Energy Fuels Inc (UUUU) is Attracting Investor Attention: Here is What You Should Know
Energy Fuels Inc (UUUU) is gaining investor attention due to recent stock performance and upcoming earnings estimates. While the stock has seen a -10% return over the past month, its industry has gained 6.9%. Analysts project a loss of $0.07 per share for the current quarter and highlight revenue growth as a crucial factor for future performance, with a Zacks Rank #3 (Hold) indicating it may perform in line with the broader market.
Will Energy Fuels (UUUU) Report Negative Earnings Next Week? What You Should Know
Energy Fuels (UUUU) is expected to report a quarterly loss of $0.07 per share, a 63.2% year-over-year improvement, on revenues of $27 million, down 32.4%, for the quarter ended December 2025. The company's Earnings ESP of -42.86% combined with a Zacks Rank #3 makes it difficult to predict an earnings beat. Investors are advised to consider other factors beyond earnings surprise history when evaluating the stock.
Energy Fuels's Options: A Look at What the Big Money is Thinking
This article examines the options trading activity surrounding Energy Fuels (AMEX: UUUU), revealing that major investors hold a mixed yet prominent bullish and bearish sentiment. Analysis of recent trades indicates significant activity within a price band of $17.0 to $35.0, with calls totaling $226,558 and puts amounting to $132,663. The company, a critical minerals firm specializing in uranium production, is currently trading up by 3.11% at $21.21, with expert ratings averaging a $24.17 target price.
Energy Fuels (UUUU) Stock Sinks As Market Gains: What You Should Know
Energy Fuels (UUUU) stock closed down 2.08% at $20.29, despite a gaining market, underperforming the S&P 500, Dow, and Nasdaq. The uranium and vanadium miner has seen a 5.56% loss over the past month and is expected to report an EPS of -$0.07 with revenue of $27 million on February 26, 2026. Analysts currently rate Energy Fuels as a Zacks Rank #3 (Hold), with recent estimate revisions showing a 17.14% downward shift for the Zacks Consensus EPS estimate.
Energy Fuels Announces Details for 2025 Earnings Call and Webcast
Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) will host a conference call and webcast on Friday, February 27, 2026, at 9:00 AM Mountain Time to discuss its financial results for 2025. The company will issue a press release with financial results and other highlights prior to the call. Attendees can register via a rapid connect URL or dial in by phone, and the webcast will also be available online.
How to listen to Energy Fuels' 2025 earnings call live
Energy Fuels (NYSE American: UUUU) will host its 2025 earnings conference call and webcast on Friday, February 27, 2026, at 9:00 AM Mountain Time to discuss its financial results. A press release detailing the results will be issued before the call. Investors and analysts can register to join the call, dial in, or access the webcast, with replay details also provided.
UUUU Surges 134% in Past Six Months: How to Play the Stock?
Energy Fuels (UUUU) has seen a significant 134% surge in six months, outperforming its industry and peers. This growth is driven by strategic initiatives in rare earth elements, such as the acquisition of Australian Strategic Materials and the expansion of its White Mesa Mill, along with strong uranium production from its mines. Despite these positive developments and a debt-free balance sheet, the company faces near-term financial pressures with projected revenue declines and losses in 2025 and 2026, leading to a "Hold" rating due to its stretched valuation.
Energy Fuels Sets February 27 Call to Review 2025 Results
Energy Fuels Inc. (UUUU) has scheduled a conference call and webcast for February 27, 2026, at 9:00 a.m. Mountain Time to discuss its 2025 financial results. This event will include a Q&A session with management and aims to engage investors regarding the company's financial performance and operational advancements in uranium, rare earth, and other critical materials. Analysts currently have a Buy rating on UUUU stock with a $30.00 price target.
Energy Fuels Announces Details for 2025 Earnings Call and Webcast
Energy Fuels Inc. announced details for its 2025 earnings call and webcast, scheduled for Friday, February 27, 2026, at 9:00 AM Mountain Time. Management will host the session to discuss financial results for 2025, which will be released in a press release prior to the call, followed by a Q&A session. The company provided multiple access options for both joining the conference call and viewing the webcast online.
Goldman Sachs Initiates Coverage of Energy Fuels (UUUU) with Buy Recommendation
Goldman Sachs has initiated coverage of Energy Fuels (UUUU) with a Buy recommendation. The average one-year price target for UUUU is $21.74/share, suggesting a slight downside of 0.10% from its current price. Fintel reports strong fund sentiment with an increase in institutional ownership and a bullish put/call ratio.
Energy Fuels initiated with Buy rating at Goldman Sachs on competitive advantages (UUUU:NYSE)
Goldman Sachs has initiated coverage on Energy Fuels (UUUU) with a Buy rating and a $30 price target. The positive outlook is attributed to the company's ownership of the highest-grade uranium deposit in the U.S. Following this news, Energy Fuels saw a 2.2% increase in its stock during Wednesday's trading.
Should Trump’s Project Vault Rare Earth Stockpile Plan Require Action From Energy Fuels (TSX:EFR) Investors?
President Trump's "Project Vault" initiative, aiming to establish a US rare earth mineral stockpile, has drawn attention to Energy Fuels Inc. (TSX:EFR). This plan could significantly impact Energy Fuels' strategy by elevating its rare earth refining operations, which have been transitioning from a uranium-focused business. While seen as a potential growth catalyst for the company, investors should also consider existing concerns like dilution, insider selling, and potential policy risks.
Roth Capital Upgraded Energy Fuels Inc. (UUUU) to Neutral from Sell
Roth Capital upgraded Energy Fuels Inc. (UUUU) to Neutral from Sell, raising its price target to $15.50 from $13.00, citing strong market sentiment and rising uranium prices. Other firms like Canaccord and B. Riley also increased their price targets and maintained Buy ratings for the company, attributing its outperformance to White Mesa’s rare earth refining capabilities and supportive U.S. critical minerals policy. Energy Fuels also exceeded its uranium production and sales guidance for Q4 2025.
Roth Capital upgraded Energy Fuels Inc. (UUUU) to neutral from sell
Roth Capital has upgraded Energy Fuels Inc. (UUUU) from a "sell" rating to a "neutral" rating. This indicates a revised outlook on the company's stock performance from the analytical firm. Further details regarding the specific price target or reasons for the upgrade are not provided in this brief update.
Roth Capital Upgraded Energy Fuels Inc. (UUUU) to Neutral from Sell
Roth Capital upgraded Energy Fuels Inc. (UUUU) to Neutral from Sell on January 28, 2026, raising its price target to $15.50. The firm noted strong market sentiment and rising uranium prices could offset valuation concerns. This follows similar upgrades and price target increases from Canaccord and B. Riley, driven by the company's strong operational performance in 2025 and its vital role in U.S. critical mineral policy.
Energy Fuels (TSE:EFR) Stock Price Down 11.3% - Here's Why
Energy Fuels (TSE:EFR) stock experienced an 11.3% intraday drop to C$29.64 on Wednesday, with trading volume significantly lower than average. Despite the price decline, the company has a market cap of C$6.71 billion, and analysts project C$0.19 EPS for the current year. Insider selling has been noted, while analyst ratings remain mixed, with a recent upgrade from "strong sell" to "hold."
Energy Fuels (UUUU) Soars 16.7% as Project Vault to Hold 50 Minerals
Energy Fuels Inc. (UUUU) saw a significant jump in its stock price, rising 16.7% due to investor interest in rare earth stocks. This surge follows President Trump's "Project Vault" initiative, aimed at bolstering the US inventory of critical rare earth minerals to reduce reliance on China. The project allows companies to pay upfront for materials, fostering domestic production.
Energy Fuels (UUUU) Soars 16.7% as Project Vault to Hold 50 Minerals
Energy Fuels Inc. (UUUU) saw its stock jump 16.75% after the announcement of Project Vault, a U.S. initiative to stockpile critical rare earth minerals. This project, pushed by President Donald Trump, aims to boost domestic production and reduce reliance on China. Energy Fuels, originally a uranium company, is transitioning into a rare earth elements miner and recently acquired Australian Strategic Materials Ltd. to become a major integrated producer outside of China.
Energy Fuels (UUUU) Soars 16.7% as Project Vault to Hold 50 Minerals
Energy Fuels Inc. (UUUU) saw a significant stock jump of 16.75% following the announcement of "Project Vault," a US initiative to stockpile over 50 critical rare earth minerals. This project aims to boost domestic production and reduce reliance on China, positively impacting rare earth element companies like Energy Fuels, which is transitioning from a uranium company into a major REE producer. The company recently acquired Australian Strategic Materials Ltd. to become a fully-integrated mine-to-metal and alloy producer outside of China.
Why Energy Fuels Stock Popped Today
Energy Fuels (NYSEMKT: UUUU) stock surged by 15.6% following details emerging about President Trump's "Project Vault," an $11.7 billion effort to create a strategic reserve of critical materials, including uranium. As Energy Fuels has been the leading U.S. producer of natural uranium concentrate, it stands to benefit significantly from this government spending. However, the author cautions that Energy Fuels is not a cheap stock, with high cash burn and a speculative future valuation.
Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally
Energy Fuels Inc. (UUUU) stock surged 13% after former President Trump announced "Project Vault," a $12 billion initiative to build a U.S. critical minerals reserve. This policy aims to reduce reliance on foreign supply chains, particularly China, for essential materials like rare earths and lithium. Other companies in the critical minerals and uranium sectors, including MP Materials and Cameco, also saw gains, with investors anticipating further policy details from an upcoming Washington ministerial meeting.
Jim Cramer Recommends GE Vernova Over Energy Fuels
Jim Cramer has advised investors to stay away from Energy Fuels Inc. (UUUU) and instead consider GE Vernova (GEV) for exposure to nuclear power, citing GE Vernova's leadership in the nuclear sector. Cramer previously identified Energy Fuels as risky due to its financial performance and high valuation, despite acknowledging his belief in nuclear power's long-term potential. He noted that building new nuclear plants is a decade-long endeavor, questioning Energy Fuels' significant stock rally.
Energy Fuels (UUUU) – Among the Energy Stocks that Fell This Week
Energy Fuels Inc. (UUUU) saw its share price fall by 12% between January 23 and January 30, 2026, despite having previously jumped 14% on January 28 following a U.S. Department of Energy initiative to build out the domestic nuclear fuel supply chain. Simultaneously, Roth Capital upgraded UUUU from 'Sell' to 'Neutral' and raised its price target due to strong market sentiment and rising uranium prices. The recent decline is attributed to investors booking profits after a strong rally, though the stock is still up over 34% year-to-date.
Roth Capital Upgrades Energy Fuels (UUUU) to ‘Neutral’; Raises PT to $15.00
Roth Capital upgraded Energy Fuels (UUUU) from ‘Sell’ to ‘Neutral’ and raised its price target to $15.00, citing improving short-term growth drivers and bolstered investor sentiment, despite admitting the stock appears stretched. This upgrade follows Energy Fuels' recent acquisition of Australian Strategic Materials, a strategic move expanding its rare earth footprint and securing critical mineral supply chains. The company, focused on uranium, vanadium, and rare earth production, has operating assets including the White Mesa Mill.
Energy Fuels Inc (UUUU) Shares Gap Down to $21.28 on Feb 2
Energy Fuels Inc (UUUU) saw its shares gap down to $21.28 on February 2nd, trading 5.17% lower in mid-day. The stock is currently 23.73% below its 52-week high but 565.00% above its 52-week low. Wall Street analysts provide an average price target of $21.31 with an "Outperform" recommendation, though GuruFocus estimates a GF Value of $14.72, suggesting a potential downside of 30.83%.
Roth Capital Upgrades Energy Fuels (UUUU) to 'Neutral'; Raises PT to $15.00
Roth Capital upgraded Energy Fuels (UUUU) from ‘Sell’ to ‘Neutral’ and increased its price target from $13.00 to $15.00, citing improving short-term growth drivers and bolstered investor sentiment, despite acknowledging the stock appears stretched. The upgrade reflects a favorable uranium price environment and constructive market psychology, which Roth Capital believes could outweigh short-term correction risks. This sentiment was further reinforced by Energy Fuels' recent agreement to acquire Australian Strategic Materials (ASM) for $300.9 million, a move that significantly expands its rare earth footprint and aims to secure non-Chinese critical mineral supply chains.
Roth Capital Upgrades Energy Fuels (UUUU) to ‘Neutral’; Raises PT to $15.00
Roth Capital upgraded Energy Fuels Inc. (UUUU) from 'Sell' to 'Neutral' and increased its price target from $13.00 to $15.00, citing improving short-term growth drivers and bolstered investor sentiment, particularly a favorable uranium price environment. This upgrade follows Energy Fuels Inc.'s recent agreement to acquire Australian Strategic Materials (ASM) for $300.9 million, a move that expands its rare earth footprint and aims to secure non-Chinese critical mineral supply chains. The firm notes that while the stock might appear stretched, market psychology and uranium prices are constructive.
Energy Fuels Pullback Tests Retail Conviction After A Strong Run In January
Energy Fuels (UUUU) saw an explosive rally in January, gaining over 54% due to the Trump administration's focus on nuclear energy and the company's expansion into rare earth minerals. However, the stock experienced a pullback, tumbling almost 8% in premarket trading on February 1st, and fell 12% the previous week amid reports of potential withdrawal of federal support for critical minerals. Despite the dip, retail sentiment remains "extremely bullish" on the stock, driven by the ongoing narrative around domestic nuclear fuel cycle rebuilding and a rising uranium spot price.
Investors heavily search Energy Fuels Inc (UUUU): Here is what you need to know
This article highlights increased investor interest in Energy Fuels Inc (UUUU), suggesting a need for a deeper look into the company's performance and outlook. It implies that investors are actively researching this stock.
Energy Fuels (UUUU) sheds 8.5% on profit-taking after 3-month high
Energy Fuels (UUUU) stock experienced an 8.5% decline due to profit-taking, following a period where it had reached a three-month high. This drop occurred after a significant upward trend in its market performance.
Why Did Energy Fuels Stock Crash Today?
Energy Fuels (UUUU) stock significantly dropped after the Department of Energy (DOE) issued a request for information (RFI) inviting states to host "Nuclear Lifecycle Innovation Campuses." Despite recent DOE announcements favoring nuclear funding over other energy projects, which should benefit Energy Fuels, investors may be concerned about its dwindling cash balance. The Motley Fool Stock Advisor team did not recommend Energy Fuels as one of their top 10 stocks to buy.
Energy Fuels (UUUU) Rockets Near 12-Year High as DOE Unveils New Nuclear Program
Energy Fuels Inc. (UUUU) stock soared to a nearly 12-year high after the Department of Energy (DOE) announced a new initiative to support and accelerate the US nuclear sector. The DOE's plan includes establishing "Nuclear Lifecycle Innovation Campuses" to explore activities such as recycling used nuclear fuel. Investment firm Roth also upgraded Energy Fuels to "neutral" from "sell," citing optimism for near-term catalysts and higher uranium spot prices.
Energy Fuels leads nuclear names higher as DoE launches steps to boost nuke fuel supply chain
Energy Fuels (UUUU) saw a significant rally, reaching its highest point in nearly 15 years, following an announcement from the Department of Energy. The DoE revealed an initiative aimed at strengthening the U.S. nuclear fuel supply chain, which subsequently boosted other nuclear technology stocks.
Energy Fuels Inc. (UUUU): A Bull Case Theory
This article summarizes a bullish thesis on Energy Fuels Inc. (UUUU), highlighting its position as a leading U.S. uranium producer and emerging rare earth elements supplier. The company operates the only conventional uranium mill in the U.S. and is expanding its rare earth production, aiming to be a non-Chinese supply alternative. Despite recent volatility and its current unprofitability, its strong balance sheet, macro tailwinds, and strategic projects are cited as drivers for significant potential growth and stock appreciation.
Energy Fuels stock price jumps nearly 11% on Roth upgrade as uranium spot hits $91 — traders watch what comes next
Energy Fuels Inc. (UUUU) saw its stock price jump almost 11% after Roth MKM upgraded its rating to neutral, citing improved near-term catalysts and sentiment, despite setting a price target below the current trading level. This surge comes as the uranium spot price reached $91.10 a pound, fueled by significant purchases from the Sprott Physical Uranium Trust. Additionally, traders are closely monitoring the proposed acquisition of Australian Strategic Materials by Energy Fuels, which is valued at approximately A$447 million and is anticipated to close around June 2026.
UUUU vs. CCJ: Which Uranium Miner is the Better Buy Now?
This article compares Energy Fuels (UUUU) and Cameco (CCJ), two prominent uranium miners, to determine which offers a more compelling investment opportunity. While Energy Fuels benefits from its strategic U.S. presence and diversification into rare earths, it faces projected losses and an expensive valuation. Cameco, with its global scale, asset quality, improving earnings, and more reasonable valuation, is considered the better buy.
Universal Beteiligungs und Servicegesellschaft mbH Has $4.86 Million Position in Energy Fuels Inc $UUUU
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Energy Fuels Inc. (NYSEAMERICAN:UUUU) by 224.4% in the third quarter, now holding 316,525 shares valued at approximately $4.86 million. Despite recent insider stock sales totaling $6.94 million from executives like VP Curtis Moore and EVP Timothy Carstens, analysts maintain a "Moderate Buy" rating with an average target price of $23.08, while the stock trades near $24.16. Energy Fuels, a U.S.-based mineral resources company, focuses on producing uranium, rare earth elements, and other strategic minerals, operating the only conventional uranium-vanadium mill in the U.S.
Energy Fuels stock rating upgraded to Neutral by Roth/MKM on uranium outlook
Roth/MKM has upgraded Energy Fuels (NYSE:UUUU) from Sell to Neutral and raised its price target to $15.50 from $13.00, citing "near-term catalysts and sentiment" that are "likely to lean positive." Despite the stock's significant surge over the past year, Roth/MKM believes strong market sentiment and a rising uranium spot price will offset any potential near-term correction, even though InvestingPro analysis suggests the stock may be overvalued compared to the new price target. The company recently announced plans to acquire Australian Strategic Materials Limited and exceeded its uranium production guidance for 2025.
Intact Investment Management Inc. Purchases Shares of 77,200 Energy Fuels Inc $UUUU
Intact Investment Management Inc. initiated a new position in Energy Fuels Inc (UUUU) during Q3, acquiring 77,200 shares valued at approximately $1.19 million. This investment contributes to institutional ownership of about 48.24% in the company, despite recent insider selling totaling $6.94 million. Energy Fuels' stock has seen recent analyst price target adjustments and holds an average "Hold" rating.
Energy Fuels (UUUU) Sheds 8.5% on Profit-Taking After 3-Month High
Energy Fuels Inc. (UUUU) saw an 8.5% drop in its share price due to profit-taking by investors, despite previously reaching a three-month high. The decline followed a significant rally that nearly touched its 52-week record, indicating investors capitalized on recent gains. This volatility comes shortly after the company announced its acquisition of Australian Strategic Materials Ltd. for $299 million, aiming to become a leading integrated rare earth elements producer outside of China.
Energy Fuels (UUUU) Sheds 8.5% on Profit-Taking After 3-Month High
Energy Fuels Inc. (UUUU) saw its share prices drop by 8.51% due to profit-taking after reaching a three-month high, nearly touching its 52-week record. This occurred despite a prior rally that brought its share price close to its annual high. The company recently acquired Australian Strategic Materials Ltd. for $299 million with the goal of becoming the largest fully integrated rare earth element producer outside of China.
Energy Fuels to Acquire Australian Strategic Materials Limited
Energy Fuels Inc. plans to acquire Australian Strategic Materials Limited (ASM) through a court-approved scheme of arrangement, valuing ASM at approximately A$447 million. ASM shareholders will receive Energy Fuels shares/CDIs and cash, with the deal expected to close around June 2026, subject to various approvals. This acquisition aims to expand Energy Fuels' presence in critical minerals and provide ASM with access to North American capital markets.
Energy Fuels Signs Scheme Implementation Deed With Australian Strategic Materials
Energy Fuels has signed a Scheme Implementation Deed to acquire all ordinary shares of Australian Strategic Materials (ASM) for an implied value of A$1.60 per ASM share, totaling approximately A$447 million. The acquisition, which aims to expand Energy Fuels' critical minerals and rare earths platform, will result in ASM shareholders owning about 5.8% of Energy Fuels post-closing. The deal is expected to close around June 2026, pending customary approvals.
Energy Fuels (NYSE: UUUU) sets A$447M scheme for Australian Strategic Materials
Energy Fuels Inc. announced a scheme to acquire all ordinary shares of Australian Strategic Materials Limited for approximately A$447 million. Shareholders of Australian Strategic Materials will receive 0.053 Energy Fuels common shares or CHESS Depository Interests, plus a potential A$0.13 special cash dividend per share, resulting in an implied total value of A$1.60 per share. The transaction is subject to various approvals, including shareholder and court endorsement, and is expected to close around June 2026, with current Australian Strategic Materials shareholders owning about 5.8% of Energy Fuels post-acquisition.
Energy Fuels Set to Acquire Australian Strategic Materials
Energy Fuels is set to acquire Australian Strategic Materials for approximately AU$447 million, creating a "mine to metal and alloy rare earths champion." The acquisition combines ASM's Dubbo rare earths project and Korean Metals Plant with Energy Fuels' existing capabilities to enhance vertical integration and product range. ASM shareholders will receive AU$1.60 per share, a 121% premium, with the transaction expected to be implemented before June 30, 2026.
Why Energy Fuels Stock Dropped Today
Energy Fuels (NYSEMKT: UUUU) stock fell by 7% despite rising uranium prices and positive news for global uranium demand with South Korea's plans for new nuclear plants. The article suggests the stock drop is due to its high valuation, trading at 55 times its projected 2028 GAAP earnings per share of $0.43, which the author deems too expensive. The Motley Fool's Stock Advisor team also did not recommend Energy Fuels as one of their top 10 stocks to buy.
Energy Fuels to acquire Australian Strategic Materials in rare earth supply chain push
Energy Fuels Inc. announced its acquisition of Australian Strategic Materials Ltd. for approximately USD$299 million, aiming to create the largest fully integrated rare earth producer outside China. This merger will combine Energy Fuels' rare earth oxide production with ASM's downstream metal and alloy manufacturing capabilities, addressing critical bottlenecks in non-Chinese rare earth supply chains. The deal seeks to establish a comprehensive domestic supply chain for key materials used in electric vehicles, wind turbines, and defense systems.
Energy Fuels and Australian Strategic Materials Unite to Build a New Rare Earths Powerhouse for Western Markets
Energy Fuels Inc. is acquiring Australian Strategic Materials Ltd. for approximately A$447 million, creating a vertically integrated rare earth supply chain. This strategic merger will combine ASM's metallisation and alloying expertise with Energy Fuels' rare earth separation and uranium production, aiming to enhance Western self-sufficiency in critical minerals. The deal includes ASM's Dubbo Project and Korean metals plant, with a focus on geopolitical alignment through the Critical Minerals Framework between Australia and the U.S.
Energy Fuels to acquire Australian Strategic Materials to create “mine-to-metal and alloy” rare earths champion
Energy Fuels Inc. is set to acquire Australian Strategic Materials Limited (ASM) for approximately US$299 million to create a leading integrated rare earths supply chain outside of China. This acquisition will combine Energy Fuels' monazite separation capabilities at its White Mesa Mill with ASM's rare earth metal and alloy production from its Korean Metals Plant. The deal is expected to close by the end of June 2026, pending regulatory and shareholder approvals.
Energy Fuels' $300 Million ASM Acquisition: Breaking China's Rare Earth Monopoly
Energy Fuels Inc. has announced a $300 million acquisition of Australian Strategic Materials Ltd, aiming to create the first fully integrated, "China-free" rare earth element supply chain. This strategic move positions Energy Fuels as a key alternative for critical minerals, addressing Western national security and economic decoupling from Chinese state-controlled suppliers. The deal, which offers a significant premium to ASM shareholders, highlights a broader geopolitical shift towards securing independent critical mineral supply chains, especially for electric vehicles, wind turbines, and defense applications.
