economy

February 11, 2026

This company can process uranium and rare earths. Goldman says shares should rally more than 30%

Goldman sees government support for nuclear power and rare earths lifting this mining stock.

This company can process uranium and rare earths. Goldman says shares should rally more than 30%

TL;DR

  • Goldman Sachs initiated research coverage of Energy Fuels with a buy rating.
  • The firm cited Energy Fuels' exposure to uranium and rare earths as key drivers.
  • A price target of $30 per share was set, indicating nearly 40% potential upside.
  • Energy Fuels operates the highest-grade uranium deposit in the U.S. and the White Mesa Mill in Utah.
  • The White Mesa Mill is the only U.S. facility capable of processing light and heavy rare earths, as well as uranium.
  • Goldman analysts see structural shifts in uranium and rare earths markets due to U.S. nuclear power support and reduced dependence on China.

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