Oklo, NuScale Power, BWX Technologies, X-Energy, Centrus Energy, Nano Nuclear Energy, and Lightbridge are the seven Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear energy industry, includi

Oklo, NuScale Power, BWX Technologies, X-Energy, Centrus Energy, Nano Nuclear Energy, and Deep Fission are the seven Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear energy industry, such a

NuScale Power, Oklo, BWX Technologies, X-Energy, and Centrus Energy are the five Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear-energy industry, including uranium mining, reactor design a

Centrus is securing deals to supply the fuel powering the next generation of nuclear reactors. Nuclear energy is making a comeback. Governments worldwide are renewing their support, with several committing to triple their nuclear capacity by 2050. Meanwhile, next-generation small modular reactors (SMRs) could begin arriving in the 2030s.Many of these advanced reactors require a specialized fuel that remains in short supply. That's where Centrus Energy (NYSE: LEU) sees its opportunity. The company already supplies low-enriched uranium (LEU) to nuclear power operators, but its biggest growth opportunity could come from high-assay, low-enriched uranium (HALEU).Becoming a leading U.S. producer of this next-generation fuel could make Centrus the ultimate pick-and-shovel play on the nuclear technology boom. Here's what investors need to know.Continue reading

Shareholders of Centrus Energy would probably like to forget the past six months even happened. The stock dropped 22.2% and now trades at $152.34. This might have investors contemplating their next move. Shareholders of Centrus Energy would probably like to forget the past six months even happened. The stock dropped 22.2% and now trades at $152.34. This might have investors contemplating their next move. Is now the time to buy Centrus Energy, or should you be careful about including it in your portfolio? Dive into our full research report to see our analyst team’s opinion, it’s free. Why Do We Think Centrus Energy Will Underperform? Despite the more favorable entry price, we’re cautious about Centrus Energy. Here are three reasons why there are better opportunities than LEU, plus one stock we’d rather own. 1. Fewer Distribution Channels Limit Its CeilingIn Energy, scale separates fragile single-asset producers from platform-style businesses that generate revenue across entire basins and infrastructure networks. Centrus Energy’s $473.9 million of revenue in the last year is pretty small for the industry, suggesting the company is a subscale business in an industry where scale matters. 2. Low Gross Margin Reveals Weak Structural ProfitabilityIn a single quarter or year, gross margins in the sector can swing wildly due to commodity prices, hedging, or changes in labor costs. Over a multi-year period across different points in the cycle, gross margin differences can signal whether a company is a structurally-advantaged producer (“rock” quality, takeaway, operating costs) or not. Centrus Energy, which averaged 32.3% gross margin over the last five years, exhibited bottom-tier unit economics in the sector. It means the company will struggle at higher commodity prices than peers with better gross margins. 3. Shrinking EBITDA MarginAdjusted EBITDA margin is an important measure of profitability for the sector and accounts for the gross margins and operating costs mentioned previously. Unlike operating margin, it is not distorted by accounting conventions around reserves, drilling costs, and assumptions on commodity consumption from the well or basin. Adjusted EBITDA highlights the economic reality of how much cash the rock produces before the capital structure (debt service) and the drilling budget (capex) are considered. Looking at the trend in its profitability, Centrus Energy’s EBITDA margin decreased by 46.1 percentage points over the last year. This raises questions about the company’s expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. Centrus Energy’s performance was poor no matter how you look at it - it shows that costs were rising and it couldn’t pass them onto its customers. Its EBITDA margin for the trailing 12 months was 10.3%. Final JudgmentWe cheer for all companies serving everyday consumers, but in the case of Centrus Energy, we’ll be cheering from the sidelines. After the recent drawdown, the stock trades at 46.9× forward P/E (or $152.34 per share). This valuation tells us it’s a bit of a market darling with a lot of good news priced in - we think other companies feature superior fundamentals at the moment. We’d recommend looking at one of our all-time favorite software stocks. Stocks We Would Buy Instead of Centrus Energy ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time.Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE.Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.

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NuScale Power, Oklo, Centrus Energy, BWX Technologies, X-Energy, Nano Nuclear Energy, and Deep Fission are the seven Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in nuclear energy, including uranium m

Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.

Oklo, NuScale Power, BWX Technologies, Centrus Energy, X-Energy, Nano Nuclear Energy, and Terrestrial Energy are the seven Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear-energy industry,

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Oklo, NuScale Power, Centrus Energy, BWX Technologies, and X-Energy are the five Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of companies involved in the nuclear-energy industry, including uranium mining, reactor design and construction,

Centrus Energy (NYSE:LEU) agreed to a multi year HALEU supply contract with Antares Nuclear to fuel advanced reactor projects. The company also signed an agreement with Radiant that links its HALEU output to advanced reactors and national security uses. Both arrangements include prepayments intended to expand Centrus Energy's domestic high assay low enriched uranium production capacity. The new Antares and Radiant HALEU deals change the story, but they should not be your only focus. Check...

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Stabilis Solutions (NASDAQ:SLNG – Get Free Report) and Centrus Energy (NYSE:LEU – Get Free Report) are both energy companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends. Analyst Ratings This is a summary of current […]

A single House vote sent nuclear stocks surging Thursday, but Friday's trading tells a very different story about how durable that enthusiasm really was. The post NuScale Power Drops 7% as Nuclear Stocks Hand Back the Vote Rally; Oklo Falls 5%, Centrus Energy Slides 3% appeared first on 24/7 Wall St.. Shares of NuScale Power (NYSE:SMR) are sliding in Friday morning trading, giving back the policy-driven advance nuclear developers posted a day earlier. NuScale Power stock is at $8.45, down 7% midday. The decline leaves NuScale Power stock down 40% year to date (YTD), a reminder of how much the story has already been re-priced this year. The selling isn’t confined to one name. Oklo (NYSE:OKLO) shares are down 5% to $37.57, extending a rough stretch for the pre-revenue advanced reactor developer. Centrus Energy (NYSEAMERICAN:LEU) shares are down 3% to $144.66, a milder pullback in the cash-generative uranium enricher. Two funds frame the session. The Global X Uranium ETF (NYSEARCA:URA) is down 2%, while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is off 0.1%. That divergence tells the story: the selling sits in nuclear names, not in the wider market. Policy Rally Retraces Thursday’s advance had a legislative catalyst. The House of Representatives passed the Ratepayer Protection Act on Wednesday, a measure that requires large energy users such as data centers to pay for the generation, transmission and grid upgrades needed to serve them, rather than spreading those costs across a utility’s other customers. Dedicated power sources look more attractive when data centers carry their own bill, and small modular reactor developers rallied on that reasoning. Traders had bid up nuclear developers into Thursday’s session on the view that the legislation shifts data center power economics in favor of dedicated generation. NuScale Power sits at the center of that thesis given its position in small modular reactor development, so any policy that pulls forward commercial demand tends to move the shares hard in both directions. Friday’s fade suggests some of that enthusiasm was tactical. Friday’s action reverses much of that move. NuScale Power’s decline looks like a policy rally handing back gains rather than a lasting re-rating of the underlying business. One vote in one chamber can’t undo what months of trading have priced into NuScale Power shares, and NuScale Power stock’s YTD drop is the frame that matters more than any single session. Holtec Cancellation Sits in the Background Weighing on mood is a separate development. Holtec International, a privately held nuclear components supplier that had planned to use listing proceeds to expand into small modular reactor development, cancelled its planned initial public offering (IPO) on Wednesday. Holtec’s chief executive attributed the decision to the market turning against the artificial intelligence data center economy, describing conditions as a perfect storm and saying the company’s business is viewed as tied to data centers. (We profiled seven of the suppliers behind that same data center buildout, from power to cooling, in a free report you can grab here.) Peers Follow the Move Oklo and Centrus Energy trading lower alongside NuScale Power supports a group reading. The former remains pre-revenue and speculative, while Centrus Energy is a cash-flowing enricher with a real backlog, and the two pulling back together, with very different business models, points to sector positioning rather than a company-specific problem at NuScale Power. The Global X Uranium ETF’s 2% slip against the SPDR S&P 500 ETF Trust’s 0.1% drift confirms the shape of the day. That is rotation out of nuclear names rather than a broad risk-off session. When broad benchmarks sit still while one theme unwinds, the pressure usually reflects positioning being trimmed after a fast run. What to Watch Investors can watch for whether NuScale Power stock holds above $8, since a second red session on heavy volume would suggest more than just profit-taking. Traders may want to keep an eye on whether the uranium fund stabilizes, since a bounce there tends to lead the developers back up. Given how far SMR stock has fallen year to date, position sizing should stay modest for anyone adding to their exposure in NuScale Power. The commercial story around NuScale Power is intact, but its volatility is real, and Friday’s move is a reminder that policy-driven rallies in the shares can unwind as quickly as they form. Learn 7 Secret Wealth Tips High Net Worth Investors Use How do you continue to grow a seven-figure portfolio in retirement? The last thing you want is to run out of money, you want your money to generate lasting income while you enjoy your life. Learn seven strategies high net worth investors use with new report: The Seven Secrets of High Net Worth Investors from Fisher Investments. Get your guide here (sponsor) The post NuScale Power Drops 7% as Nuclear Stocks Hand Back the Vote Rally; Oklo Falls 5%, Centrus Energy Slides 3% appeared first on 24/7 Wall St..

Nuclear stocks jumped after the House passed the Ratepayers Protection Act, which aims to shift responsibility for paying for power upgrades from consumers to tech and data center companies, on Wednesday.

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Oklo, NuScale Power, X-Energy, Centrus Energy, and BWX Technologies are the five Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear-energy industry, such as uranium mining, reactor design and

Centrus Energy (LEU) announced a definitive multi-year contract to supply Antares Nuclear with HALEU, including prepayments meant to support expanded domestic enrichment capacity, with deliveries expected to begin before the end of the decade. The companies emphasized U.S.-origin, “unobligated” enrichment as a differentiator for space and national security missions, while Antares framed fuel supply as a key requirement for deploying its microreactors.

NuScale Power, Oklo, Centrus Energy, X-Energy, BWX Technologies, Nano Nuclear Energy, and Standard Nuclear are the seven Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear energy industry, in

Centrus Energy has a powerful nuclear fuel opportunity, but the stock carries real execution and valuation risk. See the catalyst, the bottleneck, and what investors should watch next. Centrus Energy (NYSE: LEU) is moving deeper into America's nuclear fuel bottleneck as its X-energy agreement adds another commercial catalyst. Federal support, a growing backlog, and limited domestic enrichment capacity create a compelling growth setup, but the valuation means execution matters more than ever.Stock prices used were the market prices of Aug. 26, 2026. The video was published on Sept. 14, 2026.Continue reading

Centrus Energy (NYSE:LEU) Sets New 1-Year Low - Here's Why

Centrus Energy Corp. (NYSE:LEU - Free Report) - Equities research analysts at Northland Securities increased their Q3 2026 EPS estimates for shares of Centrus Energy in a research note issued on Friday, September 11th. Northland Securities analyst J. Grampp now forecasts that the company will post e

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Centrus Energy Corp. (NYSE:LEU - Free Report) - Stock analysts at Northland Securities increased their FY2026 earnings per share estimates for shares of Centrus Energy in a report released on Friday, September 11th. Northland Securities analyst J. Grampp now anticipates that the company will earn $1

Oklo, NuScale Power, Centrus Energy, X-Energy, and BWX Technologies are the five Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in nuclear energy, including uranium mining, reactor design and constructi

WINTON GROUP Ltd purchased a new position in shares of Centrus Energy Corp. (NYSE:LEU - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 8,080 shares of the company's stock, valued at ap

Oklo, NuScale Power, Centrus Energy, X-Energy, BWX Technologies, Nano Nuclear Energy, and Terrestrial Energy are the seven Nuclear stocks to watch today, according to MarketBeat's stock screener tool. Nuclear stocks are shares of publicly traded companies involved in nuclear energy, such as reactor

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Related Stocks: LEU, AAPL, AMZN, GOOGL, MSFT, NVDA,

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Shares of nuclear fuel supplier Centrus Energy (NYSE:LEU) fell 8.6% in the afternoon session after the company announced the pricing of a $500 million underwritten public offering of Class A common stock and warrants. What Happened? Shares of nuclear fuel supplier Centrus Energy (NYSE:LEU) fell 8.6% in the afternoon session after the company announced the pricing of a $500 million underwritten public offering of Class A common stock and warrants. Per a company press release, the offering includes 500,000 shares of Class A common stock, pre-funded warrants to purchase 2,005,513 shares, and common warrants to purchase up to 6,992,382 shares. The securities were priced at a combined public offering price of $199.64 per share and accompanying common warrants. The transaction features four series of common warrants, with closing expected around September 11, 2026. Public equity offerings frequently put downward pressure on a company's stock price because issuing new shares and warrants dilutes existing shareholders and expands the total supply of shares available in the market. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Centrus Energy? Access our full analysis report here, it’s free.What Is The Market Telling Us Centrus Energy’s shares are extremely volatile and have had 85 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 2 days ago when the stock gained 8.3% on the news that crude oil prices climbed sharply following strikes on Saudi Arabian energy facilities and mounting supply disruption fears in the Middle East, according to Bloomberg. The Saudi energy ministry reported that operations at several energy facilities in the country's south were halted after missile and drone strikes from Yemen's Houthis ignited fires, wounding more than 70 people. The Financial Times also reported that Saudi Aramco’s oil facilities in Jizan—home to a major 400,000-barrel-per-day refinery—were targeted in the extensive barrage, causing local authorities to suspend operations to contain the damage and assess infrastructure. Following the energy ministry's statement, global benchmark Brent crude futures rose $1.00 to settle over $98.00 a barrel, while U.S. West Texas Intermediate (WTI) crude futures rose over $2.00 to reach $93.65 a barrel, according to Reuters. Centrus Energy is down 39% since the beginning of the year, and at $166.22 per share, it is trading 61.9% below its 52-week high of $436 from October 2025. Despite the year-to-date decline, investors who bought $1,000 worth of Centrus Energy’s shares 5 years ago would now be looking at an investment worth $4,969.ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all.Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.

Centrus Energy (NYSE:LEU) Trading Down 6.4% - What's Next?

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Radiant has secured a domestic supply of high-assay, low-enriched uranium (HALEU) from Centrus Energy to... Radiant has secured a domestic supply of high-assay, low-enriched uranium (HALEU) from Centrus Energy to fuel multiple Kaleidos microreactors as it moves toward commercial and national security deployments. Under a new multi-year contract announced September 9, Centrus will begin supplying the specialized nuclear fuel before the end of the decade. The agreement also includes prepayments from Radiant to support Centrus’ expansion of domestic enrichment capacity. The deal addresses a key challenge for advanced nuclear developers. While companies are developing smaller and more flexible reactors, securing enough HALEU remains critical to getting these systems into commercial operation. HALEU contains between 5% and 20% uranium-235 and is being developed as fuel for several advanced reactor designs. Radiant says it is building its fuel supply strategy alongside the Kaleidos reactor rather than waiting until the reactor is ready for deployment. Nuclear fuel gets secured “You can’t deploy nuclear reactors without fuel, so we have approached our fuel supply the same way we have approached the reactor: build it in parallel, and don’t depend on any single path,” said Dr. Rita Baranwal, Chief Nuclear Officer of Radiant. “This agreement gives Kaleidos a continued source of HALEU for commercial and national security applications and removes one of the biggest constraints facing advanced nuclear deployment.” Radiant is developing Kaleidos as a transportable microreactor that can be moved by land, sea and air. The company is targeting applications including remote locations, data centers, defense facilities and commercial and industrial sites where reliable power may be difficult to provide through conventional infrastructure. The new contract gives Radiant another domestic source of HALEU as it moves from its first Kaleidos test toward broader deployment. It also reduces reliance on a single fuel pathway as the company works to scale its reactor technology. For Centrus, the agreement adds another customer to its HALEU business and supports its plans to expand U.S. enrichment capacity. Radiant’s prepayments will help advance Centrus’ domestic commercial enrichment program. Microreactors target remote power The HALEU supplied to Radiant will be “unobligated,” meaning it can be used for national security applications. Centrus said the fuel will be produced using U.S.-origin technology and a U.S. manufacturing supply chain. Centrus’ AC100 centrifuge design is the only deployment-ready U.S.-origin technology currently available for unobligated enrichment, according to the company. The effort is part of a broader push to rebuild domestic uranium enrichment capacity as the U.S. seeks more secure nuclear fuel supplies. “The contract with Radiant marks another important step in building the domestic fuel supply chain needed to support the next generation of nuclear energy,” said Amir Vexler, President and Chief Executive Officer of Centrus. “By expanding our work to include innovative microreactor developers like Radiant, we are strengthening the U.S.-based fuel supply network. This will help ensure that emerging nuclear technologies have access to the reliable fuel they need to reach commercialization and meet growing demand for clean, secure, and dependable energy.” Radiant’s Kaleidos is designed around transportability and plug-in-ready deployment. That could allow the reactor to serve sites that need dependable power without waiting for large-scale grid infrastructure. The companies did not disclose the contract’s financial value or the amount of HALEU covered by the agreement. Centrus will begin deliveries before the end of the decade as Radiant advances testing and prepares for potential commercial and national security deployments.

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Oklo, NuScale Power, X-Energy, BWX Technologies, Centrus Energy, Nano Nuclear Energy, and Standard Nuclear are the seven Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear-energy industry, in

Centrus Energy and Radiant Nuclear agreed to a long-term deal where Centrus will provide high-assay low-enriched uranium (HALEU) for Radiant’s incoming fuel needs following its Janus program selection. The Army’s Janus program awarded Radiant with $750 million to construct its Kaleidos microreactor at Fort Benning in Georgia and develop 15 microreactors across several military installations. […] Centrus Energy and Radiant Nuclear agreed to a long-term deal where Centrus will provide high-assay low-enriched uranium (HALEU) for Radiant’s incoming fuel needs following its Janus program selection. The Army’s Janus program awarded Radiant with $750 million to construct its Kaleidos microreactor at Fort Benning in Georgia and develop 15 microreactors across several military installations. Centrus said in its Wednesday press release that under this deal, it will begin to supply HALEU prior to 2030. The contract amount was not provided in the release. Within the agreement, Radiant will provide prepayments to Centrus to help the company’s domestic commercial enrichment program. Centrus is currently in the process of expanding both its enrichment facility in Piketon, Ohio and its manufacturing facility in Oak Ridge, Tenn. As for the El Segundo, Calif.-based microreactor developer, this deal marks an additional nuclear fuel agreement the company has made as it ramps up towards commercialization and military deployment. In late August, Radiant entered into a long-term contract with Oak Ridge, Tenn.-based Standard Nuclear to receive tri-structural isotropic — or TRISO fuel — from the fuel fabricating company. “This agreement gives Kaleidos a continued source of HALEU for commercial and national security applications and removes one of the biggest constraints facing advanced nuclear deployment,” Radiant Chief Nuclear Officer Rita Baranwal said in the release. “We’re securing the fuel supply chain alongside the reactor so that when Kaleidos is ready to deploy at scale, the infrastructure behind it is ready too.” Radiant has designed the Kaleidos microreactor to be a one-megawatt, TRISO-fueled, gas-cooled transportable reactor. While the company has plans to use its reactor to power data centers and other industrial uses, it is on a timeline to have its reactor design deployed at a military base by 2028. In addition to the Janus program selection, Radiant was also selected by the Department of the Air Force and the Defense Innovation Unit to develop a microreactor at the Air Force’s Buckley Space Force Base.

Equity Insider News Commentary - For most of the past four decades, American nuclear was a story about decline. Reactors closed, mines shut, and the enrichment business moved offshore. That has reversed, and the reversal has an unusual feature: the decisive counterparty in almost every segment is now the federal government. DataM Intelligence sizes the global uranium market at approximately US$9.73 billion in 2025, rising to roughly US$13.59 billion by 2033 at a compound annual growth rate of ab

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Oklo, NuScale Power, X-Energy, Centrus Energy, and BWX Technologies are the five Nuclear stocks to watch today, according to MarketBeat's stock screener tool. “Nuclear stocks” are shares of publicly traded companies involved in the nuclear energy industry, including reactor design and construction,

A number of stocks jumped in the afternoon session after crude oil prices climbed sharply following strikes on Saudi Arabian energy facilities and mounting supply disruption fears in the Middle East, according to Bloomberg. The Saudi energy ministry reported that operations at several energy facilities in the country's south were halted after missile and drone strikes from Yemen's Houthis ignited fires, wounding more than 70 people. The Financial Times also reported that Saudi Aramco’s oil facilities in Jizan—home to a major 400,000-barrel-per-day refinery—were targeted in the extensive barrage, causing local authorities to suspend operations to contain the damage and assess infrastructure. Following the energy ministry's statement, global benchmark Brent crude futures rose $1.00 to settle over $98.00 a barrel, while U.S. West Texas Intermediate (WTI) crude futures rose over $2.00 to reach $93.65 a barrel, according to Reuters. Elevated crude prices provide a significant tailwind for oil and gas producers, directly expanding operating profit margins and boosting free cash flow on extracted barrels. Driven by the geopolitical supply shock, investors rotated capital into upstream equities. What Happened? A number of stocks jumped in the afternoon session after crude oil prices climbed sharply following strikes on Saudi Arabian energy facilities and mounting supply disruption fears in the Middle East, according to Bloomberg. The Saudi energy ministry reported that operations at several energy facilities in the country's south were halted after missile and drone strikes from Yemen's Houthis ignited fires, wounding more than 70 people. The Financial Times also reported that Saudi Aramco’s oil facilities in Jizan—home to a major 400,000-barrel-per-day refinery—were targeted in the extensive barrage, causing local authorities to suspend operations to contain the damage and assess infrastructure. Following the energy ministry's statement, global benchmark Brent crude futures rose $1.00 to settle over $98.00 a barrel, while U.S. West Texas Intermediate (WTI) crude futures rose over $2.00 to reach $93.65 a barrel, according to Reuters. Elevated crude prices provide a significant tailwind for oil and gas producers, directly expanding operating profit margins and boosting free cash flow on extracted barrels. Driven by the geopolitical supply shock, investors rotated capital into upstream equities. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted:Mixed or Offshore Upstream E&P company Centrus Energy (NYSE:LEU) jumped 8.3%. Is now the time to buy Centrus Energy? Access our full analysis report here, it’s free.Mixed or Offshore Upstream E&P company SM Energy (NYSE:SM) jumped 3.1%. Is now the time to buy SM Energy? Access our full analysis report here, it’s free.Upstream Natural Gas E&P company BKV (NYSE:BKV) jumped 3.2%. Is now the time to buy BKV? Access our full analysis report here, it’s free.Oilfield Services company Select Water Solutions (NYSE:WTTR) jumped 3.1%. Is now the time to buy Select Water Solutions? Access our full analysis report here, it’s free.Oilfield Services company ProFrac (NASDAQ:ACDC) jumped 4.5%. Is now the time to buy ProFrac? Access our full analysis report here, it’s free.Zooming In On Centrus Energy (LEU) Centrus Energy’s shares are extremely volatile and have had 85 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 15 days ago when the stock dropped 6.1% on the news that Crude oil prices pulled back as traders locked in profits after two weeks of gains and awaited details on planned U.S. sanctions against Iran. According to CNBC, West Texas Intermediate fell roughly 2%–2.5% toward the mid-$80s per barrel on August 24, 2026, while Brent slipped a similar amount to the low $90s. The retreat followed consecutive weeks of strong gains driven by Middle East geopolitical risk. Attention centered on U.S. Treasury Secretary Scott Bessent’s push for expanded sanctions aimed at economically isolating Tehran, including measures targeting entities that purchase and transport Iranian crude. Broader supply worries remain: commercial traffic through the Strait of Hormuz — which historically carries about 20% of global oil flows — stays constrained, even as alternative routes, U.S. output, and regional exports have so far limited severe shortages.Centrus Energy is down 30.9% since the beginning of the year, and at $188.16 per share, it is trading 56.8% below its 52-week high of $436 from October 2025. Despite the year-to-date decline, investors who bought $1,000 worth of Centrus Energy’s shares 5 years ago would now be looking at an investment worth $5,947.WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.This is what the early days of Palantir looked like before it became a giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.

Centrus Energy (NYSE:LEU) Trading Up 7.7% - Still a Buy?

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