Earnings · DNN
DNN

DNN Earnings Preview

Denison Mines Corp. · Energy · $4B

14d until earnings

DNN Earnings

Monday, May 11 2026
EPS Estimate
$-0.02
$-0.02 – $-0.02
Current Price
$3.80

Our Position

bullish · high

Canada approves first ISR uranium mine in 20 years

est. revisions falling (-52.7pp / 30d)

This is a de-risking event. Denison moves from a pure exploration play into a funded, permitted, shovel-ready development company. Uranium demand is running hot — data center AI buildout, geopolitical tensions, and reactor uprates are all pushing fuel demand higher. A new mid-2028 supply source is a material asset when the spot price is climbing and long-term contracts are locking in above $80/lb.

Watch: Watch construction progress updates and first-ore timelines over the next 12-18 months. Any slip beyond mid-2028 or funding friction would signal risk. Also track uranium spot price and contract burn — if prices stay elevated or long-term deals move higher, Denison's NPV grows with each quarter of delay.

Data Signal Summary

1 bullish
2 bearish
Estimates down -33% Put/call 0.0 (bullish skew) Price downtrend

Key Context

Insider Activity
mixed
Price Trend
downtrend
From 52w High
-6.9%
Est. Revisions (30d)
-33.4% 0up/1dn
Analyst Target (mean)
$5 $4–$6 +31%
Options P/C Ratio
0.04
Est. Dispersion
9% 2 analysts
Fund Convergence
strong Citadel, Two Sigma, Renaissance, Bridgewater

Recent Activity

insider trades 43 transactions
Exercise · Traub (Jennifer June) (Director of Issuer) ·147,000 shares ·$152,733
Other · Traub (Jennifer June) (Director of Issuer) ·76,281 shares ·$261,643
Exercise · Cates (David Daniel CPA) (Director of Issuer) ·120,000 shares ·$230,040
Exercise · Cates (David Daniel CPA) (Director of Issuer) ·240,000 shares ·$262,800
Other · Smith, Mary Joanne (Senior Officer of Issuer) ·10,000 shares
38 more
Other · Smith, Mary Joanne ·10,000 shr ·$43,470
Other · Cates (David Daniel CPA) ·360,000 shr ·$1,545,840
Other · Smith, Mary Joanne ·5,000 shr
Other · Smith, Mary Joanne ·5,000 shr ·$20,915
Exercise · Neuburger, David Mark ·69,500 shr ·$72,488
Other · Neuburger, David Mark ·69,500 shr ·$275,359
Exercise · Neuburger, David Mark ·4,000 shr ·$4,148
Other · Neuburger, David Mark ·4,000 shr ·$15,668
Exercise · Sidle (Elizabeth) ·65,334 shr ·$70,626
Other · Sidle (Elizabeth) ·32,334 shr ·$125,973
Other · Sidle (Elizabeth) ·747 shr ·$2,796
Exercise · Sorba (Chad) ·13,000 shr ·$17,251
Exercise · Sorba (Chad) ·22,666 shr ·$24,365
Exercise · Sorba (Chad) ·24,000 shr ·$45,168
Other · Sorba (Chad) ·59,666 shr ·$223,329
Exercise · Switzer (Janna) ·30,000 shr ·$27,270
Other · Switzer (Janna) ·30,000 shr ·$111,450
Exercise · Willett (Amanda) ·29,667 shr ·$55,833
Exercise · Willett (Amanda) ·27,000 shr ·$35,829
Other · Willett (Amanda) ·56,667 shr ·$207,231
Exercise · Cates (David Daniel CPA) ·315,000 shr ·$416,430
Exercise · Sidle (Elizabeth) ·69,000 shr ·$91,218
Other · Sidle (Elizabeth) ·64,000 shr ·$223,552
Other · Cates (David Daniel CPA) ·315,000 shr ·$1,093,995
Exercise · Smith, Mary Joanne ·21,667 shr ·$40,755
Other · Smith, Mary Joanne ·21,667 shr ·$75,834
Exercise · Sterritt (Laurie) ·56,000 shr ·$75,096
Exercise · Sterritt (Laurie) ·40,000 shr ·$43,440
Other · Sterritt (Laurie) ·96,000 shr ·$286,560
Exercise · Cates (David Daniel CPA) ·300,000 shr ·$271,200
Exercise · Smith, Mary Joanne ·24,000 shr ·$25,656
Other · Smith, Mary Joanne ·24,000 shr ·$67,944
Exercise · Willett (Amanda) ·95,000 shr ·$85,880
Other · Cates (David Daniel CPA) ·300,000 shr ·$850,200
Exercise · Smith, Mary Joanne ·16,000 shr ·$21,280
Other · Smith, Mary Joanne ·16,000 shr ·$45,232
Other · Willett (Amanda) ·95,000 shr ·$269,230
Other · Sidle (Elizabeth) ·58 shr ·$127

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