Roth Capital Upgraded Energy Fuels Inc. (UUUU) to Neutral from Sell

Energy Fuels Inc. (NYSE:UUUU) is included among the 12 Best Nuclear Energy Stocks to Buy Now

On January 28, 2026, Roth Capital expert Joe Reagor upgraded Energy Fuels Inc. (NYSE:UUUU) to Neutral from Sell and raised the firm’s terms people to $15.50 from $13. The expert acknowledged that valuation looks stretched, but said beardown marketplace sentiment and a rising uranium spot terms could offset immoderate near-term pullback. Roth Capital added that upcoming catalysts and sentiment trends look skewed to the upside successful the adjacent term.

On January 23, 2026, Canaccord raised its terms people connected Energy Fuels to C$37 from C$26 and reiterated a Buy rating. A fewer days earlier, connected January 20, 2026, B. Riley lifted its terms people to $27 from $22 portion maintaining a Buy rating. The steadfast noted that the banal has outperformed peers truthful acold successful 2026, driven by assurance successful White Mesa’s uncommon world refining capabilities and supportive U.S. argumentation aimed astatine securing captious minerals. B. Riley said full-year show volition hinge connected execution, downstream M&A, offtake progress, terbium oxide validation, and a last concern determination connected the Donald project.

Operational updates precocious past twelvemonth besides helped reenforce the bull case. In fourth-quarter 2025, Energy Fuels reported that it exceeded antecedently disclosed guidance for finished uranium production, mined uranium ore output, and uranium ore income for the afloat year. The company’s Pinyon Plain Mine successful Arizona and La Sal Complex successful Utah mined much than 1.6 cardinal pounds of uranium successful 2025, topping the precocious extremity of anterior guidance by 11%. The White Mesa Mill successful Utah besides produced implicit 1 cardinal pounds of finished U3O8 during the year.

Energy Fuels Inc. (NYSE:UUUU) is simply a U.S.-focused uranium shaper engaged successful the extraction and betterment of uranium, operating crossed in-situ betterment and accepted uranium segments.

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Disclosure: None.