Roth MKM Maintains Hold Rating on Energy Fuels with $7.25 Price Target

Joseph Reagor from Roth MKM maintains a Hold rating on Energy Fuels with a $7.25 price target. The company has a Moderate Buy analyst consensus rating with a $10.26 average price target, implying a 6.76% upside from current levels. Energy Fuels has a one-year high of $10.74 and a one-year low of $3.20, with a current average volume of 12.4M. The corporate insider activity is negative, with 62 insiders selling their shares over the past quarter.

Energy Fuels Inc. (TSE:EFR) is set to release its second-quarter 2025 earnings on August 7, 2025. Analysts anticipate a 7.8% year-over-year (YoY) increase in revenue, reaching $9.40 million, despite an expected earnings per share (EPS) of -$0.04 [2]. The stock is currently trading at an average target price of $8.88, with a potential range between $5.75 and $11.00 [2].

The company's revenue growth is primarily driven by increased uranium sales and ongoing production from its mines. The Pinyon Plain mine in Arizona has been a key contributor, producing 230,661 pounds of uranium in June, following a record 260,000 pounds in May [2]. This has taken the second quarter’s production tally to 638,700 pounds. The company sold 50,000 pounds of uranium on the spot market for an average price of $77.00 per pound in the second quarter [2].

Despite the revenue growth, the company is expected to report a loss for the quarter. This is due to various factors, including recurring operating expenses and additional costs associated with the increased headcount of retained Base Resources employees and Kwale HMS mine reclamation costs. The company's earnings have been volatile, with a trailing four-quarter negative earnings surprise of 55.56% on average [2].

Analysts have updated their earnings models following the latest results. The consensus price target rose 16% to CA$15.50, with analysts increasing their valuations as the business executes in line with forecasts. The most optimistic Energy Fuels analyst has a price target of CA$17.00 per share, while the most pessimistic values it at CA$13.50 [1]. However, the analysts have a pretty good idea of what they think the company is worth, with such a tight range of estimates.

Joseph Reagor from Roth MKM maintains a Hold rating on Energy Fuels with a $7.25 price target, while the company has a Moderate Buy analyst consensus rating with a $10.26 average price target, implying a 6.76% upside from current levels [3]. Energy Fuels has a one-year high of $10.74 and a one-year low of $3.20, with a current average volume of 12.4M. The corporate insider activity is negative, with 62 insiders selling their shares over the past quarter [3].

In conclusion, Energy Fuels is poised to report a revenue increase in the second quarter of 2025, despite an anticipated loss. The company's strategic investments in uranium and REEs position it for long-term growth, supported by robust federal support for the nuclear sector. Analysts remain cautiously optimistic about the company's prospects, with a wide range of price targets reflecting a diverse view on possible outcomes.

References:
[1] https://finance.yahoo.com/news/energy-fuels-inc-tse-efr-135114688.html
[2] https://www.ainvest.com/news/energy-fuels-q2-earnings-preview-revenue-7-8-yoy-analysts-expect-8-88-average-target-price-2508/
[3] https://tickernerd.com/stock/uuuu-forecast/