Energy Fuels (NYSEAMERICAN:UUUU) Price Target Raised to $27.25

Energy Fuels (NYSEAMERICAN:UUUU) had its price objective raised by HC Wainwright from $26.75 to $27.25 in a report released on Friday,Benzinga reports. HC Wainwright currently has a buy rating on the stock.

A number of other analysts have also commented on the stock. Roth Mkm raised shares of Energy Fuels from a “sell” rating to a “neutral” rating and boosted their price objective for the stock from $13.00 to $15.50 in a research report on Wednesday, January 28th. The Goldman Sachs Group initiated coverage on shares of Energy Fuels in a research report on Tuesday, February 10th. They set a “buy” rating and a $30.00 price target on the stock. Finally, B. Riley Financial increased their price objective on shares of Energy Fuels to $27.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $24.94.

Energy Fuels Stock Performance

Shares of Energy Fuels stock opened at $21.32 on Friday. The company has a debt-to-equity ratio of 0.99, a current ratio of 30.69 and a quick ratio of 28.34. The firm has a market cap of $5.06 billion, a price-to-earnings ratio of -56.11 and a beta of 1.42. The stock’s 50-day moving average is $20.38 and its 200-day moving average is $17.22. Energy Fuels has a one year low of $3.20 and a one year high of $27.90.

Energy Fuels (NYSEAMERICAN:UUUU) last released its earnings results on Friday, February 27th. The company reported ($0.12) EPS for the quarter, missing the consensus estimate of ($0.07) by ($0.05). Energy Fuels had a negative net margin of 130.63% and a negative return on equity of 13.15%. Equities analysts predict that Energy Fuels will post -0.1 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Energy Fuels news, Director Alex G. Morrison sold 38,869 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $14.32, for a total value of $556,604.08. Following the sale, the director directly owned 110,878 shares in the company, valued at $1,587,772.96. The trade was a 25.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Timothy James Carstens sold 59,594 shares of the company’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $14.93, for a total transaction of $889,738.42. Following the sale, the executive vice president directly owned 107,435 shares in the company, valued at approximately $1,604,004.55. This trade represents a 35.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.92% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in UUUU. Vanguard Group Inc. lifted its position in Energy Fuels by 26.1% in the fourth quarter. Vanguard Group Inc. now owns 14,978,848 shares of the company’s stock valued at $217,449,000 after buying an additional 3,095,806 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Energy Fuels by 11.5% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,246,295 shares of the company’s stock valued at $188,085,000 after acquiring an additional 1,264,050 shares during the period. Van ECK Associates Corp raised its stake in shares of Energy Fuels by 18.8% in the 4th quarter. Van ECK Associates Corp now owns 12,108,694 shares of the company’s stock valued at $176,052,000 after acquiring an additional 1,913,952 shares during the period. Ameriprise Financial Inc. lifted its holdings in shares of Energy Fuels by 4.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 9,203,210 shares of the company’s stock worth $52,918,000 after acquiring an additional 410,894 shares during the last quarter. Finally, Bank of America Corp DE boosted its position in shares of Energy Fuels by 93.6% during the 2nd quarter. Bank of America Corp DE now owns 4,366,108 shares of the company’s stock worth $25,105,000 after purchasing an additional 2,111,466 shares during the period. Institutional investors own 48.24% of the company’s stock.

Key Stories Impacting Energy Fuels

Here are the key news stories impacting Energy Fuels this week:

• Positive Sentiment: Company raised liquidity and funding capacity — Energy Fuels completed an upsized $700 million 0.75% convertible senior notes offering, which management says boosts working capital to nearly $1 billion, supporting production and rare-earth initiatives. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Operational progress and guidance — The company reported increased uranium sales, over one million pounds of low‑cost U.S. uranium production and successful ongoing heavy rare‑earth pilot production, and provided 2026 guidance that management described as strong. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Analyst lift — HC Wainwright raised its price target to $27.25 and reiterated a “buy” rating, implying substantial upside from current levels and signaling analyst confidence in the company’s growth plan. Benzinga: HC Wainwright Raises PT
• Neutral Sentiment: Mine study update — Energy Fuels released an updated pre‑feasibility study for the Pinyon Plain Mine; outcomes could influence medium‑term project economics but are not immediate catalysts until capex/permits are clearer. TipRanks: Pinyon Plain Mine PFS Update
• Neutral Sentiment: Industry comparison pieces highlight UUUU’s production growth and rare‑earth plans relative to peers — useful context but not an immediate price mover. Yahoo Finance: UUUU vs UEC
• Negative Sentiment: Earnings per share missed expectations — Energy Fuels reported a fourth‑quarter loss (reported variably as $0.12 or $0.08/share in different writeups) that missed consensus, and the company still shows a negative net margin and return on equity, which pressured sentiment. MarketBeat: Q4 EPS Report
• Negative Sentiment: Market reaction: shares fell despite a revenue beat and constructive guidance — short‑term selling suggests investors prioritized the EPS miss, margins and potential dilution concerns over the positive operational headlines. Benzinga: Stock Falls Despite Revenue Beat

About Energy Fuels

Energy Fuels Inc (NYSE American: UUUU) is a U.S.-based mineral resources company focused on the production and processing of uranium, rare earth elements and other strategic minerals. The company’s core business activity centers on supplying nuclear fuel to power generators, leveraging a diversified portfolio of conventional and in-situ recovery (ISR) uranium mines located primarily on the Colorado Plateau, in Wyoming and in Texas.

At the heart of Energy Fuels’ operations is the White Mesa Mill in southeastern Utah, the only conventional uranium-vanadium mill currently permitted and operating in the United States.