News

U.S. Uranium Expansion Sparks Powerful Rally Across Nuclear Stocks

CCJ shares double in a year as uranium growth, strong Q1 results and prospects of a bigger Cigar Lake stake fuel gains despite valuation concerns.

CCJ is set to boost its Cigar Lake stake to 57.418% via a TEPCO deal, increasing exposure to one of the world's highest-grade uranium mines.

Energy Fuels (UUUU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

USAR could secure up to $19.3M in DOE funding to advance a pilot rare earth separation facility and expand U.S. processing capacity.

Cameco restores full production at McArthur River and Key Lake after flood-related logistics disruptions, maintaining confidence in 2026 uranium output targets.

Uranium Energy heads into Q3 FY2026 with expected uranium sales gains, but higher operating and exploration costs may widen losses.

Cameco's Q1 2026 adjusted EBITDA jumps 44% to CAD 509M as uranium strength and Westinghouse gains offset weaker fuel services.

Energy Fuels (TSX:EFR) has reported significant uranium mining growth for early 2026. The company is preparing for additional production increases supported by projects such as Whirlwind and Nichols Ranch. Management points to rising domestic uranium demand as a key opportunity for the business. Energy Fuels, trading at around CA$25.54, sits on the back of a very large 1 year share price gain of 230.4% and a 5 year return of 225.8%. The stock has also risen 11.3% year to date and 213.0%...

Centrus Energy's HALEU leadership, solid backlog and raised 2026 outlook sharpen its edge over Energy Fuels in the nuclear fuel race.

The most quotable framing of America’s rare earth predicament this year came from outside the rare earth industry itself. Speaking with Bloomberg Businessweek on May 22, 2026, REalloys CEO Lipi Sternheim reduced geopolitics to a single line: “It used to be oil and OPEC. It’s now, OPEC includes many countries, so there are checks and ... China Against Everybody: The New Geopolitics of Rare Earth Elements

With the U.S. racing to secure its energy independence, these two domestic players may hold the keys to America's nuclear supply chain.

Energy Fuels (UUUU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

UUUU mines ~425K lbs of contained uranium across mines, signaling strong output vs. 115K lbs year ago and rising momentum into 2026.

The average brokerage recommendation (ABR) for Energy Fuels (UUUU) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

CCJ maintains 2026 production outlook despite Saskatchewan flooding disrupting transport routes to McArthur River and Key Lake operations.

Energy Fuels (TSX:EFR) has caught investor attention after recent share price moves, with the stock down 5.4% on the day and weaker over the past week and month. See our latest analysis for Energy Fuels. At around CA$25.37, the stock has pulled back over the past week and month, with recent share price weakness contrasting with a very strong 1 year total shareholder return of about 3x and gains over 3 and 5 years. This suggests momentum has cooled in the short term while longer term holders...

Energy Fuels Inc. (NYSEAMERICAN:UUUU) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 28.9%. According to analysts at Roth Capital, Energy Fuels Inc. (NYSEAMERICAN:UUUU)’s fundamentals appear to be strong even though the firm framed Q1 2026 results as mixed. Market conditions are working in […]

Energy Fuels Inc. (NYSEAMERICAN:UUUU) is one of the best uranium stocks to buy according to Wall Street analysts. On May 6, Energy Fuels Inc. (NYSEAMERICAN:UUUU) shared its Q1 FY2026 earnings where it reported $35.7 million in quarterly revenue. This income was a 112% year over year rise and also exceeded the $31.3 million analyst consensus […]

UUUU posts Q1 2026 revenues of $35.8M, up 112% YoY, driven by uranium sales and higher average realized price.

Recently, Zacks.com users have been paying close attention to Energy Fuels (UUUU). This makes it worthwhile to examine what the stock has in store.

Today is shaping up negative for Energy Fuels Inc. ( TSE:EFR ) shareholders, with the analysts delivering a substantial...

CCJ beat Q1 estimates as uranium sales and EBITDA surged, but lower 2026 revenue guidance and a premium valuation may temper upside.

MP Materials beats Q1 estimates with record NdPr output and sales, but rising costs, weak momentum and premium valuation pressured shares.

Energy Fuels jumps after Q1 revenues more than doubled on uranium sales, even as the company posted a slightly wider-than-expected loss.

Investors may be wondering whether Energy Fuels at around $31.85 still offers value after a strong run, or if most of the upside is already priced in. The stock has posted returns of 8.5% over 7 days, 31.2% over 30 days, 38.8% year to date and 382.6% over the last year, which can change how the market is assessing both its potential and its risks. These moves sit against a backdrop of ongoing interest in energy related materials and uranium linked stocks, as investors look for exposure to...

Moby summary of Energy Fuels Inc.'s Q1 2026 earnings call

Energy Fuels (UUUU) delivered earnings and revenue surprises of -33.33% and +7.78%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

By Karen Roman Critical Metals Corp. (Nasdaq: CRML) said the Government of Greenland granted its approval for the company’s acquisition of 70% of the shares in 60° North Greenland ApS, […]

Nuclear stocks Vistra, NuScale Power and Energy Fuels prepare to report earnings on Thursday, while Oklo awaits. Oklo stock jumped on news Wednesday that also lifted most of its peers, but not S&P 500 nuclear stock Vistra.