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Centrus Energy (LEU) Stock Looks Fully Priced After a 7x Run
Centrus Energy has delivered a very large 5 year return for shareholders, yet the stock now screens as expensive on the valuation checks despite the recent share price pullback over the past year. For investors, the question is whether the current price still reflects a reasonable balance between that strong past return and what the valuation framework signals today. Over the last 5 years, Centrus Energy has returned about 6.7x for shareholders, which sets a very high bar for what comes next...
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Is Centrus Energy Too Cheap to Ignore Right Now?
America's nuclear fuel renaissance could benefit Centrus Energy. Utilities are extending the lives of existing nuclear reactors. Big tech is exploring nuclear power to supply AI data centers, and Washington is investing billions to rebuild America's nuclear fuel supply chain.Indeed, the nuclear energy industry is showing strength in 2026, and that puts Centrus Energy (NYSE: LEU) in an enviable position.Centrus enriches uranium into nuclear fuel. It's also currently the only U.S. company licensed to produce high-assay low-enriched uranium (HALEU), the advanced fuel expected to power many of the next generation of small modular reactors. That advantage is showing up in the numbers.Continue reading
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JPMorgan Chase & Co. Issues Pessimistic Forecast for Centrus Energy (NYSE:LEU) Stock Price
JPMorgan Chase & Co. dropped their price objective on shares of Centrus Energy from $236.00 to $178.00 and set a "neutral" rating for the company in a research note on Wednesday.
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Earnings Preview: Centrus Energy Corp. (LEU) Q2 Earnings Expected to Decline
Centrus Energy (LEU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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URA: Commodity Deficit Is Real But The Wrapper Is Leaky, So Its A Cautionary Buy | $CCJ $NXE $OKLO $UEC $LEU
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Everything Went Right for Nuclear This Year. The Stocks Fell Anyway.
Equity Insider News Commentary - Long-term uranium contract prices climbed to an all-time high this year, reaching roughly US$97 a pound. Thirty-eight countries pledged to triple nuclear capacity by 2050. Hyperscalers kept signing power purchase agreements to feed data centers with electricity appetites that grow faster than anyone can build baseload to serve them. Washington moved uranium onto the critical minerals list and set a Section 232 review running that could impose domestic-sourcing re
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Nuclear Stock Pick: Here's Why LEU May Have the Edge Over SMR
Centrus Energy and NuScale Power offer contrasting nuclear exposure, with revenues, backlog, valuation and commercialization shaping the comparison.
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Centrus Energy to Webcast Conference Call on August 6 at 8:30 a.m. ET
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BANK OF NOVA SCOTIA Acquires Significant Stake in Centrus Energy Corp
Related Stocks: LEU, AAPL, MSFT, NVDA, KEY, RY,
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The Consortium Fueling The Nuclear Renaissance | $CCJ $LEU $LTBR $OKLO $SMR
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3 Nuclear Stocks for Investors Willing to Wait Out the Dip
Nuclear stocks have fallen sharply in 2026 despite rising AI-driven power demand. Analyst Kuran Francis highlights Constellation Energy, Centrus Energy, and the VanEck NLR ETF as ways to play the sector's long-term buildout.
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CENTRUS ENERGY CORP: Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
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CENTRUS ENERGY CORP: Form 4/A [Amend] - Statement of changes in beneficial ownership of securities
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Wrap up: Centrus joins S&P SmallCap; Aleut does Oak Ridge business support; Obituary
Centrus Energy will join the S&P SmallCap 600 Index before markets open July 14, a move the company said reflects its growing role in rebuilding the U.S. nuclear fuel supply chain and expanding domestic uranium enrichment capacity. “Our invitation into the S&P SmallCap 600 reflects the progress our team has made and the expanding role […] Centrus Energy will join the S&P SmallCap 600 Index before markets open July 14, a move the company said reflects its growing role in rebuilding the U.S. nuclear fuel supply chain and expanding domestic uranium enrichment capacity. “Our invitation into the S&P SmallCap 600 reflects the progress our team has made and the expanding role that Centrus will play in fueling the future of nuclear energy,” President and CEO Amir Vexler said in a statement Tuesday. According to S&P Dow Jones Indices, Centrus will replace Whitestone REIT in the S&P SmallCap 600 Index, which tracks the performance of small-cap U.S. companies. The move comes as Centrus advances an expansion of its uranium enrichment operations in Piketon, Ohio, the release said. The company launched domestic centrifuge manufacturing late last year to support the planned expansion, which is intended to increase production of low-enriched uranium, high-assay low-enriched uranium for advanced reactors, and enriched uranium for national security missions. Centrus has said the multibillion-dollar project could create thousands of jobs and rank among the nation’s largest nuclear infrastructure projects. Aleut Government Services has been awarded a $6.2-million contract by the Department of Energy Office of Science for administrative and business support services at the Oak Ridge Site in Tennessee. The award notice was posted online July 6. Aleut Government Services business address is listed as Colorado Springs, Colo., according to the notice. Aleut Government Services is considered a small disadvantaged business by the Small Business Administration. Aleut Government Services was formed in 2021 and is a subsidiary of Aleut Federal, an Alaska Native Corporation. Aleut has much experience within the DOE nuclear complex. Obituary Aileen Perez, a 26-year-old software engineer at Lawrence Livermore National Laboratory, died July 3 in a motorcycle crash in Livermore, Calif., according to the Livermore Vine. The laboratory confirmed Tuesday that Perez was an employee there. She was a software developer for five years at the lab, according to her LinkedIn profile, and “developed, debugged and maintained” the software of the high-performance computing systems at the lab.
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Nuclear Fuel Supply Chain Updates: Centrus Secures DOE Contract
Centrus Energy Corp (LEU) has signed a definitive contract with the U.S. Department of Energy (DOE), a notable update for the entire nuclear industry. Originally selected earlier this year for a $900 million award, the final contract value has expanded to over $1 billion.
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Is Centrus Energy Corp (LEU) Overvalued After 4.3% Rally? GF Value Says Overvalued
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Bank of America Has Lowered Expectations for Centrus Energy (NYSE:LEU) Stock Price
Bank of America decreased their target price on Centrus Energy from $240.00 to $205.00 and set a "neutral" rating on the stock in a research report on Thursday.
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Is Centrus’ US$900 Million DOE HALEU Contract Altering The Investment Case For Centrus Energy (LEU)?
Centrus Energy Corp. recently finalized a fixed-price contract with the U.S. Department of Energy worth US$900 million, as part of a US$1.07 billion enrichment agreement to deploy large-scale HALEU production capacity in Piketon, Ohio and transition from demonstration to commercial operations. This shift from a government-backed pilot to commercial-scale HALEU supply highlights Centrus’ emerging role in rebuilding domestic uranium enrichment and securing the U.S. nuclear fuel supply...
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Centrus Energy (LEU) Could Be 71% Undervalued Following Its DOE Contract Win
Centrus Energy (LEU) has drawn fresh attention after signing a contract to finalize terms of a competitively awarded US$900 million task order with the U.S. Department of Energy, tied to a broader US$1.07 billion enrichment agreement. See our latest analysis for Centrus Energy. Centrus Energy’s recent HALEU contract news has arrived alongside a sharp 7.46% 1 day share price return and an 8.72% 7 day share price return, even though the year to date share price return is down 36.06% and the 3...
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US revives domestic uranium enrichment through $1.07 billion nuclear fuel push
Centrus Energy has secured a contract worth up to $1.07 billion from the U.S. Department... Centrus Energy has secured a contract worth up to $1.07 billion from the U.S. Department of Energy to accelerate domestic production of High-Assay, Low-Enriched Uranium (HALEU), marking a major step in the country’s effort to rebuild its uranium enrichment industry. The agreement includes a $900 million task order for commercial-scale enrichment infrastructure. It also gives the Department of Energy options to purchase up to $170 million worth of HALEU. The award shifts Centrus from a government-backed demonstration program to commercial production. The company expects its first new large-scale enrichment capacity to enter service in 2029, with plans to operate its existing HALEU cascade commercially in the meantime to supply early customer demand. Commercial production begins Centrus completed production under its demonstration contract ahead of schedule, finishing the final 1,984 pounds of HALEU uranium hexafluoride (UF6) in mid-June. The milestone brought total output under the program to more than 4,189 pounds. The Department of Energy also extended the previous demonstration agreement for three months through a separate $15 million contract covering HALEU storage as both sides finalize arrangements for the commercial transition. Centrus President and CEO Amir Vexler said the agreement marks a key step in the company’s transition from a technology demonstration program to commercial-scale HALEU production. He added that federal funding would help attract billions of dollars in private investment. Customer commitments and other non-debt financing would provide additional support as Centrus works to restore large-scale uranium enrichment capacity in the United States. Expansion targets 2029 Centrus plans to build commercial HALEU production capacity at its American Centrifuge Plant in Piketon, Ohio. The first phase aims to produce 12 metric tons of HALEU annually while also adding enough conventional low-enriched uranium (LEU) capacity to address the company’s existing $2.4 billion LEU order backlog. Executives said future expansion will depend on customer demand and available funding. The modular approach allows Centrus to increase both HALEU and LEU production over time as the market grows. The company also expects the initial deployment to reduce centrifuge manufacturing costs through higher production volumes. Until the larger facility comes online, Centrus intends to operate its current enrichment cascade commercially. It is working with the Department of Energy on agreements that include a long-term lease extension for the Piketon site. Thousands of jobs planned The expansion project is expected to create roughly 1,000 construction jobs and 300 permanent operating positions in Ohio while retaining 150 existing jobs at the Piketon facility. Centrus also expects to add about 430 jobs at its centrifuge manufacturing plant in Oak Ridge, Tennessee. Hundreds of additional positions could emerge across its supplier network. Thousands of indirect jobs could also follow across the country. The broader expansion relies on both federal backing and private capital. National security programs will provide one source of funding. Foreign direct investment will provide another. Customer prepayments will also support the project. Separate commercial uranium supply agreements are expected to generate additional capital. Centrus believes that funding model will support its multibillion-dollar effort to restore domestic enrichment capability as demand for advanced nuclear fuel grows across the United States.
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Midera Food Processing and Centrus Energy Set to Join S&P SmallCap 600
- S&P Dow Jones Indices will make the following changes to the S&P SmallCap 600: Midera Food Processing Inc. (NASD: MFP) will replace Redwood Trust Inc. (NYSE: RWT) effective prior to the opening of trading on Wednesday, July 8. S&P MidCap 400 constituent The Middleby Corp. (NASD: MIDD) is spinning off Midera Food Processing in a transaction that is expected to close July 7. Redwood Trust is no longer representative of the small cap market space. Centrus Energy Corp. (NYSE: LEU) will replace Whitestone REIT (NYSE: WSR) effective prior to the opening of trading on Tuesday, July 14. S&P 500 constituent Ares Management Corp. (NYSE: ARES) is acquiring Whitestone REIT in a deal expected to close on or about that date, pending final closing conditions. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective Date Index Name Action Company Name Ticker GICS Sector July 8, 2026 S&P SmallCap 600 Addition Midera Food Processing MFP Industrials July 8, 2026 S&P SmallCap 600 Deletion Redwood Trust Inc RWT Financials July 14, 2026 S&P SmallCap 600 Addition Centrus Energy LEU Energy July 14, 2026 S&P SmallCap 600 Deletion Whitestone REIT WSR Real Estate ABOUT S&P DOW JONES INDICES S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit www.spglobal.com/spdji/en/. FOR MORE INFORMATION: S&P Dow Jones Indicesindex_services@spglobal.com Media Inquiriesspdji.comms@spglobal.com View original content:
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Centrus, DOE ink $900 million uranium enrichment contract
Centrus Energy and the Department of Energy have signed the contract for the $900 million DOE award to bolster the domestic uranium enrichment production that was announced in January. American Centrifuge Operating, a Centrus company, was one of the three companies awarded $900 million by DOE, totaling $2.7 billion given out in task orders. Centrus […] Centrus Energy and the Department of Energy have signed the contract for the $900 million DOE award to bolster the domestic uranium enrichment production that was announced in January. American Centrifuge Operating, a Centrus company, was one of the three companies awarded $900 million by DOE, totaling $2.7 billion given out in task orders. Centrus said in a Wednesday press release that this contract would assist in large-scale production capacity for high-assay low-enriched uranium (HALEU) as a part of the company’s multi-billion-dollar expansion. According to the release, the new, fixed-price HALEU enrichment contract with DOE includes options, at DOE’s discretion, for up to $170 million in HALEU purchases for departmental missions.,That would amount to $1.07 billion if all options are exercised. Centrus’ expansion at its uranium enrichment plant at DOE’s Portsmouth Site in Piketon, Ohio, announced in September 2025, will increase both low-enriched uranium (LEU) and HALEU capacity. The planned expansion will be funded by both public and private money, Centrus said. The company has already begun manufacturing new centrifuges for its Piketon uranium enrichment plant at its Oak Ridge, Tenn.-based manufacturing facility, which also has its own planned expansion. Additionally, Centrus has signed construction-based contracts with companies such as Fluor and Geiger Brothers to work on the Pikton expansion. Centrus expects to have its new capacity operational by 2029. Until then, Centrus said it will privately operate the existing HALEU cascade on a commercial basis to start supplying near-term orders. “Today’s announcement marks another milestone in our expansion, as we pivot from a technology demonstration contract to the new, larger contract aimed at commercial scale production,” said Centrus President and CEO Amir Vexler. “The government’s investment from this contract will be matched several times over with billions of dollars in capital, including other non-dilutive, non-debt funding as well as customer contracts to restore America’s ability to enrich uranium at a large scale,” Vexler finished. In 2019, Centrus won a contract to build a cascade of advanced centrifuges in Piketon to validate HALEU production domestically. That demonstration contract was altered and extended in 2022 to allow for a longer period of HALEU production and again extended through June 30, 2026. Though Centrus and DOE signed a three-month, $15 million extension for HALEU storage, the company said it has completed all HALEU production of HALEU UF6 that was mandatory under the existing demonstration contract, with the production of the final 900 kilograms of HALEU UF6 completed in mid-June. Over 1,900 kilograms of HALEU UF6 were produced over the duration of the contract, according to the release.
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Why Is LEU Stock Rising Premarket Today?
Centrus Energy confirmed a task order from the U.S. Department of Energy for HALEU production, adding that the newer enrichment contract is worth up to $1.07 billion.
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Centrus Energy stock rises on $900M DOE uranium contract
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Centrus Energy Signs Contract with Department of Energy for $900 Million Award; Intends to Transition HALEU Production Cascade to Commercial Operation
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Form 4 Centrus Energy For: 30 June
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This Nuclear Energy Stock Has Plunged 32%. Buy It Now Before It Sets a New All-Time High.
Centrus Energy is poised to bounce back after a strong first-quarter earnings report. Centrus Energy (NYSE: LEU) has been around for decades but began attracting more investor attention in 2019, when it started contracting with the U.S. Department of Energy to enrich uranium and supply high-assay, low-enriched uranium (HALEU) for next-generation reactors. In 2025, that attention elevated further, along with the nuclear industry more broadly, as HALEU was seen as a way to help meet the growing energy needs of data centers across the country. Centrus' share prices spiked from $54 in April 2025 to an all-time high of $464.25 by October 2025. The nuclear stock was riding high at that time on news that it had contracted with the National Nuclear Security Administration to develop low-enrichment uranium for government use.But since hitting that all-time high, Centrus' stock is trading down about 63%. The reasons for the drop include a mixed first-quarter earnings report, fluctuating spot uranium prices, and concerns about production once a ban on Russian LEU imports takes effect in 2028.The big price drop has created a potential buy-the-dip situation for investors willing to think long-term about Centrus. Here are three reasons to like the stock's long-term potential.Continue reading
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Cameco's Adjusted EBITDA Up 44% in Q126: More Upside Ahead?
CCJ posts strong EBITDA growth, with Q1 2026 up 44% YoY, driven by uranium pricing strength and Westinghouse momentum.
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3 Reasons to Avoid LEU and 1 Stock to Buy Instead
What a brutal six months it’s been for Centrus Energy. The stock has dropped 33.6% and now trades at $165.40, rattling many shareholders. This may have investors wondering how to approach the situation. What a brutal six months it’s been for Centrus Energy. The stock has dropped 33.6% and now trades at $165.40, rattling many shareholders. This may have investors wondering how to approach the situation. Is now the time to buy Centrus Energy, or should you be careful about including it in your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free. Why Do We Think Centrus Energy Will Underperform? Despite the more favorable entry price, we don’t have much confidence in Centrus Energy. Here are three reasons you should be careful with 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 $452.3 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 32.5% 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 captures the true operating profitability of an energy producer by removing accounting noise around depletion and capitalized drilling costs. It reveals how much cash the asset base generates before capital structure and reinvestment requirements shape reported earnings. Looking at the trend in its profitability, Centrus Energy’s EBITDA margin decreased by 38.7 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 11.7%. 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 38.4× forward P/E (or $165.40 per share). This multiple tells us a lot of good news is priced in - you can find more timely opportunities elsewhere. We’d suggest looking at a safe-and-steady industrials business benefiting from an upgrade cycle. Stocks We Would Buy Instead of Centrus Energy ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies.Our AI system flagged Palantir before it ran 1,662%. AppLovin before it ran 753%. Nvidia before it ran 1,178%. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE.Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
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Centrus Energy (LEU) Stock After 37% YTD Drop Is The Discount Real?
If you are wondering whether Centrus Energy at around US$171 per share is a bargain or a potential value trap, the next sections will help you break that question down with numbers rather than headlines. The stock has inched up about 0.5% over the last week, but is down roughly 4.6% over the past month and has declined 37.2% year to date, even after a very large gain of around 4x over the last three years. These mixed returns sit against a backdrop of ongoing attention on nuclear fuel supply...
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CENTRUS ENERGY CORP: Form 4 - Statement of changes in beneficial ownership of securities
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Centrus Agreement Strengthens Oklo Stock’s Nuclear AI Power Thesis
Oklo reaches agreement with Centrus Energy for HALEU fuel supply starting 2029.
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Centrus Energy Extends Rights Plan to Protect Valuable Tax Assets Through 2029: What This Means for Investors
Centrus Energy has extended its Section 382 Rights Agreement, aiming to preserve over three years' worth of tax benefits from net operating losses. This move, approved by shareholders, signals proactive corporate governance and could have long-term financial implications.
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Uranium Deal Powers Up Nuclear Fission Firm Oklo
Oklo struck a multiyear purchasing agreement with Centrus Energy for a difficult-to-source fuel for its new-age nuclear reactors.
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OKLO, Centrus sign fuel agreement in Piketon, positioning southern Ohio as an advanced nuclear energy hub
State, federal and industry leaders gathered Thursday morning at the Centrus Energy facility in Piketon to celebrate a milestone for Southern Ohio and the future of American energy production. At approximately 10:15 a.m. on June 18, Oklo Inc. and Centrus Energy announced the signing of a Letter of Intent that would allow Centrus to provide domestically produced high-assay low-enriched uranium ...
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Centrus Energy (LEU) Soars 12.4%: Is Further Upside Left in the Stock?
Centrus Energy (LEU) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
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Why Centrus Energy Group Stock Surged 12% Higher Today
It signed a letter of intent for a lengthy supply deal with a high-profile peer. The stock of Centrus Energy Group (NYSE: LEU) didn't exactly go nuclear on Thursday, but investor enthusiasm over a new deal boosted its price. The nuclear fuel and enrichment services company's shares raced more than 12% higher on the news in that trading session. In a joint press release published that morning, Centrus and small modular reactor (SMR) company Oklo announced they had signed a letter of intent for a set of projects in Ohio. Image source: Getty Images.Continue reading
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CENTRUS ENERGY CORP: Form 3 - Initial statement of beneficial ownership of securities
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CENTRUS ENERGY CORP: Form 8-A12B/A [Amend] - Registration of securities [Section 12(b)]
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CENTRUS ENERGY CORP: Form 8-K - Current report
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Centrus Energy Stock Climbs After Signing Nuclear Fuel Agreement With Oklo
Centrus Energy Corp. (NYSE:LEU) shares are up in Thursday’s session after the company signed a Letter of Intent with Oklo Inc. (NYSE:OKLO). This agreement is seen as a crucial step in advancing domestic nuclear fuel supply, which is vital for the growth of the advanced nuclear sector. The deal is among the early large-scale HALEU supply arrangements and may include prepayment structures from Oklo. Centrus Energy Signs HALEU Fuel LOI With Oklo The agreement anticipates a definitive contract that will align Centrus’ enrichment capabilities with Oklo’s power generation plans, potentially beginning deliveries in 2029. As per the deal, Centrus will supply domestic high-assay low-enriched uranium (HALEU) to power up to five Aurora powerhouses over multiple years, with deliveries expected to begin in 2029. This collaboration aims to enhance the reliability of HALEU supply, which is essential for the deployment of next-generation reactors. Centrus is expected to provide sufficient HALEU for multiple reactor core cycles across the planned Aurora fleet. In parallel, Oklo has also signed an MOU with Kiewit Nuclear Solutions to support engineering, procurement, and construction planning for the initial deployments in southern Ohio. LEU Technical Analysis: Momentum Versus Key Moving Averages Centrus Energy’s stock is currently trading at $185.00, which places it approximately 5.9% above its 20-day simple moving average (SMA) of $173.78. The stock ...Full story available on Benzinga.com
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Cameco vs. Centrus Energy: Which Uranium Stock is the Better Buy Now?
CCJ and UEC stand to gain from nuclear growth, but a stronger earnings outlook, contracts and stock performance give CCJ an edge now.
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Oklo and Centrus Secure Domestic HALEU Supply for Aurora Powerhouse in Southern Ohio—A Major Step for U.S. Advanced Nuclear
Oklo Inc. has signed a Letter of Intent with Centrus Energy to provide enough high-assay low-enriched uranium (HALEU) to support up to five Aurora powerhouses as part of its 1.2 GW clean energy campus in southern Ohio. This agreement aims to strengthen the domestic advanced nuclear supply chain, unlock billions in investment, and create hundreds of skilled jobs in the region.
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Centrus Energy Announces Extension of Section 382 Rights Agreement
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Centrus Energy's Role in the Fusion Revolution: Fuel Supply Takes Center Stage Amid General Fusion's Nasdaq Move
As General Fusion eyes a historic Nasdaq listing with an innovative approach to clean energy, Centrus Energy gains new relevance as a key fuel provider for next-generation reactors, highlighting the breadth and risk of the advanced nuclear sector.
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Stocks making big moves yesterday: Planet Labs, Rivian, FOX, Centrus Energy, and IMAX
Check out the companies making headlines yesterday: Check out the companies making headlines yesterday: Planet Labs (NYSE:PL): Earth imaging satellite company Planet Labs (NYSE:PL) fell by 8.2% on Tuesday after the much-hyped Initial Public Offering (IPO) of competitor SpaceX likely prompted investors to reallocate funds. See our full article here.Is now the time to buy Planet Labs? Access our full analysis report here, it’s free.Rivian (NASDAQ:RIVN): Electric vehicle manufacturer Rivian (NASDAQ:RIVN) fell by 4.1% on Tuesday after the company laid off hundreds of employees in a push to reduce costs and become profitable. See our full article here.Is now the time to buy Rivian? Access our full analysis report here, it’s free.FOX (NASDAQ:FOXA): Cable news and media network Fox (NASDAQ:FOXA) fell by 5.3% on Tuesday after the company's stock continued to fall following its announcement of a $22 billion deal to acquire streaming platform Roku. See our full article here.Is now the time to buy FOX? Access our full analysis report here, it’s free.Centrus Energy (NYSE:LEU): Nuclear fuel supplier Centrus Energy (NYSE:LEU) fell by 4.2% on Tuesday after UBS lowered its price target on the stock to $170 from $195, citing higher expected operating costs. See our full article here.Is now the time to buy Centrus Energy? Access our full analysis report here, it’s free.IMAX (NYSE:IMAX): Premium cinema technology company IMAX (NYSE:IMAX) rose by 4.7% on Tuesday after strong box office results for the opening of Universal's film 'Disclosure Day,' saw a significant contribution from the company's premium screens. See our full article here.Is now the time to buy IMAX? Access our full analysis report here, it’s free.
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Centrus Energy (LEU) Stock Trades Down, Here Is Why
Shares of nuclear fuel supplier Centrus Energy (NYSE:LEU) fell 4.2% in the afternoon session after UBS lowered its price target on the stock to $170 from $195, citing higher expected operating costs. What Happened? Shares of nuclear fuel supplier Centrus Energy (NYSE:LEU) fell 4.2% in the afternoon session after UBS lowered its price target on the stock to $170 from $195, citing higher expected operating costs. The bank maintained its Neutral rating but reduced its adjusted EBITDA estimates for 2026, 2027, and 2028, pointing to expenses related to the company's rapid hiring expansion. Analysts at UBS indicated they are waiting for more progress on Centrus's long-term uranium enrichment capacity build-out before adopting a more positive view. This wait-and-see stance signaled reduced enthusiasm for the stock's near-term potential, contributing to the decline in its share price. The shares were trading at $167.93, down 4.9% from the previous close. 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 89 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 7 days ago when the stock dropped 5.2% on the news that Trump said a US-Iran deal could come in "two or three days," pulling energy equities sharply lower as investors priced out the conflict premium. That narrative collapsed at midday when US Central Command confirmed an American Apache helicopter had gone down near the coast of Oman, and Trump said the US "must respond" to what he described as an Iranian attack over the Strait of Hormuz. Rather than a clean reversal, the helicopter incident created deeper uncertainty for the sector. Oil prices might have recovered some losses on re-escalation risk, but a potential US military response introduces physical infrastructure risk across the Gulf that is harder to price than a headline ceasefire. The sector's net decline reflected a day where the bullish and bearish cases cancelled each other out, leaving investors unwilling to commit either way.Centrus Energy is down 38.4% since the beginning of the year, and at $167.93 per share, it is trading 61.5% 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 $5,945.ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable.These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.
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Van ECK Associates Corp Boosts Stock Holdings in Centrus Energy Corp. $LEU
Van ECK Associates Corp boosted its stake in shares of Centrus Energy Corp. (NYSE:LEU - Free Report) by 14.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 895,867 shares of the company's stock after acquiring an additional 114,881 share
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Marsico Capital Management LLC Purchases 14,730 Shares of Centrus Energy Corp. $LEU
Marsico Capital Management LLC boosted its position in Centrus Energy Corp. (NYSE:LEU - Free Report) by 36.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 55,057 shares of the company's stock after purchasing an additional 14,730 shares
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$100 Invested In Centrus Energy 5 Years Ago Would Be Worth This Much Today
Centrus Energy (NYSE:LEU) has outperformed the market over the past 5 years by 29.29% on an annualized basis producing an average annual return of 40.6%. Currently, Centrus Energy has a market capitalization of $2.87 billion. Buying $100 In LEU: If an investor had bought $100 of LEU stock 5 years ago, it would be worth $555.34 today based on a ...Full story available on Benzinga.com
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