Update shared on 25 Oct 2025
Fair value Increased 21%Analysts have raised their price target for Energy Fuels from $22.35 to $27.10, citing updated fair value estimates. These estimates are supported by robust company performance expectations.
What's in the News
- The U.S. and Australia have committed $3B to mining and processing projects, aiming to shift the critical minerals supply chain away from China. However, experts say this transition will take time (Reuters).
- China has introduced new restrictions on exports of rare earth materials, triggering concerns about disruptions to global supply chains for industries such as semiconductors, automotive, and defense (Wall Street Journal, Bloomberg).
- Western companies warn that the U.S.-China dispute over rare earths could result in broken supply chains and higher prices for chips, cars, and weapons (Financial Times).
- China is making it more difficult for rare earth magnet companies to obtain export licenses, raising additional uncertainty for international buyers (Reuters).
- The U.S. canceled a $500M cobalt purchase due to unresolved contract issues, with plans to reissue the tender in the future (Bloomberg).
Valuation Changes
- Fair Value Estimate has increased from $22.35 to $27.10, reflecting a moderate upward revision.
- Discount Rate remains unchanged at 6.30%, indicating analysts' risk assumptions have not shifted.
- Revenue Growth projection is stable at approximately 65.7%, showing no material adjustment in expected growth rates.
- Net Profit Margin forecast is largely unchanged at about 27.2%.
- Future Price/Earnings (P/E) ratio has risen from 67.1x to 81.4x, suggesting higher valuation expectations for future earnings.
Disclaimer
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