Roth Capital Forecasts Increased Earnings for Energy Fuels

Key Points

• Roth Capital raised its FY2026 earnings estimate for Energy Fuels to $0.08 per share, up from $0.06, while maintaining a "Neutral" rating and a $6.00 price target.
• Insider selling occurred as EVP Timothy James Carstens sold 250,000 shares, reducing his ownership by 48.35%, amidst $3.8 million worth of shares sold by insiders in the last 90 days.
• Institutional investors increased their stakes in Energy Fuels, with significant increases from firms such as Prudential Financial Inc. and Russell Investments Group Ltd., indicating growing interest from larger financial stakeholders.

Energy Fuels Inc (NYSEAMERICAN:UUUU - Free Report) - Stock analysts at Roth Capital raised their FY2026 earnings per share (EPS) estimates for shares of Energy Fuels in a note issued to investors on Tuesday, August 12th. Roth Capital analyst J. Reagor now forecasts that the company will post earnings per share of $0.08 for the year, up from their prior forecast of $0.06. Roth Capital has a "Neutral" rating and a $6.00 price objective on the stock. The consensus estimate for Energy Fuels' current full-year earnings is ($0.10) per share.

Several other brokerages have also recently issued reports on UUUU. HC Wainwright reiterated a "buy" rating and set a $12.00 price target (up from $10.00) on shares of Energy Fuels in a research report on Friday, August 8th. B. Riley initiated coverage on Energy Fuels in a research report on Wednesday, July 23rd. They set a "buy" rating and a $9.00 price target on the stock.

Energy Fuels Price Performance

UUUU remained flat at $9.79 during trading hours on Wednesday. The company had a trading volume of 7,926,776 shares, compared to its average volume of 11,977,456. Energy Fuels has a 12-month low of $3.20 and a 12-month high of $10.74. The stock has a market capitalization of $2.18 billion, a price-to-earnings ratio of -19.98 and a beta of 1.71. The business's fifty day moving average is $7.55 and its 200-day moving average is $5.66.

Hedge Funds Weigh In On Energy Fuels

Institutional investors have recently made changes to their positions in the business. Byrne Asset Management LLC grew its position in Energy Fuels by 114.6% during the first quarter. Byrne Asset Management LLC now owns 7,727 shares of the company's stock worth $29,000 after buying an additional 4,127 shares in the last quarter. Sterling Capital Management LLC grew its position in Energy Fuels by 793.4% during the fourth quarter. Sterling Capital Management LLC now owns 5,923 shares of the company's stock worth $30,000 after buying an additional 5,260 shares in the last quarter. Lionstone Capital Management LLC acquired a new stake in Energy Fuels during the fourth quarter worth about $35,000. SBI Securities Co. Ltd. boosted its holdings in Energy Fuels by 27.5% during the second quarter. SBI Securities Co. Ltd. now owns 6,238 shares of the company's stock valued at $36,000 after purchasing an additional 1,344 shares in the last quarter. Finally, Adams Wealth Management acquired a new stake in Energy Fuels during the first quarter valued at approximately $37,000. 48.24% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, EVP Timothy James Carstens sold 250,000 shares of Energy Fuels stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $10.44, for a total value of $2,610,000.00. Following the transaction, the executive vice president directly owned 267,029 shares in the company, valued at approximately $2,787,782.76. The trade was a 48.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold 468,597 shares of company stock worth $3,802,142 in the last 90 days. 1.77% of the stock is owned by company insiders.

Energy Fuels Company Profile

Energy Fuels Inc, together with its subsidiaries, engages in the extraction, recovery, recycling, exploration, permitting, evaluation, and sale of uranium mineral properties in the United States. The company produces and sells vanadium pentoxide, rare earth elements, and heavy mineral sands, such as ilmenite, rutile, zircon, and monazite.