Energy Fuels (NYSEAMERICAN:UUUU) Stock Price Down 8.7% – Time to Sell?

Energy Fuels Inc (NYSEAMERICAN:UUUU) was down 8.7% during mid-day trading on Monday . The company traded as low as $23.01 and last traded at $23.28. Approximately 11,390,881 shares were traded during mid-day trading, a decline of 30% from the average daily volume of 16,174,293 shares. The stock had previously closed at $25.50.

Energy Fuels News Roundup

Here are the key news stories impacting Energy Fuels this week:

• Positive Sentiment: Roth Capital upgraded Energy Fuels from Sell to Neutral, improving sell-side sentiment and likely contributing to buying interest. Roth Capital upgrades Energy Fuels (UUUU)
• Positive Sentiment: The U.S. Department of Energy announced steps to bolster the nuclear fuel supply chain, a sector-level catalyst that benefits uranium producers like Energy Fuels by strengthening demand outlook and policy support. Energy Fuels leads nuclear names higher as DoE launches steps to boost nuke fuel supply chain
• Positive Sentiment: Reports say Energy Fuels is set to acquire Australian Strategic Materials, which would expand its rare earths and critical minerals footprint—a strategic growth and diversification story that can support higher valuation expectations. Energy Fuels (UUUU) Set to Acquire Australian Strategic Materials
• Positive Sentiment: New bullish write-ups and a concentrated “bull case” narrative highlighting Energy Fuels’ U.S. uranium position and rare earth potential are drawing investor attention and supporting momentum. Energy Fuels Inc. (UUUU): A Bull Case Theory
• Neutral Sentiment: UUUU has become one of the most-searched stocks on Zacks, signaling high retail/institutional attention—this raises liquidity and volatility but is not inherently directional. Investors Heavily Search Energy Fuels Inc (UUUU): Here is What You Need to Know
• Neutral Sentiment: Sector pieces (e.g., ETF and market overviews) emphasize broader uranium tailwinds—helpful context for UUUU but not a direct company-specific catalyst. Why These 3 Uranium ETFs Could Be 2026’s Most Overlooked Winners (UUUU)
• Negative Sentiment: A Zacks comparison argues Cameco (CCJ) is the stronger uranium play on scale, earnings growth and valuation—this raises relative-risk concerns and could divert investor dollars away from UUUU. UUUU vs. CCJ: Which Uranium Miner is the Better Buy Now?
• Negative Sentiment: There was recent profit-taking after a multi-week run (shares pulled back ~8.5% in a session), highlighting near-term volatility and the potential for short-term sell-offs as traders lock gains. Energy Fuels (UUUU) sheds 8.5% on profit-taking after 3-month high

Wall Street Analyst Weigh In

UUUU has been the subject of a number of research analyst reports. Roth Mkm upgraded Energy Fuels from a “sell” rating to a “neutral” rating and raised their price objective for the company from $13.00 to $15.50 in a research report on Wednesday. B. Riley raised their price target on Energy Fuels to $27.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Finally, HC Wainwright reaffirmed a “buy” rating and set a $26.75 price objective on shares of Energy Fuels in a report on Friday, January 9th. Two research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Energy Fuels has an average rating of “Moderate Buy” and an average target price of $23.08.

Energy Fuels Stock Performance

The business’s fifty day moving average price is $17.17 and its two-hundred day moving average price is $15.22. The stock has a market capitalization of $6.58 billion, a P/E ratio of -56.57 and a beta of 1.47.

Insider Buying and Selling at Energy Fuels

In related news, EVP Timothy James Carstens sold 59,594 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $14.93, for a total transaction of $889,738.42. Following the sale, the executive vice president owned 107,435 shares in the company, valued at approximately $1,604,004.55. This represents a 35.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Alex G. Morrison sold 38,869 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $14.32, for a total value of $556,604.08. Following the completion of the sale, the director owned 110,878 shares of the company’s stock, valued at approximately $1,587,772.96. This represents a 25.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 463,119 shares of company stock valued at $6,935,437. Corporate insiders own 1.92% of the company’s stock.

Institutional Investors Weigh In On Energy Fuels

Institutional investors and hedge funds have recently modified their holdings of the business. G&S Capital LLC boosted its holdings in Energy Fuels by 19.0% during the 4th quarter. G&S Capital LLC now owns 23,278 shares of the company’s stock valued at $338,000 after acquiring an additional 3,713 shares during the period. TD Waterhouse Canada Inc. lifted its position in shares of Energy Fuels by 1.7% during the fourth quarter. TD Waterhouse Canada Inc. now owns 30,574 shares of the company’s stock worth $442,000 after purchasing an additional 500 shares during the last quarter. Patriot Financial Group Insurance Agency LLC purchased a new stake in shares of Energy Fuels during the fourth quarter valued at $165,000. CWM LLC boosted its stake in shares of Energy Fuels by 5.5% during the fourth quarter. CWM LLC now owns 21,979 shares of the company’s stock valued at $320,000 after purchasing an additional 1,137 shares during the period. Finally, Prime Capital Investment Advisors LLC bought a new position in shares of Energy Fuels in the fourth quarter worth about $990,000. 48.24% of the stock is owned by institutional investors.

Energy Fuels Company Profile

Energy Fuels Inc (NYSE American: UUUU) is a U.S.-based mineral resources company focused on the production and processing of uranium, rare earth elements and other strategic minerals. The company’s core business activity centers on supplying nuclear fuel to power generators, leveraging a diversified portfolio of conventional and in-situ recovery (ISR) uranium mines located primarily on the Colorado Plateau, in Wyoming and in Texas.

At the heart of Energy Fuels’ operations is the White Mesa Mill in southeastern Utah, the only conventional uranium-vanadium mill currently permitted and operating in the United States.