Energy Fuels stock gains on a $299 million rare earth deal.
Published on 08/31/2026 at 21:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Energy Fuels Inc. (CA29255N1087) is leaning on a bigger rare earth platform after closing a $299 million acquisition on August 28, 2026, while the latest session put the shares at $14.67 and the market value at $3.67 billion.
The stock was last quoted at $14.67 on August 28, 2026, and the same snapshot showed a 52-week range of $10.65 to $27.90 with 7.01 million shares changing hands. A recent market overview also put the consensus price target at $21.80, which is 48.6% above that price.
Rare earth scale-up
The acquisition adds a Korean metals plant and the Dubbo project to Energy Fuels' operating mix, extending a business that already centers on uranium, rare earth elements and other strategic minerals. The deal price of $299 million and the August 28, 2026 closing date give investors a clear marker for the new asset base.
That matters because the latest quarter still showed a loss-heavy profile: revenue came in at $25.11 million and EPS was negative $0.13, while the snapshot also showed a negative trailing net margin of 77.75%. The comparison is stark against the market's current valuation, which already prices the company at $3.67 billion.
What the numbers say
MarketBeat's company page also listed a forward-looking consensus rating of Moderate Buy and 7 research reports over the past 90 days. Its earnings summary said analysts expect the company to move from a loss of $0.25 per share to profit of $0.03 per share, a concrete swing that now sits beside the rare earth expansion.
For investors, the key issue is execution rather than the strategic theme. Energy Fuels is trying to pair a domestic uranium business with rare earth processing and new alloy capacity, and the market is already comparing that plan with a $3.67 billion valuation and a $21.80 average target.
The product base
Energy Fuels' core business still runs through uranium production and processing, with White Mesa Mill in Utah serving as the company's main domestic processing hub. The company profile also says it works in vanadium, zirconium and titanium-bearing materials, with early-stage heavy rare earth recovery added to the mix.
Shares and valuation
Energy Fuels stock traded at $14.67 on August 28, 2026, and the same market snapshot showed a market cap of $3.67 billion. The shares also sat inside a 52-week range of $10.65 to $27.90, which leaves the new deal in the middle of a much wider valuation reset.
Company details
Company: Energy Fuels Inc.
ISIN: CA29255N1087
Ticker: UUUU
Exchange: NYSE American
Price (as of August 28, 2026, 4:10 p.m. ET): $14.67 USD
Market cap: $3.67 billion (as of August 28, 2026)
Sector / Industry: Energy / Oil, Gas and Consumable Fuels
