Energy Fuels Inc. shares fell 6.76% as the stock crossed below its 5-day SMA, reflecting a challenging trading session despite broader market gains.
The company announced plans to expand its rare earth production capacity at the White Mesa Mill to 6,000 tpa, with a capital expenditure of $410 million, aiming to meet 45% of U.S. rare earth demand by 2030. This expansion is expected to significantly enhance its competitive position in the market, especially following the recent acquisition of Australian Strategic Materials for $299 million, which will further solidify its leadership in the rare earth elements sector.
The implications of this expansion and acquisition are substantial, as Energy Fuels positions itself to address critical supply chain gaps in the U.S. and globally, potentially driving long-term shareholder value and enhancing its market presence.
Wall Street analysts forecast UUUU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UUUU is 20.06 USD with a low forecast of 11.50 USD and a high forecast of 26.75 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast UUUU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UUUU is 20.06 USD with a low forecast of 11.50 USD and a high forecast of 26.75 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 27.720
Low
11.50
Averages
20.06
High
26.75
Current: 27.720
Low
11.50
Averages
20.06
High
26.75
Roth Capital
Joe Reagor
Sell
to
Neutral
upgrade
$13
2026-01-28
New
Reason
Roth Capital
Joe Reagor
Price Target
$13
AI Analysis
2026-01-28
New
upgrade
Sell
to
Neutral
Reason
Roth Capital analyst Joe Reagor upgraded Energy Fuels to Neutral from Sell with a price target of $15.50, up from $13. The company's valuation is stretched but strong market sentiment and a rising uranium spot price are likely to offset any near-term value correction, and the firm believes that near-term catalysts and sentiment are likely to lean positive, the analyst tells investors in a research note.
Roth Capital
Sell
to
Neutral
upgrade
$13
2026-01-28
New
Reason
Roth Capital
Price Target
$13
2026-01-28
New
upgrade
Sell
to
Neutral
Reason
Roth Capital upgraded Energy Fuels to Neutral from Sell with a price target of $15.50, up from $13. The firm believes the company's near-term catalysts and investor sentiment are likely to "lean positive." While Energy Fuels' valuation is "stretched," strong market sentiment and a rising uranium spot price are likely to offset any near-term value correction, the analyst tells investors in a research note.
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Canaccord
Buy
maintain
$26 -> $37
2026-01-22
Reason
Canaccord
Price Target
$26 -> $37
2026-01-22
maintain
Buy
Reason
Canaccord raised the firm's price target on Energy Fuels to C$37 from C$26 and keeps a Buy rating on the shares.
B. Riley
Buy
maintain
$22 -> $27
2026-01-20
Reason
B. Riley
Price Target
$22 -> $27
2026-01-20
maintain
Buy
Reason
B. Riley raised the firm's price target on Energy Fuels to $27 from $22 and keeps a Buy rating on the shares. The stock has outperformed peers in 2026 on confidence in White Mesa's rare-earth refining capabilities and supportive U.S. policy aimed at securing critical minerals, the analyst tells investors in a research note. Performance for the year will depend on execution, downstream M&A, offtake progress, terbium oxide validation, and Donald project Final Investment Decision, the firm says.
About UUUU
Energy Fuels Inc. is a global critical mineral company. The Company focuses on uranium, rare earth elements (REEs), heavy mineral sands, vanadium and medical isotopes. The Company owns and operates several conventional and in-situ recovery uranium projects in the western United States. The Company has three heavy mineral sands projects: the 100% owned Vara Mada Project in Madagascar; the 100% owned Bahia Project in Brazil, and the Donald Project in Australia. The Vara Mada Project is located in south-west Madagascar, approximately 45-kilometer (km) north of the regional town and port of Toliara, which is rich in ilmenite, rutile, zircon and monazite. Its uranium projects are White Mesa Mill and Pinyon Plain Project. The White Mesa Mill Project is in Utah, which is the only fully licensed and operating conventional uranium processing facility in the United States. Its other projects include Hank Project, Jane Dough Project, Kwale Project, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
