Energy Fuels Feasibility Study Backs Low-Cost Rare Earth Expansion at White Mesa Mill

The latest update is out from Energy Fuels ( (UUUU) ).

Energy Fuels has released a bankable feasibility study for a major Phase 2 expansion of rare earth processing at its White Mesa Mill, confirming plans to turn the facility into one of the world’s largest and lowest-cost producers of both light and heavy rare earth oxides. The $410 million expansion is expected to lift NdPr oxide capacity to more than 6,000 tonnes per year, add meaningful dysprosium and terbium output, generate substantial annual EBITDA, and achieve a first-quartile cost position, strengthening the company’s role in rebuilding a competitive U.S. rare earth supply chain and diversifying revenue alongside its uranium business.

The most recent analyst rating on (UUUU) stock is a Hold with a $20.50 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.

The score is driven by a strong balance sheet and improving production outlook from the latest earnings call, plus solid bullish technical momentum. Offsetting these positives are weak current fundamentals—sharp profitability deterioration and persistent negative operating/free cash flow—along with limited valuation support due to losses and no dividend.

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

More about Energy Fuels

Energy Fuels Inc. is a U.S.-based producer of uranium, rare earth elements and other critical materials, operating the White Mesa Mill in Utah. The company focuses on building a Western supply chain for rare earth oxides, particularly neodymium-praseodymium (NdPr) and other high-value rare earths, while maintaining a leading position in U.S. conventional uranium production.

Average Trading Volume: 15,759,030

Technical Sentiment Signal: Buy

Current Market Cap: $4.96B

Find detailed analytics on UUUU stock on TipRanks’ Stock Analysis page.