Energy Fuels (NYSEAMERICAN:UUUU) Posts Earnings Results, Misses Expectations By $0.05 EPS

Energy Fuels (NYSEAMERICAN:UUUU) posted its quarterly earnings results on Friday. The company reported ($0.12) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.07) by ($0.05), Briefing.com reports. Energy Fuels had a negative return on equity of 15.84% and a negative net margin of 124.17%.

Energy Fuels Trading Down 6.3%

Shares of UUUU stock traded down $1.45 on Friday, hitting $21.39. 9,544,024 shares of the stock were exchanged, compared to its average volume of 15,260,749. The firm has a market capitalization of $5.08 billion, a P/E ratio of -43.65 and a beta of 1.45. The business has a 50-day moving average of $20.26 and a 200 day moving average of $17.03. Energy Fuels has a fifty-two week low of $3.20 and a fifty-two week high of $27.90.

Insider Activity at Energy Fuels

In other news, Director Alex G. Morrison sold 38,869 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $14.32, for a total value of $556,604.08. Following the sale, the director owned 110,878 shares of the company’s stock, 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 document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy James Carstens sold 59,594 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $14.93, for a total transaction of $889,738.42. Following the transaction, the executive vice president owned 107,435 shares of the company’s stock, valued at $1,604,004.55. The trade was a 35.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.77% of the company’s stock.

Institutional Investors Weigh In On Energy Fuels

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. AQR Capital Management LLC acquired a new stake in shares of Energy Fuels in the first quarter valued at about $871,000. NewEdge Advisors LLC increased its position in shares of Energy Fuels by 67.7% during the 1st quarter. NewEdge Advisors LLC now owns 57,876 shares of the company’s stock worth $216,000 after purchasing an additional 23,356 shares during the last quarter. Creative Planning raised its stake in shares of Energy Fuels by 56.9% during the 2nd quarter. Creative Planning now owns 53,344 shares of the company’s stock worth $307,000 after purchasing an additional 19,339 shares in the last quarter. Prudential Financial Inc. boosted its holdings in shares of Energy Fuels by 82.1% in the 2nd quarter. Prudential Financial Inc. now owns 22,540 shares of the company’s stock valued at $130,000 after buying an additional 10,163 shares during the last quarter. Finally, Russell Investments Group Ltd. grew its stake in shares of Energy Fuels by 31.7% in the second quarter. Russell Investments Group Ltd. now owns 15,994 shares of the company’s stock valued at $92,000 after buying an additional 3,854 shares in the last quarter. 48.24% of the stock is owned by institutional investors.

More Energy Fuels News

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

• Positive Sentiment: HC Wainwright raised its price target to $27.25 and maintained a “buy” rating, implying material upside from current levels; this is a clear analyst endorsement that could support the stock over time. HC Wainwright raises PT (Benzinga)
• Positive Sentiment: Company announced 2025 results and 2026 guidance showing increased uranium sales, over 1 million lbs of low-cost U.S. uranium production, successful heavy-rare-earth pilot work, and completion of an upsized $700M 0.75% convertible note issue that boosts working capital to near $1B — materially de‑risking liquidity and funding growth. Energy Fuels Announces 2025 Results and 2026 Guidance (PR Newswire)
• Positive Sentiment: Updated pre-feasibility study for the Pinyon Plain mine was released, which supports project economics and the company’s REE/uranium development pipeline — a potential longer-term catalyst if it advances to development. Pinyon Plain PFS update (TipRanks)
• Neutral Sentiment: Q4 revenue narrowly topped estimates (+0.38%), which supports demand/revenue narrative, but the beat was small and didn’t offset profit concerns. Q4 revenue beat (Yahoo)
• Neutral Sentiment: Analyst comparisons and coverage highlight Energy Fuels’ leadership vs. some peers on production growth and REE exposure — useful context for investors weighing relative value. Peer comparison (Zacks)
• Negative Sentiment: Q4 EPS missed materially: reported ($0.12) vs consensus ($0.07) — the miss, a $21.3M quarterly loss, and continued negative net margin/ROE appear to be the primary reasons the stock sold off despite other positives. Stock falls despite revenue beat (Benzinga)

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. The Goldman Sachs Group initiated coverage on shares of Energy Fuels in a research report on Tuesday, February 10th. They issued a “buy” rating and a $30.00 price objective for the company. Roth Mkm upgraded shares of Energy Fuels from a “sell” rating to a “neutral” rating and increased their target price for the company from $13.00 to $15.50 in a research report on Wednesday, January 28th. B. Riley Financial upped their target price on Energy Fuels to $27.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Finally, HC Wainwright lifted their price target on shares of Energy Fuels from $26.75 to $27.25 and gave the company a “buy” rating in a research report on Friday. Three equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $24.94.

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.