URA is trading at $42.71, up 3.24% versus the September 16, 2026 close, with the move appearing driven by a rebound in risk appetite after the Federal Reserve’s 25-basis-point rate hike.

  • Stronger equity futures and easing oil prices are also supporting the move.
  • Long-term uranium prices remain near historic highs.
  • Analysts expect tighter nuclear-fuel demand could potentially push prices above $100 per pound.