FY2026 EPS Estimates for Energy Fuels Lifted by Roth Capital

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 EPS estimates for shares of Energy Fuels in a report released on Tuesday, August 12th. Roth Capital analyst J. Reagor now anticipates that the company will earn $0.08 per share for the year, up from their prior forecast of $0.06. Roth Capital has a "Neutral" rating and a $6.00 price target on the stock. The consensus estimate for Energy Fuels' current full-year earnings is ($0.10) per share.

A number of other equities research analysts also recently commented on the stock. B. Riley initiated coverage on shares of Energy Fuels in a report on Wednesday, July 23rd. They set a "buy" rating and a $9.00 price target for the company. HC Wainwright reiterated a "buy" rating and set a $12.00 price target (up from $10.00) on shares of Energy Fuels in a report on Friday, August 8th.

Energy Fuels Stock Up 5.4%

Shares of NYSEAMERICAN UUUU traded up $0.53 during midday trading on Wednesday, hitting $10.32. The company had a trading volume of 11,753,507 shares, compared to its average volume of 9,903,129. Energy Fuels has a twelve month low of $3.20 and a twelve month high of $10.74. The business has a 50-day simple moving average of $7.55 and a two-hundred day simple moving average of $5.66. The firm has a market capitalization of $2.29 billion, a price-to-earnings ratio of -21.06 and a beta of 1.71.

Insiders Place Their Bets

In other news, EVP Timothy James Carstens sold 250,000 shares of the company's stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $10.44, for a total transaction of $2,610,000.00. Following the completion of the transaction, the executive vice president owned 267,029 shares in the company, valued at approximately $2,787,782.76. This represents a 48.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 468,597 shares of company stock worth $3,802,142 in the last three months. 1.92% of the stock is owned by insiders.

Hedge Funds Weigh In On Energy Fuels

Institutional investors and hedge funds have recently bought and sold shares of the stock. Northern Trust Corp lifted its holdings in Energy Fuels by 6.1% in the 4th quarter. Northern Trust Corp now owns 1,155,495 shares of the company's stock valued at $5,928,000 after acquiring an additional 66,202 shares during the last quarter. Alps Advisors Inc. lifted its holdings in Energy Fuels by 29.0% in the 1st quarter. Alps Advisors Inc. now owns 15,933,699 shares of the company's stock valued at $59,433,000 after acquiring an additional 3,584,798 shares during the last quarter. Millennium Management LLC lifted its holdings in Energy Fuels by 682.4% in the 4th quarter. Millennium Management LLC now owns 155,400 shares of the company's stock valued at $797,000 after acquiring an additional 135,538 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Energy Fuels by 99.5% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 286,156 shares of the company's stock valued at $1,468,000 after acquiring an additional 142,733 shares during the last quarter. Finally, Wellington Management Group LLP acquired a new stake in Energy Fuels in the 4th quarter valued at about $81,000. Institutional investors own 48.24% of the company's stock.

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.