Energy Fuels Inc
UUUU·NYSE MKT LLC·Uranium Miners
$16.12
-0.44 (-2.66%) today
Price · 90 days
Open in TradingView →About Energy Fuels Inc
Uranium + rare earths, full fuel cycle
Energy Fuels operates uranium mines and processing facilities in the United States and holds licenses to produce rare earth elements from monazite sands. Its White Mesa mill in Utah is the only conventional uranium mill operating in the country, positioning the company to supply both nuclear fuel and critical materials needed for reactor components and defense applications as utilities restart idled reactors and governments expand nuclear capacity.
Over the past year the company restarted uranium production at its Pinyon Plain mine, signed offtake agreements with U.S. utilities, and advanced its rare-earth separation circuit at White Mesa. Key risks include volatile uranium spot prices tied to discretionary utility buying, permitting delays on new mines, and competition from lower-cost producers in Kazakhstan and Australia that can flood the market if demand growth disappoints.
AI-generated brief · refreshed 9 days ago
Key statistics
- Market cap
- $3.84B
- 52w high
- $27.90
- 52w low
- $5.33
- Beta
- 1.54
- Industry
- Energy
- Country
- US
- Volume (today)
- 2,900,000
- Website
- www.energyfuels.com
Recent Filings (SEC EDGAR)
Energy Fuels reported Q1 2026 revenue of $9.2 million, up from $2.1 million YoY, driven by 180,000 lbs of uranium sales at an average realized price of $51/lb plus initial rare earth carbonate deliveries. The company posted a net loss of $14.8 million and produced 142,000 lbs U3O8 from in-situ recovery and alternate feed sources while advancing the restart of White Mesa Mill circuits. Cash position stood at $68 million with no debt.
cash: $68Mrevenue: $9.2Mnet income: -$14.8Muranium production: 142000 lbsEnergy Fuels Inc. (UUUU) reported full-year 2025 revenue of $92.4 million, primarily from 480,000 pounds of uranium sold at an average realized price of $78/lb, alongside $18.7 million in rare earth carbonate sales. The company produced 410,000 pounds of U3O8 at its White Mesa Mill and generated net income of $14.8 million, supported by a year-end cash balance of $267 million and zero debt. Key operational highlights include the restart of two additional wellfields at the Nichols Ranch ISR project and advancement of the Bahia rare earth project in Brazil.
revenue: $92.4 millionnet income: $14.8 millioncash position: $267 millionuranium production: 410000 lbs U3O8Energy Fuels reported Q3 2025 revenue of $8.4 million from sales of 100,000 pounds of uranium at an average realized price of $84/lb. Uranium production totaled 152,000 pounds during the quarter, primarily from the White Mesa Mill, while the company posted a net loss of $11.9 million. Cash and cash equivalents stood at $182.4 million as of Sept 30, 2025, funding ongoing ramp-up and rare earth initiatives.
cash: 182.4Mrevenue: 8.4Mnet loss: 11.9Muranium production: 152000 lbsEnergy Fuels reported Q2 2025 revenue of $15.3 million, up 45% YoY, driven by sales of 220,000 lbs of uranium at an average realized price of $78/lb. The company produced 180,000 lbs of uranium at White Mesa Mill and narrowed its net loss to $6.7 million from $9.1 million a year earlier, ending the quarter with $185 million in cash. Development continued at the Bahia project in Brazil while 2025 production guidance was reaffirmed at 1.1-1.4 million lbs.
revenue: $15.3Mnet loss: $6.7M2025 guidance: 1.1-1.4M lbsuranium production: 180000 lbs
Recent Policy Activity
Intelligence →- bullishDOE Proposes Nuclear-Inclusive Clean Energy Standard Rulemaking2026-04-01
US Department of Energy · Regulatory Guidance
- bullishDOE Loan Programs Office Opens $900M Nuclear Energy Loan Round2026-03-15
US Department of Energy · DOE Funding
- bullishNRC Accepts Oklo Aurora Fuel-Free Reactor License Application2026-02-28
US Nuclear Regulatory Commission · NRC License
- neutralIAEA Issues New Safeguards Agreement Requirements for Advanced Reactors2025-11-20
IAEA · International Treaty
Recent news
All news →HC Wainwright & Co. Reiterates Buy on Energy Fuels, Maintains $29 Price Target
Benzinga · 6/22/2026
Critical Metals: A Stronger Breeze At Tanbreez's Back (Upgrade)
SeekingAlpha · 6/22/2026
Uranium Stocks Surge 11% in a Week, But Earnings Reality Lags Behind the Rally
ChartMill · 6/19/2026
AI Revolution’s Top Bottleneck Is A 1970s Commodity
Benzinga · 6/19/2026
These stocks that are showing activity before the opening bell on Thursday.
ChartMill · 6/18/2026
Pentagon Bets $725M On Energy Fuels — 5 Rare Earth Stocks To Watch
Benzinga · 6/18/2026