ENERGY FUELS INC
UUUU · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · 249.9M shares · EDGAR filings ↗
Reference price $18.71 · est. market cap ~$4.7B — last insider sale, 2026-04-10 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D46Strategically positioned uranium/REE developer burning heavy cash with a short runway.
Strengths
- Sole licensed US uranium mill capable of REE separation; six long-term utility contracts
- Very strong balance sheet liquidity — current ratio 30.7, low net debt
Risks
- Deep losses: net margin -130%, operating margin -153%, FCF -$109M (10th pct)
- Cash runway only 2.4 quarters (26th pct); heavy capex for Madagascar/Australia/Brazil
- Commodity-price dependent with multiple pre-FID development projects
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
20.9%
Operating margin
-153.4%
Net margin
-129.9%
Return on equity
-12.6%
Return on assets
-6.1%
ROIC
-5.9%
Revenue growth (QoQ)
32.2%
Debt / equity
1.0×
Current ratio
30.7×
Free cash flow
-$109M
EBITDA
-$96M
Tangible book value
$674M
Cash & investments
$65M
Cash runway
2q
Stock comp / revenue
19.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-10 | KAPOSTASY DANIEL | Sell | 15K | $18.71 |
| 2026-03-18 | KAPOSTASY DANIEL | Sell | 25K | $18.84 |
| 2026-03-13 | KAPOSTASY DANIEL | Option exercise | 7.2K | $19.82 |
| 2026-03-10 | HIGGS DENNIS LYLE | Sell | 2.0K | $21.01 |
| 2026-03-10 | HIGGS DENNIS LYLE | Sell | 2.0K | $20.27 |
| 2026-03-10 | HIGGS DENNIS LYLE | Sell | 2.0K | $20.64 |
| 2026-03-09 | HIGGS DENNIS LYLE | Sell | 2.0K | $19.52 |
| 2026-03-09 | HIGGS DENNIS LYLE | Sell | 2.0K | $19.89 |
| 2026-03-09 | HIGGS DENNIS LYLE | Sell | 2.0K | $19.92 |
| 2026-03-09 | Filas Barbara Appelin | Sell | 5.0K | $19.51 |
| 2026-03-09 | HIGGS DENNIS LYLE | Sell | 2.0K | $19.15 |
| 2026-03-02 | Moore Curtis | Option exercise | 8.3K | $21.32 |
| 2026-03-02 | Moore Curtis | Sell | 10K | $23.12 |
| 2026-03-02 | Moore Curtis | Disposition | 15K | $21.32 |
| 2026-03-02 | Moore Curtis | Option exercise | 15K | $21.32 |
| 2026-03-02 | Moore Curtis | Disposition | 8.3K | $21.32 |
| 2026-01-27 | Bennett Nathan Reed | Tax withheld | 5.7K | $24.16 |
| 2026-01-27 | Moore Curtis | Grant | 12K | — |
| 2026-01-27 | Moore Curtis | Tax withheld | 17K | $24.16 |
| 2026-01-27 | German Oscar Armando | Grant | 5.3K | — |
| 2026-01-27 | German Oscar Armando | Tax withheld | 1.2K | $24.16 |
| 2026-01-27 | Chalmers Mark | Grant | 38K | — |
| 2026-01-27 | Chalmers Mark | Tax withheld | 59K | $24.16 |
| 2026-01-27 | Bhappu Ross R. | — | 33K | — |
| 2026-01-27 | VAN AKKOOI MICHIEL | Grant | 13K | — |
| 2026-01-27 | VAN AKKOOI MICHIEL | Tax withheld | 461 | $24.16 |
| 2026-01-27 | LONGENECKER NATHAN | Grant | 14K | — |
| 2026-01-27 | LONGENECKER NATHAN | Tax withheld | 17K | $24.16 |
| 2026-01-27 | Frydenlund David C. | Tax withheld | 35K | $24.16 |
| 2026-01-27 | Morrison Alex G | Grant | 5.4K | — |
| 2026-01-27 | STIRZAKER MICHAEL | Grant | 4.4K | — |
| 2026-01-27 | Bovaird J. Birks | Grant | 4.4K | — |
| 2026-01-27 | Bovaird J. Birks | Tax withheld | 17K | $24.16 |
| 2026-01-27 | HERRERA JAQUELINE | Grant | 4.7K | — |
| 2026-01-27 | HANSEN BRUCE D | Grant | 8.2K | — |
| 2026-01-27 | Filas Barbara Appelin | Grant | 5.0K | — |
| 2026-01-27 | Eshleman Benjamin III | Grant | 5.0K | — |
| 2026-01-27 | HIGGS DENNIS LYLE | Grant | 4.7K | — |
| 2026-01-27 | HIGGS DENNIS LYLE | Tax withheld | 7.6K | $24.16 |
| 2026-01-27 | Frydenlund David C. | Grant | 23K | — |
| 2026-01-27 | HERRERA JAQUELINE | Grant | 5.0K | — |
| 2026-01-27 | Cabrera Misael | Grant | 10K | — |
| 2026-01-27 | DRERA SALEEM | Grant | 4.4K | — |
| 2026-01-27 | DRERA SALEEM | Tax withheld | 5.3K | $24.16 |
| 2026-01-27 | SHUMWAY LOGAN | Grant | 5.0K | — |
| 2026-01-27 | SHUMWAY LOGAN | Tax withheld | 5.6K | $24.16 |
| 2026-01-27 | BONIFAS BERNARD | Grant | 4.9K | — |
| 2026-01-27 | BONIFAS BERNARD | Tax withheld | 6.5K | $24.16 |
| 2026-01-27 | BENNETHUM DEBRA | Grant | 4.7K | — |
| 2026-01-27 | BENNETHUM DEBRA | Tax withheld | 2.3K | $24.16 |
| 2026-01-27 | BAKKEN SCOTT | Grant | 5.3K | — |
| 2026-01-27 | BAKKEN SCOTT | Tax withheld | 5.6K | $24.16 |
| 2026-01-27 | KAPOSTASY DANIEL | Grant | 5.6K | — |
| 2026-01-27 | KAPOSTASY DANIEL | Tax withheld | 7.2K | $24.16 |
| 2026-01-27 | Bennett Nathan Reed | Grant | 11K | — |
| 2025-12-19 | BENNETHUM DEBRA | Option exercise | 2.1K | $6.61 |
| 2025-12-19 | BENNETHUM DEBRA | Option exercise | 668 | $7.25 |
| 2025-12-19 | BENNETHUM DEBRA | Sell | 2.1K | $15.21 |
| 2025-12-15 | Morrison Alex G | Sell | 14K | $14.18 |
| 2025-12-15 | Morrison Alex G | Sell | 25K | $14.40 |
| 2025-12-10 | CARSTENS TIMOTHY JAMES | Sell | 60K | $14.93 |
| 2025-11-25 | HIGGS DENNIS LYLE | Sell | 10K | $14.39 |
| 2025-11-24 | HIGGS DENNIS LYLE | Sell | 15K | $13.61 |
| 2025-11-20 | CARSTENS TIMOTHY JAMES | Sell | 100K | $14.27 |
| 2025-11-19 | BENNETHUM DEBRA | Sell | 668 | $15.19 |
| 2025-11-19 | Chalmers Mark | Sell | 150K | $15.60 |
| 2025-11-18 | HIGGS DENNIS LYLE | Sell | 15K | $15.26 |
| 2025-11-17 | Moore Curtis | Sell | 25K | $15.58 |
| 2025-11-17 | HIGGS DENNIS LYLE | Sell | 11K | $15.28 |
| 2025-11-17 | Morrison Alex G | Sell | 39K | $15.20 |
| 2025-09-19 | HIGGS DENNIS LYLE | Sell | 2.0K | $14.51 |
| 2025-09-19 | Bovaird J. Birks | Sell | 10K | $14.85 |
| 2025-09-19 | HIGGS DENNIS LYLE | Sell | 2.0K | $14.88 |
| 2025-09-19 | HIGGS DENNIS LYLE | Sell | 2.0K | $15.24 |
| 2025-09-18 | HIGGS DENNIS LYLE | Sell | 4.0K | $14.33 |
| 2025-09-17 | HIGGS DENNIS LYLE | Sell | 2.5K | $13.80 |
| 2025-09-17 | HIGGS DENNIS LYLE | Sell | 2.5K | $13.98 |
| 2025-09-16 | HIGGS DENNIS LYLE | Sell | 2.5K | $13.72 |
| 2025-09-11 | HIGGS DENNIS LYLE | Sell | 10K | $12.63 |
| 2025-09-10 | HIGGS DENNIS LYLE | Sell | 7.5K | $13.12 |
| 2025-08-29 | HIGGS DENNIS LYLE | Sell | 2.5K | $12.20 |
| 2025-08-28 | HIGGS DENNIS LYLE | Sell | 10K | $11.64 |
| 2025-08-28 | HIGGS DENNIS LYLE | Sell | 5.0K | $11.82 |
| 2025-08-28 | HIGGS DENNIS LYLE | Sell | 5.0K | $12.07 |
| 2025-08-28 | BAKKEN SCOTT | Sell | 4.6K | $12.00 |
| 2025-08-25 | DRERA SALEEM | Sell | 267K | $11.01 |
| 2025-08-18 | HIGGS DENNIS LYLE | Sell | 10K | $9.62 |
| 2025-08-18 | HIGGS DENNIS LYLE | Sell | 5.0K | $10.13 |
| 2025-08-15 | HIGGS DENNIS LYLE | Sell | 15K | $9.70 |
| 2025-08-08 | BALLOCH KEVIN MARTIN | Sell | 91K | $9.75 |
| 2025-08-08 | BALLOCH KEVIN MARTIN | Sell | 119K | $9.98 |
| 2025-08-08 | CARSTENS TIMOTHY JAMES | Sell | 250K | $10.44 |
| 2025-08-05 | VAN AKKOOI MICHIEL | Grant | 12K | — |
| 2025-08-05 | Bhappu Ross R. | — | 150K | — |
| 2025-08-05 | German Oscar Armando | Grant | 5.4K | — |
| 2025-06-10 | CARSTENS TIMOTHY JAMES | Sell | 211K | $5.45 |
| 2025-06-03 | NAZARENUS DEE ANN | Sell | 3.6K | $5.67 |
| 2025-05-28 | ESTABROOKE IVY | Sell | 4.4K | $5.45 |
| 2025-04-21 | Filas Barbara Appelin | Grant | 63 | — |
| 2025-04-21 | HERRERA JAQUELINE | Grant | 417 | — |
| 2025-04-21 | HANSEN BRUCE D | Grant | 417 | — |
| 2025-04-21 | ESTABROOKE IVY | Grant | 417 | — |
| 2025-04-21 | Eshleman Benjamin III | Grant | 63 | — |
| 2025-04-21 | Bovaird J. Birks | Grant | 5.8K | — |
| 2025-03-19 | HANSEN BRUCE D | Buy | 6.0K | $4.25 |
| 2025-03-19 | HANSEN BRUCE D | Buy | 6.0K | $4.25 |
| 2025-03-14 | KAPOSTASY DANIEL | Option exercise | 19K | $1.76 |
| 2025-03-14 | KAPOSTASY DANIEL | Sell | 12K | $4.10 |
| 2025-03-13 | Filas Barbara Appelin | Sell | 10K | $4.15 |
| 2025-03-04 | BENNETHUM DEBRA | Buy | 3.7K | $4.08 |
| 2025-02-28 | SHUMWAY LOGAN | Buy | 7.5K | $4.10 |
| 2025-01-29 | CARSTENS TIMOTHY JAMES | Grant | 103K | — |
| 2025-01-29 | BENNETHUM DEBRA | Grant | 7.4K | — |
| 2025-01-29 | ESTABROOKE IVY | Grant | 19K | — |
| 2025-01-29 | Eshleman Benjamin III | Grant | 20K | — |
| 2025-01-29 | Filas Barbara Appelin | Grant | 20K | — |
| 2025-01-29 | HANSEN BRUCE D | Grant | 19K | — |
| 2025-01-29 | HERRERA JAQUELINE | Grant | 19K | — |
| 2025-01-29 | HIGGS DENNIS LYLE | Grant | 19K | — |
| 2025-01-29 | Kirkwood Robert W. | Grant | 20K | — |
| 2025-01-29 | Morrison Alex G | Grant | 23K | — |
| 2025-01-29 | Bovaird J. Birks | Grant | 28K | — |
| 2025-01-29 | BAKKEN SCOTT | Grant | 23K | — |
| 2025-01-29 | NAZARENUS DEE ANN | Grant | 21K | — |
| 2025-01-29 | LONGENECKER NATHAN | Grant | 63K | — |
| 2025-01-29 | SHUMWAY LOGAN | Grant | 22K | — |
| 2025-01-29 | STIRZAKER MICHAEL | Grant | 19K | — |
| 2025-01-29 | Moore Curtis | Grant | 51K | — |
| 2025-01-29 | Frydenlund David C. | Grant | 99K | — |
| 2025-01-29 | Bennett Nathan Reed | Grant | 26K | — |
| 2025-01-29 | Bennett Nathan Reed | Grant | 26K | — |
| 2025-01-29 | BONIFAS BERNARD | Grant | 21K | — |
| 2025-01-29 | Chalmers Mark | Grant | 166K | — |
| 2025-01-29 | DRERA SALEEM | Grant | 19K | — |
| 2025-01-29 | KAPOSTASY DANIEL | Grant | 21K | — |
| 2025-01-27 | BAKKEN SCOTT | Tax withheld | 6.3K | $5.17 |
| 2025-01-27 | NAZARENUS DEE ANN | Tax withheld | 6.0K | $5.17 |
| 2025-01-27 | Moore Curtis | Tax withheld | 12K | $5.17 |
| 2025-01-27 | LONGENECKER NATHAN | Tax withheld | 6.5K | $5.17 |
| 2025-01-27 | KAPOSTASY DANIEL | Tax withheld | 4.9K | $5.17 |
| 2025-01-27 | HIGGS DENNIS LYLE | Tax withheld | 3.9K | $5.17 |
| 2025-01-27 | Frydenlund David C. | Tax withheld | 26K | $5.17 |
| 2025-01-27 | DRERA SALEEM | Tax withheld | 1.4K | $5.17 |
| 2025-01-27 | Chalmers Mark | Tax withheld | 45K | $5.17 |
| 2025-01-27 | Bovaird J. Birks | Tax withheld | 6.2K | $5.17 |
| 2025-01-27 | BONIFAS BERNARD | Tax withheld | 4.0K | $5.17 |
| 2025-01-27 | SHUMWAY LOGAN | Tax withheld | 5.0K | $5.17 |
| 2025-01-27 | Bennett Nathan Reed | Tax withheld | 4.3K | $5.17 |
| 2025-01-02 | Bovaird J. Birks | Sell | 10K | $5.44 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-26 | Material agreementDebt obligation3.02Shareholder voteOtherExhibits | filing ↗ |
| 2026-06-23 | Reg FDExhibits | filing ↗ |
| 2026-05-15 | Exec/director change | filing ↗ |
| 2026-04-17 | Exec/director change | filing ↗ |
| 2026-03-18 | Material agreementExhibits | filing ↗ |
| 2026-03-03 | Exec/director changeExhibits | filing ↗ |
| 2026-02-26 | Reg FDExhibits | filing ↗ |
| 2026-02-10 | Material agreementDebt obligation3.02OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-26 | 2026-06-23 | 0001062993-26-003385 ↗ |
| 8-K | 2026-06-23 | 2026-06-23 | 0001062993-26-003317 ↗ |
| 8-K | 2026-05-15 | 2026-05-11 | 0001062993-26-002713 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001385849-26-000021 ↗ |
| 8-K | 2026-04-17 | 2026-04-13 | 0001062993-26-002047 ↗ |
| 8-K | 2026-03-18 | 2026-03-12 | 0001062993-26-001527 ↗ |
| 8-K | 2026-03-03 | 2026-02-25 | 0001062993-26-001257 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001385849-26-000009 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001062993-26-001182 ↗ |
| 8-K/A | 2026-02-10 | 2025-09-30 | 0001062993-26-000754 ↗ |
| 8-K | 2026-01-26 | 2026-01-20 | 0001062993-26-000431 ↗ |
| 8-K | 2026-01-13 | 2026-01-08 | 0001062993-26-000229 ↗ |