I don't agree with Zacks. If you read the article, it's saying NBIS is a sell. Zach's been saying NBIS is a sell since the $50 s. It's not a good comparison...growth and size is different. And they compare share price jump the past month (11%) vs whole yr - sorry, but Amazon's share price did not jump over 300% this yr. $NBIS$AMZN
$EBS has just raised FY25 EBITDA guidance to a conservative $195m-$210m.
As the lower end of this range has already been reached in the first nine months, and with an excellent Q4 expected (based on confirmed orders), $EBS should achieve $220m EBITDA in 2025.
We are now forecasting $250m+ EBITDA in 2026.
With a market cap of only $530m, $EBS should re-rate quickly from $10 to $20-$30.
$EBS share price target (short term): $20
$EBS share price target (12 months): $30
$EBS: Strong Buy. Bullish
The resurgence of nuclear power as a stable, low-carbon energy source is indeed reshaping the uranium market. With AI and electrification driving unprecedented energy demand, it's crucial to address the supply constraints highlighted in the article. For instance, Urenco USA's expansion of its Eunice, New Mexico facility by 15% between 2025 and 2027 is a positive step toward increasing domestic enrichment capacity (Source: Only U.S. supplier of low-enriched uranium expands New Mexico plant 15% by 2027). However, as noted, significant challenges remain, including geopolitical instability in key mining regions and lengthy development timelines for new projects. It's essential for investors and policymakers to consider these factors when evaluating the long-term viability of uranium as a strategic commodity.
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The resurgence of nuclear power as a stable, low-carbon energy source is indeed reshaping the uranium market. With AI and electrification driving unprecedented energy demand, it's crucial to address the supply constraints highlighted in the article. For instance, Urenco USA's expansion of its Eunice, New Mexico facility by 15% between 2025 and 2027 is a positive step toward increasing domestic enrichment capacity (Source: Only U.S. supplier of low-enriched uranium expands New Mexico plant 15% by 2027). However, as noted, significant challenges remain, including geopolitical instability in key mining regions and lengthy development timelines for new projects. It's essential for investors and policymakers to consider these factors when evaluating the long-term viability of uranium as a strategic commodity.