Energy Fuels Inc.

UUUU

$14.35

+0.42%

2026-09-03 16:00:00 EDT+$0.06

Energy

Uranium

AMEX

Active Trading

Energy Fuels Inc. and its subsidiaries are actively engaged in the exploration, extraction, recovery, and sale of uranium throughout the United States, ...

Price Action of UUUU

$14.35

+0.42%+$0.06

High—

Low—

52W High-48.6%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Energy Fuels Inc. (NYSE American: UUUU) is a prominent U.S.-based critical minerals company headquartered in Lakewood, Colorado. Originally incorporated in 1987 as Volcanic Metals Exploration Inc., it rebranded to Energy Fuels Inc. in May 2006. The company is a leading producer of natural uranium concentrates in the United States, leveraging ...Energy Fuels Inc. (NYSE American: UUUU) is a prominent U.S.-based critical minerals company headquartered in Lakewood, Colorado. Originally incorporated in 1987 as Volcanic Metals Exploration Inc., it rebranded to Energy Fuels Inc. in May 2006. The company is a leading producer of natural uranium concentrates in the United States, leveraging over 45 years of history in uranium mining and milling. Its key assets include the White Mesa Mill in Utah—the only conventional uranium mill in the U.S.—and several uranium and vanadium properties across Wyoming, Texas, Arizona, New Mexico, and Colorado. Energy Fuels also expands into rare earth elements (REE), heavy mineral sands (ilmenite, zircon), and vanadium, aiming to create a domestic supply chain for critical materials. The company produces rare earth oxides at its White Mesa Mill and has agreements to process monazite sands for REE extraction. Financially, Energy Fuels has a market cap of approximately $3.5 billion as of early 2026, with a negative net income and EBITDA margin, reflecting ongoing investments in production growth. The company has a high current ratio (27.9) indicating strong liquidity, though it carries a significant debt load relative to equity (0.86). Key leadership includes President and CEO Ross R. Bhappu, who has over 40 years of experience in mining and finance. Energy Fuels aims to supply critical materials for clean energy and national security, with operations supporting U.S. nuclear fuel cycle. The company is actively expanding its rare earth and heavy mineral sands capabilities, positioning itself as a key player in the global transition to carbon-free energy and technological sovereignty.ExpandCollapse

Founded

2006

Employees

1069

CEO

Ross R. Bhappu

Full Name

Energy Fuels Inc.

Sector

Energy

Industry

Uranium

ROE

-11.29%

Market Cap

$3.59B

Current Ratio

27.90

WACC

10.70%

ROIC

-5.88%

Contact Information

https://www.energyfuels.com

303 974 2140

225 Union Boulevard, Lakewood, CO 80228

Key Metrics of UUUU

Snapshot

Latest / TTM · 6 periods

Market Cap

$3.59B

ROCE

-6.3%

EV / EBITDA

-49.25x

+1.1% YoY

FCF Yield

-3.1%

+0.1% YoY

Cash Conversion Cycle

330.8d

Current Ratio

27.90

Quick take

TTM —

Positive CCC

Financial Highlights of UUUU

Profitability trend

Latest / TTM · 6 periods

Gross Margin

43.2%

Net Margin

-77.3%

P/E Ratio

-42.43x

n/a

Debt / Equity

0.86

n/a

Current Ratio

27.90

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Calendar of UUUU

Upcoming

Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $-0.25 · Revenue $133.13M · 3 analysts
Dec 31, 2027
FY2027 · Estimated annual results
Est. EPS $0.15 · Revenue $250.70M · 2 analysts
Sep 30, 2028
Q3 FY2028 · Estimated results
Est. EPS $0.17 · Revenue $84.06M · 1 analysts
Dec 30, 2028
Q4 FY2028 · Estimated results
Est. EPS $0.21 · Revenue $96.14M · 1 analysts

Recent history

Aug 5, 2026
Q2 FY2026 · Results reported
EPS $-0.13 · Revenue $25.11M
View filing
May 6, 2026
Q1 FY2026 · Results reported
EPS $-0.05 · Revenue $35.84M
View filing
Feb 26, 2026
FY2025 · Annual results
EPS $-0.37 · Revenue $65.92M
View filing
Nov 3, 2025
Q3 FY2025 · Results reported
EPS $-0.07 · Revenue $17.71M
View filing
Aug 6, 2025
Q2 FY2025 · Results reported
EPS $-0.10 · Revenue $4.21M
View filing
Mar 31, 2025
Q1 FY2025 · Results reported
EPS $-0.13 · Revenue $16.90M

Financial Statements of UUUU

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$65.9M	-15.6%	-29.9%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-85.6M	-79.3%	-207.8%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+7.7%	-64.5%	+66.8%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-153.4%	-222.5%	-200.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-129.9%	-112.4%	-339.3%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$-108.7M	-32.1%	-996.9%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	-165.0%	-56.5%	-1465.7%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	99.6%	+23980.6%	-8.1%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	30.69x	+690.6%	+1.4%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$1.4B	+130.7%	+5.1%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-0.37 vs -0.40	+7.2%	-0.13 vs 0.17	-178.7%
Revenue Surprise	$65.9M vs $58.4M	+12.9%	$25.1M vs $84.1M	-70.1%

Insider Transactions of UUUU

Acquisitions (A)

Since Jun 24, 2026

Disposals (D)

Since Jun 24, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 5, 2026	Bhappu Ross R.	director, officer: President and CEO	Common Shares	D	14,375	$12.44
Aug 4, 2026	Duvenhage Werner	officer, other: EVP Heavy Mineral Sands	Performance-Based Stock Options	A	11,830	$13.37
Aug 4, 2026	Duvenhage Werner	officer, other: EVP Heavy Mineral Sands	Common Shares	A	10,796	—
Aug 3, 2026	Duvenhage Werner	—	—	—	0	—
Jul 8, 2026	HANSEN BRUCE D	director	Common Shares	A	4,000	$12.70

Earnings Call Transcript of UUUU

1 transcript segments

Q1 2026

Unknown Speaker

Operator: Good day, ladies and gentlemen, and thank you all for joining us for this Energy Fuels Inc. Q1 2026 Conference Call. As a reminder, all participants will have an opportunity to ask questions. As a reminder, today's session is being recorded. It is now my pleasure to turn the floor over to President and CEO, Ross R. Bhappu. Welcome, sir. Ross R. Bhappu: Thank you, Jim. I appreciate the intro. And thank you, everybody, for participating today. I want to start by thanking Mark S. Chalmers. Mark recently retired from Energy Fuels Inc. after almost ten years with the firm. Mark has done a fabulous job putting together a great group of assets and a great team, and as I look forward to my new tenure here as the CEO of the company, I am thrilled to be taking the helm and moving the company into the next generation. We have a lot of work ahead of us, and as I start my tenure in the company, I am focused on a few things. One is executing on our business strategy. It is ensuring that we have the right team in place and it is ensuring that we all operate safely within this organization. That is a key area of responsibility. The other heavy focus of mine is being a good neighbor in the communities where we operate. We want to operate at very high environmental standards and be a truly good partner wherever we go. My focus as I look forward is to position the company for long-term growth and build stability and shareholder value. With that, I would like to turn our attention to the next slide, which is our forward-looking notice and forward-looking statements. We will be making—I will be making—forward-looking statements today. These statements reflect our current expectations and assumptions and certainly involve some uncertainties. I would refer you to our 10-Q filing, our latest 10-K, and other SEC and SEDAR+ filings for the risk factors. Looking at our next page, the first-quarter highlights: we had a fantastic first quarter by every measure, and I am excited to tell you about some of these accomplishments. First, from an operational perspective, we mined 425 thousand pounds of uranium and we produced nearly 800 thousand pounds in our mill. We ended the quarter with 2.25 million pounds in our inventory, and we released a very positive Varamata feasibility study with a $1.8 billion NPV, and that includes over $500 million per year of expected EBITDA. When you think about that and put that into perspective, that takes Energy Fuels Inc. to a whole new level. We also completed our White Mesa Mill Phase 2 bankable feasibility study, and that came in with a fantastic, lower-than-expected capital cost at $410 million. We expect $311 million of annual EBITDA when that facility is up and running on a standalone basis. We also announced the ASM (Australian Strategic Materials) acquisition, which I am going to talk about later. It really moves us into a new league and gives us the ability to produce metals and alloys, and we will talk about that later. …

Leadership Team of UUUU

12 executives

Name	Title	Compensation	Gender	Year Born	Status
Mark S. Chalmers	Consultant	USD 1,305,991	Male	1958	Active
David C. Frydenlund	Executive VP of Strategic Acquisitions & Financings and Special Counsel to the CEO	USD 852,561	Male	1958	Active
Ross R. Bhappu	President, Chief Executive Officer & Director	USD 781,020	—	1960	Active
Curtis H. Moore	Senior Vice President of Marketing & Corporate Development	USD 533,985	Male	1970	Active
Nathan Bennett	Chief Financial Officer	USD 513,678	Male	1982	Active
Michiel van Akkooi	Executive Vice President of Metals, Alloys & Magnets	—	Male	1972	Active
Oscar Armando German	Chief Human Resource Officer	—	Male	1965	Active
Scott Edward Sullivan	SVP Integrity & Compliance	—	—	—	Active
Nathan Longenecker	Chief Legal Officer & Executive VP of Global Government Relations	—	Male	1968	Active
Daniel D. Kapostasy	Vice President of Technical Services	—	Male	1982	Active
Misael Cabrera	Senior Vice President of Regulatory, Environmental & Sustainability	—	Male	1971	Active
Julia C. Hoffmeier	Corporate Counsel & Corporate Secretary	—	Female	1992	Active

Recent News of UUUU

Zacks Investment Research8/19/2026Neutral

Will Energy Fuels' Tb Breakthrough Diversify Rare Earth Supply?

UUUU advances its rare earth supply chain as terbium oxide wins commercial magnet approval.

PRNewsWire8/19/2026Neutral

"Heavy" Rare Earths Produced by Energy Fuels Qualified for Use by Largest Permanent Magnet Manufacturer in Japan

With today's announcement of terbium oxide qualification, Energy Fuels is one step closer to commercially producing the full portfolio of "light" and "heavy" rare earth oxides for permanent magnets. DENVER, Aug. 19, 2026 /PRNewswire/ -- Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) (ASX: EF2), a leading U.S. producer of rare earth elements (REE), uranium, and other critical materials, today announced that its terbium (Tb) oxide has successfully passed all qualifications for use by one of the world's largest manufacturers of rare earth permanent magnets outside China.

Defense World8/15/2026Neutral

Bank of America Corp DE Decreases Holdings in Energy Fuels Inc $UUUU

Bank of America Corp DE cut its position in Energy Fuels Inc (NYSEAMERICAN:UUUU) by 52.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,983,914 shares of the company's stock after selling 2,193,710 shares during the period.

247 Wallst8/14/2026Neutral

Here Are Friday’s Top Wall Street Analyst Research Calls: Cinemark, Digital Realty, Fox Corporation, Krystal Biotech, LTC Properties, Roku, Sandisk, T-Mobile US, Wayfair, and More

Wall Street flipped the script Friday with a wave of surprise upgrades and downgrades hitting names like Wayfair, Roku, and Fox Corporation, while cooler inflation data reshuffled bets across stocks, bonds, oil, and crypto all at once.

Zacks Investment Research8/13/2026Neutral

UUUU's ASM Deal Gets Shareholders' Nod: Rare Earth Strategy on Track?

Energy Fuels is advancing a mine-to-magnet rare earth strategy with its ASM deal, VAC acquisition plans and White Mesa expansion.

Historical Employee Count of UUUU

Current

1,069

Change

-21.97%

Minimum

103

Maximum

1,370

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	1,069	10-K	Feb 26, 2026	View
Dec 31, 2024	1,370	10-K	Feb 26, 2025	View
Dec 31, 2023	147	10-K	Feb 23, 2024	View
Dec 31, 2022	126	10-K	Mar 8, 2023	View
Dec 31, 2021	103	10-K	Mar 15, 2022	View

Related stocksUranium

Browse all US stocks →

About UsPrivacy PolicyTerms of ServiceDisclaimerStock DirectoryETFsIndices13F HoldingsAnalyst TargetsFree ToolsTechnology MapJoin our Slack

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer

Energy Fuels Inc.