Energy Fuels (UUUU) shares soared 9.4% in the last trading session to close at $19.7. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 42.5% gain over the past four weeks.Energy Fuels shares have gained as an analyst at B. Riley recently raised the target price from $11 to $22. The stock also got a boost, supported by China’s decision to tighten export controls on rare earths and related materials in an effort to “safeguard nation ...

Core Insights - Energy Fuels Inc. (NYSEAMERICAN:UUUU) experienced a significant share price increase of 24.31% from September 16 to September 23, 2025, marking it as one of the top-performing energy stocks during that week [1] - The company is recognized as a leading US-based critical minerals firm, focusing on uranium, rare earth elements, heavy mineral sands, vanadium, and medical isotopes [2] - The surge in Energy Fuels' stock price is attributed to a rise in uranium futures, which exceeded $80 per pound, the highest level in ten months, following the US Energy Secretary's announcement regarding the enhancement of the strategic uranium stockpile [3] Company Performance - Energy Fuels Inc. has seen a remarkable gain of over 50% in its stock price over the past month, reflecting strong market interest and performance [4] - The recent price movements indicate a bullish sentiment towards uranium and nuclear energy stocks, driven by geopolitical factors and supply chain considerations [3][4] Market Context - The increase in uranium prices and the strategic moves by the US government to bolster its uranium stockpile are indicative of a broader trend in the energy sector, particularly in nuclear energy [3] - The company is positioned within a competitive landscape where other sectors, such as AI stocks, are also being highlighted for their potential upside, suggesting a diverse investment environment [4]

Group 1 - Energy Fuels Inc. (NYSE:UUUU) has gained significant hedge fund interest and is listed among the 12 Best Uranium Stocks to Buy Right Now [1] - On August 26, 2025, Energy Fuels Inc. announced a Memorandum of Understanding with Vulcan Elements to establish a U.S.-based rare earth magnet supply chain, aiming to reduce reliance on China [2] - The company plans to deliver high-purity neodymium-praseodymium (NdPr) and dysprosium (Dy) oxides from its White Mesa Mill in Utah for validation in Q4 2025 [2] - This initiative is intended to pave the way for long-term supply agreements and enhance supply resilience for critical technologies, including defense, AI, semiconductors, and electric vehicles [3] - Energy Fuels Inc. is the only U.S. producer of separated rare earth oxides, leveraging Vulcan's North Carolina magnet manufacturing facility [3] - The company produces uranium, rare earth elements, vanadium, heavy mineral sands, and medical isotopes for clean energy, defense, and healthcare applications [4]

Core Viewpoint - SAGA Metals Corp. is advancing its Radar Titanium-Vanadium-Iron Project in Labrador, Canada, showcasing significant exploration results and community support, positioning itself as a key player in the critical minerals sector [1][30]. Group 1: Project Overview - The Radar Project spans 24,175 hectares and is located approximately 10 km from Cartwright, Labrador, encapsulating the Dykes River intrusive complex, which has geological similarities to significant global deposits [4][30]. - The project has shown potential to become a globally significant vanadiferous titanomagnetite (VTM) project due to its large oxide layering thickness and extensive mineral tenures [4][30]. Group 2: Exploration Activities - SAGA has completed a successful year of exploration, including geophysical surveys, a maiden drill campaign, geological mapping, and strategic infrastructure upgrades, revealing a magnetic high anomaly across a strike length of over 20 km [5][6]. - The 2025 winter drill program included a 2,209-meter, seven-hole diamond drill campaign in the Hawkeye Zone, intersecting broad zones of titanomagnetite-rich oxide layering with consistent grades of titanium dioxide (TiO2), vanadium pentoxide (V2O5), and iron (Fe) [7][10]. Group 3: Drill Results - Significant drill intersections in the Lower Cumulate Layer showed average VTM percentages ranging from 20% to 35%, indicating economic mineralization potential [14][17]. - Drill hole results included maximum VTM percentages of 41.6% in R25-HEZ-07 and 35.2% in R25-HEZ-01, with notable thicknesses of mineralization [10][14]. Group 4: Community and Infrastructure - The Town of Cartwright has issued an official letter of support for SAGA's exploration efforts, highlighting the company's collaborative relationship with local stakeholders [23]. - SAGA has undertaken infrastructure initiatives, including the construction of a 4 km access trail across the Trapper Zone, facilitating efficient exploration and drilling programs [20][22]. Group 5: Future Plans - SAGA is preparing for an expanded drilling program at the Trapper Zone, focusing on resource expansion, metallurgy sampling, and structural mapping to support future mineral resource estimates [26][30]. - The company aims to leverage its exploration results to enhance its position in the critical minerals market, supporting the global transition to green energy [28][30].

Company Overview - Energy Fuels (UUUU) shares increased by 10.7% to $7.76 in the last trading session, with a notable trading volume, and have gained 20.9% over the past four weeks [1][2] Production and Sales - The Pinyon Plain uranium mine in Arizona is outperforming earlier production estimates, with output driven by high grades averaging 3.51% in June and 2.23% in Q2 2025 [2] - The company plans to sell 140,000 pounds of uranium in Q3 and 160,000 pounds in Q4 under existing contracts, with expected sales in 2026 ranging from 620,000 to 880,000 pounds [3] Financial Performance - Energy Fuels is expected to report a quarterly loss of $0.04 per share, unchanged from the previous year, with revenues projected at $9.4 million, reflecting a 7.8% increase year-over-year [4] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] Industry Context - Energy Fuels belongs to the Zacks Mining - Non Ferrous industry, where Coeur Mining (CDE) has seen a 3% decline in its stock price, contrasting with Energy Fuels' performance [5] - Coeur Mining's consensus EPS estimate has increased by 45.2% over the past month, indicating a significant change compared to the previous year [6]

Company Performance - Energy Fuels (UUUU) closed at $5.50, reflecting a +1.66% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.96% [1] - Over the last month, Energy Fuels' shares increased by 0.19%, lagging behind the Basic Materials sector's gain of 0.57% and the S&P 500's gain of 0.5% [1] Earnings Estimates - The upcoming earnings disclosure projects an earnings per share (EPS) of -$0.04, indicating no change from the same quarter last year [2] - Revenue is estimated at $8.7 million, reflecting a 0.23% decrease compared to the same quarter of the previous year [2] Annual Projections - For the annual period, the Zacks Consensus Estimates predict an EPS of -$0.28 and revenue of $41.4 million, showing shifts of 0% and -47% respectively from the previous year [3] Analyst Revisions - Recent modifications to analyst estimates for Energy Fuels are crucial as they reflect near-term business trends, with positive revisions indicating a favorable business outlook [3][4] Zacks Rank - Energy Fuels currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate remaining stagnant over the past month [5] - The Mining - Non Ferrous industry, part of the Basic Materials sector, has a Zacks Industry Rank of 86, placing it in the top 35% of over 250 industries [5] Industry Performance - The strength of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [6]

Core Viewpoint - Centrus Energy Corp. reported quarterly earnings of $0.91 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.10 per share, marking an earnings surprise of 1,010% [1] - The company also posted revenues of $73.1 million for the quarter, surpassing the Zacks Consensus Estimate by 11.66% and showing a year-over-year increase from $43.7 million [2] Financial Performance - The earnings report indicates that Centrus Energy has surpassed consensus EPS estimates three times over the last four quarters [2] - The company’s previous quarter earnings were $3.20 per share, against an expectation of $1.06, resulting in a surprise of 201.89% [1] - The current consensus EPS estimate for the upcoming quarter is $0.85, with projected revenues of $124.68 million, and for the current fiscal year, the estimate is $2.31 on revenues of $426.5 million [7] Market Position - Centrus Energy shares have increased by approximately 11.8% since the beginning of the year, contrasting with a decline of 4.7% in the S&P 500 [3] - The Mining - Non Ferrous industry, to which Centrus Energy belongs, is currently ranked in the top 25% of over 250 Zacks industries, indicating a favorable outlook [8] Future Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current estimate revisions trend for Centrus Energy is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]