UUUU · Energy Fuels Inc.
Nuclear — uranium mining (conventional) + rare-earth separation/magnets
UUUU·Nuclear — uranium mining (conventional) + rare-earth separation/magnets
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Energy Fuels Inc.

ConvictionWeak

Owns/operates US conventional uranium mines (Pinyon Plain, La Sal/Pandora) feeding the White Mesa mill (>8M lb/yr licensed U3O8), selling U3O8 into long-term utility contracts plus opportunistic spot; the same licensed mill separates heavy REEs (Dy, Tb) from monazite sands, with planned forward integration into REE metals/alloys (ASM) and permanent magnets (VAC). A commodity-price-levered producer funding a critical-minerals build-out off a ~$950M cash + marketable-securities war chest, government loans, and equity issuance.

Revenue
$65.9MFY2025); $35.8M (Q1 2026
Rev growth
FY2025 -16% YoY$65.9M vs $78.1M FY2024); Q1 2026 +112% YoY ($35.8M vs $16.9M
Gross margin
Not separately disclosedQ1 2026 finished-uranium inventory weighted-avg cost ~$36/lb vs ~$70/lb realized (positive cash margin
Op margin
Negative — FY2025 net loss $86.1M$0.38/sh); Q1 2026 net loss $10.8M ($0.04/sh). Losses inflated by REE/development opex and non-cash items
Capex intensity
High and rising — Phase 2 REE separation ~$410M est.no FID); VAC ($1.9B) + ASM (~$1.09B) acquisitions pending, part-funded by up to $725M US Office of Strategic Capital 20-yr loan
Market cap
~$3.6B–$4.1BJun 2026; varies by source/date

Price · 1-year trend

real · weekly
$14.62+163% 1yUSD
52-week range
$6 – $26
52w lowas of 2026-06-28 · Yahoo Finance52w high
The read

Where our coverage leans

Coverage leans bullish

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Not investment advice — analyst work product for a qualified professional.· intel vintage Q2 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence
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