UUUU Stock Surges 30% With A 6-day Winning Spree On B. Riley Target Hike to $27
Energy Fuels (UUUU) – a uranium extraction and recovery company in the United States – hit 6-day winning streak, with cumulative gains over this period amounting to a 30%. The company market cap has surged by about $1.2 Bil over the last 6 days, and currently stands at $5.5 Bil.
The stock has YTD (year-to-date) return of 61.8% compared to -0.7% for S&P 500. This calls for a re-evaluation of the stock’s valuation to find out whether this is an opportunity, or a trap.
What Triggered The Rally?
[1] B. Riley Price Target Hike
- Price target raised to $27.00 from $22.00
- Buy rating maintained
- Impact: Stock price up 9.1% on the day, Increased institutional confidence
[2] Acquisition of Australian Strategic Materials
- US$299M strategic transaction announced
- Aims to build largest non-Chinese REE supplier
- Impact: Creation of a leading integrated rare earth producer, Positive post-market trading
[3] Positive Feasibility Study on REE Expansion
- Lower-than-expected CAPEX
- Projected significant annual EBITDA
- Impact: Stock gained over 7.6% on the news, Strengthened long-term growth outlook
Opportunity or Trap?
Below is our take on valuation.
There are only a couple of things to fear in UUUU stock given its overall Moderate operating performance and financial condition. But keeping in mind its Very High valuation, we think that the stock is Unattractive (For details, see Buy or Sell UUUU).
But here is the real interesting point.
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Returns vs S&P 500
The following table summarizes the return for UUUU stock vs. the S&P 500 index over different periods, including the current streak:
| Return Period | UUUU | S&P 500 |
|---|---|---|
| 1D | 7.2% | -2.1% |
| 6D (Current Streak) | 29.5% | -2.4% |
| 1M (21D) | 74.6% | 1.1% |
| 3M (63D) | 11.7% | 2.0% |
| YTD 2026 | 61.8% | -0.7% |
| 2025 | 183.4% | 16.4% |
| 2024 | -28.7% | 23.3% |
| 2023 | 15.8% | 24.2% |
However, big gains can follow sharp reversals – but how has UUUU behaved after prior drops? See UUUU Dip Buyer Analysis to learn more.
Gains and Losses Streaks: S&P 500 Constituents
There are currently 21 S&P constituents with 3 days or more of consecutive gains and 91 constituents with 3 days or more of consecutive losses.
| Consecutive Days | # of Gainers | # of Losers |
|---|---|---|
| 3D | 4 | 51 |
| 4D | 4 | 14 |
| 5D | 5 | 10 |
| 6D | 6 | 9 |
| 7D or more | 2 | 7 |
| Total >=3 D | 21 | 91 |
Key Financials for Energy Fuels (UUUU)
Last 2 Fiscal Years:
| Metric | FY2023 | FY2024 |
|---|---|---|
| Revenues | $37.9 Mil | $78.1 Mil |
| Operating Income | $-32.4 Mil | $-37.2 Mil |
| Net Income | $99.9 Mil | $-47.8 Mil |
Last 2 Fiscal Quarters:
| Metric | 2025 FQ2 | 2025 FQ3 |
|---|---|---|
| Revenues | $4.2 Mil | $17.7 Mil |
| Operating Income | $-26.2 Mil | $-26.7 Mil |
| Net Income | $-21.8 Mil | $-16.7 Mil |
While UUUU stock looks attractive given its winning streak, investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.