Institution: Australian uranium stocks received a buy rating, affected by market supply concerns.

Morgan's analyst Chris Creech stated, "Now is the time to add some yellowcake to your plate." The brokerage firm has initiated coverage on Australian companies Paladin Energy, Boss Energy, and NexGen Energy, all with a buy rating. Creech mentioned that after years of underinvestment, the uranium market is currently facing structural constraints. He added that in the context of decarbonization pressure, energy security concerns, and AI-driven power growth, "nuclear energy is becoming the only scalable zero-carbon base load choice." Morgan's has set a target price of 13.05 Australian dollars for Paladin, which closed at 10.63 Australian dollars on Tuesday. The target price for Boss is 1.55 Australian dollars, compared to a closing price of 1.26 Australian dollars. The target price for NexGen is 20.80 Australian dollars, while the stock most recently traded at 15.52 Australian dollars.