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UUUUUU

Energy Fuels Inc.

$UUUU·$2.7B·Uranium·Energy
$8.47-1.2%YTD-24.8%1Y-60.9%
Price updated 7h ago·X counts updated 5d ago
UUUUUU
$UUUUEnergy Fuels Inc.
$8.47-1.17%496 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $UUUU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

496X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $UUUU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

Energy Fuels is cautiously bullish — the pending Vacuumschieze acquisition on top of the completed Australian Strategic Materials deal is being pitched as making UUUU "a one-stop shop for these products," and a holder is "reloaded here" after the pullback near 52-week lows. The dissent is a reality check: a review of USAR / MP / UUUU shows they're -16% on average over three weeks while $ION on the ASX is +56% as the real winner.

Read what X is saying about $UUUU

  • Bullish vs bearish call — with the AI summary of the day's posts
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  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UUUU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

US uranium miner stacking rare-earth deals — ASM closed, Vacuumschieze pending, but the chart is at 52-week lows.

Energy Fuels is one of the few publicly traded US-based uranium miners, now aggressively pivoting into a one-stop critical-minerals shop via acquisitions of Australian Strategic Materials (closed Aug 28, $243M) and the pending Vacuumschieze deal. The stock is at 0.4% of its 52-week range despite the strategic pivot.

  • The P&L is still unprofitable: revenue grew 112% YoY to $35.8M last quarter at a -41% operating margin — the ramp is real but acquisition integration and feedstock timing make near-term margins volatile.
  • The ASM deal is transformative: $243M in Energy Fuels shares plus small cash fundamentally shifts the company from pure uranium miner to vertically integrated critical minerals + rare earths — the "Vacuumschieze pending" step would complete that integration.
  • No insider trading of consequence (just new executive Form 3s for the rare-earth division), and the chart is giving back ASM-driven dilution concern — the stock has to prove the acquisitions deliver before the market re-prices them.

Breaking-down holds unless Nov 2 earnings quantify the ASM integration synergies and the DOE/DoD critical-minerals policy framework produces a specific contract. A soft integration print or more acquisition-driven dilution is what seals the de-rating; a signed government rare-earths offtake agreement is what breaks the tape higher.

Agrees with X sentimentThe X split is honest: bulls cost-averaging on the one-stop-shop rare-earths thesis have the strategic logic right; bears flagging two overhead gaps, 52-week lows, and the ION Australian alternative underperformance are correctly reading the near-term tape.

What to watch: Nov 2 earnings — ASM integration contribution, rare-earth revenue trajectory, cash position after the $243M deal plus Vacuumschieze consideration, and any US critical-minerals offtake contract. A dilution print without a signed government contract is what seals the breaking-down.

On the calendar: 2026-11-02 — Q3 FY26 earnings

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  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mines uranium and vanadium in the US and is developing rare earth element separation at its White Mesa Mill.

Industry overviewAI analysisGenerated by AI from underlying data

Where Uranium sits in its cycle right now — and what that implies for $UUUU.

Uranium · Energy

No material change from last week — AI hyperscaler nuclear PPAs are the structural demand catalyst — Google's 22-year Fortum nuclear contract establishes the template for tech companies securing baseload clean power, driving utility con.

What this means for $UUUU

Neutral — Mines uranium and vanadium in the US and is developing rare earth element separation at its White Mesa Mill.

Top industry ETF

$URAGlobal X Uranium ETF
-7.7%YTD
-36.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-49.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-105%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
44.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-10.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.13$-0.05-160.0%
Q1 2026May 6, 2026$-0.04$-0.03-33.3%
Q4 2025Feb 26, 2026$-0.08$-0.07-14.3%
Q3 2025Nov 4, 2025$-0.07$-0.08+12.5%
Next earningsMon, Nov 2·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$35.8M+112.1%34.4%-40.6%$-0.05$-3.5M
Q4 FY25$27.1M-32.1%59.5%-81.6%$-0.09$-32.4M
Q3 FY25$17.7M+337.6%16.1%-151%$-0.07$-36.8M
Q2 FY25$4.2M-51.7%-39.1%-621%$-0.10$-23.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$149.4M$121.5M – $176.7M-$0.18-$0.19 – -$0.163
FY27$241.0M$231.1M – $251.0M$0.17-$0.22 – $0.543
FY28$383.2M$318.2M – $466.2M$0.59$0.46 – $0.761
FY29$833.8M$692.5M – $1.0B$1.32$1.03 – $1.692
FY30$1.1B$937.6M – $1.4B$1.75$1.36 – $2.241

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-33.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-49.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 248.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJul 8Bruce D HansenDirector4.0K sh$51KBuyJul 7Ross R. BhappuCEO74.0K sh$968K
+ 7 other (6 awards · 1 inkind) in window

See when $UUUU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Oct 13424B5
8-KMaterial agreementOct 138-K — Item 1.01: Material agreement · Item 8.01: Other event
8-KAcquisition completedAug 288-K — Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale
AI summary

Energy Fuels completed its acquisition of ASM (Australian Strategic Materials) on August 28, 2026, through a Scheme of Arrangement. Total consideration was approximately $243.4M, comprising ~$217.2M in Energy Fuels shares (14,808,572 new UUUU shares issued at a ratio of 0.053 CDIS per ASM share) and ~$26.2M in cash (AUD$0.13 per ASM share). The acquisition adds ASM’s rare earth materials processing assets and technology to Energy Fuels’ uranium and rare earth business. Energy Fuels also reported the retirement of 3,222,359 shares upon completion, partially offsetting the share issuance dilution.

3New insider — initial holdingsAug 123
AI summary

Werner Duvenhage filed an initial Form 3 disclosing his role as EVP of Heavy Mineral Sands and Rare Earths at Energy Fuels Inc., effective August 3, 2026. Energy Fuels is a leading US uranium producer that has expanded into rare earth processing and heavy mineral sands. No securities are currently beneficially owned by Duvenhage per the filing. The appointment reflects Energy Fuels' continued build-out of its rare earth and mineral sands leadership team.

8-KPress release / Reg FDJul 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Energy Fuels Inc. disclosed on July 28, 2026 under Item 7.01 that Australian Strategic Minerals Limited (ASM) submitted a supplemental Scheme Booklet to the Australian Securities and Investments Commission, providing further information to ASM shareholders regarding Energy Fuels' announced definitive agreement to acquire 100% of ASM. The supplemental booklet supplements the initial Scheme Booklet distributed to ASM shareholders and option holders in connection with the proposed scheme of arrangement. The disclosure also references a $725 million financing commitment from the U.S. Department of Defense in connection with the transaction, intended to support domestic critical minerals production — a strategic rationale for U.S. government involvement in a uranium and rare earth company acquisition. This transaction is subject to Australian court approval and ASM shareholder vote under the scheme of arrangement process.

8-KPress release / Reg FDJul 148-K — Item 7.01: Press release / Reg FD
AI summary

Energy Fuels Inc. (UUUU) filed a Reg FD disclosure on July 13-14, 2026, posting an investor presentation (Exhibit 99.1) related to the expansion of the company's critical materials operations (uranium, rare earths, and potentially vanadium). No specific production targets, capital commitments, or financial projections appear in the body excerpt. Routine IR disclosure tied to Energy Fuels' strategic narrative in the critical minerals sector.

3New insider — initial holdingsJul 73
AI summary

Energy Fuels (UUUU) — Form 3 initial ownership for Scott Edward Sullivan (SVP of Integrity & Compliance) effective June 29, 2026. Sullivan reports zero securities owned as of the filing date. Administrative — routine officer onboarding disclosure; no shares or options held.

8-KMaterial agreementJun 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Energy Fuels entered an agreement with VAC Group B.V. (Netherlands) to acquire Ara VAC TopCos — Dutch, U.S., and Irish corporate entities — involved in rare earth processing, specifically the Vacuumschmelze rare earth magnet materials business. Complex multi-entity, multi-jurisdiction acquisition in the critical minerals sector; strategically significant for U.S. rare earth supply chain security and Energy Fuels' pivot from uranium mining.

+ 10 other (4 13Gs · 2 10-Qs · 2 8-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Energy Fuels Investigation: UUUU Investors with Losses Should Contact Block & Leviton to Discuss Their Optionsnewsfilecorp.com·2d agoUUUU: Energy Fuels Investigated for Securities Fraud by Block & Leviton; Investors Should Contact the Firmglobenewswire.com·3d agoHere's Why Energy Fuels (UUUU) Fell More Than Broader Marketzacks.com·3d agoEnergy Fuels (NYSEAMERICAN:UUUU) Hits New 1-Year Low – What’s Next?defenseworld.net·4d agoUUUU's Growth Projects Require Heavy Investment: Can It Deliver?zacks.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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