Monashee Investment Management LLC Buys Shares of 150,000 Energy Fuels Inc $UUUU

Monashee Investment Management LLC acquired a new position in Energy Fuels Inc (NYSEAMERICAN:UUUU) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 150,000 shares of the company’s stock, valued at approximately $2,302,000. Monashee Investment Management LLC owned about 0.07% of Energy Fuels at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Quantbot Technologies LP acquired a new stake in shares of Energy Fuels during the 3rd quarter worth approximately $134,000. US Bancorp DE grew its holdings in shares of Energy Fuels by 2,100.6% in the 3rd quarter. US Bancorp DE now owns 3,653 shares of the company’s stock worth $56,000 after purchasing an additional 3,487 shares during the last quarter. TD Asset Management Inc grew its holdings in shares of Energy Fuels by 333.5% in the 3rd quarter. TD Asset Management Inc now owns 1,611,252 shares of the company’s stock worth $24,747,000 after purchasing an additional 1,239,577 shares during the last quarter. Counterpoint Mutual Funds LLC acquired a new stake in shares of Energy Fuels during the 3rd quarter worth about $564,000. Finally, AXQ Capital LP bought a new position in shares of Energy Fuels in the third quarter valued at approximately $382,000. 48.24% of the stock is owned by institutional investors and hedge funds.

Energy Fuels Price Performance

Shares of NYSEAMERICAN UUUU opened at $21.32 on Friday. The stock has a market capitalization of $5.06 billion, a price-to-earnings ratio of -56.11 and a beta of 1.45. Energy Fuels Inc has a fifty-two week low of $3.20 and a fifty-two week high of $27.90. The business has a 50-day moving average of $20.38 and a 200-day moving average of $17.16.

Energy Fuels (NYSEAMERICAN:UUUU) last released its earnings results on Friday, February 27th. The company reported ($0.12) earnings per share for the quarter, missing the consensus estimate of ($0.07) by ($0.05). Energy Fuels had a negative net margin of 130.63% and a negative return on equity of 13.33%. On average, sell-side analysts expect that Energy Fuels Inc will post -0.1 EPS for the current year.

Insider Buying and Selling

In related news, Director Alex G. Morrison sold 38,869 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $14.32, for a total transaction of $556,604.08. Following the transaction, the director directly owned 110,878 shares of the company’s stock, valued at approximately $1,587,772.96. The trade was a 25.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy James Carstens sold 59,594 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $14.93, for a total transaction of $889,738.42. Following the completion of the transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.77% of the stock is currently owned by insiders.

Analyst Ratings Changes

UUUU has been the subject of a number of research analyst reports. B. Riley Financial lifted their price target on Energy Fuels to $27.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Roth Mkm raised Energy Fuels from a “sell” rating to a “neutral” rating and increased their price target for the company from $13.00 to $15.50 in a research note on Wednesday, January 28th. HC Wainwright lifted their price objective on shares of Energy Fuels from $26.75 to $27.25 and gave the stock a “buy” rating in a research note on Friday. Finally, The Goldman Sachs Group started coverage on Energy Fuels in a research note on Tuesday, February 10th. They set a “buy” rating and a $30.00 price objective on the stock. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $24.94.

Key Headlines Impacting Energy Fuels

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

• Positive Sentiment: Company raised liquidity and funding capacity — Energy Fuels completed an upsized $700 million 0.75% convertible senior notes offering, which management says boosts working capital to nearly $1 billion, supporting production and rare-earth initiatives. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Operational progress and guidance — The company reported increased uranium sales, over one million pounds of low‑cost U.S. uranium production and successful ongoing heavy rare‑earth pilot production, and provided 2026 guidance that management described as strong. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Analyst lift — HC Wainwright raised its price target to $27.25 and reiterated a “buy” rating, implying substantial upside from current levels and signaling analyst confidence in the company’s growth plan. Benzinga: HC Wainwright Raises PT
• Neutral Sentiment: Mine study update — Energy Fuels released an updated pre‑feasibility study for the Pinyon Plain Mine; outcomes could influence medium‑term project economics but are not immediate catalysts until capex/permits are clearer. TipRanks: Pinyon Plain Mine PFS Update
• Neutral Sentiment: Industry comparison pieces highlight UUUU’s production growth and rare‑earth plans relative to peers — useful context but not an immediate price mover. Yahoo Finance: UUUU vs UEC
• Negative Sentiment: Earnings per share missed expectations — Energy Fuels reported a fourth‑quarter loss (reported variably as $0.12 or $0.08/share in different writeups) that missed consensus, and the company still shows a negative net margin and return on equity, which pressured sentiment. MarketBeat: Q4 EPS Report
• Negative Sentiment: Market reaction: shares fell despite a revenue beat and constructive guidance — short‑term selling suggests investors prioritized the EPS miss, margins and potential dilution concerns over the positive operational headlines. Benzinga: Stock Falls Despite Revenue Beat

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.