Energy Fuels Inc. (UUUU) AI Stock Analysis

Energy Fuels Inc., with its subsidiaries, extracts, recovers, explores, and sells uranium using conventional and in situ recovery methods primarily in the United States. Operational assets include the Nichols Ranch project, Jane Dough property, and Hank project in Wyoming, the Alta Mesa project in Texas, and the White Mesa Mill in Utah. The company also holds interests in uranium and uranium/vanadium properties across Utah, Wyoming, Arizona, New Mexico, and Colorado. Headquartered in Lakewood, Colorado, the company was originally incorporated in 1987 as Volcanic Metals Exploration Inc. before rebranding to Energy Fuels Inc. in May 2006.

Between FY2020 and FY2025, Energy Fuels delivered a 5-year revenue CAGR of 108.9%. Revenue expanded from $3.2M in FY2021 to a peak of $78.1M in FY2024 before declining 15.6% to $65.9M in FY2025. Gross margin contracted from 41.7% in FY2023 to 7.7% in FY2025, contributing to an FY2025 net income of -$85.6M. For the trailing twelve months ended June 30, 2026, revenue stood at $105.8M with an operating margin of -79.0% and an EPS of -$0.34. In the latest quarter ended June 30, 2026, quarterly revenue growth was 496.1% year-over-year, while quarterly earnings growth was -97.2%.

As of June 30, 2026, Energy Fuels held $936.8M in cash and short-term investments against total debt of $681.9M, resulting in net cash of $254.8M. The company reported a current ratio of 27.90 and a debt-to-equity ratio of 0.86, supported by $792.6M in shareholders' equity. In FY2025, operating cash flow was -$89.5M and free cash flow was -$108.7M. Capital expenditures totaled $19.3M and share buybacks were $53.5M in FY2025, while the share count increased 55.4% over five years.

At a last close of $8.47 on October 16, 2026, Energy Fuels had a market cap of $2.24B and an enterprise value of $2.82B. The stock trades at a forward P/E of 18.1x, above the 12.7x median of its US-listed Energy peers. Its price-to-sales ratio of 21.2x also trades at a premium to the peer median of 1.8x. Over the past year, the stock returned -60.9%, trailing the S&P 500 (SPY) return of 16.8%. Over five years, the shares returned 8.6% compared to 83.0% for the index.

Analysts maintain 6 Strong Buy, 1 Buy, and 1 Hold ratings on Energy Fuels, with 0 Sell ratings. The mean price target of $23.35 represents 175.7% upside relative to the last close of $8.47. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $184.7M and an EPS of -$0.28. For the next fiscal year, 4 analysts forecast revenue to expand 94.3% to $358.9M alongside EPS of $0.10. The company posted 0 EPS beats over the last 4 quarters, and its next earnings date is November 2, 2026.

This page is an AI-written research summary of Energy Fuels Inc. (UUUU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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