NASDAQ:UUUU 13 October 2025 - 4 January 2026

Energy Fuels Inc jumped 14.7% to $16.68 Friday, trading between $14.66 and $17.07, with about 15 million shares changing hands. The stock followed gains in uranium futures and sector peers, after the company reported 2025 uranium production above guidance and new long-term sales contracts.

Energy Fuels Inc shares rose 11.8% to $16.26 in New York trading Friday, with about 8.7 million shares changing hands by early afternoon. Denison Mines gained 11% after saying it was ready to start building its Phoenix uranium mine in Canada, pending regulatory approvals. Cameco and Uranium Energy also advanced. Denison raised its initial capital estimate for Phoenix to $600 million, up 20% from 2023.

Energy Fuels closed at $20.34 on Oct. 10, up 275% over the past year, with a $4.7 billion market cap. The company raised $700 million in oversubscribed convertible notes at a 0.75% coupon, funding rare-earth and uranium expansion. Shares spiked after U.S. tariff threats on China’s rare-earth exports. Energy Fuels reported $65 million in revenue and a $93 million net loss over the past year.