UUUU
Energy Fuels Inc.

Energy Fuels Inc.UUUU

Energy · Uranium
14.67USD
-6.80%
Sep 23, 2026
UUUU overview ready
U.S.-based rare-earth separation and heavy-rare-earth materials producer
U.S.-based uranium producer and processor that is building a scarce domestic rare-earth separation and heavy-rare-earth materials capability around the White Mesa Mill, with further mine-to-metal and magnet-chain expansion subject to transaction execution.
Direct narrative exposure
Exposed to the Critical Minerals Supply Security narrative through Rare Earth Magnet Supply — bottleneck supplier.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Fundamentals under pressure
Ev / sales is weak.
Primary risk
Commodity price volatility.
Market Aug 28Filing Jun 30Price action Aug 9Research Aug 3

Conviction Level

NarrativeHeat7.5ThemeHeat7.7PriceAction6.3Valuation1.1CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly SMA100. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$3.7B
Avg Volume (60D)
8.4M
60 sessions
Revenue Growth YoY
-15.6%
FY2025 vs FY2024
Gross Margin
+40.9%
Operating Margin
-91.0%
Trailing twelve months
Free Cash Flow Yield
-2.2%
P/E
N/M
EV / Sales
40.5x
Market metrics as of Aug 28, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is expensive.
Energy Fuels Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.

Company Research

Thesis
U.S.-based uranium producer and processor that is building a scarce domestic rare-earth separation and heavy-rare-earth materials capability around the White Mesa Mill, with further mine-to-metal and magnet-chain expansion subject to transaction execution.
Opportunity
High opportunity
Government, defense, semiconductor, energy and industrial efforts to establish non-Chinese rare-earth extraction, separation, metal/alloy and permanent-magnet supply chains.
Key risk
Commodity price volatility.

Narrative & Theme

Critical Minerals Supply Security
Part of Rare Earth Magnet Supply, with strong fit.
Not merely downstream, role in the constrained upstream portion of the domestic magnet-material chain. Its White Mesa platform processes uranium and monazite-derived rare-earth feedstocks and has reported U.S.
Narrative HeatHeating up7.5 / 10
Theme HeatHeating up7.7 / 10

Business & Markets

Energy · Uranium
What they do

Energy Fuels Inc. explores, develops, operates, and sells uranium mineral properties and related materials in the United States through its subsidiaries and multiple business segments.

How it earns

The company generates revenue primarily through the sale of uranium, rare earth elements, vanadium pentoxide, and heavy mineral sands on a transactional basis.

Products & services
Uranium
Vanadium pentoxide
Rare earth elements
Heavy mineral sands (ilmenite, rutile, zircon, monazite)
Customers & end markets
Nuclear energy producers
Industrial mineral processors
Market position

Niche player focused on U.S.-based uranium and rare earth mineral production with diversified product offerings.

Demand drivers
High cyclicality

Due to commodity price volatility and dependence on uranium and rare earth element market cycles.