UUUU Energy Fuels Inc
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Uranium · Lakewood, CO · 1,069 employees · energyfuels.com
Energy Fuels is an American resource company that extracts, processes, and sells uranium. The business also produces and commercializes rare earth elements, vanadium pentoxide, and heavy mineral sands. It generates revenue through the development and sale of these mineral products across its designated operating segments.
Why it is on our list: Mines uranium in the United States and separates the rare earths used in permanent magnets.
Bull case
The company stands to benefit if nuclear power is revived to meet data center energy needs and if Western critical-mineral supply chains are successfully rebuilt. It has also seen its annual revenue growth accelerate.
- Trades at the 13th percentile of its own valuation history.
- Annual revenue growth rose from +43% to +63%.
- Recent evidence on “Nuclear power is being revived to run data centres” works in its favour.
Bear case
The business has struggled to establish an economic moat, generating returns on capital that trail its cost of capital.
- Returns on capital are below its cost of capital.
- The share price trend is still falling.
Features
- V-DEEP-VALUE Deep value The price is 45% below its own-history reference value.
- V-NO-MOAT No moat Returns on capital are below its cost of capital.
- V-ACCELERATING Growth accelerating Annual revenue growth rose from +43% to +63%. Shared by most companies we track
- F-UPSIDE Analyst upside Analysts' average target is 142% above the price.
AI impact
Supplies what AI runs on Tailwind
Energy Fuels produces uranium that can fuel nuclear power plants supplying electricity to artificial intelligence data centers, supporting future demand for its materials. The company's reports do not show any material risks from artificial intelligence.
Where AI helps it
- Supplies the fuel or materials the AI build-out needs (minor)
In the company's words
In 2025, interest in the uranium and nuclear sectors continued to grow substantially, which the Company believes was driven by: (i) global efforts to reduce carbon emissions and a growing focus on electrification; (ii) geopolitical tensions, particularly regarding Russia’s ongoing war in Ukraine…
Assessed by AI from the company's own annual report filed 26 Feb 2026 and quarterly report filed 5 Aug 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
UUUU is at the 13th percentile of its own valuation history. Depending on how far back you look, it ranges from the 13th to the 22nd percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Discount zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
Trend gate active: the price is still falling through this zone.
This ladder rests on the company's own valuation history alone: there are too few comparable companies to cross-check it, so treat its zones as less certain.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not available — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.