Top Page
Energy Fuels
(UUUU)
Energy Fuels (UUUU) vs. SPDR S&P 500 ETF (SPY)
Energy Fuels Business Overview & Revenue Model
Energy Fuels Earnings Call Summary
Energy Fuels Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 78.74M | 78.11M | 37.93M | 12.52M | 3.18M | 1.66M |
| Gross Profit | 2.64M | 22.20M | 19.75M | 4.67M | 1.37M | 14.00K |
| EBITDA | -81.23M | -34.05M | -28.42M | -52.94M | -30.95M | -20.02M |
| Net Income | -97.77M | -47.77M | 99.86M | -89.33M | -763.00K | -29.12M |
Balance Sheet | ||||||
| Total Assets | 758.32M | 611.97M | 401.94M | 273.95M | 315.45M | 183.24M |
| Cash, Cash Equivalents and Short-Term Investments | 235.26M | 119.46M | 190.49M | 75.01M | 113.01M | 22.41M |
| Total Debt | 0.00 | 2.18M | 1.32M | 1.38M | 469.00K | 758.00K |
| Total Liabilities | 50.75M | 80.29M | 22.73M | 29.54M | 19.92M | 25.69M |
| Stockholders Equity | 703.25M | 527.79M | 375.25M | 240.43M | 291.57M | 153.81M |
Cash Flow | ||||||
| Free Cash Flow | -121.54M | -75.00M | -60.12M | -51.70M | -30.66M | -32.80M |
| Operating Cash Flow | -109.25M | -43.97M | -15.41M | -49.70M | -29.29M | -32.18M |
| Investing Cash Flow | -109.75M | -13.30M | -23.85M | -7.07M | 3.19M | 3.58M |
| Financing Cash Flow | 243.41M | 15.59M | 30.41M | 7.87M | 117.94M | 36.58M |
Energy Fuels Technical Analysis
Energy Fuels Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
65 Neutral | $15.17B | 7.61 | 4.09% | 5.20% | 3.87% | -62.32% | |
65 Neutral | $5.96B | 53.76 | 48.11% | ― | 12.72% | 8.10% | |
60 Neutral | $4.04B | ― | -18.17% | ― | 103.69% | -126.48% | |
55 Neutral | $6.25B | ― | -9.95% | ― | 29737.95% | -187.76% | |
54 Neutral | $1.18B | ― | 5.66% | ― | -9.81% | -124.43% | |
46 Neutral | $609.62M | -3.05 | -31.94% | ― | 2.59% | -192.73% | |
44 Neutral | $541.75M | -6.63 | -65.17% | ― | 138.94% | -62.94% |
Energy Fuels Corporate Events
Energy Fuels Inc. faces potential financial reporting challenges due to the accounting treatment of its convertible Notes, as outlined in ASU 2020-06. The requirement to reflect the Notes as liabilities and amortize issuance costs into interest expense could result in higher reported interest expenses than actual cash payments, thereby lowering reported income. Additionally, the ‘if converted’ method for calculating diluted earnings per share may reduce reported earnings if the company is profitable, while potential reclassification of the Notes as current liabilities could impact reported working capital. These factors collectively pose a risk to the company’s financial condition and reported earnings.
Energy Fuels Inc., a prominent U.S. producer of uranium and rare earth elements, operates in the critical minerals sector with a focus on sustainable energy resources. The company is noted for its unique capabilities in uranium production and rare earth element processing.
Energy Fuels reported increased uranium sales and successful rare earth pilot production in Q3-2025, positioning itself for future growth. The company also completed a $700 million convertible senior notes offering, boosting its working capital to nearly $1 billion, and received government approvals for a joint venture in Australia, enhancing its strategic positioning in the market.
The most recent analyst rating on (UUUU) stock is a Hold with a $20.50 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
On October 24, 2025, Ivy V. Estabrooke announced her resignation as a Director of Energy Fuels Inc., effective October 29, 2025. Her departure is not due to any disagreements with the company’s operations, policies, or practices, indicating a smooth transition without internal conflicts.
The most recent analyst rating on (UUUU) stock is a Hold with a $20.50 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels Inc. announced it will hold a conference call on November 4, 2025, to discuss its Q3-2025 financial results. This announcement highlights the company’s ongoing commitment to transparency and stakeholder engagement, providing insights into its financial performance and strategic direction.
The most recent analyst rating on (UUUU) stock is a Buy with a $27.50 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
On October 1, 2025, Energy Fuels announced the pricing of an upsized $600 million offering of 0.75% Convertible Senior Notes due 2031, aimed at enhancing financial flexibility and funding development projects. The offering, increased from the initially announced $550 million, is expected to close on October 3, 2025, and will support the company’s expansion plans and operational needs, potentially impacting its market positioning and stakeholder interests.
The most recent analyst rating on (UUUU) stock is a Buy with a $26.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels Inc. announced the successful closing of a US$700 million convertible senior notes offering, including an additional US$100 million from initial purchasers. This strategic capital raise, facilitated by major financial institutions, strengthens the company’s balance sheet and supports its rare earth expansion initiatives, reflecting strong investor confidence in its strategy and market positioning.
The most recent analyst rating on (UUUU) stock is a Buy with a $26.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels has announced the pricing of an upsized $600 million offering of 0.75% Convertible Senior Notes due 2031, increased from the previously announced $550 million. The proceeds from this offering are intended to enhance the company’s financial flexibility, supporting development projects like the Phase 2 rare earth separations circuit expansion at the White Mesa Mill and the Donald heavy mineral sands project in Australia, as well as addressing general corporate and operational needs.
The most recent analyst rating on (UUUU) stock is a Buy with a $26.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels has announced the pricing of an upsized $600 million offering of 0.75% Convertible Senior Notes due 2031, which is an increase from the previously planned $550 million. The proceeds from this offering are expected to provide the company with enhanced financial flexibility, supporting its planned expansion of rare earth separations at the White Mesa Mill and development projects in Australia, thereby strengthening its operational capabilities and market position.
The most recent analyst rating on (UUUU) stock is a Buy with a $26.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels Inc. announced a proposed offering of $550 million in Convertible Senior Notes due 2031 to qualified institutional buyers. The proceeds from this offering are intended to enhance the company’s financial flexibility, supporting the expansion of its rare earth separations circuit and other projects. This strategic financial move is expected to bolster Energy Fuels’ position in the market by reducing potential share dilution and providing capital for development and operational needs.
The most recent analyst rating on (UUUU) stock is a Buy with a $26.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Robert Kirkwood resigned from his position as a Director of Energy Fuels Inc. on September 22, 2025, with the resignation effective as of October 15, 2025. His departure is for personal reasons and not due to any disagreements with the company’s operations, policies, or practices.
The most recent analyst rating on (UUUU) stock is a Buy with a $16.25 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels Inc. has successfully manufactured its high-purity neodymium-praseodymium (NdPr) oxide into rare earth permanent magnets (REPMs) for electric and hybrid vehicles, marking a significant step in establishing a U.S.-based ‘mine-to-magnet’ supply chain independent of China. This achievement not only validates Energy Fuels’ capacity to produce commercial-scale rare earth materials but also positions the company as a key player in the critical minerals market, with plans to expand its production capabilities further.
The most recent analyst rating on (UUUU) stock is a Hold with a $9.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
On August 27, 2025, Energy Fuels Inc. and its subsidiary Base Resources Limited announced the termination of Timothy J. Carstens’ employment, effective December 31, 2025. Mr. Carstens, the Executive Vice President of Heavy Mineral Sands Operations, decided to step down as his role was deemed unnecessary for operational reasons. The Separation Deed outlines his entitlements, including a cash payment and the vesting of certain stock options, which could impact the company’s financials and stakeholder interests.
The most recent analyst rating on (UUUU) stock is a Hold with a $9.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels and Vulcan Elements have signed a Memorandum of Understanding to establish a domestic supply chain for rare earth magnets, independent of China. Energy Fuels will supply Vulcan with high-purity rare earth oxides, sourced from U.S. mines, for the production of rare earth magnets used in various commercial and defense applications. This collaboration aims to enhance the security and resilience of the U.S. rare earth magnet supply chain, with potential long-term supply agreements in the future.
The most recent analyst rating on (UUUU) stock is a Hold with a $9.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels has successfully produced its first kilogram of high-purity dysprosium oxide at its White Mesa Mill in Utah, marking a significant step in establishing a non-Chinese supply chain for rare earth oxides in the U.S. The company plans to continue pilot-scale production and aims to commence commercial-scale production by Q4 2026, with an eye on producing terbium oxide by Q4 2025. This development is expected to strengthen Energy Fuels’ position in the rare earths market and attract interest from magnet manufacturers and OEMs, enhancing its capabilities to supply critical minerals domestically.
The most recent analyst rating on (UUUU) stock is a Hold with a $9.00 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.
Energy Fuels Inc. recently held its earnings call, revealing a strong overall performance with notable advancements in uranium production and rare earths expansion. The company is backed by a solid financial position, although it faces challenges such as a reported net loss and constraints in rare earths feedstock.
Energy Fuels Inc., a prominent U.S. producer of uranium, rare earth elements, and other critical minerals, has reported its financial results for the second quarter of 2025, showcasing significant advancements in its uranium and rare earth element projects.
Energy Fuels Inc. reported record-breaking performance at its Pinyon Plain uranium mine, which is expected to drive lower-cost production and increase profitability. The company has also made significant advancements in its rare earth element projects, including receiving final regulatory approval for the Donald Project in Australia and progressing in heavy rare earth oxide separations. The improved pricing environment for rare earth elements and the company’s strengthened financial position are anticipated to provide substantial cash flow and long-term growth opportunities.
The most recent analyst rating on (UUUU) stock is a Buy with a $5.75 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.