Energy Fuels Inc. (UUUU) stock rose 4.4%. The company announced on December 29, 2025, that its U.S. uranium business exceeded previously disclosed guidance for finished uranium production, mined uranium ore production, and uranium concentrate sales for fiscal year 2025. The company's Pinyon Plain Mine in Arizona and La Sal Complex in Utah mined over 1.6 million pounds of uranium in 2025, exceeding guidance by approximately 11%. The White Mesa Mill produced more than one million pounds of finished uranium. The company also announced new long-term sales contracts. Additionally, UUUU has an earnings report scheduled for Friday. Separately, rare earth mineral stocks were trading lower due to a U.S. Supreme Court ruling against President Trump's global tariffs, though this may have had a limited impact on UUUU's positive movement.
Read full analysisEnergy Fuels Inc. (UUUU) stock rose 4.4%. The company announced on December 29, 2025, that its U.S. uranium business exceeded previously disclosed guidance for finished uranium production, mined uranium ore production, and uranium concentrate sales for fiscal year 2025. The company's Pinyon Plain Mine in Arizona and La Sal Complex in Utah mined over 1.6 million pounds of uranium in 2025, exceeding guidance by approximately 11%. The White Mesa Mill produced more than one million pounds of finished uranium. The company also announced new long-term sales contracts. Additionally, UUUU has an earnings report scheduled for Friday. Separately, rare earth mineral stocks were trading lower due to a U.S. Supreme Court ruling against President Trump's global tariffs, though this may have had a limited impact on UUUU's positive movement.
Energy Fuels is a U.S.-based uranium miner and rare earth element producer whose White Mesa Mill in Utah is the only domestic facility capable of processing both materials — a distinction Goldman Sachs highlighted in its recent Buy initiation with a $30 price target. The company has proposed acquiring Australian Strategic Materials to expand its rare earth footprint and exceeded its FY-2025 uranium production guidance with over one million pounds of finished output. Its stock remains extraordinarily volatile, posting daily swings of 3-17% since early February, as investors weigh the Supreme Court's ruling against Trump's global tariffs against the company's strategic positioning in critical minerals ahead of Friday's earnings report.