Energy Fuels (UUUU)
Mining uranium while building a rare-earth processing and mineral-sands platform.
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Produces and sells uranium concentrate through long-term utility contracts, spot transactions, and processing, while developing rare-earth and heavy-mineral-sands businesses. White Mesa is the integrated U.S. processing hub, but its current monazite and conventional-uranium circuits must run in separate campaigns.
Runs uranium, rare earth elements, and heavy mineral sands businesses around the White Mesa Mill in Utah. The licensed complex produces natural uranium concentrate, processes third-party uranium-bearing materials, recovers vanadium when scheduled, and separates rare-earth products from monazite.
Sells uranium through long-term utility contracts, spot-market transactions, and processing arrangements. Mines and projects span the western United States, Brazil, Madagascar, Australia, and Kenya, with heavy-mineral-sands management based in Perth.
Relies on campaign scheduling because White Mesa's current monazite and conventional-uranium circuits cannot run simultaneously. Further rare-earth output depends on permitted, financed, and constructed capacity plus sufficient feed from company projects, partners, third parties, or open-market purchases.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $29 | Target: $29.25 |
| Aug 14, 2026 | BMO Capital | Initiate | Rating: —Target: — | Target: $18 |
| Aug 14, 2026 | UBS | Upgrade | Rating: — | |
| Aug 7, 2026 | Roth Capital | Upgrade | ||
| Jun 25, 2026 | Roth Capital | Target | Target: $17 | Target: $16 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $936.8M · Total debt $681.9M · Total assets $1.53B · Shareholders' equity $792.6M
- Revenue
- $25.1M
- Operating income
- −$30.6M
- Net income
- −$33.4M
No dividends on record.
| Institutions | 72.55% | 181.36M shares | |
|---|---|---|---|
| 384 holders · as of Jun 30, 2026 | |||
| Insiders | 0.10% | 253.0K shares | |
| 2 holders · as of Aug 12, 2026 | |||
| Other | 27.35% | 68.35M shares | |
| remainder | |||
249.97M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Van Eck Associates CorpInstitution | 7.80% | 19.50M | as of Jun 30, 2026 |
Mirae Asset Global Etfs Holdings Ltd.Institution | 6.86% | 17.15M | as of Jun 30, 2026 |
Global X Management CO LLCInstitution | 6.68% | 16.69M | filed May 15, 2026 |
BlackRock, Inc.Institution | 6.27% | 15.67M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 5.95% | 14.88M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Cameco
Large-scale uranium supplier to the same utilities.
- Uranium Energy
U.S. uranium supply and utility-contract rival.
- MP Materials
U.S. NdPr oxide and rare-earth magnet supply-chain rival.
- Ur-Energy
Wyoming ISR uranium output and utility-sales rival.
- Tronox
Ilmenite, rutile, and zircon supply rival.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Energy Fuels | $12.15 | −1.22% | $3.07B | — | — | 29.1 | +496.1% |
| Cameco | $93.39 | +0.17% | $40.60B | 160.1 | 67.9 | 16.4 | −11.0% |
| Uranium Energy | $10.07 | −0.10% | $4.99B | — | — | 246.9 | −59.4% |
| MP Materials | $49.50 | −1.00% | $8.90B | — | 150.2 | 29.1 | +89.0% |
| Ur-Energy | $1.23 | 0.00% | $488.7M | — | — | 13.9 | +37.7% |
| Tronox | $4.49 | +4.18% | $687.5M | — | — | 0.2 | +18.7% |
| Median | 160.1 | 109.1 | 16.4 | +18.7% |