Energy Fuels Inc. (TSE:EFR)
XASE:EFR
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EFR Stock Chart & Stats
C$28.04
-C$0.24(-3.05%)
At close: 4:00 PM EST
C$28.04
-C$0.24(-3.05%)
Day’s Range― - ―
52-Week RangeC$7.35 - C$38.37
Previous CloseN/A
Volume191.66K
Average Volume (3M)854.14K
Market Cap
C$5.86B
Enterprise ValueC$4.39B
Total Cash (Recent Filing)C$910.68M
Total Debt (Recent Filing)C$676.69M
Price to Earnings (P/E)―
Beta2.76
Next Earnings
Jul 31, 2026EPS Estimate
-0.05Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.30
Shares Outstanding249,867,000
10 Day Avg. Volume812,641
30 Day Avg. Volume854,145
Financial Highlights & Ratios
PEG Ratio-1.23
Price to Book (P/B)4.99
Price to Sales (P/S)51.33
P/FCF Ratio-31.12
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
C$33.28Price Target Upside18.70% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)-0.26
Revenue Forecast (FY)C$206.71M
Bulls Say, Bears Say
Bulls Say
Large Conditional Financing / LiquidityA conditional $725M OSC financing commitment plus reported working capital (~$957M) materially increases the company’s capacity to fund Phase 2, ramp processing, and shore up working capital without immediate dilutive equity issuance. This durable funding optionality reduces near-term financing risk and supports multi-year project delivery and supply‑chain integration.
Compelling Project EconomicsVery large NPVs and high IRR metrics for Varamata and White Mesa Phase 2 indicate that, once built and operating, these assets could generate substantial and sustained EBITDA. Strong project-level economics provide a structural cushion versus cyclical commodity prices and justify capital allocation, supporting long-term cash generation potential if execution proceeds as planned.
Unique U.S. Processing PlatformOwnership of the White Mesa Mill gives Energy Fuels a rare domestic processing capability for both uranium and rare earth feedstocks, enabling tolling, vertical integration, and optionality to prioritize higher‑margin products. This durable operational moat supports diversified revenue streams, strategic supply‑chain roles, and scale economies as rare‑earth and nuclear demand evolve.
Bears Say
Negative Free Cash FlowSustained negative operating and free cash flows mean the business consumes cash to run and expand, increasing reliance on external financing or asset sales. Persistent cash burn undermines the company’s ability to self-fund large capex (Phase 2, Donald) and raises refinancing and liquidity risk over the next several quarters if improvements stall.
Rising LeverageLeverage elevated to near parity with equity represents higher financial risk compared with prior low‑leverage years. If losses or cash burn continue, interest and covenant pressures could limit strategic flexibility, raise capital costs, and constrain the firm’s ability to pursue opportunistic investments or absorb execution setbacks over the medium term.
Execution And Timing RisksKey value drivers face execution timing uncertainty: delays in Madagascar agreements, pending Donald FID/coordination with JV and offtakes, and planned mill maintenance plus ore‑supply bottlenecks all threaten project schedules and cash flows. Such multi‑front delays can push out revenue realization and increase carry costs over multiple quarters.
Energy Fuels News
EFR FAQ
What was Energy Fuels Inc.’s price range in the past 12 months?
Energy Fuels Inc. lowest stock price was C$7.35 and its highest was C$38.37 in the past 12 months.
What is Energy Fuels Inc.’s market cap?
Energy Fuels Inc.’s market cap is C$5.86B.
When is Energy Fuels Inc.’s upcoming earnings report date?
Energy Fuels Inc.’s upcoming earnings report date is Jul 31, 2026 which is in 40 days.
How were Energy Fuels Inc.’s earnings last quarter?
Energy Fuels Inc. released its earnings results on May 06, 2026. The company reported -C$0.057 earnings per share for the quarter, missing the consensus estimate of -C$0.041 by -C$0.016.
Is Energy Fuels Inc. overvalued?
According to Wall Street analysts Energy Fuels Inc.’s price is currently Undervalued.
Does Energy Fuels Inc. pay dividends?
Energy Fuels Inc. does not currently pay dividends.
What is Energy Fuels Inc.’s EPS estimate?
Energy Fuels Inc.’s EPS estimate is -0.05.
How many shares outstanding does Energy Fuels Inc. have?
Energy Fuels Inc. has 249,867,000 shares outstanding.
What happened to Energy Fuels Inc.’s price movement after its last earnings report?
Energy Fuels Inc. reported an EPS of -C$0.057 in its last earnings report, missing expectations of -C$0.041. Following the earnings report the stock price went down -0.655%.
Which hedge fund is a major shareholder of Energy Fuels Inc.?
Currently, no hedge funds are holding shares in TSE:EFR
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Energy Fuels Stock Smart Score
Neutral
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10
Analyst Consensus
Strong Buy
Average Price Target:
C$33.28 (18.70% Upside)
C$33.28 (18.70% Upside)
Blogger Sentiment
Bullish
TSE:EFR Sentiment 70%
Sector Average 72%
Sector Average 72%
Insider Transactions
Sold Shares
Worth C$1.1M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 0.8%
Last 30 Days ▼ 0.8%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
187.00%
12-Months-Change
Fundamentals
Return on Equity
-10.23%
Trailing 12-Months
Asset Growth
124.14%
Trailing 12-Months
Company Description
Energy Fuels Inc.
Energy Fuels Inc. and its subsidiaries are actively engaged in the exploration, extraction, recovery, and sale of uranium throughout the United States, employing both conventional and in-situ methods. The company's operational assets include the Nichols Ranch, Jane Dough, and Hank projects located in Wyoming, the Alta Mesa project in Texas, and the White Mesa Mill in Utah. Furthermore, the firm holds interests in various uranium and uranium/vanadium properties and projects across Utah, Wyoming, Arizona, New Mexico, and Colorado, all at different stages of exploration, permitting, or evaluation. Originally incorporated in 1987 as Volcanic Metals Exploration Inc., the company rebranded to Energy Fuels Inc. in May 2006 and is headquartered in Lakewood, Colorado.
EFR Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was largely positive: management reported strong operational milestones (mined and processed uranium pounds, >1M lbs processed YTD), attractive project economics (Varamata and White Mesa Phase 2 NPVs and IRR), a robust balance sheet (~$957M working capital), initial commercial rare-earth outputs (first terbium) and progress on the ASM acquisition. Offsetting risks include project timing delays (Varamata investment agreement, Donald FID), a near-term mill maintenance shutdown and ore-supply bottleneck, higher operating/transaction costs, and uncertainty around timing of utility contracting for uranium. Overall, the positives (large NPVs, cash flexibility, production momentum, vertical integration) outweigh the execution and timing risks.View all TSE:EFR earnings summariesEFR Stock 12 Month Forecast
Average Price Target
C$33.28
▲(18.70% Upside)
Technical Analysis
Clean Energy Fuels
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UR-Energy
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Uranium Energy
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Centrus Energy
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Peabody Energy Comm
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Options Prices
Currently, No data available
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