ENERGY FUELS INC.
In the published model solve dated 2026-Q2, anchored at $12.43, ENERGY FUELS INC. (UUUU) is priced for today's economics sustained for ~36.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Energy Fuels owns the White Mesa Mill, the licensed conventional uranium mill at the center of its operations, and is extending it into rare earths by processing monazite, which its 10-K describes as ⟦a source of rare earth elements, uranium and thorium.⟧ [Source: UUUU FY2024 10-K] • The company is in ramp-up rather than steady profit: Q1 2026 carried a net loss of about $11 million, narrowed from $26 million a year earlier, on roughly $8 million of EBITDA, with uranium production of 425,000 p
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324 institutional managers reported holding UUUU in 13F filings for the quarter ended 2026-03-31. Together they hold about 69% of the company; the top 10 hold 43%. 69 opened new positions that quarter. Held by Vanguard Group, BlackRock, Morgan Stanley, among others. On the short side, 37.8M shares were sold short as of the 2026-06-15 count, about 16% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UUUU's share count grew 67.2% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at UUUU over the trailing three years: 2024: 18 buys totaling $433k; 2025: 3 buys totaling $71k. 28 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
UUUU's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-03-16 | -4.5% | -29.1% |
| 2022-08-06 | -1.7% | -3.3% |
| 2023-03-09 | -3.1% | +3.1% |
| 2023-05-06 | -5.2% | -1.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
UUUU's latest 8-K filings: 2026-07-28 (items 7.01, 8.01, 9.01); 2026-07-14 (items 7.01, 9.01); 2026-06-26 (items 1.01, 2.03, 3.02, 5.07, 8.01, 9.01); 2026-06-23 (items 7.01, 9.01); 2026-05-15 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.