Energy Fuels(US:UUUU) Yahoo Finance·2026-01-26 17:43Core Viewpoint - Energy Fuels stock has experienced a 7% decline, with no clear reason identified for the drop [1]. Group 1: Uranium Market Conditions - Uranium prices are on the rise, having increased by 12% over the last two months to $88.40 per pound, the highest since May 2024, and approaching the decade-high of $106 recorded in February 2024 [3]. - Significant news in the uranium sector includes South Korea's announcement to construct two new nuclear plants, which is expected to boost global uranium demand [4]. Group 2: Company Valuation and Analyst Insights - Analysts predict that Energy Fuels will more than double its revenues this year compared to 2025 and grow revenue sixfold over the next three years, transitioning from losses to profits by 2028. However, projected GAAP profits for 2028 are only $0.43 per share, leading to a valuation of 55 times the potential profit at the current stock price of nearly $24 [5]. - The current valuation is considered too high, leading to a recommendation to sell Energy Fuels stock [6].