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Energy Fuels Inc.

NYSE: UUUU
13.63
as of 2026-09-11
Business overview

Energy Fuels Inc. is a producer of uranium, vanadium, and rare earth elements. The company focuses on the extraction, processing, and recovery of these critical minerals essential for nuclear energy and various high-tech industrial applications.

Watch: The company faces significant risks related to volatile commodity pricing and the long lead times inherent in mining operations. Additionally, it is sensitive to shifts in nuclear energy policy and strict environmental regulations that govern mineral extraction and processing facilities.

Valuation
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View open tenders in Rare earths & critical raw materials

Update log

DateNewsImpact
9/8/2026Yahoo Finance
9/4/2026Yahoo Finance
9/4/2026Yahoo Finance
9/4/2026Yahoo Finance
9/2/2026Yahoo Finance
8/31/2026Yahoo Finance
8/29/2026Yahoo Finance
8/28/2026Yahoo Finance
8/28/2026FORM 8-K — Completed acquisition or disposition · Unregistered sale of securities · Financial statements and exhibits
8/28/2026Yahoo Finance
8/26/2026CyberScoop
8/26/2026Yahoo Finance
8/20/2026Yahoo Finance
8/19/2026Yahoo Finance
8/19/2026Yahoo Finance
8/18/2026Yahoo Finance
8/18/2026Yahoo Finance
8/14/2026Yahoo Finance
8/13/2026Yahoo Finance
8/12/2026Yahoo Finance
8/12/2026Yahoo Finance
8/12/2026Yahoo Finance
8/9/2026Yahoo Finance
8/8/2026Yahoo Finance
8/7/2026Yahoo Finance
8/6/2026Yahoo Finance
8/6/2026Yahoo Finance
8/6/2026Yahoo Finance
8/5/2026Yahoo Finance
8/5/2026
Rating revision: Rating 3 → Rating 2
AI review
The company's improved market position, supported by surging demand for nuclear power and clear progress in quarterly operational reporting, warrants an upgrade. The recent financial filings demonstrate ongoing institutional maturity in their supply chain management. This upward revision in the rating reflects a more stable outlook for their critical mineral production capacity.
8/5/2026Yahoo Finance
8/5/2026EX-10.3 — Period: 2026-06-30
8/5/2026EX-32.2 — Period: 2026-06-30
8/5/2026Yahoo Finance
8/5/2026EX-10.6 — Period: 2026-06-30
8/5/202610-Q — Period: 2026-06-30
8/5/2026EX-23.1 — Period: 2026-06-30
8/4/2026Yahoo Finance
8/3/2026
Rating revision: Rating 4 → Rating 3
AI review
The company has demonstrated progress by commencing construction on its White Mesa Mill expansion for heavy rare earth production, which strengthens its strategic value in the domestic supply chain. Despite recent insider buying, the stock has experienced downward price pressure and mixed historical performance, justifying a speculative rating rather than a definitive upgrade. This rating reflects the improved operational potential while acknowledging the persistent market volatility.
7/31/2026Yahoo Finance
7/30/2026Energy Fuels Inc. has begun construction on an expansion of its White Mesa Mill in Utah to produce terbium and dysprosium oxides.
7/29/2026Energy Fuels Inc. is expanding its White Mesa Mill to increase large-scale production of heavy rare earth oxides for use in defense and industrial applications.
7/28/2026The article reports on the recent stock price performance of Energy Fuels Inc. (UUUU).
7/23/2026The article analyzes the valuation and stock performance of Energy Fuels Inc. in light of its plans to expand rare earth and uranium operations.
7/8/2026P - Purchase transaction of +4,000 shares at $12.70
7/7/2026P - Purchase transaction of +74,000 shares at $13.08
7/6/2026THE PURPOSE OF THIS TASK ORDER (TO) IS TO ESTABLISH NEW ANNUAL DOMESTIC COMMERCIAL HIGH-ASSAY LOW-ENRICHED URANIUM (HALEU) CAPACITY AND BEGIN PRODUCTION OF HALEU UF6 FOR PURCHASE BY DOE.
4/10/2026S - Sale+OE transaction of -15,000 shares at $18.71
3/18/2026S - Sale transaction of -25,000 shares at $18.84
3/9/2026S - Sale transaction of -14,000 shares at $20.06
3/22/2024EXHIBIT 99.1 — Regulation FD disclosure · Financial statements and exhibits
3/1/2023EXHIBIT 99.3 — Regulation FD disclosure · Financial statements and exhibits
11/30/2022HIGH ASSAY LOW ENRICHED URANIUM (HALEU) CASCADE DEMO COMPLETION AND EXTENDED PRODUCTION
3/11/2022EXHIBIT 99.5 — Regulation FD disclosure · Financial statements and exhibits
3/11/2022EXHIBIT 99.2 — Regulation FD disclosure · Financial statements and exhibits
4/1/2019IGF::OT::IGF
1/12/2015EXHIBIT 99.1 — Regulation FD disclosure · Other material events · Financial statements and exhibits
7/29/2008AWARD OF CONTRACT TO MANAGE AND OPERATE THE NATIONAL RENEWABLE ENERGY LABORATORY
11/9/2004MANAGEMENT AND OPERATIONS OF THE INL