7 Best Rare Earth Stocks to Buy According to Hedge Funds

2. Energy Fuels Inc. (NYSE:UUUU)

Number of Hedge Fund Holders: 38

Energy Fuels Inc. (NYSE:UUUU) is one of the best rare earth stocks on our list.

TheFly reported on December 30 that Roth Capital reiterated its Sell rating on UUUU with a $11.50 price target following the company’s fourth-quarter 2025 uranium production and sales update.

While Roth noted that production came in modestly above expectations and sales were stronger than anticipated, the firm said these results do not alter its sum-of-the-parts valuation. Roth continues to view the shares as overvalued, arguing that current pricing already reflects optimistic assumptions for Energy Fuels’ rare earth strategy, despite the business contributing minimal financial results to date.

Energy Fuels Inc. (NYSE:UUUU) is a U.S. critical minerals and mining company headquartered in Lakewood, Colorado. It is the leading producer of uranium concentrates in the United States, supplying nuclear utilities with fuel for carbon‑free energy. Over the past several years, the company has strategically expanded into rare earth elements (REEs) and other critical minerals, positioning itself as a major player in both nuclear and advanced technology supply chains.