2026-10-15 8-K filing
8-K: Item 8.01, Item 9.01 D1 +2.8% · since -1.2%
2026-10-14 8-K filing
8-K: Item 1.01, Item 8.01, Item 9.01 D1 -10.0% · since +1.6%
16 earlier events › 2026-09-05 Company Bull
Chinese rare earth firms halt some U.S. shipments, bolstering UUUU supply-chain role Multiple sources cite China's rare-earth restrictions; UU's Western supply alternative draws attention
D1 +1.0% · +5d -18.9%
2026-08-29 → 09-01 Capital Bull
Energy Fuels Completes ASM Acquisition, Strengthens Rare Earth Supply Chain Deal closed with Korean Metals Plant, marking a solid step in critical minerals transition
D1 +0.5% · +5d -0.9%
› 2 waves of this story2026-08-29 Company announcement confirms deal close, adding rare earth metal and alloy production, strengthening Western mine-to-magnet chain2026-09-01 Deal closed with Korean Metals Plant, marking a solid step in critical minerals transition2026-08-29 8-K filing
8-K: Item 2.01, Item 3.02, Item 9.01 D1 +0.5% · +5d -0.9%
2026-08-26 Regulation Bull
U.S.-Saudi Nuclear Deal Sent to Congress, Uranium Sector in Focus Trump sent U.S.-Saudi civil nuclear pact to Congress; potential multi-billion-dollar buildout could boost uranium demand
D1 -1.7% · +5d -9.0%
2026-08-14 Analyst Bull
BMO Initiates Energy Fuels at Outperform, PT $18 BMO sees potential as largest Western sintered REE magnet producer; multiple ratings today
D1 +3.6% · +5d +0.3%
2026-08-06 → 08-12 Earnings
Energy Fuels Draws Analyst Scrutiny Post-Q2 on Valuation, Loss Broker reports highlight uranium growth and rare earth expansion, but stretched valuation and expected 2026 loss weigh on near-term appeal
D1 +3.7% · +5d +13.0%
› 3 waves of this story2026-08-06 EPS loss of $0.13 vs $0.05 expected; revenue $25.1M vs $30.8M est.2026-08-07 Post-earnings stock finds buyers at key support; next hurdle at $17.932026-08-12 Broker reports highlight uranium growth and rare earth expansion, but stretched valuation and expected 2026 loss weigh on near-term appeal2026-08-07 Analyst Bull
Roth/MKM Upgrades Energy Fuels to Buy, PT $16 Multiple sources confirm upgrade; valuation normalized, long-term outlook strong
D1 +9.6% · +5d +6.8%
› 2 waves of this story2026-08-07 Analyst cites normalized mining valuations and mine-to-magnet supply chain potential2026-08-07 Multiple sources confirm upgrade; valuation normalized, long-term outlook strong2026-08-06 Earnings
Earnings report D1 +3.7% · +5d +13.0%
2026-08-05 Earnings
Earnings report D1 -3.3% · +5d +16.3%
2026-07-29 Company Bull
Energy Fuels Starts Construction of Commercial-Scale Heavy Rare Earth Plant for Tb/Dy Oxides Key step in transformation from uranium miner to integrated rare earth magnet platform
D1 -5.2% · +5d +15.8%
2026-07-28 8-K filing
8-K: Item 7.01, Item 8.01, Item 9.01 D1 -3.2% · +5d +13.5%
2026-07-10 → 07-15 Capital Bull
Energy Fuels' $1.9B Vacuumschmelze Acquisition, CEO Buys ~$1M Shares Acquisition causes 30% dilution, stock drops >10%, CEO purchase signals confidence
D1 +0.7% · +5d -15.4%
› 4 waves of this story2026-07-10 CEO and director bought ~$1.02M combined on Jul 7-8, signaling insider confidence2026-07-11 CEO bought at $13.08/share, total ~$968K, increasing holdings by 41%; another insider also bought same day.2026-07-15 New CEO Ross Bhappu buys after $1.9B deal causes 30% dilution, signaling insider confidence2026-07-15 Acquisition causes 30% dilution, stock drops >10%, CEO purchase signals confidence2026-07-14 Company Bear
Energy Fuels (UUUU) Dips 3.9% to $13.05 Stock underperforms market amid dilution concerns
D1 +1.4% · +5d -6.7%
2026-07-07 Insider buying Bull
Insider buying $1.0M (1) D1 -6.6% · +5d +2.9%
2026-06-26 8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 5.07 D1 +1.4% · +5d -5.8%
2026-06-23 Capital Bull
Energy Fuels to acquire rare earth magnet maker VAC for ~$1.9B Deal includes $718M cash, 65.85M new shares, ~$140M net debt; pre-market -2.6%
D1 -4.0% · +5d -6.3%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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