--- title: "UUUU Energy Fuels" canonical: "https://supercyclehq.com/stock/energy-fuels" type: "stock" dataAsOf: "2026-11-06" ticker: "UUUU" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Energy Fuels (UUUU) Energy Fuels is a US uranium producer with a second business in rare earth elements. ## AI Exposure Score **35/100, Growing.** Energy Fuels produces US uranium and separates rare earths at its White Mesa mill, touching both the nuclear fuel and magnet supply chains. AI power and robotics demand support both markets, but commodity prices and ramp execution drive the stock. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $6.66 | | Change 1d | +1.06% | | Change 7d | -13.62% | | Change 30d | -33.00% | | Change 1y | -57.44% | | 52-week high | $27.72 | | 52-week low | $6.59 | | Market cap | $1.8B | | P/E | n/a | | EPS | $-0.48 | | Next earnings | 2026-11-04 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE American | | Sector | Energy | | Headquarters | Lakewood, Colorado | | CEO | Ross R. Bhappu | | Employees | 1,069 | | Website | https://www.energyfuels.com | | Buildout layers | [Raw Materials & Mining](https://supercyclehq.com/category/raw-materials) | ## What the company does Energy Fuels is a US uranium producer with a second business in rare earth elements. It mines and sells uranium for nuclear fuel, and it runs rare earth separation at its White Mesa mill, one of the few US facilities doing that work. The two product lines give it dual commodity exposure: uranium production feeding nuclear utilities, and rare earth separation supplying materials used in magnets for motors and electronics. Founded in 1987 and headquartered in Lakewood, Colorado, Energy Fuels trades on the NYSE American, employs roughly 500 people, and is led by CEO Ross R. Bhappu. ## Role in the AI buildout Energy Fuels sits in the Raw Materials & Mining layer with two routes into the AI buildout. Its uranium feeds the nuclear power revival that AI data center demand is driving, and its White Mesa rare earth separation touches the magnet supply chain that robotics depends on. Both markets get support from AI-related demand, but commodity prices and the company's own production ramp will decide results. Supercycle scores its AI exposure at 35 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.3M | 0.01% | new | 2026-06-30 | ## Recent news - [UUUU Q3 Earnings Call Highlights Rare Earth Expansion Plans](https://finance.yahoo.com/energy/articles/uuuu-q3-earnings-call-highlights-142000135.html?.tsrc=rss) (source, 2026-11-06) - [Energy Fuels Inc (UUUU) (Q3 2026) Earnings Call Highlights: Rare Earth Expansion, Strategic ...](https://finance.yahoo.com/energy/articles/energy-fuels-inc-uuuu-q3-051524281.html?.tsrc=rss) (source, 2026-11-06) - [Energy Fuels (UUUU) Q3 2026 Earnings Call Transcript](https://www.fool.com/earnings/call-transcripts/2026/11/05/energy-fuels-uuuu-q3-2026-earnings-call-transcript/?.tsrc=rss) (source, 2026-11-05) - [Energy Fuels (UUUU) Reports Q3 Loss, Tops Revenue Estimates](https://finance.yahoo.com/energy/articles/energy-fuels-uuuu-reports-q3-234514514.html?.tsrc=rss) (source, 2026-11-04) - [Energy Fuels: Q3 Earnings Snapshot](https://finance.yahoo.com/energy/articles/energy-fuels-q3-earnings-snapshot-220226941.html?.tsrc=rss) (source, 2026-11-04) ## FAQ ### What does Energy Fuels do? Energy Fuels produces uranium in the United States and separates rare earth elements at its White Mesa mill. It sells nuclear fuel material to utilities and rare earth products into the magnet supply chain. ### How is Energy Fuels exposed to AI? Indirectly on two fronts. Supercycle scores it 35 out of 100. AI power demand supports nuclear fuel markets, and robotics demand supports rare earths, but commodity prices and execution drive the stock. ### Is UUUU a pure play AI stock? No. It is a commodity producer with two AI-adjacent markets: uranium for nuclear power and rare earths for magnets. Supercycle's 35 out of 100 score reflects indirect exposure through those supply chains. ### Where is Energy Fuels headquartered and who leads it? Energy Fuels is headquartered in Lakewood, Colorado, and led by CEO Ross R. Bhappu. The company was founded in 1987, trades on the NYSE American, and employs roughly 500 people. --- Source: https://supercyclehq.com/stock/energy-fuels. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.