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Energy Fuels Beats 2025 Uranium Targets, Expands Long-Term Contracts and Rare Earth Ambitions

Story Highlights
  • Energy Fuels exceeded 2025 uranium production and sales guidance, reinforcing its role as the largest U.S. producer while preparing its mill to shift toward commercial heavy rare earth output.
  • The company boosted Q4 uranium sales and added new hybrid-priced long-term contracts with U.S. utilities, expanding visibility on deliveries through 2032 while keeping upside to strong uranium markets.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Energy Fuels Beats 2025 Uranium Targets, Expands Long-Term Contracts and Rare Earth Ambitions

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Energy Fuels ( (UUUU) ) has shared an update.

Energy Fuels reported that its U.S. uranium operations outperformed expectations in 2025, with both mined uranium ore and finished U3O8 production exceeding prior guidance and confirming its status as the country’s largest and one of the lowest-cost uranium producers. The company’s Pinyon Plain and La Sal mines delivered more than 1.6 million pounds of uranium in 2025, while the White Mesa Mill produced over one million pounds of finished U3O8 and is set to maintain strong uranium output into mid-2026 before shifting capacity to commercial-scale production of heavy rare earths dysprosium and terbium, which would mark a significant milestone for domestic rare earth supply. On the commercial side, Energy Fuels increased quarterly uranium sales by 50% in Q4 2025 to 360,000 pounds at an average price of about $75 per pound and secured two new long-term contracts with U.S. nuclear utilities using hybrid pricing, expanding its contracted delivery portfolio through 2032 and underpinning future revenue visibility while retaining exposure to uranium market upside.

The most recent analyst rating on (UUUU) stock is a Hold with a $15.50 price target. To see the full list of analyst forecasts on Energy Fuels stock, see the UUUU Stock Forecast page.

Spark’s Take on UUUU Stock

According to Spark, TipRanks’ AI Analyst, UUUU is a Neutral.

Energy Fuels’ overall score is driven by strong strategic initiatives and financial stability, despite current profitability challenges. The earnings call provided positive future guidance, but technical and valuation metrics indicate caution.

To see Spark’s full report on UUUU stock, click here.

More about Energy Fuels

Energy Fuels Inc., listed on the NYSE and TSX, is a leading U.S. producer of uranium, rare earth elements and other critical materials, with mining operations in Arizona and Utah and processing centered at its White Mesa Mill. The company focuses on supplying nuclear fuel to U.S. utilities while simultaneously advancing capabilities in rare earth element production, positioning itself as a key domestic player in energy security and critical minerals supply chains.

Average Trading Volume: 20,405,050

Technical Sentiment Signal: Buy

Current Market Cap: $3.47B

Learn more about UUUU stock on TipRanks’ Stock Analysis page.

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