Monashee Investment Management LLC Takes $2.30 Million Position in Energy Fuels Inc $UUUU

Monashee Investment Management LLC bought a new position in shares of Energy Fuels Inc (NYSEAMERICAN:UUUU) in the 3rd quarter, HoldingsChannel.com reports. The fund bought 150,000 shares of the company’s stock, valued at approximately $2,302,000.

Several other institutional investors also recently modified their holdings of UUUU. AQR Capital Management LLC acquired a new position in shares of Energy Fuels in the first quarter valued at approximately $871,000. NewEdge Advisors LLC grew 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 buying an additional 23,356 shares during the period. CWM LLC increased its stake in Energy Fuels by 20.3% in the second quarter. CWM LLC now owns 21,052 shares of the company’s stock valued at $121,000 after purchasing an additional 3,551 shares in the last quarter. Bessemer Group Inc. increased its position in Energy Fuels by 19,230.8% in the 2nd 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. Finally, Strategic Financial Concepts LLC increased its holdings in shares of Energy Fuels by 37.0% during the second quarter. Strategic Financial Concepts LLC now owns 27,680 shares of the company’s stock valued at $154,000 after acquiring an additional 7,480 shares in the last quarter. 48.24% of the stock is currently owned by institutional investors and hedge funds.

Energy Fuels News Roundup

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on UUUU shares. Roth Mkm raised shares of Energy Fuels from a “sell” rating to a “neutral” rating and boosted their target price for the stock from $13.00 to $15.50 in a research report on Wednesday, January 28th. HC Wainwright raised their target price on Energy Fuels from $26.75 to $27.25 and gave the company a “buy” rating in a research report on Friday. The Goldman Sachs Group assumed coverage on shares of Energy Fuels in a report on Tuesday, February 10th. They issued a “buy” rating and a $30.00 price target on the stock. Finally, B. Riley Financial boosted their price objective on Energy Fuels to $27.00 and gave the company 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 given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $24.94.

Energy Fuels Trading Down 6.7%

Shares of NYSEAMERICAN UUUU opened at $21.32 on Friday. The business has a 50-day moving average of $20.38 and a 200-day moving average of $17.16. The firm has a market capitalization of $5.06 billion, a price-to-earnings ratio of -56.11 and a beta of 1.45. Energy Fuels Inc has a 12 month low of $3.20 and a 12 month high of $27.90.

Energy Fuels (NYSEAMERICAN:UUUU) last posted its quarterly earnings data on Friday, February 27th. The company reported ($0.12) earnings per share 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 13.33%. On average, analysts predict that Energy Fuels Inc will post -0.1 earnings per share for the current year.

Insider Activity at Energy Fuels

In other Energy Fuels news, EVP Timothy James Carstens sold 59,594 shares of Energy Fuels stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $14.93, for a total transaction of $889,738.42. Following the transaction, the executive vice president directly owned 107,435 shares of the company’s stock, valued at approximately $1,604,004.55. This trade represents a 35.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Alex G. Morrison sold 38,869 shares of Energy Fuels stock in a transaction on Monday, December 15th. The stock was sold at an average price of $14.32, for a total transaction of $556,604.08. Following the completion of the transaction, the director owned 110,878 shares in the company, valued at approximately $1,587,772.96. The trade was a 25.96% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.77% of the company’s stock.

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.