Energy Fuels’ terbium oxide, a critical component for advanced permanent magnets, has passed all requirements for use by one of the largest Japanese magnet producers, the company said on Wednesday.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Energy stocks were mixed late Wednesday afternoon, with the NYSE Energy Sector Index rising 0.2% and
Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index rising 0.4% and the

UUUU advances its rare earth supply chain as terbium oxide wins commercial magnet approval.

Energy Fuels stock has delivered a very large 235.1% return over the past five years. However, current checks suggest the shares are no longer a clear bargain, with the Discounted Cash Flow (DCF) intrinsic value estimate close to the market price, while market-based multiples flag the stock as expensive. Over the last 5 years, Energy Fuels shares have returned 235.1%, which puts more pressure on today’s buyers to justify the current valuation. The planned acquisition of Australian Strategic...

Energy Fuels (TSX:EFR) drew fresh attention on 5 August 2026 after issuing full year uranium production and sales guidance alongside its second quarter results, which showed higher sales but a larger quarterly net loss. See our latest analysis for Energy Fuels. The guidance and higher sales have come alongside sharp share price swings. Energy Fuels has a 30 day share price return of 27.23%, while the year to date share price is down 10.59%. Over a longer horizon, the 1 year total shareholder...

Cameco's Q2 results weaken as lower uranium sales and Westinghouse earnings weigh on growth, but firm uranium prices support its longer-term outlook.

Today's move appears linked to President Donald Trump's late-Thursday announcement of tariffs on drone imports and components. Drones are becoming a significant source of demand for rare earth magnets. Sentiment has been turning positive for rare earth stocks, driven by Trump administration support, corporate milestones, and agreements to supply defense contractors.

Energy Fuels is advancing a mine-to-magnet rare earth strategy with its ASM deal, VAC acquisition plans and White Mesa expansion.
Energy stocks edged higher Wednesday with the NYSE Energy Sector Index little changed, erasing earli
Energy stocks were mixed Wednesday afternoon, with the NYSE Energy Sector Index 0.1% higher and the

Energy Fuels' uranium growth and rare earth expansion offer long-term potential, but a stretched valuation and expected 2026 loss weigh on its near-term appeal.

MP Materials surges 15% after Q2 revenues jump 89%, but high costs, estimate cuts and a premium valuation cloud the outlook.
Energy stocks were edging lower Wednesday afternoon, with the NYSE Energy Sector Index and the State

According to the average brokerage recommendation (ABR), one should invest in Energy Fuels (UUUU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

BXMT, CHRD and UUUU have been added to the Zacks Rank #5 (Strong Sell) List on August 12, 2026.
Energy Fuels (TSE:EFR) reported a second-quarter net loss of $33.6 million as transaction and development spending weighed on results, while its uranium business generated $25 million in revenue, approximately $14 million in gross profit and a 57% gross margin. President and Chief Executive Officer
The non-discretionary disposition was tied to equity vesting.
UUUU shifts from dealmaking to execution, advancing White Mesa expansion, mine-to-magnet integration and staged rare earth capacity buildout.
Energy Fuels Inc. recently reported second-quarter 2026 results showing higher year-on-year sales of US$25.11 million but a wider net loss of US$33.38 million, alongside full-year 2026 uranium production and sales guidance and ongoing construction of heavy rare earth processing capacity at its White Mesa Mill. The combination of rising revenues, continued losses, and a US$104 million rare earth expansion aimed at an integrated mine-to-magnet chain raises important questions about how Energy...
Energy Fuels Inc (UUUU) reports strong uranium production at low costs, secures $725 million loan, and advances rare earth integration despite Q2 net loss and project delays.
Energy Fuels (TSX:EFR) has begun expanding its White Mesa Mill in Utah to produce heavy rare earth oxides alongside uranium at commercial scale. The project is designed to support an integrated mine-to-magnet supply chain across North America, Australia, and other regions. New processing circuits are planned to handle diversified feedstocks and are backed by government-supported funding. Consider broadening your watchlist with other rare earth focused stocks through 28 best rare earth metal...
CCJ shares jump 7% despite a Q2 earnings miss, as investors weighed Westinghouse IPO plans, resilient guidance and a stretched valuation.
Southern Copper, Freeport, Lundin, Energy and Ero have been highlighted in this Industry Outlook article.
Energy Fuels (UUUU) delivered earnings and revenue surprises of -160.00% and -16.86%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Investors seeking to capitalize on the long-term growth of nuclear energy should consider companies like AEE, UUUU and VST, which are well-positioned to benefit from rising demand.
Despite the Zacks Mining - Non Ferrous industry's weak near-term outlook, stocks like SCCO, FCX, LUNMF, UUUU and ERO are worth keeping an eye on given their growth potential.
MP Materials faces Q2 earnings with strong production growth but a negative Earnings ESP. Can expanding rare earth operations outweigh higher costs?