UUUU

ENERGY FUELS INC

NYSE · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · Inc. A6 · CIK 0001385849
$15.34 -1.92% $3.8B
Insider Selling Cluster (3 insiders)23 New Institutional Positions10 Institutional Exits
Vol
Market Cap$3.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$2.7B
Inst. Activity23 buys / 10 sells
Insider Activity0B / 6S
Insider Net $-$1.2M
Reddit Sentiment57° Neutral
SEC Reports7
Exchange NYSE·Sector Mining & Quarrying of Nonmetallic Minerals (No Fuels)·Inc. A6·CIK 0001385849·Prev Close $15.64

Recent Activity

Jun 12, 2026 SEC
Institutional activity in UUUU during 2024-Q3 was mixed and small in scale: 6 buyers added ~$3.9M in new holdings, while
INST-CLUSTER — Impact 2/10
May 15, 2026 SEC
Energy Fuels disclosed a planned executive succession: EVP and Chief Legal Officer David C. Frydenlund will retire in Oc
8-K — Impact 2/10
Apr 17, 2026 SEC
Energy Fuels Inc. announced that directors J. Birks Bovaird and Alexander G. Morrison will not seek re-election at the u
8-K — Impact 3/10
Apr 10, 2026 Insider
KAPOSTASY DANIEL sold 15,000 shares
VP, Technical Services @ $18.71 ($280.6K)
Mar 18, 2026 Insider
KAPOSTASY DANIEL sold 25,000 shares
VP Technical Services @ $18.84 ($471.0K)
Mar 13, 2026 Insider
KAPOSTASY DANIEL acquired via exercise 7,200 shares
VP, Technical Services @ $19.82 ($142.7K)
Inst.
MORGAN STANLEY — ADD
6,271,669 shares ($114.5M)
Inst.
AMERIPRISE FINANCIAL INC — ADD
5,743,677 shares ($104.8M)

Price Targets

$25.60 +66.9% upside Strong Buy
Current $15.34 Low $17.00 Median $27.00 High $34.00 5 analysts
$17.00 $34.00

Analyst Ratings

Strong Buy82% buy · 11 analysts
2Strong Buy
7Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Goldman Sachs MAINTAIN Buy → Buy
May 8, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
Feb 27, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
Feb 11, 2026 Goldman Sachs INITIATE Buy
Jan 28, 2026 Roth Capital UPGRADE Sell → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.04 $-0.06 — $-0.03 57% YoY 3
Next Q $-0.03 $-0.03 — $-0.02 62% YoY 3
Current FY $-0.32 ▲ +4.5% $-0.34 — $-0.30 21% YoY 2
Next FY $0.01 $-0.26 — $0.27 102% YoY 2

Top Institutional Holders

FundValueMove
MIRAE ASSET GLOBAL ETFS$308.3M
VANGUARD CAPITAL MANAGEMENT LLC$264.6M
BlackRock, Inc.$262.8M
D. E. Shaw &$165.0MDOUBLED
ALPS ADVISORS INC$151.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
Apr 10, 2026KAPOSTASY DANIELSELL$280.6K
Mar 18, 2026KAPOSTASY DANIELSELL$471.0K
Mar 13, 2026KAPOSTASY DANIELM$142.7K
Mar 10, 2026HIGGS DENNISSELL$40.5K
Mar 9, 2026Filas BarbaraSELL$97.6K

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
18 mentions 9 bullish 6 bearish
50 institutional holders with $2.7B total value (147,846,649 shares) as of 2026-Q1. Top holders: MIRAE, VANGUARD, BlackRock,. Net buying activity: 23 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,868,058$308.3M11.4%
2VANGUARD CAPITAL MANAGEMENT LLC14,468,942$264.6M9.8%
3BlackRock, Inc.14,397,960$262.8M9.7%
4D. E. Shaw & Co., Inc.9,043,800$165.0M6.1%DOUBLED +1907.6%
5ALPS ADVISORS INC8,299,826$151.5M5.6%TRIM -37.8%
6SUSQUEHANNA INTERNATIONAL GROUP, LLP7,894,600$144.1M5.3%
7MORGAN STANLEY6,271,669$114.5M4.2%ADD +58.7%
8VANGUARD PORTFOLIO MANAGEMENT LLC5,748,065$104.9M3.9%
9AMERIPRISE FINANCIAL INC5,743,677$104.8M3.9%ADD +33.7%
10WELLS FARGO & COMPANY/MN5,010,000$91.4M3.4%DOUBLED +352.4%
11STATE STREET CORP3,830,621$69.9M2.6%
12CITIGROUP INC3,500,000$64.0M2.4%
13CITADEL ADVISORS LLC3,206,500$58.5M2.2%
14Capital Research Global Investors3,072,005$56.1M2.1%NEW
15CITADEL ADVISORS LLC2,910,000$53.1M2.0%
16SUSQUEHANNA INTERNATIONAL GROUP, LLP2,679,300$48.9M1.8%
17GOLDMAN SACHS GROUP INC2,548,028$46.5M1.7%
18D. E. Shaw & Co., Inc.2,388,228$43.6M1.6%DOUBLED +1907.6%
19VANGUARD FIDUCIARY TRUST CO2,358,430$43.2M1.6%
20TWO SIGMA INVESTMENTS, LP2,023,345$36.9M1.4%DOUBLED +7810.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD3,952,6946,271,669+58.7%$114.5M2026-Q1
AMERIPRISE FINANCIAL INCADD4,297,4325,743,677+33.7%$104.8M2026-Q1
Capital Research Global InvestorsNEW3,072,005$56.1M2026-Q1
BANK OF AMERICA CORP /DE/TRIM4,177,6241,983,914-52.5%$36.2M2026-Q1
Marex Group plcNEW1,236,636$22.6M2026-Q1
FRANKLIN RESOURCES INCADD895,3061,127,111+25.9%$20.6M2026-Q1
TD ASSET MANAGEMENT INCTRIM1,733,3381,037,198-40.2%$19.0M2026-Q1
Brevan Howard Capital Management LPDOUBLED16,528668,755+3946.2%$12.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW637,804$11.6M2026-Q1
Temasek Holdings (Private) LtdNEW557,953$10.2M2026-Q1
WCM INVESTMENT MANAGEMENT, LLCADD323,002582,845+80.4%$9.6M2026-Q1
Baird Financial Group, Inc.TRIM549,401389,667-29.1%$7.1M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM437,447290,954-33.5%$5.3M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED22,790223,016+878.6%$4.1M2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT CorpADD125,996202,866+61.0%$3.7M2026-Q1
TORONTO DOMINION BANKDOUBLED64,897178,481+175.0%$3.3M2026-Q1
Hood River Capital Management LLCDOUBLED56,000148,461+165.1%$2.7M2026-Q1
HighTower Advisors, LLCTRIM175,646109,706-37.5%$2.0M2026-Q1
PINEBRIDGE INVESTMENTS LLCNEAR_EXIT391,89853,169-86.4%$1.4M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEAR_EXIT1,363,92355,142-96.0%$1.0M2026-Q1
STIFEL FINANCIAL CORPADD23,64946,327+95.9%$845.5K2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED14,09036,925+162.1%$673.9K2026-Q1
SEI INVESTMENTS COADD24,12933,408+38.5%$609.7K2026-Q1
Neuberger Berman Group LLCADD23,83131,412+31.8%$519.8K2026-Q1
FIRST TRUST ADVISORS LPDOUBLED10,41523,741+128.0%$434.6K2026-Q1
13 unique insiders with 30 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 10, 2026KAPOSTASY DANIELVP, Technical ServicesSELL15,000$18.71$280.6K
Mar 18, 2026KAPOSTASY DANIELVP Technical ServicesSELL25,000$18.84$471.0K
Mar 13, 2026KAPOSTASY DANIELVP, Technical ServicesEXERCISE7,200$19.82$142.7K
Mar 10, 2026HIGGS DENNIS LYLEDirectorSELL2,000$20.27$40.5K
Mar 9, 2026Filas Barbara AppelinDirectorSELL5,000$19.51$97.6K
Mar 9, 2026HIGGS DENNIS LYLEDirectorSELL2,000$19.15$38.3K
Mar 2, 2026Moore CurtisSVP, Marketing & Corp. DevelopEXERCISE22,222
Mar 2, 2026Moore CurtisSVP, Marketing & Corp. DevelopD15,478$21.32$330.0K
Mar 2, 2026Moore CurtisSenior VP, Marketing &SELL10,000$23.12$231.2K
Mar 2, 2026Moore CurtisSVP, Marketing & Corp. DevelopEXERCISE15,478$21.32$330.0K
Jan 27, 2026BONIFAS BERNARDVP, ISR OperationsAWARD5,606
Jan 27, 2026BONIFAS BERNARDVP, ISR OperationsTAX W/H6,501$24.16$157.1K
Jan 27, 2026BONIFAS BERNARDVP, ISR OperationsAWARD4,871
Jan 27, 2026SHUMWAY LOGANVP, Processing OperationsAWARD5,721
Jan 27, 2026SHUMWAY LOGANVP, Processing OperationsTAX W/H5,589$24.16$135.0K
Jan 27, 2026SHUMWAY LOGANVP, Processing OperationsAWARD4,971
Jan 27, 2026DRERA SALEEMVP Radioisotopes, RadiologicalAWARD5,052
Jan 27, 2026DRERA SALEEMVP Radioisotopes, RadiologicalTAX W/H5,287$24.16$127.7K
Jan 27, 2026DRERA SALEEMVP Radioisotopes, RadiologicalAWARD4,389
Jan 27, 2026BENNETHUM DEBRAVP Critical Minerals/StrategicAWARD5,451
Jan 27, 2026BENNETHUM DEBRAVP Critical Minerals/StrategicTAX W/H2,278$24.16$55.0K
Jan 27, 2026BENNETHUM DEBRAVP Critical Minerals/StrategicAWARD4,736
Jan 27, 2026BAKKEN SCOTTVP, Regulatory AffairsTAX W/H5,646$24.16$136.4K
Jan 27, 2026BAKKEN SCOTTVP, Regulatory AffairsAWARD5,260
Jan 27, 2026BAKKEN SCOTTVP, Regulatory AffairsAWARD6,054
Jan 27, 2026HERRERA JAQUELINEDirectorAWARD5,039
Jan 27, 2026Cabrera MisaelSVP Regulatory, EnvironmentalAWARD10,443
Jan 27, 2026Cabrera MisaelSVP Regulatory, EnvironmentalAWARD12,019
Aug 5, 2025VAN AKKOOI MICHIELSVP Global External AffairsAWARD13,611
Aug 5, 2025German Oscar ArmandoVP Global Human ResourcesAWARD6,080

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 2 strong buy, 7 buy, 1 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$25.60 mean target +66.9% upside Strong Buy (1.38)
$17.00 Low $34.00 High
MetricValue
Current Price$15.34
Target Low$17.00
Target Mean$25.60
Target Median$27.00
Target High$34.00
# Analysts5
RecommendationStrong Buy (1.38)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.04 $-0.06 $-0.03 56.7% +0.0% 0↑ 2↓ $0.0B 644.3% 3
Next Q
2026-09-30
$-0.03 $-0.03 $-0.02 61.9% +0.0% 0↑ 3↓ $0.1B 107.0% 3
Current FY
2026-12-31
$-0.32 $-0.34 $-0.30 20.9% +4.5% 0↑ 1↓ $0.2B 127.3% 2
Next FY
2027-12-31
$0.01 $-0.26 $0.27 101.6% +0.0% 0↑ 1↓ $0.3B 63.0% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.043
7d ago$-0.043
30d ago$-0.043
60d ago$-0.020-0.023
90d ago$-0.020-0.023
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Goldman Sachs MAINTAIN Buy Buy
May 8, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Feb 27, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Feb 11, 2026 Goldman Sachs INITIATE Buy
Jan 28, 2026 Roth Capital UPGRADE Sell Neutral
Jan 20, 2026 B. Riley Securities MAINTAIN Buy Buy
Jan 9, 2026 HC Wainwright & Co. REITERATE Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262711082%
May 1, 20262711082%
Apr 1, 20262711082%
Mar 1, 20262711082%
Feb 1, 20262611080%
Jan 1, 20262611080%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

57°
Neutral
Bearish Neutral Bullish
18 mentions 9 bullish 6 bearish 18 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101
May 30, 2026140° Cool011
May 30, 2026140° Cool011
May 30, 2026160° Warm101
May 30, 2026160° Warm101
May 29, 2026144° Neutral001
May 29, 2026144° Neutral001
May 28, 2026140° Cool011
May 28, 2026140° Cool011
May 8, 2026140° Cool011
May 8, 2026140° Cool011
May 5, 2026160° Warm101
May 5, 2026160° Warm101
Apr 9, 2026160° Warm101
Apr 9, 2026160° Warm101
Feb 24, 2026160° Warm101
Feb 15, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bearish 17d 20h ago
UUUU Loss
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 17d 23h ago
The only lesson I’ve learnt during last 1.5 years is to stay invested
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 18d 9h ago
🚀 URANIUM IS THE AI + ENERGY CRISIS TRADE NOBODY IS PRICING IN. DD 🚀
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 20d 4h ago
UUUU and UEC are stupid
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
My friends and family can never know (My portfolio)😔✊
▲ 1 💬 1 ⚡ 0.5
r/options Bullish 1mo ago
Looking for a satellite ticker for wheeling. Wondering about UUUU
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
Nuclear Stocks- what’s your pick?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
Comparing uranium producers and explorers?
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 3mo ago
my picks for 2026, gonna boom!
▲ 11 💬 10 ⚡ 0.3
r/investing Neutral 4mo ago
Why I'm exiting my position in UUUU and why you should too.
▲ 1 💬 0 ⚡ 0.0
Jun 8, 2026
short_volume
Short Volume: UUUU — 56.8% short (2.5M / 4.4M)
Short: 2,521,944 | Exempt: 102,706 | TRF Vol: 4,441,945 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
ftd
FTD: UUUU — 151,639 shares ($2.8M) failed to deliver
Settlement: 20260527, Price: $18.40, FTD Value: $2,790,157.6, ENERGY FUELS INC ORDINARY SHAR
May 26, 2026
ftd
FTD: UUUU — 75,491 shares ($1.4M) failed to deliver
Settlement: 20260526, Price: $18.04, FTD Value: $1,361,857.64, ENERGY FUELS INC ORDINARY SHAR
May 22, 2026
short_volume
Short Volume: UUUU — 64.9% short (2.5M / 3.9M)
Short: 2,525,741 | Exempt: 5,041 | TRF Vol: 3,888,977 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
ftd
FTD: UUUU — 65,152 shares ($1.2M) failed to deliver
Settlement: 20260522, Price: $17.86, FTD Value: $1,163,614.72, ENERGY FUELS INC ORDINARY SHAR
May 21, 2026
short_volume
Short Volume: UUUU — 63.6% short (2.1M / 3.3M)
Short: 2,100,470 | Exempt: 1,218 | TRF Vol: 3,301,244 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
ftd
FTD: UUUU — 224,933 shares ($3.8M) failed to deliver
Settlement: 20260521, Price: $16.78, FTD Value: $3,774,375.74, ENERGY FUELS INC ORDINARY SHAR
May 20, 2026
short_volume
Short Volume: UUUU — 61.0% short (2.9M / 4.7M)
Short: 2,858,329 | Exempt: 3,905 | TRF Vol: 4,682,985 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
ftd
FTD: UUUU — 283,691 shares ($4.9M) failed to deliver
Settlement: 20260519, Price: $17.40, FTD Value: $4,936,223.4, ENERGY FUELS INC ORDINARY SHAR
May 15, 2026
short_volume
Short Volume: UUUU — 59.7% short (2.3M / 3.9M)
Short: 2,335,077 | Exempt: 7,654 | TRF Vol: 3,908,911 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: UUUU — 50,474 shares ($1.0M) failed to deliver
Settlement: 20260514, Price: $20.18, FTD Value: $1,018,565.32, ENERGY FUELS INC ORDINARY SHAR
May 12, 2026
short_interest
FTD: UUUU — 372,085 shares ($8.2M) failed to deliver
Settlement: 20260512, Price: $22.04, FTD Value: $8,200,753.4, ENERGY FUELS INC ORDINARY SHAR
May 11, 2026
short_interest
FTD: UUUU — 189,816 shares ($4.1M) failed to deliver
Settlement: 20260511, Price: $21.38, FTD Value: $4,058,266.08, ENERGY FUELS INC ORDINARY SHAR
May 8, 2026
short_interest
FTD: UUUU — 35,716 shares ($0.8M) failed to deliver
Settlement: 20260508, Price: $23.35, FTD Value: $833,968.6, ENERGY FUELS INC ORDINARY SHAR
May 7, 2026
short_interest
FTD: UUUU — 100,030 shares ($2.4M) failed to deliver
Settlement: 20260507, Price: $23.52, FTD Value: $2,352,705.6, ENERGY FUELS INC ORDINARY SHAR