Energy Fuels (NYSEAMERICAN:UUUU) Reaches New 12-Month High – What’s Next?

Energy Fuels Inc (NYSEAMERICAN:UUUU)’s share price reached a new 52-week high during trading on Thursday . The company traded as high as $27.90 and last traded at $27.72, with a volume of 29155233 shares changing hands. The stock had previously closed at $24.16.

Energy Fuels News Roundup

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

• Positive Sentiment: Roth Capital upgraded Energy Fuels from Sell to Neutral, improving sell-side sentiment and likely contributing to buying interest. Roth Capital upgrades Energy Fuels (UUUU)
• Positive Sentiment: The U.S. Department of Energy announced steps to bolster the nuclear fuel supply chain, a sector-level catalyst that benefits uranium producers like Energy Fuels by strengthening demand outlook and policy support. Energy Fuels leads nuclear names higher as DoE launches steps to boost nuke fuel supply chain
• Positive Sentiment: Reports say Energy Fuels is set to acquire Australian Strategic Materials, which would expand its rare earths and critical minerals footprint—a strategic growth and diversification story that can support higher valuation expectations. Energy Fuels (UUUU) Set to Acquire Australian Strategic Materials
• Positive Sentiment: New bullish write-ups and a concentrated “bull case” narrative highlighting Energy Fuels’ U.S. uranium position and rare earth potential are drawing investor attention and supporting momentum. Energy Fuels Inc. (UUUU): A Bull Case Theory
• Neutral Sentiment: UUUU has become one of the most-searched stocks on Zacks, signaling high retail/institutional attention—this raises liquidity and volatility but is not inherently directional. Investors Heavily Search Energy Fuels Inc (UUUU): Here is What You Need to Know
• Neutral Sentiment: Sector pieces (e.g., ETF and market overviews) emphasize broader uranium tailwinds—helpful context for UUUU but not a direct company-specific catalyst. Why These 3 Uranium ETFs Could Be 2026’s Most Overlooked Winners (UUUU)
• Negative Sentiment: A Zacks comparison argues Cameco (CCJ) is the stronger uranium play on scale, earnings growth and valuation—this raises relative-risk concerns and could divert investor dollars away from UUUU. UUUU vs. CCJ: Which Uranium Miner is the Better Buy Now?
• Negative Sentiment: There was recent profit-taking after a multi-week run (shares pulled back ~8.5% in a session), highlighting near-term volatility and the potential for short-term sell-offs as traders lock gains. Energy Fuels (UUUU) sheds 8.5% on profit-taking after 3-month high

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Roth Mkm raised shares of Energy Fuels from a “sell” rating to a “neutral” rating and boosted their price target for the stock from $13.00 to $15.50 in a report on Wednesday. B. Riley boosted their target price on shares of Energy Fuels to $27.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Finally, HC Wainwright restated a “buy” rating and set a $26.75 price target on shares of Energy Fuels in a research report on Friday, January 9th. Two analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Energy Fuels has an average rating of “Moderate Buy” and a consensus target price of $23.08.

Energy Fuels Price Performance

The stock has a market cap of $6.58 billion, a price-to-earnings ratio of -56.57 and a beta of 1.47. The firm has a fifty day moving average of $17.17 and a 200 day moving average of $15.22.

Insider Activity

In related news, Director Alex G. Morrison sold 38,869 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $14.32, for a total value of $556,604.08. Following the completion of the sale, the director owned 110,878 shares of the company’s stock, valued at approximately $1,587,772.96. This represents 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 this link. Also, EVP Timothy James Carstens sold 100,000 shares of Energy Fuels stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $14.27, for a total transaction of $1,427,000.00. Following the transaction, the executive vice president directly owned 167,029 shares in the company, valued at $2,383,503.83. This trade represents a 37.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 463,119 shares of company stock worth $6,935,437. Insiders own 1.92% of the company’s stock.

Institutional Investors Weigh In On Energy Fuels

A number of institutional investors and hedge funds have recently made changes to their positions in UUUU. Farther Finance Advisors LLC boosted its position in shares of Energy Fuels by 3,820.9% during the 3rd quarter. Farther Finance Advisors LLC now owns 1,686 shares of the company’s stock worth $26,000 after purchasing an additional 1,643 shares during the period. SBI Securities Co. Ltd. lifted its stake in Energy Fuels by 27.5% during the second quarter. SBI Securities Co. Ltd. now owns 6,238 shares of the company’s stock worth $36,000 after purchasing an additional 1,344 shares in the last quarter. ORG Partners LLC boosted its position in shares of Energy Fuels by 111.4% during the third quarter. ORG Partners LLC now owns 2,410 shares of the company’s stock worth $40,000 after buying an additional 1,270 shares during the period. Fulcrum Asset Management LLP acquired a new stake in shares of Energy Fuels in the third quarter valued at $40,000. Finally, Bessemer Group Inc. grew its stake in shares of Energy Fuels by 19,230.8% in the second quarter. Bessemer Group Inc. now owns 7,539 shares of the company’s stock valued at $43,000 after buying an additional 7,500 shares in the last quarter. 48.24% of the stock is owned by hedge funds and other institutional investors.

Energy Fuels Company Profile

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.