Energy Fuels Exceeds 1 Million Pounds of Uranium Production in FY-2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Newsfilter
- Uranium Production Exceeds Expectations: Energy Fuels surpassed 1 million pounds of uranium production in FY-2025, exceeding the upper end of prior guidance by approximately 11%, indicating successful expansion at U.S. uranium mines and solidifying its position as America's largest uranium producer.
- Significant Sales Volume Growth: The company anticipates selling 360,000 pounds of U3O8 in Q4-2025, a 50% increase from Q3-2025, with total sales revenue expected to reach approximately $27 million, reflecting a robust recovery in market demand.
- Long-Term Contract Expansion: Energy Fuels has signed two new long-term uranium sales contracts with U.S. nuclear power companies, expecting to complete sales of 780,000 to 880,000 pounds in 2026, which enhances its competitive edge in the market.
- Cost Reduction Outlook: The company expects its cost of goods sold to begin decreasing in Q1-2026 as low-cost uranium is added to inventory, which will improve profitability and strengthen its leadership position in the uranium market.
UUUU
$14.64+Infinity%1D
Analyst Views on UUUU
Wall Street analysts forecast UUUU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UUUU is 19.69 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
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 15.100
Low
11.50
Averages
19.69
High
26.75
Current: 15.100
Low
11.50
Averages
19.69
High
26.75
About UUUU
Energy Fuels Inc. is a global critical mineral company. The Company produces several of the raw materials needed for clean energy and advanced technologies, including uranium, vanadium, heavy mineral sand (HMS) and rare earth elements (REE). Its projects include the Nichols Ranch Project, the White Mesa Mill, the Pinyon Plain Project, the Roca Honda Project, the Sheep Mountain Project, the Bullfrog Project, the La Sal Project, the Toliara Project, the Donald Project, the Bahia Project, the Kwale Project and others. The Toliara Project is an HMS and REE project located in southwestern Madagascar that is in the permitting and development phase. The Donald Project is in the Wimmera region of Victoria, Australia. It is located approximately 300 kilometers (km) northwest of Melbourne. The Bahia Project is an HMS and REE project comprised of 19 heavy mineral concessions covering 41,951 acres or 65.5 square miles located in Brazil, that is in the exploration/permitting phase.
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.
