Core Insights - Energy Fuel Inc. (UUUU) is a leading U.S. mining company based in Colorado, primarily focused on uranium extraction, development, and sales [1] - The company is recognized as the largest provider of uranium in the U.S. [1] - Energy Fuels is actively diversifying its operations to enhance its business model [1]

Key Takeaways Energy Fuels is expected to post a Q3 loss despite a 143% year-over-year revenue surge.Higher uranium sales and prices likely boosted top-line growth for the quarter.Increased costs from operations and development are expected to weigh on profitability.Energy Fuels Inc. (UUUU) is anticipated to report a loss when it announces third-quarter 2025 results on Nov. 4.The Zacks Consensus Estimate for UUUU’s revenues for the quarter is $9.85 million, indicating a 143% surge from the $4 million report ...

Rare earth stocks are back in the spotlight… and not just because of the latest round of U.S.-China saber-rattling and a trade “deal” that disappointed investors.But if you think any rare earth ticker is your ticket to growth, think again.In fact, I've just gone through more than two dozen names in this space. Some of them look decent at first glance — they're tied to a hot theme, they're in the news, and they're optionable.But when you dig deeper, most of them don't make the cut.So today, I want to focus o ...

Core Insights - The article provides a market analysis focusing on key players in the uranium sector, including Cameco Corp, Denison Mines Corp, NexGen Energy Ltd, and Energy Fuels Inc [1] Group 1: Company Analysis - Cameco Corp is highlighted for its significant production capacity and strategic partnerships, positioning it as a leader in the uranium market [1] - Denison Mines Corp is noted for its exploration activities and potential growth opportunities in the Athabasca Basin, which could enhance its market position [1] - NexGen Energy Ltd is recognized for its advanced projects and strong resource base, indicating a promising future in uranium production [1] - Energy Fuels Inc is discussed in the context of its diversified operations, including both uranium and rare earth elements, which may provide a competitive edge [1] Group 2: Industry Trends - The uranium market is experiencing increased demand due to a global shift towards cleaner energy sources, which is driving interest in nuclear power [1] - Regulatory changes and government policies are influencing the uranium sector, potentially leading to increased investment and development opportunities [1] - The overall sentiment in the uranium market is optimistic, with analysts predicting growth driven by supply constraints and rising prices [1]

Core Insights - Nuclear energy stocks experienced a significant rally following Cameco Corp.'s announcement of a major contract with the U.S. government to construct new nuclear reactors, valued at $80 billion, which has bolstered confidence in the nuclear sector [1][3]. Group 1: Market Reaction - Shares of Cameco surged in heavy trading, leading to a broader rally among nuclear developers such as NuScale Power, Inc. and Oklo Inc. [2] - Uranium stocks also saw an increase, with the VanEck Uranium and Nuclear ETF and the Global X Uranium ETF climbing as traders shifted towards nuclear-themed investments [2]. Group 2: Partnership Details - The agreement entails the construction of nuclear reactors using Westinghouse designs, expected to provide consistent electricity, with a portion allocated for domestic data center and AI-related computing needs [3]. - U.S. Secretary of Energy Chris Wright emphasized that this partnership aligns with President Trump's vision for a nuclear renaissance and aims to enhance national security [4][5].

We recently published 10 Stocks Slump Amid Wall Street Cheer; 2 Hit Rock Bottom. Energy Fuels Inc. (NYSEAmerican:UUUU) is one of the worst performers on Thursday. Energy Fuels dropped its share prices by 6.51 percent on Thursday to end at $21.26 apiece as investors repositioned portfolios ahead of the release of its third quarter earnings performance. In an updated report, Energy Fuels Inc. (NYSEAmerican:UUUU) said it is scheduled to announce its financial and operating highlights during market hours on ...

Core Viewpoint - Speculative trading has significantly influenced market volatility in October, affecting various asset classes, including traditionally stable sectors like energy and precious metals [1][2]. Energy Sector Analysis - Five breakout energy sector stocks are currently showing strong upward momentum, with scores of at least 98 on the Benzinga Edge Momentum scale [2]. - Oklo Inc. (NASDAQ:OKLO) has a momentum score of 99.38, despite reporting no profits and a wider-than-expected loss of 18 cents per share in Q2 2025. The stock has increased over 90% in the last three months, supported by a partnership with the U.S. Department of Energy [3][5]. - Energy Fuels Inc. (NASDAQ:UUUU) has a momentum score of 98.45 and has seen its stock rise over 300% year-to-date. However, it reported revenue more than 60% below expectations in Q2 2025 [6][8]. - Bloom Energy Corp. (NYSE:BE) has a momentum score of 99.67 and reported $1.6 billion in annual sales, with positive earnings of $0.10 EPS in Q2 2025. The stock surged due to a partnership with Brookfield Renewable Partners [9][11]. - Centrus Energy Corp. (NYSE:LEU) has a momentum score of 98.93 and reported over $430 million in sales last year, with its stock up more than 350% year-to-date. Despite a recent pullback, the long-term trend remains strong [12][13][15]. - Amprius Technologies Inc. (NYSE:AMPX) has a momentum score of 99.39 and reported $24 million in sales in 2024. The stock is up over 300% year-to-date, although it has seen a 5% decline in October [16][18].

Speculators have piled into short-term call options of a rare earth elements (REE) stock - Energy Fuels Inc. (UUUU). The volume of call options traded is over 26x the prior number outstanding. They must be looking for more good news. But using probability analysis, as this article will show, shorting calls is a much better play here. This was after Energy Fuels announced a joint deal with Astron Limited (ASX: ATR), following the Australian government's announcement on Monday, Oct. 20, of a “conditional” L ...

Core Insights - Energy Fuels (UUUU) and Uranium Energy (UEC) are U.S.-based uranium companies poised to benefit from the rising demand for uranium due to the global shift towards nuclear energy as a clean power source [1][2] - UUUU has a market capitalization of $4.8 billion and is a leading producer of natural uranium concentrate, while UEC is valued at $7.2 billion and has recently restarted production at its Wyoming ISR platform [1][2] Industry Trends - Global interest in nuclear power is increasing, with India aiming for at least 100 GW of nuclear capacity by 2047 and the U.S. planning to quadruple its capacity to 400 GW by 2050 [2] - The U.S. and U.K. governments have signed the Technology Prosperity Deal to expedite reactor approvals and help the U.K. achieve independence from Russian nuclear fuel by the end of 2028 [2] Company Analysis: Energy Fuels (UUUU) - Energy Fuels has produced two-thirds of all uranium in the U.S. since 2017 and aims to ramp up production to 4-6 million pounds per year [4] - In Q2 2025, the company mined approximately 665,000 pounds of uranium, with the Pinyon Plain mine yielding 635,000 pounds, indicating it may be the highest-grade uranium deposit in U.S. history [4][5] - Despite a 52% year-over-year revenue decline to $4.2 million in Q2 due to lower sales volumes, the company is focused on increasing production and developing rare earth element capabilities [5][6] - Energy Fuels is targeting to deliver high-purity terbium oxide samples by Q4 2025 and plans to start producing heavy REE separation capacity by Q4 2026 [8] Company Analysis: Uranium Energy (UEC) - UEC is advancing low-cost ISR uranium mining projects, which require lower capital and operating expenditures compared to conventional methods [9][10] - The company restarted operations at the Christensen Ranch ISR Mine, achieving initial production of around 130,000 pounds of uranium [11] - UEC's acquisition of Rio Tinto's Sweetwater Complex added approximately 175 million pounds of historic resources, increasing its total licensed annual production capacity to 12.1 million pounds, the largest in the U.S. [12] - UEC ended fiscal 2025 with $321 million in cash and no debt, reporting revenues of $66.84 million, a significant increase from $0.2 million in the prior year [13] Financial Estimates and Performance - The Zacks Consensus Estimate for Energy Fuels' fiscal 2025 revenues is $40.8 million, indicating a 47.8% decline, with an expected loss of 33 cents per share [15] - For fiscal 2026, Energy Fuels is projected to see revenues of $133.55 million, a 227.3% increase, with an estimated profit of 7 cents per share [16] - Uranium Energy's fiscal 2026 revenues are estimated at $78.9 million, an 18% improvement, but it is expected to incur a loss of 9 cents per share [17] Stock Performance and Valuation - Energy Fuels' stock has increased by 209.3% over the past year, compared to a 69.8% rise for Uranium Energy [18] - Energy Fuels is trading at a forward price-to-sales ratio of 41.11X, while Uranium Energy is at a higher ratio of 75.91X [19] Investment Outlook - Energy Fuels offers dual exposure to uranium and rare earth elements, with a cheaper valuation and a clear path to profitability by 2026, making it a more attractive long-term investment [21] - UEC has faced downward estimate revisions and is expected to incur losses in 2026, suggesting it may be prudent to avoid UEC stock for now [22]

Core Insights - Energy Fuels Inc. will hold a conference call on November 4, 2025, at 9:00 AM Mountain Time to discuss its Q3-2025 financial results [1][2] Company Overview - Energy Fuels is a leading U.S. producer of uranium, rare earth elements, and critical minerals, operating several uranium projects in the western United States [4] - The company has been the leading U.S. producer of natural uranium concentrate, which is sold to nuclear utilities for carbon-free nuclear energy production [4] - Energy Fuels owns the White Mesa Mill in Utah, the only fully licensed and operating conventional uranium processing facility in the U.S., and produces advanced rare earth element products and vanadium oxide [4] - The company is also exploring the recovery of medical isotopes for cancer treatments and is developing three heavy mineral sands projects in Madagascar, Brazil, and Australia [4]