Energy Fuels Inc. (UUUU)

Energy Fuels Inc. (UUUU) stock has experienced several notable events in the past six months (August 2025 - February 2026). Shares of Energy Fuels fell by $1.69 on February 5, 2026. The stock surged by 15.6% on February 3, 2026, following the release of further details regarding President Trump's "Project Vault". UUUU closed at $20.88 on February 2, 2026, marking a 6.97% decrease. Energy Fuels stock reached a 52-week high of $27.35 on January 28, 2026, and Roth/MKM upgraded the company's stock rating from "Sell" to "Neutral". On January 20, 2026, the company announced the acquisition of Australian Strategic Materials for $299 million, which led to a 2.5% rise in the stock price. Director Alexander Morrison sold 38,739 shares of the company's stock on November 17, 2025. Over the past year, Energy Fuels Inc. has seen a significant stock price change of 308.86%, with its 52-week trading range between a low of $3.20 and a high of $27.90. The stock's performance over the past six months shows a gain of 122.20%.

The demand for Energy Fuels Inc.'s primary products, such as uranium and rare earth elements, does not exhibit traditional seasonality. Instead, demand is driven by long-term global trends and strategic policies. Uranium demand is cyclical and primarily based on bilaterally negotiated long-term contracts with nuclear power plants, supplemented by a smaller spot market. The increasing global focus on nuclear energy as a reliable, carbon-free baseload power source, driven by decarbonization targets, energy security concerns, and the expansion of data centers and AI, is expected to significantly increase uranium demand in the coming decades. Similarly, the demand for rare earth elements is projected to grow substantially, fueled by their critical role in permanent magnets used in electric vehicles, wind turbines, and industrial robotics, as well as other green technologies. While there isn't a seasonal pattern, the market for these critical minerals is influenced by long-term supply-demand dynamics and geopolitical factors.

Energy Fuels Inc. is a leading U.S. producer of natural uranium concentrates (U3O8), which are supplied to nuclear utilities for carbon-free nuclear energy production. The company also produces high-purity separated rare earth oxides, such as neodymium-praseodymium (NdPr), from monazite, a byproduct of heavy mineral sand mining. Additionally, Energy Fuels produces titanium and zirconium bearing minerals for industrial applications, vanadium for steel, advanced alloys, and grid-scale batteries, and is exploring the recovery of medical isotopes for cancer treatments.

Energy Fuels maintains a diverse geographic footprint with operations and projects across several continents. In the United States, the company owns and operates various conventional and in-situ recovery uranium projects in the western states, including the White Mesa Mill in Utah, which is the only fully licensed and operating conventional uranium processing facility in the country. Other U.S. uranium projects include the Pinyon Plain Project, Nichols Ranch ISR Facility in Wyoming, Hank Project, Jane Dough Project, Kwale Project, Roca Honda Project, Sheep Mountain Project, Bullfrog Project, La Sal Project, and Pandora mines. Internationally, Energy Fuels has heavy mineral sands projects such as the Vara Mada Project (also known as the Toliara Project) in Madagascar, the Bahia Project in Brazil, and the Donald Project in Australia. The company's Kwale HMS project in Kenya ceased mining and began reclamation activities at the end of 2024. Energy Fuels Inc. is headquartered in Lakewood, Colorado, USA.

In the past year, Energy Fuels Inc.'s brand reputation has been positively influenced by its strategic positioning as a key player in the critical minerals sector, particularly in the context of clean energy and domestic supply chain initiatives. The company is recognized as the leading U.S. producer of uranium and an emerging leader in rare earths and critical minerals. Government initiatives, such as the proposed "Project Vault" to establish a strategic uranium reserve, have highlighted the company's importance to national energy security and critical mineral independence, contributing to a positive market sentiment. The company's focus on carbon-free nuclear energy and its role in advanced technologies further bolster its reputation. There is no readily available information indicating significant negative events impacting its brand reputation in the past year.

Institutional investors hold a substantial portion of Energy Fuels Inc.'s stock, ranging from approximately 48.24% to 64.07% of the company's shares. Major institutional owners include Vanguard Group Inc., Alps Advisors Inc., Sprott Funds Trust - Sprott Uranium Miners Etf, BlackRock, Inc., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., URA - Global X Uranium ETF, Van Eck Associates Corp, Price T Rowe Associates Inc /md/, Susquehanna International Group, Llp, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares.