Trump's Project Vault Boosts Energy Fuels Stock Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy UUUU?
Source: Fool
Energy Fuels Inc. saw its stock surge by 5.04% as it crossed above the 5-day SMA, reflecting a strong market reaction to President Trump's announcement of 'Project Vault'.
The initiative aims to invest $11.7 billion in establishing a strategic reserve of rare-earth metals, including uranium, which is expected to significantly enhance market prospects for uranium producers like Energy Fuels. Despite the company's recent financial struggles, analysts project a substantial increase in sales, forecasting revenues to reach $420 million by 2029, driven by rising demand for uranium amid government procurement plans.
This surge in stock price indicates strong investor confidence in the future of uranium production, although analysts caution about the speculative nature of the investment given the company's current financial losses.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy UUUU?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on UUUU
Wall Street analysts forecast UUUU stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 20.570
Low
15.50
Averages
24.43
High
30.00
Current: 20.570
Low
15.50
Averages
24.43
High
30.00
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.
Amazon Drives Nuclear Fuel Supply Chain Restart
- Nuclear Fuel License Breakthrough: Amazon has secured the first nuclear fuel license in 50 years, breaking the bottleneck for deploying Small Modular Reactors (SMRs) and restarting the High-Assay Low-Enriched Uranium (HALEU) supply chain, ensuring reactor operations and advancing AI infrastructure development.
- Nuclear Capacity Goals: Amazon and X-Energy aim to deploy 5 gigawatts of nuclear capacity by 2039, sufficient to power millions of homes and some of the world's largest AI clusters, highlighting the critical role of nuclear energy in future energy structures.
- Strategic Uranium Supply Chain: This breakthrough shifts nuclear energy from theory to execution, placing the uranium supply chain in focus, with Centrus being one of the few U.S. companies capable of HALEU enrichment, enhancing its market position as a key domestic supplier.
- Infrastructure Investment Opportunity: With the return of nuclear energy, investors should pay attention to this infrastructure narrative, as the increasing demand for power from AI aligns perfectly with nuclear energy solutions, marking a significant shift in the energy landscape.
See More
Energy Fuels to Host 2025 Financial Results Conference Call
- Conference Call Details: Energy Fuels Inc. will hold a conference call on February 27, 2026, at 9:00 AM MT to discuss its 2025 financial results, with management leading the session followed by a Q&A, aimed at enhancing investor understanding of the company's financial health.
- Financial Results Announcement: Prior to the call, the company will issue a press release detailing financial results and highlights, ensuring participants have access to the latest financial information during the call, thereby enhancing transparency and investor confidence.
- Multiple Participation Channels: Participants can join the call via a rapid connect link or by dialing a North American toll-free number, providing various options to accommodate different investor preferences, reflecting the company's commitment to investor relations.
- Company Overview: Energy Fuels focuses on the production of uranium, rare earth elements, and critical materials, operating several uranium projects and the only licensed uranium processing facility in the U.S., continuously promoting sustainable energy development and enhancing market competitiveness.
See More
Goldman Sachs Initiates Buy Rating on Energy Fuels with $30 Target
- Rating Upgrade: Goldman Sachs initiates coverage on Energy Fuels (UUUU) with a Buy rating and a $30 price target, reflecting optimistic market expectations for the company's future growth potential.
- Resource Advantage: The company owns the highest-grade uranium deposit in the U.S. and the White Mesa Mill, which is the only U.S. processing facility capable of handling both uranium and rare earth elements, providing a significant competitive edge.
- Future Capacity: Energy Fuels' three heavy mineral sands assets are expected to come online over the next five years, supplying monazite, a key feedstock for rare earth production, thereby enhancing its unique position in the rare earth market amid rising demand and pricing trends.
- Policy Support: The analyst highlights strong policy support for securing domestic supply and production capabilities for critical minerals, creating a favorable market environment for Energy Fuels' shares.
See More
Energy Fuels Inc Shares Surge Amid Bullish Uranium Supply Dynamics
- Stock Price Surge: Energy Fuels Inc (UUUU) shares rose 5.72% to $23.00 on Wednesday, reflecting growing investor optimism regarding uranium supply dynamics, which also contributed to a 1.87% increase in the energy sector overall.
- Kazakhstan Production Outlook: Kazakhstan's uranium production is nearing peak output, with expectations of a significant decline over the next two decades, as the country currently supplies about 40% of global uranium, making this production outlook a crucial market catalyst that further boosts Energy Fuels' stock price.
- Enhanced U.S. Strategic Position: As the leading U.S. uranium producer, Energy Fuels' White Mesa mill is recognized as the only conventional uranium mill in America, which enhances its strategic importance as Washington pushes for domestic supply.
- M&A Activity Boosts Market Confidence: The company is actively pursuing a proposed acquisition of Australian Strategic Materials for approximately $299 million, aiming to create one of the largest integrated rare-earth and alloy producers outside China, which further strengthens market confidence in its future growth prospects.
See More
Goldman Sachs Initiates Buy Rating on Energy Fuels
- Coverage Initiation: Goldman Sachs has initiated research coverage on Energy Fuels (UUUU) with a buy rating, highlighting the company's dual exposure in the uranium and rare earth sectors, indicating strong confidence in its future growth potential.
- Price Target Set: Goldman has set a price target of $30 per share, implying nearly a 40% upside from Tuesday's closing price, reflecting market recognition of Energy Fuels' potential value.
- Asset Advantage: Energy Fuels operates the highest-grade uranium deposit in the U.S. and the only facility capable of processing both uranium and light/heavy rare earths, providing the company with a significant competitive edge in the industry.
- Market Trends: Analysts at Goldman noted that major structural shifts are occurring in the uranium and rare earth sectors due to U.S. support for nuclear power and efforts to reduce dependence on China, positioning Energy Fuels favorably amidst these positive trends.
See More
Latest Rating Changes on Wall Street
- Kingsoft Cloud Upgrade: Goldman Sachs upgrades Kingsoft Cloud (KC) from Neutral to Buy, citing the company's potential as a key beneficiary of Xiaomi's increased AI investments, which support its ambition to integrate AI with the physical world.
- BridgeBio Initiation: Stifel initiates coverage of BridgeBio Oncology Therapeutics (BBOT) with a Buy rating and a $23 target price, indicating that the biotech company has significant room for growth in its stock price.
- Energy Fuels Upgrade: Goldman Sachs upgrades Energy Fuels (UUUU) to Buy, highlighting its ownership of the highest-grade uranium deposit in the U.S. and the White Mesa Mill, which provides a competitive edge as the only facility capable of processing both uranium and rare earth elements.
- James Hardie Upgrade: JPMorgan upgrades James Hardie Industries to Overweight from Neutral, noting that the outlook for U.S. residential new construction is in the early stages of recovery, and the stock trades at a discount to their blended price target, making it an attractive investment opportunity.
See More
Amazon Drives Nuclear Fuel Supply Chain Restart
- Nuclear Fuel License Breakthrough: Amazon has secured the first nuclear fuel license in 50 years, breaking the bottleneck for deploying Small Modular Reactors (SMRs) and restarting the High-Assay Low-Enriched Uranium (HALEU) supply chain, ensuring reactor operations and advancing AI infrastructure development.
- Nuclear Capacity Goals: Amazon and X-Energy aim to deploy 5 gigawatts of nuclear capacity by 2039, sufficient to power millions of homes and some of the world's largest AI clusters, highlighting the critical role of nuclear energy in future energy structures.
- Strategic Uranium Supply Chain: This breakthrough shifts nuclear energy from theory to execution, placing the uranium supply chain in focus, with Centrus being one of the few U.S. companies capable of HALEU enrichment, enhancing its market position as a key domestic supplier.
- Infrastructure Investment Opportunity: With the return of nuclear energy, investors should pay attention to this infrastructure narrative, as the increasing demand for power from AI aligns perfectly with nuclear energy solutions, marking a significant shift in the energy landscape.
See More
Energy Fuels to Host 2025 Financial Results Conference Call
- Conference Call Details: Energy Fuels Inc. will hold a conference call on February 27, 2026, at 9:00 AM MT to discuss its 2025 financial results, with management leading the session followed by a Q&A, aimed at enhancing investor understanding of the company's financial health.
- Financial Results Announcement: Prior to the call, the company will issue a press release detailing financial results and highlights, ensuring participants have access to the latest financial information during the call, thereby enhancing transparency and investor confidence.
- Multiple Participation Channels: Participants can join the call via a rapid connect link or by dialing a North American toll-free number, providing various options to accommodate different investor preferences, reflecting the company's commitment to investor relations.
- Company Overview: Energy Fuels focuses on the production of uranium, rare earth elements, and critical materials, operating several uranium projects and the only licensed uranium processing facility in the U.S., continuously promoting sustainable energy development and enhancing market competitiveness.
See More
Goldman Sachs Initiates Buy Rating on Energy Fuels with $30 Target
- Rating Upgrade: Goldman Sachs initiates coverage on Energy Fuels (UUUU) with a Buy rating and a $30 price target, reflecting optimistic market expectations for the company's future growth potential.
- Resource Advantage: The company owns the highest-grade uranium deposit in the U.S. and the White Mesa Mill, which is the only U.S. processing facility capable of handling both uranium and rare earth elements, providing a significant competitive edge.
- Future Capacity: Energy Fuels' three heavy mineral sands assets are expected to come online over the next five years, supplying monazite, a key feedstock for rare earth production, thereby enhancing its unique position in the rare earth market amid rising demand and pricing trends.
- Policy Support: The analyst highlights strong policy support for securing domestic supply and production capabilities for critical minerals, creating a favorable market environment for Energy Fuels' shares.
See More
Energy Fuels Inc Shares Surge Amid Bullish Uranium Supply Dynamics
- Stock Price Surge: Energy Fuels Inc (UUUU) shares rose 5.72% to $23.00 on Wednesday, reflecting growing investor optimism regarding uranium supply dynamics, which also contributed to a 1.87% increase in the energy sector overall.
- Kazakhstan Production Outlook: Kazakhstan's uranium production is nearing peak output, with expectations of a significant decline over the next two decades, as the country currently supplies about 40% of global uranium, making this production outlook a crucial market catalyst that further boosts Energy Fuels' stock price.
- Enhanced U.S. Strategic Position: As the leading U.S. uranium producer, Energy Fuels' White Mesa mill is recognized as the only conventional uranium mill in America, which enhances its strategic importance as Washington pushes for domestic supply.
- M&A Activity Boosts Market Confidence: The company is actively pursuing a proposed acquisition of Australian Strategic Materials for approximately $299 million, aiming to create one of the largest integrated rare-earth and alloy producers outside China, which further strengthens market confidence in its future growth prospects.
See More
Goldman Sachs Initiates Buy Rating on Energy Fuels
- Coverage Initiation: Goldman Sachs has initiated research coverage on Energy Fuels (UUUU) with a buy rating, highlighting the company's dual exposure in the uranium and rare earth sectors, indicating strong confidence in its future growth potential.
- Price Target Set: Goldman has set a price target of $30 per share, implying nearly a 40% upside from Tuesday's closing price, reflecting market recognition of Energy Fuels' potential value.
- Asset Advantage: Energy Fuels operates the highest-grade uranium deposit in the U.S. and the only facility capable of processing both uranium and light/heavy rare earths, providing the company with a significant competitive edge in the industry.
- Market Trends: Analysts at Goldman noted that major structural shifts are occurring in the uranium and rare earth sectors due to U.S. support for nuclear power and efforts to reduce dependence on China, positioning Energy Fuels favorably amidst these positive trends.
See More
Latest Rating Changes on Wall Street
- Kingsoft Cloud Upgrade: Goldman Sachs upgrades Kingsoft Cloud (KC) from Neutral to Buy, citing the company's potential as a key beneficiary of Xiaomi's increased AI investments, which support its ambition to integrate AI with the physical world.
- BridgeBio Initiation: Stifel initiates coverage of BridgeBio Oncology Therapeutics (BBOT) with a Buy rating and a $23 target price, indicating that the biotech company has significant room for growth in its stock price.
- Energy Fuels Upgrade: Goldman Sachs upgrades Energy Fuels (UUUU) to Buy, highlighting its ownership of the highest-grade uranium deposit in the U.S. and the White Mesa Mill, which provides a competitive edge as the only facility capable of processing both uranium and rare earth elements.
- James Hardie Upgrade: JPMorgan upgrades James Hardie Industries to Overweight from Neutral, noting that the outlook for U.S. residential new construction is in the early stages of recovery, and the stock trades at a discount to their blended price target, making it an attractive investment opportunity.
See More
