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Energy Fuels

Positive
Neutral
Negative
Sentiment 3-Months
Positive
Neutral 31.3%
Negative

Positive
Seeking Alpha
2 hours ago
Energy Fuels: Fixing The Rare Earth Bottleneck
Energy Fuels Inc. remains a Strong Buy, driven by bipartisan U.S. support for rare earths and uranium independence. UUUU's White Mesa mill boasts among the world's lowest CapEx/OpEx for NdPr production, targeting $29.39/kg versus a Pentagon price floor of $110/kg. Recent feasibility study projects 33% IRR and first-year profitability, but share dilution and near-term losses make UUUU highly speculative.
Energy Fuels: Fixing The Rare Earth Bottleneck
Neutral
PRNewsWire
11 hours ago
Energy Fuels' U.S. Rare Earth Processing Expansion Boasts Lower-Than-Expected CAPEX, Significant Annual EBITDA, and Among the Lowest Cost NdPr Production in the World
Transformational Growth Investment Positions Energy Fuels as the Leading Western Rare Earth Producer Helping to Restore US Rare Earth Supply Chain Planned 6,000 tpa NdPr, 240 tpa Dysprosium, and 66 tpa Terbium Capability with First Quartile Cost Position DENVER, Jan. 15, 2026 /PRNewswire/ - Energy Fuels Inc. (NYSE: UUUU) (TSX: EFR) (Energy Fuels or the Company), a leading U.S. producer of uranium, rare earth elements (REEs), and other critical materials, today released the results of a new Bankable Feasibility Study (BFS) for its planned Phase 2 circuit expansion (Phase 2 Circuit) of rare earth element (REE) processing at its 100%-owned White Mesa Mill in Utah (the Mill). The BFS confirms the expansion's exceptional economics, competitive cost structure and ability to supply a significant share of U.S. rare earth demand.
Energy Fuels' U.S. Rare Earth Processing Expansion Boasts Lower-Than-Expected CAPEX, Significant Annual EBITDA, and Among the Lowest Cost NdPr Production in the World
Positive
Benzinga
3 days ago
Critical Metals' 100% Run Puts Rare Earth Stocks In Play For 2026's Top Trade
The first two weeks of 2026 have opened the year with a bull run in rare earth stocks, driven by geopolitical tension and aggressive industrial policies. The upward momentum could continue as the U.S. makes definitive moves toward mineral sovereignty.
Critical Metals' 100% Run Puts Rare Earth Stocks In Play For 2026's Top Trade
Positive
Benzinga
6 days ago
Nuclear Stocks Rip Higher As Meta Goes Atomic
The nuclear energy sector experienced another massive breakout on Friday as Meta Platforms Inc. (NASDAQ: META) officially entered the atomic age.
Nuclear Stocks Rip Higher As Meta Goes Atomic
Neutral
PRNewsWire
7 days ago
Energy Fuels Announces Updated Feasibility Study for Toliara Rare Earth and HMS Project in Madagascar Confirming World-Class Scale and Economics, Including $1.8 Billion NPV and Ramping Up to Over $500 Million of Expected Annual EBITDA
Company also announces renaming of Toliara Project to Vara Mada to better reflect the project's positive benefits to Madagascar and its global importance as a major new source of titanium, zircon, and rare earth minerals. DENVER, Jan. 8, 2026 /PRNewswire/ - Energy Fuels Inc. (NYSE: UUUU) (TSX: EFR) (Energy Fuels or the Company), a leading U.S. producer of uranium, rare earth elements (REEs), and critical materials, today released the results of its updated Feasibility Study (FS) for its 100%-owned Vara Mada project in Madagascar (formerly known as the Toliara Project).
Energy Fuels Announces Updated Feasibility Study for Toliara Rare Earth and HMS Project in Madagascar Confirming World-Class Scale and Economics, Including $1.8 Billion NPV and Ramping Up to Over $500 Million of Expected Annual EBITDA
Neutral
Zacks Investment Research
7 days ago
Energy Fuels (UUUU) Advances While Market Declines: Some Information for Investors
The latest trading day saw Energy Fuels (UUUU) settling at $18.76, representing a +2.29% change from its previous close.
Energy Fuels (UUUU) Advances While Market Declines: Some Information for Investors
Positive
Benzinga
9 days ago
Nuclear Stocks Rally As Trump Opens the Federal Vault
The nuclear energy sector is surging, fueled by a $2.7 billion funding injection from the U.S. Department of Energy, announced on Monday.
Nuclear Stocks Rally As Trump Opens the Federal Vault
Neutral
Zacks Investment Research
9 days ago
Wall Street Analysts See Energy Fuels (UUUU) as a Buy: Should You Invest?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Wall Street Analysts See Energy Fuels (UUUU) as a Buy: Should You Invest?
Neutral
Zacks Investment Research
10 days ago
Energy Fuels Trades at Premium Value: Here's How to Play the Stock
UUUU soars 186% in a year as uranium output beats targets and rare earth milestones stack up, but a stretched valuation and losses raise caution.
Energy Fuels Trades at Premium Value: Here's How to Play the Stock
Positive
Schwab Network
17 days ago
Overlooked Stock: UUUU Powers Rally Through Guidance
Energy Fuels (UUUU) saw a strong and volatile 2025, a trend that continued Monday when guidance passed Wall Street's expectations. George Tsilis talks about the company's role in the "energy renaissance" fueled by AI.
Overlooked Stock: UUUU Powers Rally Through Guidance