Why Energy Fuels Stock Popped Today
Key Points
B. Riley analyst Matthew Key raised his price target on Energy Fuels stock today.
Analysts expect huge revenue growth at Energy Fuels this year -- but no profits.
- 10 stocks we like better than Energy Fuels ›
Energy Fuels (NYSEMKT: UUUU) stock jumped 7% through 11:50 a.m. ET Tuesday after B. Riley analyst Matthew Key raised his price target on the uranium mining stock to $27 with a buy rating on the shares.
Image source: Getty Images.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
Why B. Riley loves Energy Fuels stock
Energy Fuels stock has outperformed its nuclear peers so far in 2026, "on confidence in White Mesa's rare-earth refining capabilities and supportive U.S. policy aimed at securing critical minerals," reports TheFly.com. Further outperformance may take one of several forms:
Energy Fuels stock could beat the market if "downstream M&A" suggests that other uranium miners are worth more, if Energy Fuels makes measurable progress in its uranium business, or -- and perhaps especially -- if the company can ride the rare-earth mania to riches, for example by "validating" terbium oxide reserves and making a Final Investment Decision on plans on its rare-earth project in Australia, known as the Donald Project.
Is Energy Fuels stock a buy?
Notice, however, what B. Riley's analyst does not say about Energy Fuels stock: It doesn't say a thing about cash burn at Energy Fuels, which has been rising for the past two years. Nor does it say anything about losses, which have also been rising.
Analysts polled by S&P Global Market Intelligence expect Energy Fuels to more than double its revenues this year compared with 2025, yet continue to lose money and burn cash. Earnings as calculated according to generally accepted accounting principles (GAAP) might turn positive next year, but free cash flow is expected to remain negative through at least 2028.
With only $235 million in the bank, but forecasts anticipating it will burn more than twice that over the next three years, Energy Fuels stock remains a sell for me.
Should you buy stock in Energy Fuels right now?
Before you buy stock in Energy Fuels, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Energy Fuels wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $474,578!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,141,628!*
Now, it’s worth noting Stock Advisor’s total average return is 955% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of January 20, 2026.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Recommended Articles
