• In late October 2025, Denison Mines saw heightened attention after the US government announced an $80 billion commitment for nuclear power development through partnerships with leading energy companies, sparking renewed optimism across uranium producers.

• Sector momentum was further supported by news that Cosa Resources appointed Denison Mines’ CEO, David Cates, as strategic advisor to advance collaborative uranium projects in the Athabasca Basin.

• We’ll examine how US backing for nuclear energy and the expanded industry collaboration could impact Denison Mines’ investment story.

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Anyone looking at Denison Mines today is really weighing the case for uranium as a cornerstone of global clean energy, now with major tailwinds following the US government’s $80 billion commitment to nuclear power and the sector rally that followed. The stock’s strong recent run reflects a surge in optimism, but it also raises questions about whether this U.S. boost will translate into lasting demand and project growth for Denison specifically. Short-term catalysts are now more focused on leveraging regulatory approvals at Wheeler River, progress on high-grade discoveries, and deeper partnerships like the recent Cosa Resources announcement, which could speed up project timelines. However, Denison’s persistent losses, expensive valuation relative to peers, short cash runway, and insider selling still present real risks, not all of which are swept aside by supportive market sentiment. The evolving sector backdrop could reduce regulatory and market hurdles but doesn’t remove the company’s operational risks or execution challenges, which need to be front of mind for every investor here.

But with the share price running well ahead of consensus targets, valuation risk can’t be ignored.

Nine member estimates from the Simply Wall St Community range from as little as CA$0.05 to CA$5.00 per share, showing both major optimism and skepticism. This wide range suggests investors are split, especially as Denison’s operational risks and strong recent price gains feed into very different outlooks on the company’s next chapter.

Explore 9 other fair value estimates on Denison Mines – why the stock might be worth as much as 13% more than the current price!