Analysts have maintained their price target for Energy Fuels at $33.63. Recent minor adjustments in underlying revenue growth and profit margin forecasts support a steady outlook.
What's in the News
- Persistent scarcity of heavy rare earth elements is challenging the West's efforts to secure a home-grown magnet supply chain. This is impacting companies like Energy Fuels (Reuters).
- China is developing new export control systems aimed at limiting rare-earth materials to U.S. military suppliers, thereby tightening global supply (Wall Street Journal).
- India has proposed to nearly triple its incentive plan for rare earth magnet manufacturing, which indicates strategic international competition (Bloomberg).
- Recent agreements between the U.S. and Japan involve significant investments in critical minerals, including rare earths, and may benefit companies such as Energy Fuels (Reuters).
- Western companies are warning that the ongoing U.S.-China dispute over rare earth materials could disrupt supply chains and raise production costs for key industries (Financial Times).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at CA$33.63.
- Discount Rate is steady at 6.45% with no notable change.
- Revenue Growth forecast has risen slightly, increasing from 60.49% to 60.58%.
- Net Profit Margin estimate has edged down marginally from 30.22% to 29.89%.
- Future P/E Ratio has increased slightly from 85.22x to 85.65x.
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