Insider Trading April 13, 2026 08:10 PM

Energy Fuels Executive Sells $280,650 in Stock as Company Cites Strategic Moves and Mixed Financials

VP of Technical Services disposes of 15,000 shares after the stock’s strong 12-month gain; company posts a wider loss in 2025 and announces a major acquisition and leadership succession

By Avery Klein UUUU
Energy Fuels Executive Sells $280,650 in Stock as Company Cites Strategic Moves and Mixed Financials
UUUU

Daniel Kapostasy, Vice President of Technical Services at Energy Fuels Inc. (UUUU), sold 15,000 shares on April 10, 2026, for $18.71 per share, totaling $280,650. The transaction follows a 355% one-year share-price increase, while analysis from InvestingPro indicates the $4.69 billion company is trading above its Fair Value. Kapostasy earlier exercised options for 7,200 shares on March 13 at $19.82 each. Energy Fuels reported lower revenue and a larger net loss for 2025 compared with 2024, disclosed plans to buy Australian Strategic Materials Limited for US$299 million, and announced a CEO succession effective April 15, 2026. Several brokerages adjusted ratings and targets in recent coverage.

Key Points

  • Insider transaction: Daniel Kapostasy sold 15,000 shares on April 10, 2026, at $18.71 per share for $280,650; he exercised options for 7,200 shares on March 13 at $19.82 each, totaling $142,704, and now directly holds 30,486 shares.
  • Financials: Energy Fuels reported $65.9 million in revenue and an $86.1 million net loss ($0.38 per share) for 2025, down from $78.1 million in revenue and a $47.8 million net loss ($0.28 per share) in 2024.
  • Corporate strategy and coverage: The company plans to acquire Australian Strategic Materials Limited for US$299 million to build the largest fully integrated rare earth elements producer outside of China; multiple brokerages updated ratings and price targets, including H.C. Wainwright, Goldman Sachs, and Roth/MKM.

Daniel Kapostasy, who serves as Vice President of Technical Services at Energy Fuels Inc. (EXCHANGE: UUUU), executed a sale of 15,000 common shares on April 10, 2026, at a price of $18.71 per share. The transaction produced proceeds of $280,650. That sale follows a year in which the company’s stock gained 355%.

Earlier in the spring, on March 13, Kapostasy exercised employee stock options to acquire 7,200 common shares at an exercise price of $19.82, representing a total notional amount of $142,704. After completing the April 10 sale, Kapostasy’s direct holdings in Energy Fuels total 30,486 shares.

Independent analysis cited by InvestingPro places Energy Fuels, which the report values at $4.69 billion, above its Fair Value. The platform also offers a Pro Research Report for investors seeking more detailed coverage of insider transactions and company fundamentals.


Energy Fuels’ most recent audited results show total revenue of $65.9 million for fiscal 2025 and a net loss of $86.1 million, equivalent to $0.38 per share. Those results compare with revenue of $78.1 million and a net loss of $47.8 million, or $0.28 per share, in 2024, indicating a year-over-year decline in revenue and a widening loss.

In strategic corporate developments, Energy Fuels announced plans to acquire Australian Strategic Materials Limited in a transaction valued at US$299 million. The company stated the acquisition is intended to create the largest fully integrated rare earth elements producer outside of China.

Leadership at Energy Fuels will also change in mid-April. Ross Bhappu is scheduled to assume the role of President and Chief Executive Officer on April 15, 2026, following the planned retirement of current CEO Mark Chalmers.

Market research and broker commentary on the company have been active. H.C. Wainwright raised its price target for Energy Fuels to $27.25 while maintaining a Buy rating. Goldman Sachs initiated coverage with a Buy rating and a $30.00 price target. Separately, Roth/MKM upgraded the stock from Sell to Neutral and increased its price target to $15.50.


This article reports the specifics of the insider transaction, recent financial performance, the announced acquisition, the executive succession plan, and recent broker coverage. For investors wanting an expanded analysis of insider activity and valuation, the Pro Research Report on InvestingPro is referenced as a source of additional detail.

Risks

  • Valuation risk: InvestingPro analysis indicates the $4.69 billion company is trading above its Fair Value, which could present valuation pressure for investors.
  • Financial performance risk: Revenue declined and net losses widened in 2025 versus 2024, reflecting near-term profitability challenges.
  • Execution and transition risk: The planned US$299 million acquisition of Australian Strategic Materials Limited and the CEO transition to Ross Bhappu on April 15, 2026, introduce integration and leadership change dynamics that may affect operations.

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