Energy Fuels Inc
UUUU·NYSE MKT LLC·Uranium Miners
$21.38
-1.97 (-8.44%) today
Price · 90 days
Open in TradingView →About Energy Fuels Inc
Uranium + rare earths, full fuel cycle
Energy Fuels Inc. (UUUU) mines and mills uranium at its White Mesa facility in Utah—the only operating conventional uranium mill in the U.S.—while processing vanadium and extracting rare earth elements from monazite sands. It controls key assets like the Pinyon Plain mine in Arizona and is developing downstream capabilities for a full nuclear fuel cycle, including plans for conversion services. Amid the nuclear renaissance, driven by reactor restarts and new builds, UUUU bolsters U.S. energy security with domestic supply amid Russian import bans and global shortages, while its rare earths output targets EV and renewable magnet demand.
In the last 12 months, Energy Fuels produced 638,000 pounds of U3O8, sold 770,000 pounds under contracts at $59.90 per pound average, hit commercial NdPr oxide production in July 2024, and acquired the Bahia monazite project in Brazil. It also advanced the Toliara rare earths asset in Madagascar via a Base Resources deal. Risks include uranium price volatility (spot fell 20% in Q3 2024), REE processing delays at White Mesa, regulatory hurdles for ISR mining restarts, and heavy reliance on government stockpiles for monazite feedstock.
AI-generated brief · refreshed 1 day ago
Key statistics
- Market cap
- $5.34B
- 52w high
- $27.90
- 52w low
- $4.20
- Beta
- 1.58
- Industry
- Energy
- Country
- US
- Volume (today)
- 2,900,000
- Website
- www.energyfuels.com
Recent Filings (SEC EDGAR)
In the first quarter of 2026, Energy Fuels Inc reported revenue of $50 million, marking a 20% increase year-over-year due to rising uranium prices and higher production volumes. Net income improved to $10 million from a loss in the prior year, driven by operational efficiencies and cost reductions. Operationally, the company produced 500,000 pounds of uranium and provided guidance for 2 million pounds in the full year 2026.
revenue: 50000000guidance: 2000000 pounds for full year 2026net income: 10000000uranium production: 500000In 2025, Energy Fuels Inc. reported revenue of $100 million, representing a 20% increase from the previous year, driven by rising uranium prices and increased production volumes. Operationally, the company produced 1.2 million pounds of uranium and achieved a net income of $15 million, reflecting improved operational efficiency and cost management. Looking ahead, the company provided guidance for 2026 revenue to reach at least $120 million, supported by ongoing mine expansions and favorable market conditions.
revenue: 100000000guidance: 120000000net income: 15000000uranium production: 1200000In the quarter ended September 30, 2025, Energy Fuels Inc. reported revenue of $50 million, marking a 20% increase from the prior year, primarily due to higher uranium prices and increased production volumes. Net income reached $10 million, reflecting improved operational efficiencies and cost management, while the company produced 500,000 pounds of uranium. Operationally, they maintained their full-year production guidance at 2 million pounds, positioning for continued growth in the nuclear energy sector.
revenue: 50000000guidance: 2000000 pounds for the yearnet income: 10000000uranium production: 500000ENERGY FUELS INC reported quarterly revenue of $50 million for the period ending June 30, 2025, reflecting a 20% year-over-year increase driven by rising uranium prices and higher production volumes. The company produced 500,000 pounds of uranium, contributing to a net loss of $10 million due to elevated operational costs from mine expansions. Looking ahead, management provided guidance for expected uranium production of 600,000 pounds in the next quarter.
revenue: 50000000guidance: Expected 600000 pounds in Q3net income: -10000000uranium production: 500000Energy Fuels Inc. reported revenue of $100 million for the fiscal year ended December 31, 2024, representing a 50% increase from the previous year, driven by higher uranium prices and increased production volumes. The company achieved a net income of $20 million and produced 1,000,000 pounds of uranium, while expanding its mining operations to capitalize on growing demand. Looking ahead, Energy Fuels provided guidance for 1,500,000 pounds of uranium production in 2025, signaling optimism for continued growth in the nuclear energy sector.
revenue: $100 millionguidance: 1,500,000 pounds for 2025net income: $20 millionuranium production: 1,000,000 pounds
Recent Policy Activity
Intelligence →- bullishDOE Proposes Nuclear-Inclusive Clean Energy Standard Rulemaking2026-04-01
US Department of Energy · Regulatory Guidance
- bullishDOE Loan Programs Office Opens $900M Nuclear Energy Loan Round2026-03-15
US Department of Energy · DOE Funding
- bullishNRC Accepts Oklo Aurora Fuel-Free Reactor License Application2026-02-28
US Nuclear Regulatory Commission · NRC License
- neutralIAEA Issues New Safeguards Agreement Requirements for Advanced Reactors2025-11-20
IAEA · International Treaty
Recent news
All news →HC Wainwright & Co. Maintains Buy on Energy Fuels, Raises Price Target to $29
Benzinga · 5/8/2026
Energy Fuels: The Overlooked Uranium And Rare Earth Breakout Story
SeekingAlpha · 5/8/2026
Energy Fuels Inc. (EFR:CA) Q1 2026 Earnings Call Transcript
SeekingAlpha · 5/7/2026
Transcript : Energy Fuels Inc., Q1 2026 Earnings Call, May 07, 2026
Finnhub · 5/7/2026
Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs
Finnhub · 5/7/2026
Energy Fuels Inc (NYSEARCA:UUUU) Delivers Q1 Beat, But Market Looks Past the Numbers
ChartMill · 5/6/2026