5 Best Rare Earth Stocks to Buy in 2026

4. Energy Fuels Inc. (NYSEAMERICAN:UUUU)

Number of Hedge Fund Holders: 26  

Energy Fuels Inc. (NYSEAMERICAN:UUUU) is among the best rare earth stocks on this list.

TheFly reported on June 25 that Roth Capital reduced its price target for UUUU to $16 from $17 while maintaining a Neutral rating on the shares. The firm stated that the company’s planned acquisition of Vacuumschmelze GmbH is strategically aligned with its business, although it chose not to assess the transaction’s valuation because the target is privately held. Roth Capital also noted that its revised price target reflects ongoing weakness across the sector and the anticipated impact of Energy Fuels’ pending acquisitions on the company’s valuation.

This price target revision is prominent, followed by Energy Fuels Inc. (NYSEAMERICAN:UUUU)’s June 23 announcement of a definitive agreement to acquire 100% of Vacuumschmelze GmbH (VAC) and its affiliated subsidiaries for approximately $1.9 billion in cash and stock. It was reported that upon completion, VAC will operate as a wholly owned subsidiary while retaining its existing brand and headquarters in Germany. The transaction is intended to establish an integrated rare earth supply chain spanning mining, processing, and advanced magnet manufacturing. Energy Fuels also secured financing commitments and government support to advance key expansion projects. The acquisition is expected to close in early 2027, subject to customary regulatory approvals and closing conditions.

Energy Fuels Inc. (NYSEAMERICAN:UUUU) is a leading U.S. producer of uranium and critical minerals for nuclear energy, clean energy, and advanced technologies.