts back spending, builds its own infrastructure or switches providers, revenue growth could slow considerably. Customer concentration remains a significant risk to watch.
Rapid expansion often requires substantial financing. CoreWeave has invested aggressively to secure GPUs and grow capacity. While this approach can support future growth, it also raises leverage and financial obligations. If AI demand grows more slowly than expected, these investments may become less attractive. As of March 31, 2026, long-term debt stood at $25.4 million. Interest expenses are expected to increase in the second quarter to as much as $730 million as debt levels rise to fund deployments. The company also raised its full-year capital expenditure outlook to $31-$35 billion, citing higher component costs and substantial spending needed to bring new capacity online.
The AI infrastructure market is becoming increasingly crowded. CoreWeave competes not only with traditional cloud giants such as Amazon Web Services, Microsoft Azure and Google Cloud, but also with emerging AI-focused cloud providers like NBIS. Large technology companies possess enormous financial resources and existing customer relationships, making competition a long-term challenge. Moreover, technological obsolescence is a major concern as maintaining leadership requires constant investment in newer GPU generations and infrastructure upgrades. This creates ongoing pressure on margins and capital allocation.
CRWV Faces Unfavorable Estimate Revision TrendCRWV’s estimates revisions are deteriorating dramatically. The Zacks Consensus Estimate for its earnings for 2026 has been revised south 12.2% over the past 60 days.
Image Source: Zacks Investment Research
Concerns About CRWV’s ValuationCRWV stock is not so cheap, as its Value Style Score of D suggests a stretched valuation at this moment. In terms of Price/Book, CRWV’s shares are trading at 9.53X, higher than the Internet Software industry’s 4.49X.
Image Source: Zacks Investment Research
In comparison, NBIS and MSFT are trading at multiples of 7.62X and 7.38X, respectively.
What Should Investors do With CRWV Stock Now?CoreWeave's 34% stock decline reflects investor concerns about valuation, capital intensity, competition and execution risk. Yet the company's position at the center of the AI infrastructure boom remains a powerful long-term advantage. AI demand is expected to keep growing, but the key challenge for CoreWeave is turning that demand into consistent profits while managing debt and expansion costs.
For investors comfortable with risk and volatility, the recent pullback could be a buying opportunity. More cautious investors may prefer to wait for stronger signs of profitability and financial stability. With a Zacks Rank #3 (Hold), CRWV appears to be treading in the middle of the road, and new investors could be better off if they trade with caution. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CoreWeave CRWV is holding calls with European high-yield investors, as the company evaluates financing transactions that could include dollar and euro bonds. JP Morgan is arranging the calls. CoreWeave was up 2.57% premarket.
The potential euro bond would be CoreWeave's first high-yield note denominated in euros, giving European investors direct exposure to AI infrastructure debt at a time when such options have been scarce. Norwegian data center operator PolarDC's €800 million high-yield bond last month was one of the few comparable deals in the sector. CoreWeave carries ratings of Ba3 from Moody's, B+ from S&P, and BB- from Fitch.
The company has raised over $20 billion in capital so far in 2026, including an $8.5 billion non-recourse investment-grade delayed draw term loan, a $2 billion equity investment from Nvidia NVDA , and a $3.1 billion GPU-backed loan facility tied to two major customer contracts. CoreWeave leases AI data center capacity to clients including OpenAI and Meta Platforms META and operates nearly 50 data centers across North America and Europe.
Nvidia (NVDA +0.80%) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than Nvidia that don't get nearly as much attention as they deserve. Furthermore, Nvidia is also looking out for these companies, and has actually taken a position in them itself. That's a huge vote of confidence, as Nvidia has several other business units that can deliver a huge return on investment. Yet, it's choosing to invest in these two.
The stocks outgrowing Nvidia that are also backed by it are Nebius (NBIS +3.10%) and CoreWeave (CRWV 2.47%). Each of these looks like a strong buy, and I think they have the potential to outperform Nvidia.
Image source: Getty Images.
Nebius and CoreWeave are easily outgrowing Nvidia Nebius and CoreWeave are both neocloud companies, which are cloud computing businesses completely focused on providing AI computing. Each deploys Nvidia hardware, which is also why Nvidia is confident in them, because it can see huge orders being placed by these two. Nebius and CoreWeave operate a bit differently. Nebius offers its clients a full-stack computing solution, giving them everything they need to create, train, and run AI models and applications. CoreWeave's offering is heavily dependent on GPUs (graphics processing units) that are available on demand for increased computing power.
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Nebius is the smaller of the two businesses, but has the faster growth rate. In Q1, Nebius posted jaw-dropping revenue growth of 684% from the year-earlier period. That's just absurdly fast, but it could be just the beginning. Wall Street analysts expect Nebius to deliver 551% revenue growth this year and 224% next year. From 2025 to 2027, Nebius' revenue is projected to increase from $530 million to $11.2 billion.
That's an unbelievable growth rate in a short time frame, and showcases the monstrous demand for Nebius' computing platform. With growth like that, it's hard to ignore this stock, and it could easily outperform Nvidia over the same time frame.
CoreWeave isn't growing as fast as Nebius, but it's no slouch. In Q1, its revenue rose 112% from a year earlier to $2.1 billion. Like Nebius, CoreWeave has piled up a huge order backlog from the various clients it has signed to its platform. Its backlog now sits at nearly $100 billion, with more than a third of that expected to turn into revenue during the next two years. Wall Street is similarly bullish on CoreWeave's growth prospects, with analyats expecting revenue to rise 147% in 2026 and 97% in 2027. Both of those years will likely exceed Nvidia's growth rates, making it an intriguing stock to buy now.
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However, there are some important notes to keep in mind for each business.
Nebius and CoreWeave aren't profitable Nebius and CoreWeave are in a generational opportunity for each of their businesses, so it shouldn't surprise investors that profits are an afterthought. However, investors need to know how these two are funding their build-out. Data centers aren't cheap, and with CoreWeave and Nebius not having a base business to fund these expansions, they must raise capital somehow. That can be through issuing shares or taking on debt, but either way creates increased risk for shareholders. However, it's also the only way for these two to operate, so it's not really a choice.
The main thing investors must consider before investing is the increased risk these two pose, given their funding structures and the long-term ramifications for returns if issuing shares is the primary mechanism for raising capital. This can dilute existing shareholders (similar to how inflation decreases the purchasing power of the dollar), and damp long-term returns.
However, with the major growth these two are experiencing, I think they can easily deliver a strong return on investment and become solid companies in a few years. It won't be easy, but with major AI demand, I think these two can do it.
