Energy Fuels (NYSEAMERICAN:UUUU) Sets New 1-Year High – Time to Buy?

Energy Fuels Inc (NYSEAMERICAN:UUUU)’s share price hit a new 52-week high during trading on Thursday . The company traded as high as $27.90 and last traded at $27.72, with a volume of 29155233 shares changing hands. The stock had previously closed at $24.16.

Key Stories Impacting Energy Fuels

Here are the key news stories impacting Energy Fuels this week:

• Positive Sentiment: Roth Capital upgraded Energy Fuels from Sell to Neutral, improving sell-side sentiment and likely contributing to buying interest. Roth Capital upgrades Energy Fuels (UUUU)
• Positive Sentiment: The U.S. Department of Energy announced steps to bolster the nuclear fuel supply chain, a sector-level catalyst that benefits uranium producers like Energy Fuels by strengthening demand outlook and policy support. Energy Fuels leads nuclear names higher as DoE launches steps to boost nuke fuel supply chain
• Positive Sentiment: Reports say Energy Fuels is set to acquire Australian Strategic Materials, which would expand its rare earths and critical minerals footprint—a strategic growth and diversification story that can support higher valuation expectations. Energy Fuels (UUUU) Set to Acquire Australian Strategic Materials
• Positive Sentiment: New bullish write-ups and a concentrated “bull case” narrative highlighting Energy Fuels’ U.S. uranium position and rare earth potential are drawing investor attention and supporting momentum. Energy Fuels Inc. (UUUU): A Bull Case Theory
• Neutral Sentiment: UUUU has become one of the most-searched stocks on Zacks, signaling high retail/institutional attention—this raises liquidity and volatility but is not inherently directional. Investors Heavily Search Energy Fuels Inc (UUUU): Here is What You Need to Know
• Neutral Sentiment: Sector pieces (e.g., ETF and market overviews) emphasize broader uranium tailwinds—helpful context for UUUU but not a direct company-specific catalyst. Why These 3 Uranium ETFs Could Be 2026’s Most Overlooked Winners (UUUU)
• Negative Sentiment: A Zacks comparison argues Cameco (CCJ) is the stronger uranium play on scale, earnings growth and valuation—this raises relative-risk concerns and could divert investor dollars away from UUUU. UUUU vs. CCJ: Which Uranium Miner is the Better Buy Now?
• Negative Sentiment: There was recent profit-taking after a multi-week run (shares pulled back ~8.5% in a session), highlighting near-term volatility and the potential for short-term sell-offs as traders lock gains. Energy Fuels (UUUU) sheds 8.5% on profit-taking after 3-month high

Analyst Ratings Changes

Several analysts have recently issued reports on UUUU shares. B. Riley increased their price target on shares of Energy Fuels to $27.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. HC Wainwright reaffirmed a “buy” rating and set a $26.75 target price on shares of Energy Fuels in a research note on Friday, January 9th. Finally, Roth Mkm raised shares of Energy Fuels from a “sell” rating to a “neutral” rating and raised their price target for the company from $13.00 to $15.50 in a research report on Wednesday. Two investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $23.08.

Energy Fuels Stock Up 14.7%

The company’s fifty day moving average is $17.17 and its two-hundred day moving average is $15.22. The stock has a market cap of $6.58 billion, a price-to-earnings ratio of -56.57 and a beta of 1.47.

Insider Buying and Selling at Energy Fuels

In other news, Director Dennis Lyle Higgs sold 10,000 shares of the company’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $14.39, for a total transaction of $143,900.00. Following the completion of the transaction, the director directly owned 167,964 shares of the company’s stock, valued at approximately $2,417,001.96. This represents a 5.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Curtis Moore sold 25,000 shares of the stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $15.58, for a total value of $389,500.00. Following the completion of the transaction, the vice president owned 119,193 shares in the company, valued at approximately $1,857,026.94. The trade was a 17.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 463,119 shares of company stock worth $6,935,437. 1.92% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Energy Fuels

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. TD Waterhouse Canada Inc. increased its stake in Energy Fuels by 1.7% in the fourth quarter. TD Waterhouse Canada Inc. now owns 30,574 shares of the company’s stock valued at $442,000 after purchasing an additional 500 shares during the last quarter. Ameritas Advisory Services LLC boosted its holdings in shares of Energy Fuels by 18.8% in the 3rd quarter. Ameritas Advisory Services LLC now owns 4,750 shares of the company’s stock valued at $73,000 after buying an additional 750 shares in the last quarter. PNC Financial Services Group Inc. grew its position in shares of Energy Fuels by 10.3% in the 3rd quarter. PNC Financial Services Group Inc. now owns 9,538 shares of the company’s stock valued at $146,000 after buying an additional 889 shares during the last quarter. Principal Financial Group Inc. raised its stake in Energy Fuels by 6.7% during the 3rd quarter. Principal Financial Group Inc. now owns 15,374 shares of the company’s stock worth $236,000 after acquiring an additional 962 shares in the last quarter. Finally, CWM LLC lifted its position in Energy Fuels by 5.5% in the fourth quarter. CWM LLC now owns 21,979 shares of the company’s stock valued at $320,000 after acquiring an additional 1,137 shares during the last quarter. 48.24% of the stock is owned by institutional investors and hedge funds.

About Energy Fuels

Energy Fuels Inc (NYSE American: UUUU) is a U.S.-based mineral resources company focused on the production and processing of uranium, rare earth elements and other strategic minerals. The company’s core business activity centers on supplying nuclear fuel to power generators, leveraging a diversified portfolio of conventional and in-situ recovery (ISR) uranium mines located primarily on the Colorado Plateau, in Wyoming and in Texas.

At the heart of Energy Fuels’ operations is the White Mesa Mill in southeastern Utah, the only conventional uranium-vanadium mill currently permitted and operating in the United States.