Bullish Option Activity Fuels Energy Fuels Surge

Energy Fuels (UUUU) saw a surge in bullish option activity, with 11,176 call options traded, exceeding expectations by 1.3 times. Implied volatility rose by over 5 points to 92.86%. Analysts forecast an average target price of $8.88, with a high estimate of $11.00 and a low estimate of $5.75. The GF Value estimates a one-year price of $14.75, suggesting a 49.37% upside.

Title: Energy Fuels (UUUU) Sees Surge in Bullish Option Activity and Analyst Uptick

Energy Fuels Inc. (UUUU), a leading player in the uranium mining industry, has witnessed a significant surge in bullish option activity, with 11,176 call options traded, exceeding expectations by 1.3 times. This activity reflects a growing optimism among investors about the company's future prospects. The implied volatility for UUUU options rose by over 5 points to 92.86%, indicating heightened interest and uncertainty among traders.

Analysts have also shown increased interest in Energy Fuels, with several recent ratings and target price adjustments. B. Riley initiated coverage on Energy Fuels with a "buy" rating and a $9.00 price objective [1]. HC Wainwright revised their target price from $10.75 to $10.00, maintaining a "buy" rating [1]. Roth Capital, however, downgraded Energy Fuels from a "buy" to a "neutral" rating with a $6.00 target price [1]. Despite this, the overall sentiment remains positive, with analysts forecasting an average target price of $8.88, a high estimate of $11.00, and a low estimate of $5.75.

The Global Financial Value (GF Value) estimates a one-year price of $14.75 for Energy Fuels, suggesting a potential 49.37% upside. This optimistic outlook is driven by several factors, including the company's leadership position as the leading U.S. producer of natural uranium concentrate, its White Mesa Mill in Utah being the only fully licensed and operating conventional uranium processing facility, and its high-grade Pinyon Plain mine in Arizona, which delivered 230,661 pounds of uranium in June and 638,700 pounds during the second quarter [3].

Institutional investors have also shown increased interest in Energy Fuels. Alps Advisors Inc. boosted its position by 29.0% in the first quarter, while MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings by 10.8% [1]. These investments underscore the belief in Energy Fuels' growth potential and its role in the uranium sector.

In conclusion, Energy Fuels Inc. (UUUU) has seen a notable surge in bullish option activity and analyst interest, driven by its strong fundamentals and the growing demand for clean energy. Investors should closely monitor the company's performance and the broader uranium market to make informed decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/energy-fuels-nyseamericanuuuu-hits-new-1-year-high-still-a-buy-2025-07-23/
[2] https://www.nasdaq.com/articles/noteworthy-thursday-option-activity-uuuu-mrna-pfe
[3] https://www.nasdaq.com/articles/uuuu-vs-ccj-which-uranium-stock-better-buy-now