UUUU Stock: Energy Fuels (NYSE American: UUUU) Price & Analysis

Energy Fuels Inc (UUUU) last close $7.18 on Nov 4, 2026 (−$0.06, −0.83% on the day) · EODHD end-of-day
Energy Fuels is a US uranium and rare-earth producer that runs the White Mesa Mill in Utah, the only operating conventional uranium mill in the United States, and also produces vanadium from its conventional mines.

Energy Fuels Inc · NYSE American: UUUU · producer · Informational only, not investment advice.

Last close: $7.18; EODHD, Nov 4, 2026
Day change: −0.83%; −$0.06 vs Nov 3, 2026 close
52-week range: $7.18 – $27.72; EODHD closes, Nov 5, 2025 to Nov 4, 2026
Market cap: $1.9B; EODHD UUUU.US
Total U₃O₈ resources: 66.8 Mlbs; Energy Fuels Inc Form 10-K for fiscal year ended 2025-12-31 (filed 2026-02-26); 'Mineral Resource Estimates - In Situ Uranium' and 'Mineral Reserve Estimates - In Situ Uranium' summary tables
Cost per lb (Cash cost): US$23.00/lb; Energy Fuels Form 10-Q for the quarter ended 2026-06-30 (filed 2026-08-05), Item 2 MD&A 'Uranium Costs Decline' — Pinyon Plain mill-run cost
In-situ leverage: 3.2×; in-situ resource value ÷ market cap, at the current spot

UUUU stock forecast: analyst price target

Analyst price targets (third-party, not our forecast)

The consensus analyst price target for UUUU is about $23.69 across 8 analysts (EODHD, Nov 5, 2026), versus a last close of $7.18.

That is an aggregate of third-party analyst estimates, not a prediction or a recommendation by Yellowcake Analytics.

Dividend

Energy Fuels Inc (UUUU) does not currently pay a dividend, which is common for uranium developers and explorers that reinvest in their projects.

Latest filings for UUUU

All UUUU filings →

Nov 4, 202610-Q10-Q
Oct 14, 20268-KFORM 8-K
Oct 13, 20268-KFORM 8-K

Source: SEC EDGAR, Energy Fuels Inc (CIK 1385849); filing dates as reported by EDGAR.

Total mineral resources 66.8 Mlbs U₃O₈ (measured 2.0, indicated 42.1, inferred 22.7), plus 20.9 Mlbs of reserves · Energy Fuels Inc Form 10-K for fiscal year ended 2025-12-31

Energy Fuels Inc (NYSE American: UUUU) is the leading US uranium producer and an emerging rare earth element company. The company operates the White Mesa Mill in Utah — the only conventional uranium mill operating in the United States — and produces uranium, vanadium, and is developing rare earth element processing capabilities. Energy Fuels is uniquely positioned at the intersection of nuclear energy and critical minerals supply chains.

Margin & leverage

resource source Full screener →

Margin vs spot (C1 cash cost)

$69/lb

spot $91.89 − c1 cash cost $23 · 75% of spot · spot as of Nov 4, 2026, 1:30 PM ET · real

In-situ leverage

3.2×

in-situ resource value ÷ market cap

Jurisdictions

Arizona / Utah · Utah

Computed live from the screener's cited resource and cost inputs and the current spot price; margins use C1 cash cost where the company disclosed it.

Mine projects

Cost curve →Full project table →

Project	Location	Status	Resource	Grade	Cost/lb	Source
Pinyon Plain / White Mesa Mill	Arizona / UtahUSA	Operating	20.0 Mlb	0.7% U3O8	$23/lbCash cost	source
White Mesa Mill	UtahUSA	Operating	—	—	—	source

Curated mine & project database, updated 2026-10-30. Deposit type and restart status per the linked disclosures.

Quarterly production

Attributable

Sector-wide tracker →

Dried and drummed U3O8, latest period, company share:1.66 Mlbnine months ended September 30, 2026unverified

Energy Fuels IncCompany levelAttributable

Period	Sold (may include purchased material)Mlb U3O8, attributable	Source
three months ended June 30, 2026	0.310derived	source
three months ended March 31, 2026	0.510derived	source
year ended December 31, 2025full year	0.650	source
Q3-2025	0.240	source
three and six months ended June 30, 2025	0.050	source
three months ended March 31, 2025	0.000	source

Pinyon Plain / White Mesa MillOperationAttributable

Period	Ore minedMlb U3O8, attributable	Source
Three Months Ended June 30, 2026	0.250	source
three months ended March 31, 2026	0.375	source
year ended December 31, 2025full year	1.53	source
three months ended September 30, 2025	0.415	source
three months ended June 30, 2025	0.635	source

White Mesa MillFacilityAttributable

Period	Dried and drummedMlb U3O8, attributable	Source
three months ended June 30, 2026	0.865	source
Q1 2026 (three months ended March 31, 2026)	0.790	source
year ended December 31, 2025full year	1.01	source
three months ended June 30, 2025	0.180	source
three months ended March 31, 2025	0.150	source

Figures copied from company disclosures and normalised to lb U3O8; the company's wording and unit are on hover. Revisions append-only. Updated 2026-10-22.

Term contracts announced

Full contract database →

Buyer	Volume	Delivery	Pricing	Announced	Source
U.S. Department of EnergyStrategic Uranium Reserve / domestic LEU purchases supporting US production restarts.	undisc.	2024–2026	fixed	2022-12	source

Announced term contracts where this company is a seller, from the curated contract database. The long-term market is reported only in fragments — absence of a row is not absence of a contract.

Catalysts to watch

All sector catalysts →

by end of Q4 2026Energy Fuels Donald project final investment decisionneutralEnergy Fuels Form 8-K (October 13, 2026)
Energy Fuels' October 13, 2026 Form 8-K describes the Donald rare earth and mineral sands project in Australia as feedstock for the White Mesa Mill 'subject to a FID, which is now targeted for Q4 2026'. A positive decision would commit the project's heavy rare earth feed to the Mill; a delay would push the Mill's heavy REE plans out.
by end of 2027Energy Fuels commercial-scale heavy rare earth metal productionneutralEnergy Fuels Form 8-K (October 13, 2026)
The same 8-K says Australian Strategic Materials, the counterparty to Energy Fuels' VAC transaction, 'is targeting commencement of commercial-scale heavy REE metal production in 2027', which would give Energy Fuels' rare earth business a metal outlet beyond oxide sales; the company has not quantified volumes.

Mines & facilities

Mines map →

White Mesa MillOperating · Utah, USA
Pinyon PlainOperating · Arizona, USA
Nichols Ranch ISRCare & Maintenance · Wyoming, USA
La Sal ComplexPermitted · Utah, USA
Sheep MountainPermitted · Wyoming (Crooks Gap), USA

Guides on this company

Energy Fuels (UUUU) Deep Dive: Uranium + Rare Earths

Frequently asked questions about UUUU

What does Energy Fuels (UUUU) do?

Energy Fuels is a US uranium and rare-earth producer that runs the White Mesa Mill in Utah, the only operating conventional uranium mill in the United States, and also produces vanadium from its conventional mines.

Is UUUU stock a good investment?

UUUU offers unique exposure to both uranium and rare earth elements. As the leading US producer with the only operating conventional mill, it benefits from domestic supply mandates. It has a positive operating margin and diversified revenue streams.

How much uranium resources does Energy Fuels have?

Energy Fuels reports 66.8 Mlbs of U₃O₈ in total mineral resources in its FY2025 10-K (measured, indicated and inferred), plus 20.9 Mlbs of reserves, across its conventional projects in Utah, Arizona, Colorado and Wyoming, led by Pinyon Plain and the White Mesa Mill complex.

Is Energy Fuels a uranium or rare earths company?

Both. Energy Fuels is the leading US uranium producer, operating the White Mesa Mill in Utah, the only conventional uranium mill operating in the United States, and it also produces vanadium and is developing rare earth element processing. That puts it at the intersection of the nuclear fuel and critical minerals supply chains, with uranium still the core of the business.

What is Energy Fuels' AISC for uranium?

Energy Fuels does not disclose an AISC. Its Q2 2026 10-Q reports a realized production cost of approximately $23 per pound of U₃O₈ recovered for the Pinyon Plain mill run, with 2026 cost of goods sold around $39 per pound as older inventory blends through. Diversification into rare earths and vanadium provides additional revenue streams.

What is the UUUU stock price today?

Energy Fuels Inc (UUUU) last closed at $7.18 on Nov 4, 2026 on its NYSE American: UUUU listing, per EODHD end-of-day data. The quote in the page header refreshes with the live market price when markets are open.

What is the UUUU stock forecast?

The consensus analyst price target for UUUU is about $23.69 across 8 analysts (EODHD, Nov 5, 2026), versus a last close of $7.18. That is an aggregate of third-party analyst estimates, not a prediction or a recommendation by Yellowcake Analytics.

Which uranium ETFs hold UUUU?

URNJ holds UUUU at 9.13% of the fund (Nov 3, 2026), URNM at 3.22% of the fund (Nov 3, 2026), URA at 2.29% of the fund (Nov 3, 2026), per the issuers' published holdings.

Which ETFs hold UUUU?

URA ETF: holds UUUU at 2.29% of the fund (as of Nov 3, 2026)
URNM ETF: holds UUUU at 3.22% of the fund (as of Nov 3, 2026)
URNJ ETF: holds UUUU at 9.13% of the fund (as of Nov 3, 2026)

Weights are each issuer's published fund holdings (Global X for URA; Sprott for URNM and URNJ), refreshed daily.

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