Energy Fuels

UUUU

Market cap $5.06B

Uranium mining stock Energy Fuels Inc (NYSE:UUUU) is trading at $21.24 today, headed for a fifth-straight gain.

DENVER, April 15, 2026 /PRNewswire/ - Energy Fuels Inc. (NYSE: UUUU) (TSX: EFR), a leading U.S. producer of uranium, rare earths, and critical materials, announced that Ross R. Bhappu has been appointed the Company's Chief Executive Officer, effective April 15, 2026.

Vancouver, B.C - TheNewswire - April 13, 2026 – URZ3 Energy Corp. (TSX.V: URZ) (OTCQB: URZEF) (“ URZ3 ” or the “ Company ”) is pleased to announce that at the Company's Annual General Meeting held on Thursday, April 9, 2026, Dr. Ivy Estabrooke was elected to serve on the URZ3 Board of Directors. “We are very pleased to welcome Dr. Estabrooke to the URZ3 Board. Her unique combination of national security experience, advanced technology leadership, and direct uranium-sector board experience with Energy Fuels Inc. will add tremendous depth to our strategic planning. Ivy's background in deploying innovation at scale—particularly in highly regulated environments—aligns perfectly with our vision as we advance URZ3's U.S.-focused uranium strategy,” stated Darcy Higgs, Interim CEO.

Energy Fuels is one of the few companies that produces uranium in the U.S. President Trump has emphasized the need to produce materials in the U.S., which could translate into government funding for Energy Fuels and similar companies. Energy Fuels has almost $1 billion in cash and attractive terms on its debt, paving the road for future growth initiatives.

UUUU boosts uranium output and sales in 2025, with volumes set to surge further in 2026 amid rising inventories and expanding long-term contracts.

Energy Fuels (UUUU) closed at $17.44 in the latest trading session, marking a -2.19% move from the prior day.

Energy Fuels' 418% surge rides rare earth breakthroughs and uranium growth, but stretched valuation and near-term losses may give investors pause.

Recently, Zacks.com users have been paying close attention to Energy Fuels (UUUU). This makes it worthwhile to examine what the stock has in store.

Energy Fuels is the only Western company with a complete mine-to-oxide chain for heavy rare earths and uranium, uniquely positioned amid China's export restrictions. UUUU is rated Buy, justified by its strategic assets, sector-leading uranium production ramp, rare earth expansion, and premium valuation due to its critical supply chain role. Gross margin expansion is expected as uranium production scales from 1.5M–2.5M lbs in FY2026E and costs decline, with rare earths and medical isotopes providing additional growth catalysts.

Energy Fuels is evolving from a pure uranium play into a multi-dimensional critical materials platform, with White Mesa at its strategic core. Recent tangible progress in heavy rare earth production and the ASM transaction materially strengthen the investment thesis beyond uranium exposure. UUUU's valuation appears stretched by traditional metrics, but forward growth in uranium margins and rare earth commercialization could justify premium multiples.