Energy Fuels has delivered 112% year-over-year revenue growth and analyst consensus targets imply 42% upside from the current $15.64, but the company has missed earnings estimates in all 4 of its last quarters, burns cash at 95% of revenue, and carries a quality score below the minimum investable threshold.
Thesis pillars
- Uranium Revenue Growth→Stable
- Analyst Upside Potential→Stable
- Cash Burn Quality Deficit→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 26, 2026
Energy Fuels Inc (UUUU) Stock Analysis
Energy · Uranium
Sell if holding. Engine safety override at $8.39: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 11.0:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 22%; Below-average business quality; Below long-term trend.
Energy Fuels Inc., together with its subsidiaries, engages in the exploration, recovery, recycling, exploration, operation, development, permitting, evaluation, and sale of uranium mineral properties in the United States. It operates through three segments: Uranium, REE, and... Read more
Sell if holding. Engine safety override at $8.39: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 11.0:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 22%; Below-average business quality; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.4/10, moderate confidence.
Passes 5/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, semi cycle peak clear, materials cycle peak clear). Fails on death cross (50MA < 200MA) and earnings proximity 6d<=7d. Suitability: speculative.
Recent developments
updated 2026-10-29Recent Developments — Energy Fuels Inc
Latest news
- NEWS B. Riley Adjusts Energy Fuels Price Target to $19 — fiscal.ai Oct 28, 2026 neutral
- NEWS B. Riley Securities Maintains Buy on Energy Fuels, Lowers Price Target to $19 — benzinga Oct 28, 2026 neutral
- NEWS Energy Fuels Announces Q3-2026 Earnings Conference Call — fiscal.ai Oct 28, 2026 neutral
- NEWS Energy Fuels Secures Conditional A$180 Million Government Debt Commitment for Donald Project — fiscal.ai Oct 27, 2026 positive
- NEWS Reported Earlier, Energy Fuels’ Donald Project Receives Conditional Approval For Up To A$180M Of Proposed A$200M Debt Fa — benzinga Oct 27, 2026 positive
Generated 2026-10-29T11:53:52Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-05-15Item 5.02MEDIUMDavid Frydenlund transitioned from Chief Legal Officer to EVP Strategic Acquisitions and Special Counsel to CEO, in connection with planned retirement in October 2026. Nathan Longenecker appointed Chief Legal Officer and EVP Global Government Relations as successor.SEC filing →
- 2026-04-17Item 5.02LOWDirectors J. Birks Bovaird and Morrison notified the company they would not seek re-election to the board. No disagreement with company operations, policies, or practices cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
3 floor-breakers·1 ceiling hit
Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $8.39: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 11.0:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 22%; Below-average business quality; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $7.80. Score 5.4/10, moderate confidence.
Analyst target: $20.31 (+142.1% upside). Prior stop was $7.80. Stop-loss: $7.80.
Quality below floor (2.2 < 4.0).
Energy Fuels Inc trades at a P/E of N/A (forward 17.3). TrendMatrix value score: 5.2/10. Verdict: Sell.
11 analysts cover UUUU with a consensus score of 4.0/5. Average price target: $23.
What does Energy Fuels Inc do?Energy Fuels Inc., together with its subsidiaries, engages in the exploration, recovery, recycling, exploration,...
Energy Fuels Inc., together with its subsidiaries, engages in the exploration, recovery, recycling, exploration, operation, development, permitting, evaluation, and sale of uranium mineral properties in the United States. It operates through three segments: Uranium, REE, and HMS. It produces and sells vanadium pentoxide, rare earth elements, carbonate, and heavy mineral sands, such as ilmenite, rutile, zircon, and monazite. The company was formerly known as Volcanic Metals Exploration Inc. and changed its name to Energy Fuels Inc. in May 2006. Energy Fuels Inc. was incorporated in 1987 and is headquartered in Lakewood, Colorado.