Update shared on 08 Nov 2025
Fair value Increased 24%Analysts have raised their price target for Energy Fuels from $27.10 to $33.63. They cite improved profit margin projections and a slightly higher discount rate, despite a modest reduction in revenue growth estimates.
What's in the News
- China has started designing a new rare earth export license system that is expected to speed up shipments, but has not fully rolled back recently imposed restrictions as hoped by the U.S. (Reuters)
- India plans to increase its incentive program for rare earth magnet manufacturing to over $788 million, aiming to boost domestic production capacity (Bloomberg)
- U.S. President Donald Trump agreed with China to cut tariffs to 47% in exchange for Beijing pausing new rare earth export controls for one year (Reuters)
- The U.S. signed major trade and rare earths agreements with Japan and several Southeast Asian countries, supporting supply chains and increased investment (Reuters)
- Experts say U.S. efforts to create rare earth supply deals with Australia will not significantly weaken China’s dominance in the near term, despite new funding commitments (Reuters)
Valuation Changes
- Consensus Analyst Price Target increased from CA$27.10 to CA$33.63
- Discount Rate rose slightly from 6.30% to 6.45%
- Revenue Growth Estimate declined from 65.7% to 60.5%
- Net Profit Margin improved, moving from 27.2% to 30.2%
- Future P/E Ratio edged up from 81.4x to 85.2x
Disclaimer
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