Energy Fuels Inc (UUUU) Stock Forecast & Analysis
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.
What does Energy Fuels (UUUU) do?
Energy Fuels is the leading US uranium producer operating the only conventional uranium mill in the US (White Mesa Mill in Utah). It also produces vanadium and is developing rare earth element processing, giving it diversified revenue exposure to critical minerals.
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.
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.
Margin & leverage
resource source Full screener →Margin vs spot (C1 cash cost)
$67/lb
spot $90 − c1 cash cost $23 · 74% of spot
In-situ leverage
1.9×
in-situ resource value ÷ market cap
Jurisdiction
Arizona / 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
Full project table →| Project | Location | Status | Resource | Grade | AISC | Source |
|---|---|---|---|---|---|---|
| Pinyon Plain / White Mesa Mill | Arizona / UtahUSA | Operating | 20.0 Mlb | 0.7% U3O8 | $40/lb | source |
Curated mine & project database, updated 2026-07-10. Deposit type and restart status per the linked disclosures.
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. Announcement date corrected to 2022-12 (was 2024-01) against the linked source. | 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.
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
About Energy Fuels Inc (UUUU)
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.
Frequently Asked Questions about UUUU
What does Energy Fuels (UUUU) do?
Energy Fuels is the leading US uranium producer operating the only conventional uranium mill in the US (White Mesa Mill in Utah). It also produces vanadium and is developing rare earth element processing, giving it diversified revenue exposure to critical minerals.
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.
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.
Dividend & analyst view for UUUU
Dividend
Energy Fuels Inc (UUUU) does not currently pay a dividend — common for uranium developers and explorers that reinvest in their projects.
Analyst price target
The consensus analyst price target for UUUU is about $24.15 across 8 analysts.
Aggregated third-party analyst estimates — not a forecast or recommendation by Yellowcake Analytics.
The weekly uranium brief
Spot moves, SPUT flows, filings, and contract news, once a week. Plus a free daily CSV of our uranium equity screener snapshot.
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Yellowcake Analytics. "Energy Fuels Inc (UUUU) Stock Analysis." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/stocks/UUUU.
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