Market Cap
$2.8B
UUUU
ENERGY FUELS INC
$10.74 ▲ +0.33%
Prev close $10.71Market cap$2.8B
ConsensusStrong Buy
12-mo target$24.15 (+124.8%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits Materials & MiningNuclear & Fusion
Snapshot
The big-picture read on UUUU right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
50 funds
Inst. Value
$2.7B
Inst. Activity
31 buys / 19 sells
Insider Activity
$1.0M buy / $1.4M sell
Insider Net $
-$342.5K
Social Sentiment
46° Neutral
SEC Reports
11
Price chart 30d -24.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 short_volume
Aug 28, 2026 SEC Short Volume: UUUU — 57.9% short (1.7M / 3.0M)
Short: 1,721,982 | Exempt: 17,400 | TRF Vol: 2,975,162 | Short Ratio: 57.9% | Off-exchange volume (d
Energy Fuels completed its acquisition of Australian Strategic Materials Limited (ASM) on August 28, 2026, issuing 14.8M
8-K — Impact 6/10
Aug 5, 2026 Insider
Bhappu Ross R. surrendered for taxes 14,375 shares
President and CEO @ $12.44 ($178.8K)
Aug 4, 2026 Insider
Duvenhage Werner was granted 11,830 shares
EVP Heavy Mineral Sands
Aug 4, 2026 Insider
Jul 9, 2026 SEC Duvenhage Werner was granted 10,796 shares
EVP Heavy Mineral Sands
Energy Fuels Inc. (UUUU) CEO Ross R. Bhappu purchased $968K of stock on the open market at $13.08/share on July 7, 2026.
INSIDER-BUY — Impact 5/10
Jun 30, 2026 Inst.
VAN ECK ASSOCIATES CORP — ADD
19,495,526 shares ($282.8M)
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
8,830,755 shares ($128.0M)
Analyst ratings buy % +2.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 14, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 10, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jun 22, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jun 12, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| May 8, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Jul 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Jun 1, 2026 | 2 | 7 | 1 | 1 | 0 | 82% | |
| May 1, 2026 | 2 | 7 | 1 | 1 | 0 | 82% | |
| Apr 1, 2026 | 2 | 7 | 1 | 1 | 0 | 82% | |
| Mar 1, 2026 | 2 | 7 | 1 | 1 | 0 | 82% | |
| Feb 1, 2026 | 2 | 6 | 1 | 1 | 0 | 80% |
Price targets
Where 5 covering analysts think UUUU trades over the next 12 months.
$24.15 +124.8% upside Strong Buy
Current$10.75 Low$16.00 Median$25.00 High$32.50 5 analysts
$16.00$32.50
Analyst rating Strong Buy· 1.1/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
46°
Neutral
BearishNeutralBullish
Recent posts
Full-port UUUU, closing my trading for the rest of the year, wish me luck regards
▲ 1 · 💬 7· ⚡ 0.5
China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.
▲ 1 · 💬 9· ⚡ 0.5
UUUU long term
▲ 1 · 💬 0· ⚡ 0.5
Critical Minerals Stocks Are Preparing for Trump’s State Department Roundtable $TMC $RIO $BHP $FCX $MP $USAR $UUUU $UAMY
▲ 1 · 💬 0· ⚡ 0.5
Critical Minerals Stocks Are Preparing for Trump’s State Department Roundtable $TMC $RIO $BHP $FCX $MP $USAR $UUUU $UAMY
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 7 neutral · avg impact 3.9/10.
MIXED8-K6/10
Energy Fuels completed its acquisition of Australian Strategic Materials Limited (ASM) on August 28,
Aug 28, 2026
BULLISHINSIDER-BUY5/10
Energy Fuels Inc. (UUUU) CEO Ross R. Bhappu purchased $968K of stock on the open market at $13.08/sh
Jul 9, 2026
BULLISH8-K7/10
Energy Fuels signed a definitive agreement to acquire Ara VAC (a rare earth magnet business) for $71
Jun 26, 2026
NEUTRAL8-K4/10
Energy Fuels filed an 8-K furnishing an investor presentation related to the proposed acquisition of
Jun 24, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
short_volume
Short Volume: UUUU — 57.9% short (1.7M / 3.0M)
Short: 1,721,982 | Exempt: 17,400 | TRF Vol: 2,975,162 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: UUUU — 235,680 shares ($3.2M) failed to deliver
Settlement: 20260911, Price: $13.63, FTD Value: $3,212,318.4, ENERGY FUELS INC ORDINARY SHAR
Sep 10, 2026
short_volume
Short Volume: UUUU — 65.1% short (1.9M / 3.0M)
Short: 1,939,517 | Exempt: 4,830 | TRF Vol: 2,977,807 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: UUUU — 60.9% short (1.3M / 2.1M)
Short: 1,299,154 | Exempt: 619 | TRF Vol: 2,132,742 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Sep 4, 2026
short_volume
Short Volume: UUUU — 61.4% short (1.3M / 2.1M)
Short: 1,288,914 | Exempt: 6,726 | TRF Vol: 2,100,057 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.04 | $-0.07–$-0.02 | 47.6% | -37.5% | 1↑ 0↓ | $0.1B | 3 |
| Next Q | $-0.03 | $-0.07–$0.00 | 66.7% | -28.6% | 1↑ 0↓ | $0.1B | 3 |
| Current FY | $-0.27 | $-0.34–$-0.20 | 33.2% | -35.0% | 0↑ 1↓ | $0.2B | 4 |
| Next FY | $0.10 | $-0.12–$0.32 | 144.2% | -25.5% | 0↑ 2↓ | $0.4B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.037 | — |
| 7d ago | $-0.027 | -0.010 |
| 30d ago | $-0.027 | -0.010 |
| 60d ago | $-0.027 | -0.010 |
| 90d ago | $-0.027 | -0.010 |
Institutional ownership
Which big funds own UUUU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.7B total value (187,002,486 shares) as of 2026-Q2. Top holders: VAN, MIRAE, BlackRock,. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 19,495,526 | $282.8M | 10.4% | ADD +25.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,148,614 | $249.0M | 9.2% | — |
| BlackRock, Inc. | 15,665,570 | $227.2M | 8.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,884,021 | $216.0M | 8.0% | — |
| ALPS ADVISORS INC | 9,710,888 | $140.8M | 5.2% | — |
| MORGAN STANLEY | 8,830,755 | $128.0M | 4.7% | ADD +40.8% |
| AMERIPRISE FINANCIAL INC | 8,631,120 | $125.1M | 4.6% | ADD +50.3% |
| D. E. Shaw & Co., Inc. | 8,585,000 | $124.5M | 4.6% | TRIM -65.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,594,700 | $95.6M | 3.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,414,737 | $93.0M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | ADD | 15,582,553 | 19,495,526 | +25.1% | $282.8M |
| MORGAN STANLEY | ADD | 6,271,669 | 8,830,755 | +40.8% | $128.0M |
| AMERIPRISE FINANCIAL INC | ADD | 5,743,677 | 8,631,120 | +50.3% | $125.1M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 298,630 | 4,226,355 | +1315.2% | $61.3M |
| NORGES BANK | NEW | — | 3,256,725 | — | $47.3M |
| BARCLAYS PLC | ADD | 1,979,106 | 2,957,772 | +49.4% | $42.9M |
| Marex Group Ltd | ADD | 1,236,636 | 1,665,909 | +34.7% | $24.2M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,983,914 | 1,020,300 | -48.6% | $14.8M |
| Man Group plc | TRIM | 1,783,110 | 906,739 | -49.1% | $13.1M |
| D. E. Shaw & Co., Inc. | TRIM | 2,388,228 | 831,802 | -65.2% | $12.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$342.5K — $1.0M bought, $1.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Bhappu Ross R. | President and CEO | TAX W/H | 14,375 | $12.44 | $178.8K |
| Aug 4, 2026 | Duvenhage Werner | EVP Heavy Mineral Sands | AWARD | 11,830 | — | — |
| Aug 4, 2026 | Duvenhage Werner | EVP Heavy Mineral Sands | AWARD | 10,796 | — | — |
| Jul 8, 2026 | HANSEN BRUCE D | Director | BUY | 4,000 | $12.70 | $50.8K |
| Jul 7, 2026 | Bhappu Ross R. | President and CEO | BUY | 74,000 | $13.08 | $967.9K |
| Jun 29, 2026 | Sullivan Scott Edward | SVP Integrity & Compliance | AWARD | 8,176 | — | — |
| Jun 29, 2026 | Sullivan Scott Edward | SVP Integrity & Compliance | AWARD | 9,554 | — | — |
| Jun 24, 2026 | German Oscar Armando | EVP & CHRO | AWARD | 6,630 | — | — |
| Jun 24, 2026 | LONGENECKER NATHAN | CLO & EVP, Global Gov Relation | AWARD | 999 | — | — |
| Jun 24, 2026 | LONGENECKER NATHAN | CLO & EVP, Global Gov Relation | AWARD | 981 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UUUU.
Shares short
55,697,399
Settlement Sep 15, 2026
Change vs prior
+2.9%
Semi-monthly cycle
Days to cover
8.9
At avg daily volume
Of shares outstanding
≈22.3%
Estimate — not % of float
All UUUU filing & press-release reports (11)
- 8-K reportAug 28, 2026
- INSIDER-BUY reportJul 9, 2026
- 8-K reportJun 26, 2026
- 8-K reportJun 24, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K reportMay 15, 2026
- 8-K reportApr 17, 2026
- CLUSTER reportApr 14, 2026
- 8-K reportMar 18, 2026
- CLUSTER reportMar 11, 2026
- CLUSTER reportMar 11, 2026