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UUUU 
Energy Fuels Inc (UUUU)
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Upturn Advisory Summary
12/01/2025: UUUU (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $23.06
1 Year Target Price $23.06
| 4 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 139.81% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.34B USD | Price to earnings Ratio - | 1Y Target Price 23.06 |
Price to earnings Ratio - | 1Y Target Price 23.06 | ||
Volume (30-day avg) 7 | Beta 2.05 | 52 Weeks Range 3.20 - 27.33 | Updated Date 12/1/2025 |
52 Weeks Range 3.20 - 27.33 | Updated Date 12/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -124.17% | Operating Margin (TTM) -150.57% |
Management Effectiveness
Return on Assets (TTM) -11.01% | Return on Equity (TTM) -18.11% |
Valuation
Trailing PE - | Forward PE 212.77 | Enterprise Value 3304822265 | Price to Sales(TTM) 42.4 |
Enterprise Value 3304822265 | Price to Sales(TTM) 42.4 | ||
Enterprise Value to Revenue 41.97 | Enterprise Value to EBITDA -21.12 | Shares Outstanding 237286768 | Shares Floating 234491530 |
Shares Outstanding 237286768 | Shares Floating 234491530 | ||
Percent Insiders 1.55 | Percent Institutions 68.49 |
Upturn AI SWOT
Energy Fuels Inc
Company Overview
History and Background
Energy Fuels Inc. was founded in 1987. Initially focused on oil and gas, it shifted to uranium production in the late 1990s. A significant milestone was the acquisition of several uranium mines and mills, establishing it as a leading uranium producer in the United States. It has evolved to include rare earth element processing.
Core Business Areas
- Uranium Production: Energy Fuels mines, mills, and recovers uranium from conventional and in-situ recovery (ISR) operations. It supplies uranium to nuclear power plants for electricity generation.
- Rare Earth Element (REE) Processing: Energy Fuels processes monazite sands to separate and refine rare earth elements, used in various high-tech applications.
- Vanadium Production: Energy Fuels produces vanadium as a co-product of its uranium operations, used in steel and energy storage applications.
Leadership and Structure
Mark Chalmers is the President and CEO. The organizational structure includes departments for mining operations, processing, sales, finance, and regulatory compliance.
Top Products and Market Share
Key Offerings
- Uranium: Energy Fuels produces uranium concentrate (U3O8) which is sold to nuclear power utilities. Market share varies; the company aims to be a significant domestic supplier. Competitors include Cameco (CCJ) and Kazatomprom (not publicly traded in the US).
- Mixed Rare Earth Carbonate: Produced at the White Mesa Mill from processing of monazite ore. Primarily used for downstream separation and refining by other REE processors. Market share is growing. Competitors include MP Materials (MP) and Lynas Rare Earths (LYSCF).
- Vanadium: Produced as a co-product and sold into the steel and energy storage (vanadium redox batteries) markets. Market share is relatively small. Competitors include Largo (LGO) and Bushveld Minerals (BSBMF).
Market Dynamics
Industry Overview
The uranium market is influenced by nuclear power demand, geopolitical factors, and regulatory policies. The rare earth element market is driven by demand for electric vehicles, renewable energy, and defense technologies. The vanadium market is driven by the steel industry and the emerging energy storage sector.
Positioning
Energy Fuels is positioned as a key domestic supplier of uranium and a growing player in the rare earth element market. Its competitive advantage lies in its existing infrastructure, including licensed uranium mills capable of processing REE feedstock.
Total Addressable Market (TAM)
The global uranium market is estimated to be worth billions of dollars annually. The rare earth element market is also valued in the billions, with significant growth expected. Energy Fuels aims to capture a larger share of both markets.
Upturn SWOT Analysis
Strengths
- Licensed uranium and REE processing facilities
- Domestic production capacity
- Experienced management team
- Strategic partnerships
- Diversified product portfolio (uranium, REE, vanadium)
Weaknesses
- Dependence on uranium and REE prices
- Regulatory and environmental risks
- Relatively small market share in REE
- Operational risks associated with mining and processing
- Reliance on third parties for downstream REE processing
Opportunities
- Increasing demand for uranium and REE
- Government support for domestic critical mineral production
- Expansion of REE processing capacity
- Development of new uranium and REE projects
- Strategic acquisitions
Threats
- Fluctuations in uranium and REE prices
- Increased competition
- Changes in regulatory policies
- Environmental liabilities
- Geopolitical risks
Competitors and Market Share
Key Competitors
- CCJ
- MP
- UUUU
Competitive Landscape
Energy Fuels benefits from domestic production and licensed facilities, but faces competition from larger, more diversified companies like Cameco and MP Materials.
Major Acquisitions
Mestena Uranium LLC
- Year: 2022
- Acquisition Price (USD millions): 17.1
- Strategic Rationale: Strengthened uranium resource base and expanded production potential.
Growth Trajectory and Initiatives
Historical Growth: Growth has been inconsistent, driven by commodity price cycles and strategic acquisitions.
Future Projections: Future growth is tied to increasing uranium and REE demand, expansion of production capacity, and successful execution of strategic initiatives. Analyst estimates vary based on commodity price forecasts.
Recent Initiatives: Recent initiatives include expanding REE processing capabilities at the White Mesa Mill and pursuing strategic partnerships for REE refining.
Summary
Energy Fuels Inc. is a uranium and rare earth element producer with licensed facilities and domestic production. Its financial performance is subject to commodity price volatility. Recent initiatives focus on expanding REE processing. The company faces regulatory risks and competition but benefits from government support for domestic critical mineral production.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Energy Fuels Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
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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