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Energy Fuels Inc (UUUU)



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Upturn Advisory Summary
08/14/2025: UUUU (4-star) is a STRONG-BUY. BUY since 67 days. Profits (105.67%). Updated daily EoD!
1 Year Target Price $10.06
1 Year Target Price $10.06
4 | Strong Buy |
3 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 78.1% | Avg. Invested days 37 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.26B USD | Price to earnings Ratio - | 1Y Target Price 10.06 |
Price to earnings Ratio - | 1Y Target Price 10.06 | ||
Volume (30-day avg) 7 | Beta 2.06 | 52 Weeks Range 3.20 - 10.74 | Updated Date 08/15/2025 |
52 Weeks Range 3.20 - 10.74 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-31 | When After Market | Estimate -0.0444 | Actual -0.1 |
Profitability
Profit Margin -143.05% | Operating Margin (TTM) -621.44% |
Management Effectiveness
Return on Assets (TTM) -9.7% | Return on Equity (TTM) -18.15% |
Valuation
Trailing PE - | Forward PE 416.67 | Enterprise Value 2151935065 | Price to Sales(TTM) 34.79 |
Enterprise Value 2151935065 | Price to Sales(TTM) 34.79 | ||
Enterprise Value to Revenue 32.91 | Enterprise Value to EBITDA -21.12 | Shares Outstanding 230675008 | Shares Floating 226884924 |
Shares Outstanding 230675008 | Shares Floating 226884924 | ||
Percent Insiders 1.8 | Percent Institutions 64.28 |
Upturn AI SWOT
Energy Fuels Inc

Company Overview
History and Background
Energy Fuels Inc. was founded in 2006, consolidating several uranium assets. It has grown to become a leading U.S. uranium producer and is expanding into rare earth elements (REE) processing.
Core Business Areas
- Uranium Production: Energy Fuels is a significant uranium producer in the United States, operating the White Mesa Mill in Utah, the only conventional uranium mill currently operating in the U.S. They extract uranium from conventional and in-situ recovery (ISR) mines.
- Rare Earth Elements: Energy Fuels is developing capabilities to process rare earth elements (REE) at its White Mesa Mill, aiming to produce separated REE oxides.
- Vanadium Production: Vanadium is recovered as a co-product from uranium mining and processing. It can be sold into steel alloy and energy storage markets.
Leadership and Structure
Mark S. Chalmers is the President and CEO. The company has a board of directors overseeing strategy and operations. Organizational structure includes departments for mining, milling, environmental, and commercial activities.
Top Products and Market Share
Key Offerings
- Uranium: Energy Fuels produces uranium concentrate (U3O8). Market share fluctuates based on production and sales; estimated to be a significant portion of U.S. production. Competitors include UR-Energy, Peninsula Energy, and foreign producers.
- Vanadium: Energy Fuels recovers vanadium as a co-product. Market share is variable. Competitors include Largo Resources and Bushveld Minerals. Revenue from Vanadium is a smaller part of overall company revenues.
- Rare Earth Elements (REE): Energy Fuels is working to establish itself as a separated REE producer. Market share is currently minimal but the company seeks to grow in this space. Lynas Rare Earths and MP Materials are competitors.
Market Dynamics
Industry Overview
The uranium market is influenced by nuclear power demand, geopolitical factors, and mine supply. The rare earth elements market is driven by demand for electric vehicles, renewable energy, and defense applications. The vanadium market is driven by the demand from the steel industry and battery storage systems.
Positioning
Energy Fuels aims to be a leading domestic supplier of uranium and rare earth elements, reducing reliance on foreign sources. Competitive advantages include its White Mesa Mill and existing uranium production infrastructure.
Total Addressable Market (TAM)
The global uranium market is estimated at billions of USD annually, with significant growth potential. The global rare earth elements market is also estimated at billions and expected to grow substantially. Energy Fuels is positioned to capture a growing share of the North American market and contribute to the global TAM.
Upturn SWOT Analysis
Strengths
- Only operating conventional uranium mill in the U.S.
- Expanding into rare earth elements processing
- Experienced management team
- Existing uranium production infrastructure
- Geographic location of assets
Weaknesses
- Reliance on uranium and REE prices
- Political and regulatory risk
- High operating costs
- Susceptible to supply chain disruptions
Opportunities
- Increasing demand for nuclear power
- Growing demand for rare earth elements
- Government support for domestic uranium and REE production
- Potential acquisitions of additional uranium and REE assets
Threats
- Fluctuations in uranium and REE prices
- Competition from foreign producers
- Environmental regulations
- Delays in permitting
Competitors and Market Share
Key Competitors
- URG
- UUUU
- NXE.TO
Competitive Landscape
Energy Fuels is uniquely positioned with the only operating conventional uranium mill in the U.S. It faces competition from other uranium producers (domestic and international) and REE processors. Its competitive advantages include its existing infrastructure and strategic location.
Major Acquisitions
Titan Uranium Inc
- Year: 2007
- Acquisition Price (USD millions): 11.25
- Strategic Rationale: Expanded uranium resource base and project pipeline.
Growth Trajectory and Initiatives
Historical Growth: Energy Fuels' historical growth has been tied to uranium market cycles and strategic acquisitions. Expansion into REE is a new growth area.
Future Projections: Future projections are based on uranium and REE market growth, production expansion, and government support. Analyst estimates vary.
Recent Initiatives: Recent initiatives include expanding REE processing capabilities at the White Mesa Mill, securing uranium supply contracts, and lobbying for favorable government policies.
Summary
Energy Fuels is a company focused on uranium production and is expanding into the rare earth elements sector. It benefits from being a domestic producer in a market increasingly concerned about supply chain security. However, it is subject to commodity price volatility and regulatory risks. The company's strategic expansion into REE processing holds significant potential for future growth, although further capital investments are required.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- News articles
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and company specific data fluctuate constantly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Energy Fuels Inc
Exchange NYSE MKT | Headquaters Lakewood, CO, United States | ||
IPO Launch date 2006-11-24 | CEO & Director Mr. Mark S. Chalmers BSc, P.E., SME | ||
Sector Energy | Industry Uranium | Full time employees 1370 | Website https://www.energyfuels.com |
Full time employees 1370 | Website https://www.energyfuels.com |
Energy Fuels Inc., together with its subsidiaries, engages in the exploration, recovery, recycling, exploration, operation, development, permitting, evaluation, and sale of uranium mineral properties in the United States. It produces and sells vanadium pentoxide, rare earth elements, carbonate, and heavy mineral sands, such as ilmenite, rutile, zircon, and monazite. The company was formerly known as Volcanic Metals Exploration Inc. and changed its name to Energy Fuels Inc. in May 2006. Energy Fuels Inc. was incorporated in 1987 and is headquartered in Lakewood, Colorado.

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