Energy Fuels Inc's recent earnings report shows a significant miss on expectations, prompting investors to rethink the company's future.
Energy Fuels Inc (EFR.TO) released its fiscal Q2 2026 earnings after the market closed on August 5, 2026. The company reported an earnings per share (EPS) of -0.18, which fell short of analysts' estimates of -0.06, resulting in a surprising miss of -200.0%. This disappointing performance continues a trend of underwhelming earnings for Energy Fuels.
Recent earnings trend
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Energy Fuels Inc
EFR.TO
EFR.TO
Energy Fuels Inc
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Market cap
$4.92B
52W high
$38.37
52W low
$11.31
1W change
+22.60%
Beta
1.57
Analyst Price Targets
Based on analyst covering EFR
Wall Street analysts forecast EFR stock price to rise 103.8% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$40.13
+103.8% Upside
Current Price
C$19.69
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
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Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on EFR's historical volatility
30-Day Vol
75.9%
Annualized
90-Day Vol
81.1%
Annualized
Trend (90d)
-50.0%
Annualized drift
90d Mean
C$16.47
Expected price
| Horizon | Expected | 68% Range (1ฯ) |
|---|---|---|
| 30 trading days | C$18.55 | C$14.28 โ C$24.11 |
| 60 trading days | C$17.48 | C$12.07 โ C$25.32 |
| 90 trading days | C$16.47 | C$10.46 โ C$25.93 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ยฑ1ฯ, 95% band = ยฑ2ฯ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
Analyst coverage: 2 analyst(s) cover this name; upcoming EPS consensus is available.
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-02 | โ | -0.0400 | โ |
| 2026-06-30 | 2026-08-05 | -0.1800 | -0.0600 | -200.0% |
| 2026-03-31 | 2026-05-06 | -0.0500 | -0.0200 | -150.0% |
| 2025-12-31 | 2026-02-26 | -0.1200 | -0.1000 | -20.0% |
| 2025-09-30 | 2025-11-03 | -0.1000 | -0.0700 | -42.9% |
| 2025-06-30 | 2025-08-06 | -0.1400 | -0.0500 | -180.0% |
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Investor takeaway: Given the company's history of missing earnings estimates, investors should be cautious as Energy Fuels navigates a tough market. Its ambitious growth strategies may take time to pay off, raising questions about its short-term profitability.
Energy Fuels Reports EPS of -0.18, Missing Estimates by 200.0%
This EPS miss marks the fourth consecutive quarter where Energy Fuels has failed to meet analyst expectations, raising significant concerns about its financial health and operational execution.
Bull case
The company's recent acquisition of Vacuumschmelze GmbH for $1.9 billion could position Energy Fuels as a leader in the rare earths market, potentially driving future revenue growth. Plus, government support for U.S. rare earth production could enhance its operational capabilities.
Bear case
Energy Fuels has consistently missed EPS estimates, which could indicate deeper operational or market challenges. The negative profit margin of -82.70% raises concerns about sustainability, especially in a volatile energy sector. Investors may remain skeptical about the company's ability to achieve profitability in the near term.
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