Centrus Energy Corp. (LEU) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

BULLISH

Centrus Energy’s latest announcement of a multi‑year supply agreement with Antares Nuclear for high‑assay low‑enriched uranium delivers a clear upside catalyst. The deal locks in long‑term demand and, importantly, includes customer prepayments that will fund the expansion of Centrus’s domestic enrichment facilities, strengthening its balance sheet and reducing future financing risk. For the next 1–10 trading days, the market will likely interpret the prepayments as a near‑term cash infusion, improving liquidity and enabling the company to accelerate its growth plans. Watch for the company’s subsequent capital allocation announcements, as the timing and scale of the facility expansion will influence earnings guidance. The agreement also signals a broader shift toward domestic enrichment capacity, which could reduce reliance on foreign suppliers and mitigate geopolitical supply risks. In the medium term, increased domestic output may pressure uranium prices, potentially benefiting Centrus’s margins. Monitor Antares Nuclear’s production ramp‑up schedule, as any delays could affect the timing of the prepayments and the projected cash flow. Finally, keep an eye on regulatory developments in the nuclear sector, as changes in licensing or safety standards could impact the pace of facility expansion and the overall demand for low‑assay uranium.

LEU|Analyst Targets

LOW TARGET

$169 +16.2%

2 analysts

MEAN TARGET

$247 +70.3%

12 analysts

HIGH TARGET

$340 +134.1%

9 analysts

PRICE RANGE

$168.77 - $340.00

SB / B / H / S / SS

3/11/7/1/1

DAILYIQ EST.

$259.67 (+78.8%)

LEU|Company Info

Sector

Energy

Industry

Uranium

Exchange

NYQ

Country

United States

Website

centrusenergy.com

Symbol

LEU

Description

Centrus Energy Corp. is a key supplier to the global nuclear power industry, providing essential fuel components to utilities operating nuclear power plants across the United States, Europe, and Asia. The company's core business revolves around its Low-Enriched Uranium (LEU) segment, which delivers enriched uranium products, natural uranium, and conversion services. Centrus also offers Technical Solutions, providing specialized engineering and operational expertise to both public and private sector clients. This dual-segment approach allows Centrus to capitalize on its industry knowledge and experience. Originally established in 1998 as USEC Inc., the company rebranded as Centrus Energy Corp. in 2014 and is headquartered in Bethesda, Maryland.

LEU|Insider Trading

Bought (1Y)

0 shares

Sold (1Y)

1,676 shares

$39K

TINELLI TODD MSVP, CFO & Treasurer

Option Exercise456 shares2026-08-11

TINELLI TODD MSVP, CFO & Treasurer

Tax Withholding206 shares2026-08-11

TINELLI TODD MSVP, CFO & Treasurer

Award/Grant456 shares2026-08-11

Rothrock Ray A.-

Tax Withholding235 shares2026-06-26

DONALD KIRKLAND H-

Tax Withholding295 shares2026-06-26

LEU|Fundamentals

Bullish

Verdict: Bullish

✓Revenue growing year over year

✓Positive net margin

✓Positive operating cash flow

Gross Margin

26.2%

Net Margin

17.3%

Revenue CAGR

-7.3%

Current Ratio

5.59x

Debt / Equity

1.54x

Return on Equity

10.2%

LEU|Earnings Snapshot

Earnings Summary

Centrus Energy Corp. supplies low‑enriched uranium and related technical solutions to nuclear power utilities worldwide, positioning it within the niche uranium sector of the broader energy industry. The company’s dual‑segment model—fuel products and engineering services—has enabled it to capture both commodity and service revenue streams. In Q4 2024, Centrus posted a strong EPS of $3.20 versus an estimate of $1.64, while revenue reached $151.6 million, a modest increase from the prior quarter; the following quarter, Q1 2025, saw EPS of $1.06 against a negative estimate of –$0.0775 and revenue of $73.1 million, indicating a sharp decline in top line but a continued earnings beat. Q2 2025 reversed the trend with EPS of $1.59 versus an estimate of $0.58 and revenue of $154.5 million, matching Q4 2024 levels, whereas Q3 2025 saw EPS drop to $0.19 against an estimate of $0.36 and revenue of $74.9 million, a significant revenue contraction. The most recent Q4 2025 results showed EPS of $0.79 against an estimate of $1.42 and revenue of $146.2 million versus an estimate of $147.8 million, reflecting a slight revenue shortfall and a lower-than‑expected earnings beat. Q1 2026 continued the pattern with EPS of $1.05 versus an estimate of $0.27 and revenue of $76.7 million versus an estimate of $78.3 million, while Q2 2026 delivered EPS of $0.77 against an estimate of $0.85 and revenue of $176.1 million versus an estimate of $150.0 million, indicating a revenue rebound but a modest earnings miss. Historically, Centrus has maintained a YoY revenue growth trajectory of roughly 10–15 % over the past four quarters, with EPS consistently beating estimates in three of the last four quarters, though the most recent quarter saw a miss. Recent news highlights a $500 million public offering of Class A shares and warrants priced at $199.64, which will dilute shareholders but provide working capital; additionally, a multi‑year HALEU supply contract with Radiant for Kaleidos microreactors expands the company’s domestic fuel footprint and could drive future revenue. Investors should watch for the closing of the offering, the allocation of proceeds, and the first tranche of HALEU deliveries, as these events will clarify the net impact on earnings and cash flow in the coming quarter.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$0.01	-	-
Q2'26	$0.85	$0.77	-9.1%
Q1'26	$0.27	$1.05	+288.9%
Q4'25	$1.42	$0.79	-44.4%
Q3'25	$0.36	$0.19	-46.7%
Q2'25	$0.58	$1.59	+176.3%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$66M	-	-
Q2'26	$150M	$176M	+17.4%
Q1'26	$78M	$77M	-2.1%
Q4'25	$148M	$146M	-1.1%
Q3'25	-	$75M	-
Q2'25	-	$155M	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

LEU|Monthly Returns

Market Data

LEU Stock Snapshot

SELL14/100

$145.90+$0.67 (0.5%)

Market cap: 2.97B
P/E ratio: 61.3
Day range: $143.98 – $152.21
News sentiment: 76/100 · Bullish
Analyst target: $247.40 (+69.6%)
Consensus: Buy · 23 analysts

52-week range+7.4% off low · -68.6% from high

$135.85$464.90

Price $145.90 DailyIQ Est. $259.67

LEU's technical picture is under pressure, with momentum working against price. Position sizing matters more than usual in a name this size, where volatility is structural.

Reverse DCF

What growth is priced into LEU?

RICH

At today's price, Centrus Energy Corp. needs to grow free cash flow about 32.4% a year for the next 10 years to justify its valuation at a 10.80% cost of capital. Over its actual history it has compounded free cash flow at -16.8% a year, so the market is asking for 49.2 percentage points above its own delivered rate. On that basis LEU looks priced above what its own growth record supports.

Implied FCF growth: 32.4%
Historical FCF CAGR: -16.8%
Growth gap: +49.2 pts
Verdict: RICH
Discount rate (WACC): 10.80%
Beta: 1.93

Behaviour On Record

What LEU's own history says about today's numbers

Realized volatility (21d): 80.4% 59th pct
Below its peak: -66.9%
vs 200-day average: -29.8%
Up days (1y): 50%

Centrus Energy Corp. is currently running 80.4% annualised volatility over the last 21 sessions. Measured against LEU's own 13 years of daily returns rather than a market-wide average, that is the 59th percentile — close to its own typical level, against a typical reading of 74.1%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

LEU is trading -66.9% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -55.6%, and the deepest was -94.3% in 2014. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits -29.8% from its 200-day moving average. Against every other day in its history, that gap ranks at the 15th percentile — a narrower gap than it typically runs. Over the past year LEU closed higher on 50% of sessions, and it is currently 1 session into a falling streak.

On September specifically: over 13 years of records, LEU finished the month higher 6 of 13 times, with a median return of -5.8% and an average of +1.7%. Its strongest month historically has been October at +8.6% on average, its weakest December at -3.6%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: LEU has opened more than 2% away from the prior close in 797 of 3,252 sessions (24.5% of the time), with the largest gaps running +24.9% and -22.8%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, LEU moved an average of 9.5% in the session after earnings, closing higher 1 of those 3 times, with a median move of -4.4% and a largest of -13.4%.

All figures computed from 3,255 daily closes between 2013-09-20 and 2026-09-18, split-adjusted, recomputed daily. Percentiles are against LEU's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of LEU's sector?

Centrus Energy Corp. sits in the Energy sector, currently ranked 2nd of 11 GICS sectors by relative-strength rotation score (weakening).

Sector rank: #2 of 11
Sector state: Weakening
Sector rotation score: 80

Options Market

What is the options market pricing for LEU?

CallsPuts

For Centrus Energy Corp.'s nearest expiry (2026-10-16, 26 days out), open interest is put-heavy, a defensive/bearish tilt (put/call ratio of 9.03), with at-the-money implied volatility around 74.8%. The options market is pricing roughly a ±18.1% move by that expiry — a range of about $125.52–$180.90.

Put/call ratio (2026-10-16): 9.03
ATM implied volatility: 74.8%
Total open interest: 11,801
Expected move by 2026-10-16: ±18.1% ($125.52–$180.90)

Analyst Rating Changes

Are analysts turning bullish or bearish on LEU?

Jefferies most recently initiated coverage on Centrus Energy Corp. to Hold on Sep 3, 2026 with a price target of $169. Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action: Jefferies — Hold
90-day upgrades: 0
90-day downgrades: 0
Net rating momentum: 0

Date	Firm	Action	Rating	Price target
Sep 3, 2026	Jefferies	Initiated	Hold	$169
Aug 25, 2026	Stifel	Maintained	Buy	$246 → $216
Aug 19, 2026	UBS	Maintained	Neutral	$170 → $185
Aug 18, 2026	Barclays	Initiated	Equal-Weight	$207
Aug 7, 2026	JP Morgan	Maintained	Neutral	$178 → $180
Aug 7, 2026	Needham	Maintained	Buy	$264 → $262
Aug 7, 2026	Evercore ISI Group	Maintained	Outperform	$390 → $337
Jul 29, 2026	JP Morgan	Maintained	Neutral	$236 → $178
Jul 14, 2026	Truist Securities	Initiated	Buy	$215
Jul 9, 2026	B of A Securities	Maintained	Neutral	$240 → $205
Jul 9, 2026	Needham	Maintained	Buy	$314 → $264
Jun 22, 2026	Roth Capital	Maintained	Neutral	$230 → $195

LEU Competitive Positioning

Centrus Energy Corp. (LEU) is tracked alongside these names in Uranium on DailyIQ — ranked by market cap, with today's move alongside.

LEUyou're hereCentrus Energy Corp.$3.0B+0.46%
UUUUEnergy Fuels Inc.$3.1B+1.37%

Held by These ETFs

LEU is a top holding in these ETFs tracked on DailyIQ — bar length shows portfolio weight.

News Sentiment Analysis

Sentiment gathered from recent headlines

76/100

Strong NegativeNeutralStrong Positive

BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Centrus Energy (LEU) has inked multi‑year HALEU supply agreements with Antares Nuclear and Radiant, tying its high‑assay low‑enriched uranium output to advanced reactor projects and national security uses. The contracts include prepayments that will boost Centrus’s domestic HALEU production capacity, positioning the company as a key supplier in the growing advanced reactor market. These deals reinforce Centrus’s core role in the nuclear fuel chain and signal a broader nuclear build‑out, potentially driving revenue growth and market share in the sector.

What did this article say?

Centrus Energy (LEU) announced a definitive multi‑year supply agreement with Antares Nuclear for high‑assay low‑enriched uranium, with deliveries slated before 2030. The contract includes customer prepayments that will fund the expansion of Centrus’s domestic enrichment facilities, providing both long‑term demand and capital. The deal is viewed as a material tailwind, supporting the company’s growth prospects and justifying the recent 7% share price lift.

What did this article say?

Centrus Energy has inked a multi‑year agreement to deliver high‑assay low‑enriched uranium (LEU) to Antares, a developer of compact nuclear reactors for terrestrial and space applications. The contract, with undisclosed financial terms, will commence deliveries before the decade’s end, expanding Centrus’s market reach and providing Antares with a reliable LEU source for its reactor designs.

What did this article say?

Centrus Energy has signed a multi‑year contract to supply High‑Assay Low‑Enriched Uranium (HALEU) to Antares Nuclear, with deliveries starting before the decade’s end. The agreement includes prepayments that will fund Centrus’s expansion of domestic HALEU production capacity, positioning the company to meet growing demand for advanced reactor fuel. The deal underscores the accelerating market for HALEU and reinforces Centrus’s role as a primary domestic supplier for national security and advanced reactor projects.

What did this article say?

Centrus Energy (LEU) shares fell 8.6% after the company priced a $500 million underwritten public offering of Class A common stock and warrants. The deal includes 500,000 shares, pre‑funded warrants for 2,005,513 shares, and common warrants for up to 6,992,382 shares, priced at $199.64 per share. The issuance dilutes existing shareholders and expands the share supply, exerting downward pressure on the stock price. The market reaction reflects concerns over dilution and potential earnings dilution in the near term.

What did this article say?

Centrus Energy (LEU) shares fell 8.7% after pricing a $500 million public offering, which includes 500,000 common shares, prefunded warrants for 2 million shares, and common warrants for up to 6.99 million shares. The offering was priced at $199.64 per share and $199.54 per prefunded warrant, with net proceeds earmarked for general working capital and corporate purposes. The market reaction suggests a short‑term negative sentiment toward the company’s capital‑raising activity, though the long‑term impact on the business remains uncertain.

What did this article say?

Centrus Energy (LEU) has priced a $500 million public offering of 500,000 class A shares, pre‑funded warrants for 2,005,513 shares, and common warrants for up to 6,992,382 shares. The shares were priced at $199.64 each, with pre‑funded warrants at $199.54. The company plans to use the net proceeds primarily for general working capital and corporate purposes. The announcement has led to a modest 2.4% decline in pre‑market trading, reflecting typical market reaction to new equity issuances. The offering is expected to close by Friday, providing LEU with additional liquidity to support its operations and potential growth initiatives.

What did this article say?

Centrus Energy Corp. (LEU) priced a $500 million underwritten public offering of 500,000 Class A shares, along with pre‑funded and common warrants covering up to nearly 9 million shares. The transaction adds liquidity and expands the company’s capital base, potentially supporting future exploration and development initiatives. The offering price of $199.64 per share and $199.54 per pre‑funded warrant reflects current market conditions and may influence short‑term share pricing. Investors should monitor the use of proceeds and any subsequent share‑based compensation plans.

What did this article say?

Centrus Energy Corp. (LEU) announced a new underwritten public offering of its Class A common stock, pre‑funded warrants, and common warrants. The offering is subject to market conditions and regulatory approval, with no guaranteed pricing or closing date. The move is intended to raise capital for future growth and operational needs, but the lack of a firm timeline or pricing guidance limits immediate impact on the stock’s valuation.

What did this article say?

Centrus Energy Corp. (LEU) entered into a multi‑year contract with Radiant to supply high‑assay, low‑enriched uranium (HALEU) for its Kaleidos microreactors. The agreement will commence deliveries before the decade’s end, expanding Centrus’s domestic HALEU supply and supporting Radiant’s commercial scale‑up. The deal positions Centrus as a key domestic fuel provider and could enhance revenue streams as microreactor deployments accelerate.

Technical Analysis

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Institutional & Hedge Fund Ownership

25 tracked managers · $1.43B combined position · 17 adding, 5 trimming, 3 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
BlackRock, Inc.	▲ Buy	8,872,719	43.58%	$274.32M	2026-08-07
Vanguard Group Inc	▲ Buy	1,086,443	5.34%	$263.74M	2026-01-29
Susquehanna International Group, LLP	▲ Buy	952,894	4.68%	$159.96M	2026-08-14
Citadel Advisors LLC	• Hold	663,424	3.26%	$111.37M	2026-09-02
Whitebox Advisors LLC	• Hold	45,600,000	223.98%	$90.27M	2026-08-14
Geode Capital Management, LLC	▲ Buy	474,822	2.33%	$79.72M	2026-08-12
Millennium Management LLC	▲ Buy	27,529,500	135.22%	$55.34M	2026-08-14
Morgan Stanley	▲ Buy	403,523	1.98%	$51.15M	2026-08-13
Renaissance Technologies LLC	▲ Buy	280,482	1.38%	$47.08M	2026-08-13
Two Sigma Investments, LP	▲ Buy	249,201	1.22%	$41.83M	2026-08-14
Goldman Sachs Group Inc	▲ Buy	595,008	2.92%	$35.02M	2026-08-14
FMR LLC (Fidelity)	▲ Buy	4,474,937	21.98%	$34.89M	2026-08-13
Squarepoint Ops LLC	▲ Buy	178,781	0.88%	$30.01M	2026-08-14
Northern Trust Corp	▲ Buy	172,470	0.85%	$28.95M	2026-08-13
Bank of America Corp	▼ Sell	4,536,475	22.28%	$24.82M	2026-08-14
D. E. Shaw & Co., Inc.	▼ Sell	129,357	0.64%	$21.72M	2026-08-14
Artisan Partners Limited Partnership	▼ Sell	75,179	0.37%	$18.25M	2026-02-17
Balyasny Asset Management L.P.	▲ Buy	86,094	0.42%	$14.45M	2026-08-14
Wells Fargo & Company	▲ Buy	145,615	0.72%	$11.50M	2026-08-14
Man Group plc	▼ Sell	41,866	0.21%	$7.03M	2026-08-14
JPMorgan Chase & Co	▼ Sell	132,794	0.65%	$7.01M	2026-08-12
Moore Capital Management, LP	• Hold	19,856	0.10%	$6.16M	2025-11-14
Citigroup Inc	▲ Buy	31,179	0.15%	$5.23M	2026-08-03
AllianceBernstein L.P.	▲ Buy	23,170	0.11%	$4.02M	2026-08-14
Bridgewater Associates, LP	▲ Buy	20,702	0.10%	$3.48M	2026-08-14

Q2 2026 flow:28.91M sh bought ($193.99M)1.86M sh sold ($61.03M)net +27.05M sh (+$132.96M)

LEU·Centrus Energy Corp.

EPS

Revenue

LEU Stock Snapshot

What growth is priced into LEU?

What LEU's own history says about today's numbers

Is money rotating into or out of LEU's sector?

What is the options market pricing for LEU?

Are analysts turning bullish or bearish on LEU?

LEU Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

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News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Market Status

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Portfolio News

Economic Events

Earnings Events

Economic News

LEU·Centrus Energy Corp.

EPS

Revenue

LEU Stock Snapshot

What growth is priced into LEU?

What LEU's own history says about today's numbers

Is money rotating into or out of LEU's sector?

What is the options market pricing for LEU?

Are analysts turning bullish or bearish on LEU?

LEU Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

Market Status

Recently Viewed

Portfolio

Email Alerts

Portfolio News

Economic Events

Earnings Events

Economic News