Energy Fuels (NYSEAMERICAN:UUUU) Announces Earnings Results

Energy Fuels (NYSEAMERICAN:UUUU) posted its earnings results on Friday. The company reported ($0.12) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.07) by ($0.05), Briefing.com reports. Energy Fuels had a negative return on equity of 13.33% and a negative net margin of 130.63%.

Energy Fuels Price Performance

Shares of Energy Fuels stock opened at $21.32 on Friday. Energy Fuels has a 1 year low of $3.20 and a 1 year high of $27.90. The firm has a market cap of $5.06 billion, a PE ratio of -56.11 and a beta of 1.45. The company has a 50 day simple moving average of $20.38 and a two-hundred day simple moving average of $17.16.

Wall Street Analyst Weigh In

UUUU has been the subject of several analyst reports. The Goldman Sachs Group initiated coverage on Energy Fuels in a research note on Tuesday, February 10th. They issued a “buy” rating and a $30.00 target price for the company. HC Wainwright boosted their price objective on shares of Energy Fuels from $26.75 to $27.25 and gave the company a “buy” rating in a research note on Friday. B. Riley Financial upped their target price on shares of Energy Fuels to $27.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Finally, Roth Mkm raised shares of Energy Fuels from a “sell” rating to a “neutral” rating and raised their price target for the company from $13.00 to $15.50 in a report on Wednesday, January 28th. Three equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $24.94.

Insider Buying and Selling at Energy Fuels

In related news, EVP Timothy James Carstens sold 59,594 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $14.93, for a total value of $889,738.42. Following the completion of the transaction, the executive vice president directly owned 107,435 shares in the company, valued at approximately $1,604,004.55. The trade was a 35.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Alex G. Morrison sold 38,869 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $14.32, for a total value of $556,604.08. Following the completion of the transaction, the director directly owned 110,878 shares in the company, valued at approximately $1,587,772.96. This represents a 25.96% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.77% of the company’s stock.

Institutional Trading of Energy Fuels

Hedge funds have recently bought and sold shares of the company. Smartleaf Asset Management LLC grew its position in Energy Fuels by 75.9% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,757 shares of the company’s stock valued at $25,000 after acquiring an additional 758 shares during the last quarter. Xponance LLC grew its holdings in shares of Energy Fuels by 4.7% during the 4th quarter. Xponance LLC now owns 17,752 shares of the company’s stock valued at $258,000 after purchasing an additional 798 shares during the last quarter. California State Teachers Retirement System raised its position in Energy Fuels by 7.9% in the 4th quarter. California State Teachers Retirement System now owns 14,069 shares of the company’s stock worth $205,000 after purchasing an additional 1,030 shares during the period. Advisory Services Network LLC lifted its stake in Energy Fuels by 4.9% in the third quarter. Advisory Services Network LLC now owns 26,139 shares of the company’s stock worth $401,000 after purchasing an additional 1,228 shares during the last quarter. Finally, Commonwealth Equity Services LLC boosted its position in Energy Fuels by 9.6% during the fourth quarter. Commonwealth Equity Services LLC now owns 17,076 shares of the company’s stock valued at $248,000 after buying an additional 1,499 shares during the period. Institutional investors own 48.24% of the company’s stock.

Energy Fuels News Summary

Here are the key news stories impacting Energy Fuels this week:

• Positive Sentiment: Company raised liquidity and funding capacity — Energy Fuels completed an upsized $700 million 0.75% convertible senior notes offering, which management says boosts working capital to nearly $1 billion, supporting production and rare-earth initiatives. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Operational progress and guidance — The company reported increased uranium sales, over one million pounds of low‑cost U.S. uranium production and successful ongoing heavy rare‑earth pilot production, and provided 2026 guidance that management described as strong. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Analyst lift — HC Wainwright raised its price target to $27.25 and reiterated a “buy” rating, implying substantial upside from current levels and signaling analyst confidence in the company’s growth plan. Benzinga: HC Wainwright Raises PT
• Neutral Sentiment: Mine study update — Energy Fuels released an updated pre‑feasibility study for the Pinyon Plain Mine; outcomes could influence medium‑term project economics but are not immediate catalysts until capex/permits are clearer. TipRanks: Pinyon Plain Mine PFS Update
• Neutral Sentiment: Industry comparison pieces highlight UUUU’s production growth and rare‑earth plans relative to peers — useful context but not an immediate price mover. Yahoo Finance: UUUU vs UEC
• Negative Sentiment: Earnings per share missed expectations — Energy Fuels reported a fourth‑quarter loss (reported variably as $0.12 or $0.08/share in different writeups) that missed consensus, and the company still shows a negative net margin and return on equity, which pressured sentiment. MarketBeat: Q4 EPS Report
• Negative Sentiment: Market reaction: shares fell despite a revenue beat and constructive guidance — short‑term selling suggests investors prioritized the EPS miss, margins and potential dilution concerns over the positive operational headlines. Benzinga: Stock Falls Despite Revenue Beat

Energy Fuels Company Profile

Energy Fuels Inc (NYSE American: UUUU) is a U.S.-based mineral resources company focused on the production and processing of uranium, rare earth elements and other strategic minerals. The company’s core business activity centers on supplying nuclear fuel to power generators, leveraging a diversified portfolio of conventional and in-situ recovery (ISR) uranium mines located primarily on the Colorado Plateau, in Wyoming and in Texas.

At the heart of Energy Fuels’ operations is the White Mesa Mill in southeastern Utah, the only conventional uranium-vanadium mill currently permitted and operating in the United States.