Energy Fuels 将来の成長
Future 基準チェック /56
Energy Fuels利益と収益がそれぞれ年間60.9%と42.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.2% 60.5%なると予測されています。
主要情報
60.9%
収益成長率
60.50%
EPS成長率
| Oil and Gas 収益成長 | 9.4% |
| 収益成長率 | 42.3% |
| 将来の株主資本利益率 | 18.22% |
| アナリストカバレッジ | Low |
| 最終更新日 | 05 Aug 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • Jul 08
EFR: Future Rare Earth Supply Chain Expansion Will Drive Bullish Reassessment
Analysts have revised their fair value estimate for Energy Fuels to CA$33.50 from CA$26.00, citing updated assumptions around future revenue growth, profit margins, discount rate, and a lower projected future P/E multiple. What’s in the News for Energy Fuels Energy Fuels agreed to acquire German magnetics company Vacuumschmelze GmbH & Co. KG in a cash and stock deal valued at about US$1.9b, aiming to build an integrated mine-to-magnet rare earth supply chain across North America, Europe, and Asia, according to recent news reports.
ナラティブ更新 • Jun 24
EFR: Vertically Integrated Rare Earths And Uranium Platform Will Drive Future Upside
The latest analyst price target for Energy Fuels has edged down by CA$0.50 to CA$41.13, reflecting updated views on its projected revenue growth, profit margins, and future price-to-earnings assumptions. What's in the News for Energy Fuels Energy Fuels agreed to acquire German advanced magnetics manufacturer Vacuumschmelze GmbH & Co. KG and its subsidiaries in a cash and stock deal valued at US$1.9b.分析記事 • Jun 19
Energy Fuels (TSX:EFR) Stock Could Be 44% Undervalued After $725 Million US Loan Backing
Energy Fuels (TSX:EFR) is back in focus after securing a conditional commitment for a $725 million, 20 year loan from the U.S. Office of Strategic Capital to expand its rare earths and critical minerals processing footprint. See our latest analysis for Energy Fuels. The conditional U.S. government loan news has landed on top of already strong momentum for Energy Fuels, with a 7 day share price return of 11.26% and a 1 year total shareholder return of 214.78% suggesting sentiment has shifted...ナラティブ更新 • Jun 08
EFR: Rare Earth Pilot Breakthroughs Will Drive Future Upside Potential
Analysts have kept their CA$41.63 price target for Energy Fuels unchanged, reflecting consistent assumptions around fair value, discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What’s in the News Energy Fuels reported strong first quarter revenue growth primarily from uranium sales, while continuing to report near term losses due to higher operating costs, according to Zacks coverage.ナラティブ更新 • May 18
EFR: White Mesa Rare Earth Expansion And Uranium Output Will Drive Upside
Analysts have kept their CA$41.63 price target for Energy Fuels unchanged, citing updated assumptions that now reflect a slightly higher discount rate, higher revenue and profit margin estimates, and a lower future P/E multiple. What's in the News Reaffirmed operating guidance for 2026, with mined U3O8 expected in the range of 2,000,000 to 2,500,000 pounds and processed U3O8 in the range of 1,500,000 to 2,500,000 pounds (company guidance).分析記事 • May 15
Analysts Just Shaved Their Energy Fuels Inc. (TSE:EFR) Forecasts Dramatically
The latest analyst coverage could presage a bad day for Energy Fuels Inc. ( TSE:EFR ), with the analysts making...ナラティブ更新 • Apr 30
EFR: Rare Earth Expansion Plans At White Mesa Will Drive Future Upside
Analysts have maintained their CA$41.63 price target for Energy Fuels, reflecting updated assumptions that include slightly higher revenue, stronger profit margins, and a lower future P/E. What's in the News Plans to expand heavy rare earth element production at the existing White Mesa Mill circuits, targeting commercial scale recovery of Dy, Tb, Sm, Eu and Gd, with flexibility to process other heavy rare earths such as Y and Lu if market conditions support it (Key Developments).ナラティブ更新 • Apr 16
EFR: Uranium And Rare Earth Production Expansion Will Drive Future Upside
Analysts have raised their fair value estimate for Energy Fuels to CA$41.63 from CA$41.50, citing updated assumptions around long term profit margins and a slightly higher future P/E multiple. What's in the News Produced the first 1 kg of 99.9% pure terbium oxide at the White Mesa Mill using U.S. sourced monazite ore, following earlier pilot scale production of nearly 30 kg of 99.9% pure dysprosium oxide for rare earth permanent magnet applications (Key Developments).ナラティブ更新 • Apr 02
EFR: Uranium And Heavy Rare Earth Expansion Will Drive Future Upside
Analysts kept their CA$41.50 price target for Energy Fuels unchanged, with updated modelling fine tuning long run revenue growth, profit margin assumptions and a slightly lower future P/E estimate that still supports the same fair value view. What's in the News Produced the first 1 kg of 99.9% pure terbium oxide at the White Mesa Mill in Utah using U.S. sourced monazite ore, following prior production of nearly 30 kg of 99.9% pure dysprosium oxide.ナラティブ更新 • Mar 18
EFR: Uranium Production Ramp And Rare Earth Oxides Will Drive Upside
Analysts have kept their CA$41.50 price target on Energy Fuels steady, citing unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as support for this view. What's in the News Leadership transition planned, with President Ross Bhappu expected to become President and CEO on April 15, 2026, as current CEO Mark Chalmers retires and moves into a two year consulting role to support growth initiatives (Executive Changes).ナラティブ更新 • Mar 04
EFR: Uranium Output And Rare Earth Refining Will Drive Future Upside
Analysts have slightly adjusted their price target on Energy Fuels to CA$41.50 from CA$41.75, reflecting updated views on revenue growth potential, profit margin expectations, and a higher assumed future P/E multiple. What's in the News Energy Fuels plans a leadership transition, with President Ross Bhappu expected to become President and CEO on April 15, 2026.ナラティブ更新 • Feb 18
EFR: Uranium And Rare Earth Production Will Drive Future Upside
Analysts have nudged their price target on Energy Fuels up by CA$1 to CA$41.75, citing updated expectations for revenue growth, margins and future P/E assumptions. What's in the News Energy Fuels has renamed its Toliara Project in Madagascar to Vara Mada, highlighting its role as a source of titanium, zircon and rare earth minerals, and is planning a revised mine plan and new drilling program targeting an additional 1,200 to 1,600 million tonnes of mineralized material (Key Developments).ナラティブ更新 • Feb 03
EFR: Rare Earth Export Controls Will Support Future Heavy Element Upside
Analysts have lifted their price target on Energy Fuels from US$37.50 to US$40.75, citing updated assumptions around revenue growth, profit margins, fair value, and a revised future P/E multiple. What's in the News China's Ministry of Commerce is designing a new rare earth export license system that aims to speed up shipments while keeping earlier export controls in place.ナラティブ更新 • Jan 20
EFR: Western Rare Earth Export Curbs Will Support Future Heavy Element Upside
Analysts have raised their price target on Energy Fuels from US$33.63 to US$37.50, citing updated assumptions regarding revenue growth, profit margins and a higher forward P/E multiple in their models. What's in the News The West is working to build its own rare earth magnet supply chain, but scarcity of heavy elements like dysprosium and terbium remains a weak point, with Energy Fuels included among companies linked to rare earth development (Reuters).ナラティブ更新 • Jan 06
EFR: Western Rare Earth Export Curbs Will Support Future Heavy Element Upside
Analysts have maintained their price target for Energy Fuels at US$33.63, citing largely unchanged assumptions around revenue growth, profit margins, and future P/E as the basis for keeping their view. What's in the News China has introduced and refined rare earth export controls, including new licensing systems and restrictions that affect materials such as dysprosium and terbium, which are used in magnets for EVs, defense systems, and electronics, and are areas of focus for Energy Fuels in the U.S. (Reuters, WSJ, Bloomberg, FT) Western governments and companies, including the U.S., Australia, Japan, and several Southeast Asian partners, have signed trade and critical minerals agreements aimed at diversifying supply chains away from China, with explicit references to rare earths and critical minerals where Energy Fuels operates.ナラティブ更新 • Dec 21
EFR: Western Rare Earth Trade Realignment Will Drive Future Upside
Analysts have modestly increased their price target on Energy Fuels, citing slightly stronger long term revenue growth expectations and a marginally higher future earnings multiple, while maintaining their fair value estimate near $33.63 per share. What's in the News The G7 and EU are considering price floors for rare earths and potential taxes on some Chinese exports to incentivize new non Chinese production, moves that could support pricing and investment for Western producers such as Energy Fuels (Reuters).ナラティブ更新 • Dec 07
EFR: Western Rare Earth Supply Chain Realignment Will Drive Future Upside
Analysts have modestly raised their price target on Energy Fuels to 87.29 dollars from 85.65 dollars, citing slightly improved expectations for long term earnings multiples despite unchanged fair value, discount rate, revenue growth, and profit margin assumptions. What's in the News Global efforts to build non Chinese supply chains for high strength rare earth magnets are constrained by shortages of heavy elements like dysprosium and terbium, spotlighting producers such as Energy Fuels that can help diversify supply (Reuters) China is advancing new export control frameworks for rare earths, including a validated end user system and tighter license reviews, which could limit flows to U.S. military linked companies and add friction to Western supply chains that rely on firms like Energy Fuels (Wall Street Journal, Reuters) China has introduced new and expanded restrictions on rare earth materials and magnet exports, requiring licenses and approvals for products with even small China sourced rare earth content, raising strategic urgency for alternative Western producers, including Energy Fuels (Wall Street Journal, Bloomberg) India plans to almost triple incentives for domestic rare earth magnet manufacturing to about 788 million dollars, reinforcing global competition for rare earth feedstock that companies such as Energy Fuels aim to supply (Bloomberg) G7 members and the EU are weighing price floors and possible taxes on some Chinese rare earth exports to spur new non Chinese production, a policy backdrop that could affect Western focused miners and processors like Energy Fuils (Reuters) Valuation Changes Fair Value remains unchanged at CA$33.63 per share, indicating no revision to the core intrinsic value estimate.ナラティブ更新 • Nov 23
EFR: Supply Chain Realignment And Global Rare Earth Tensions Will Drive Stronger Margins
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.分析記事 • Nov 14
The Price Is Right For Energy Fuels Inc. (TSE:EFR) Even After Diving 41%
The Energy Fuels Inc. ( TSE:EFR ) share price has softened a substantial 41% over the previous 30 days, handing back...ナラティブ更新 • Nov 08
EFR: Profit Margin Expansion Will Drive Positive Performance Amid Global Supply Chain Shifts
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.ナラティブ更新 • Oct 25
Future Global Supply Chain Shifts Will Unlock Value In Rare Earth Production
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.ナラティブ更新 • Oct 11
Pinyon Plain Uranium And Rare Earth Production Will Unlock Value
Analysts have raised their price target for Energy Fuels from $20.85 to $22.35. They cite sustained bullish option activity and heightened implied volatility as key drivers of renewed confidence in the stock's outlook.ナラティブ更新 • Sep 27
Pinyon Plain Uranium And Rare Earth Production Will Unlock Value
Energy Fuels’ fair value estimate has been raised from CA$17.98 to CA$20.85, as analysts cite increased bullish options activity and expectations of near-term catalysts, tempered by concerns over rare earth diversification and potential equity dilution. Analyst Commentary Bullish analysts point to significantly increased call option volume and elevated implied volatility, indicating heightened investor optimism ahead of earnings.ナラティブ更新 • Sep 11
Pinyon Plain Uranium And Rare Earth Production Will Unlock Value
Analysts have modestly raised Energy Fuels' price target to CA$17.98, citing strong bullish sentiment driven by elevated call option activity and investor interest ahead of earnings, tempered by concerns over rare earth diversification and potential equity dilution. Analyst Commentary Bullish analysts highlight unusually high call option volume and increased implied volatility, pointing to heightened investor interest ahead of earnings.分析記事 • Sep 03
After Leaping 28% Energy Fuels Inc. (TSE:EFR) Shares Are Not Flying Under The Radar
Energy Fuels Inc. ( TSE:EFR ) shares have continued their recent momentum with a 28% gain in the last month alone. The...ナラティブ更新 • Aug 27
Pinyon Plain Uranium And Rare Earth Production Will Unlock Value
Analysts have raised Energy Fuels’ price target to CA$17.12, citing strong near-term market sentiment and heightened volatility ahead of earnings, but concerns remain over relative underperformance to uranium peers and potential equity dilution from rare earth diversification. Analyst Commentary Bullish analysts point to unusually high call option volume and a low put/call ratio, reflecting strong near-term market sentiment ahead of earnings.分析記事 • Jul 20
After Leaping 72% Energy Fuels Inc. (TSE:EFR) Shares Are Not Flying Under The Radar
Despite an already strong run, Energy Fuels Inc. ( TSE:EFR ) shares have been powering on, with a gain of 72% in the...分析記事 • Jul 12
Need To Know: Analysts Are Much More Bullish On Energy Fuels Inc. (TSE:EFR) Revenues
Celebrations may be in order for Energy Fuels Inc. ( TSE:EFR ) shareholders, with the analysts delivering a significant...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 420 | 156 | -433 | 164 | 3 |
| 12/31/2027 | 250 | 30 | -420 | 93 | 4 |
| 12/31/2026 | 151 | -45 | -41 | -79 | 4 |
| 3/31/2026 | 85 | -70 | -117 | -62 | N/A |
| 12/31/2025 | 66 | -86 | -141 | -89 | N/A |
| 9/30/2025 | 79 | -98 | -145 | -109 | N/A |
| 6/30/2025 | 65 | -93 | -116 | -88 | N/A |
| 3/31/2025 | 70 | -78 | -104 | -72 | N/A |
| 12/31/2024 | 78 | -48 | -75 | -44 | N/A |
| 9/30/2024 | 39 | -35 | -50 | -12 | N/A |
| 6/30/2024 | 46 | -12 | -47 | -12 | N/A |
| 3/31/2024 | 44 | -11 | -31 | -4 | N/A |
| 12/31/2023 | 38 | 100 | -60 | -15 | N/A |
| 9/30/2023 | 38 | 102 | -68 | -31 | N/A |
| 6/30/2023 | 30 | 82 | -65 | -32 | N/A |
| 3/31/2023 | 29 | 69 | -68 | -42 | N/A |
| 12/31/2022 | 13 | -60 | -52 | -50 | N/A |
| 9/30/2022 | 14 | -11 | -38 | -37 | N/A |
| 6/30/2022 | 12 | -10 | -35 | -34 | N/A |
| 3/31/2022 | 6 | -2 | -33 | -31 | N/A |
| 12/31/2021 | 3 | 2 | -31 | -29 | N/A |
| 9/30/2021 | 2 | -35 | -30 | -29 | N/A |
| 6/30/2021 | 2 | -36 | -34 | -33 | N/A |
| 3/31/2021 | 2 | -33 | -34 | -32 | N/A |
| 12/31/2020 | 2 | -28 | -33 | -32 | N/A |
| 9/30/2020 | 2 | -32 | -35 | -35 | N/A |
| 6/30/2020 | 2 | -30 | -37 | -37 | N/A |
| 3/31/2020 | 5 | -32 | -41 | -41 | N/A |
| 12/31/2019 | 6 | -38 | N/A | -44 | N/A |
| 9/30/2019 | 8 | -36 | N/A | -43 | N/A |
| 6/30/2019 | 8 | -43 | N/A | -34 | N/A |
| 3/31/2019 | 32 | -27 | N/A | -8 | N/A |
| 12/31/2018 | 32 | -25 | N/A | -8 | N/A |
| 9/30/2018 | 33 | -26 | N/A | -4 | N/A |
| 6/30/2018 | 38 | -16 | N/A | -3 | N/A |
| 3/31/2018 | 29 | -28 | N/A | -13 | N/A |
| 12/31/2017 | 31 | -28 | N/A | -10 | N/A |
| 9/30/2017 | 48 | -32 | N/A | -4 | N/A |
| 6/30/2017 | 51 | -35 | N/A | -10 | N/A |
| 3/31/2017 | 40 | -41 | N/A | -12 | N/A |
| 12/31/2016 | 55 | -39 | N/A | -12 | N/A |
| 9/30/2016 | 45 | -99 | N/A | -21 | N/A |
| 6/30/2016 | 55 | -96 | N/A | -12 | N/A |
| 3/31/2016 | 72 | -90 | N/A | -8 | N/A |
| 12/31/2015 | 61 | -82 | N/A | -2 | N/A |
| 9/30/2015 | 51 | -64 | N/A | -1 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: EFRは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3% ) よりも高い成長率であると考えられます。
収益対市場: EFR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。
高成長収益: EFR今後 3 年以内に収益を上げることが予想されます。
収益対市場: EFRの収益 ( 42.3% ) Canadian市場 ( 4.3% ) よりも速いペースで成長すると予測されています。
高い収益成長: EFRの収益 ( 42.3% ) 20%よりも速いペースで成長すると予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: EFRの 自己資本利益率 は、3年後には低くなると予測されています ( 18.2 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/05 23:10 |
| 終値 | 2026/08/05 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Energy Fuels Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11
| アナリスト | 機関 |
|---|---|
| Matthew Key | B. Riley Securities, Inc. |
| Nicholas Giles | B. Riley Securities, Inc. |
| Yuan Zhi | B. Riley Securities, Inc. |