Energy Fuels Stock Falls Despite Revenue Beat, Strong Guidance

Energy Fuels Inc (NYSE:UUUU) shares are trading lower on Friday after the uranium and rare earths producer posted fourth-quarter results that matched Wall Street profit forecasts while topping revenue expectations. Here’s what investors need to know.

• Energy Fuels stock is off session lows. Why is UUUU stock volatile?

Quarterly Loss Narrows, Revenue Beats Estimates

The company reported a fourth-quarter net loss of 9 cents per share, in line with analyst estimates and an improvement from a 19-cent loss a year earlier.

Revenue came in at $27.1 million, beating the $21.8 million consensus but falling about 32% from the prior-year quarter as sales volumes declined.

Guidance Highlights Uranium, Rare Earths Growth

Alongside the quarter, Energy Fuels released full-year 2025 results and 2026 guidance, emphasizing its position as a leading U.S. uranium producer and an emerging player in rare earth elements.

Management highlighted more than $900 million in working capital, including cash, marketable securities and inventories, supported in part by a recent $700 million convertible notes offering.

For 2025, the company generated about $48 million in uranium revenue, selling 650,000 pounds of U₃O₈ at an average realized price in the mid-$70s per pound, while mining over 1.7 million pounds of contained uranium for future deliveries.

Looking ahead to 2026, Energy Fuels expects higher uranium production and sales volumes as it ramps output from its U.S. mines and continues investing in rare earth processing capabilities.

UUUU Stock Maintains Long-Term Uptrend

Energy Fuels shares have climbed 450% over the past year, rising from around $4 to the low-$20s, with notable volatility and a peak near $27.72 before pulling back.

Despite fluctuations, the overall trend remains upward, supported by rising short- and long-term moving averages.

UUUU Shares Edge Lower Friday Morning

UUUU Price Action: Energy Fuels shares were down 2.98% at $22.17 at the time of publication on Friday, according to Benzinga Pro data.

Image: Shutterstock