Centrus Energy (LEU) Stock Overview
Supplies nuclear fuel components for the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 1/6 |
| Past Performance | 1/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
LEU Community Fair Values
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Analyst Price Targets
Centrus Energy Corp. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$206.30 |
| 52 Week High | US$464.25 |
| 52 Week Low | US$80.45 |
| Beta | 1.44 |
| 1 Month Change | 18.93% |
| 3 Month Change | -21.70% |
| 1 Year Change | 133.21% |
| 3 Year Change | 572.43% |
| 5 Year Change | 852.01% |
| Change since IPO | -94.69% |
Recent News & Updates
Recent updates
Narrative Update • May 03
LEU: Capacity Build Out And Nuclear Cycle Positioning Will Support Long Term Upside
Narrative Update The updated analyst price target for Centrus Energy has been reduced by about $8.74. Analysts attribute this change to lower assumed revenue growth, slightly weaker profit margins, and a higher future P/E multiple, following a series of mixed target cuts and modest raises across firms.Seeking Alpha • Apr 22
Centrus Energy: It's Still Too Early To Give Me The Risk Asymmetry I Want
Summary While the thematic nuclear trend is strong, Centrus Energy Corp.'s current valuation and risk/reward are not compelling for my portfolio yet. The investment becomes more secure when long-term. LEU's $900M Geiger contract signals preparedness for future growth but reflects capacity buildout, not realized demand, and cost-overrun risk remains with Centrus. HALEU demand is policy-driven and uncertain; LEU's $3.8B backlog includes significant contingencies tied to capacity buildout and financing. ~55x forward earnings with EPS compounding visibility still emerging; the base case is flat 12-month returns, with potential for 50% upside in the bull case or sharp downside if earnings disappoint. Read the full article on Seeking Alpha
Narrative Update • Apr 19
LEU: Capacity Build Out And New Enrichment Rivalry Will Pressure Returns
The analyst price target for Centrus Energy has been reduced by about $10, reflecting updated views on competitive headwinds, limited near term earnings upside, and ongoing capacity investment, even as analysts still see longer term nuclear demand as a supportive theme. Analyst Commentary Recent research on Centrus Energy reflects a more cautious tone, with several bearish analysts trimming price targets and highlighting execution risks around the current build out phase.Narrative Update • Apr 04
LEU: DOE Awards And Capacity Build Out Will Support Long Term Upside
Analysts have trimmed their average price targets for Centrus Energy by double digits, with cuts such as UBS moving to $195 from $245 and Citi to $225 from $292. This reflects limited near term earnings upside during the capacity build out phase, even as they continue to highlight potential long term benefits from a possible generational nuclear build cycle and recent U.S. Department of Energy funding awards.Narrative Update • Mar 21
LEU: DOE Funding And Capacity Build Out Will Drive Future Upside
Analysts have trimmed Centrus Energy's average price target, with cuts from firms such as UBS to $195 from $245 and Citi to $225 from $292, reflecting limited near term earnings visibility as the company continues its contracted broker trader operations and invests in capacity build out, even as many still highlight potential long term benefits from an expected nuclear build cycle and recent U.S. Department of Energy funding awards. Analyst Commentary Recent Street research on Centrus Energy clusters around two themes: how to value the stock after the price target resets, and how confidently to underwrite the execution and timing of its capacity build out and nuclear fuel role.Narrative Update • Mar 07
LEU: Capacity Build Out And DOE Project Risks Will Pressure Returns
Narrative Update The updated analyst price target for Centrus Energy reflects a modest reset lower, with the fair value estimate moving from $164.36 to $156.27 as analysts factor in reduced near term earnings potential alongside ongoing capacity investments. At the same time, they continue to highlight the company as well positioned for a possible longer term nuclear build cycle and supported by recent Department of Energy award related commentary.Narrative Update • Feb 21
LEU: DOE Project Execution Risks Will Pressure Future Cash Flow Conversion
Analysts have trimmed their average price target for Centrus Energy in recent weeks, with cuts from firms like Citi, JPMorgan, and others outweighing earlier upward revisions tied to the $900m Department of Energy award. At the same time, modest adjustments to fair value, discount rate, revenue growth, profit margin, and projected future P/E reflect this more balanced view.
Narrative Update • Feb 07
LEU: DOE Funding For Domestic Nuclear Fuel Will Drive Long-Term Upside
The analyst price target for Centrus Energy has been adjusted as firms weighed the recent mix of price target increases of up to US$55 and reductions of US$55, along with updated assumptions for growth, margins and future P/E multiples tied to the US$900m Department of Energy award for HALEU capacity expansion. Analyst Commentary Recent Street research around Centrus Energy has been mixed, but there is a clear group of bullish analysts focusing on the US$900m Department of Energy award as a key driver for their updated views on valuation and execution risk.Analysis Article • Jan 29
There's Reason For Concern Over Centrus Energy Corp.'s (NYSE:LEU) Massive 36% Price Jump
Those holding Centrus Energy Corp. ( NYSE:LEU ) shares would be relieved that the share price has rebounded 36% in the...Narrative Update • Jan 24
LEU: DOE Funding Uncertainty And Dilution Risk Will Pressure Future Returns
Analysts have nudged their fair value estimate for Centrus Energy up from US$167.90 to US$171.40, citing higher Street price targets and renewed confidence around the US$900m Department of Energy HALEU funding and the timing of future capacity expansion as key drivers of the change. Analyst Commentary Recent Street research around Centrus Energy has centered on the US$900m Department of Energy HALEU award, with analysts updating their assumptions on timing, funding visibility, and dilution.Narrative Update • Jan 08
LEU: DOE Award And Dilution Risk Will Shape Future Return Profile
Narrative Update Analysts have lifted their implied fair value for Centrus Energy from about US$108 to roughly US$168, citing the US$900m Department of Energy award, an earlier expected commercialization timeline, and greater confidence in future margins and funding visibility. Analyst Commentary Recent Street research on Centrus Energy has centered on the US$900m Department of Energy award for high assay low enriched uranium production and what that could mean for the company’s future capacity, funding visibility, and timing to market.Narrative Update • Dec 25
LEU Nuclear Demand And DOE Reactor Plans Will Drive Long-Term Upside
The analyst price target for Centrus Energy has been raised to $390 from $310, as analysts factor in stronger long term revenue growth and margin assumptions that outweigh near term macro and dilution concerns reflected in recent target resets across the Street. Analyst Commentary Recent Street research on Centrus Energy reflects a widening gap between cautious near term price target trims and a more constructive long term outlook that underpins the new $390 target.Narrative Update • Dec 11
LEU: Federal Funding And Equity Dilution Will Shape Future Expansion Balance
Analysts have nudged their price target for Centrus Energy modestly higher to approximately $280 from about $275, reflecting improved profitability expectations and a still constructive long term thesis, despite trimmed Street targets amid a tougher global demand backdrop and dilution considerations. Analyst Commentary Street research on Centrus Energy reflects a more nuanced stance, with tempered price targets but generally supportive views on the company’s long term positioning and execution potential.Narrative Update • Nov 27
LEU: Federal Funding Decisions And Dilution Risk Will Shape Expansion Prospects
Centrus Energy's analyst price target has been revised downward, with analysts now forecasting a modest reduction from approximately $279 to $275 per share. This change reflects recent updates in demand outlook, company performance, and macroeconomic challenges highlighted in recent research notes.Narrative Update • Nov 08
LEU: Future Expansion Hinges On Federal Decisions Amid Dilution Concerns
Analysts have revised the price target for Centrus Energy, raising it from approximately $258 to $279 per share. This reflects expectations of stronger revenue growth and continued confidence in the company's long-term prospects, despite some near-term challenges.Narrative Update • Oct 25
Upcoming Plant Expansion and Global Partnerships Will Shape Nuclear Fuel Supply Chain
Analysts have raised their price target for Centrus Energy by $6. This change is attributed to increased confidence from recent strategic developments and stronger-than-expected earnings performance.Narrative Update • Oct 10
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
Analysts have increased their price target for Centrus Energy from $242.86 to $258.05. They cite growing confidence in the company's strategic partnerships and improved revenue forecasts as key reasons for this change.Narrative Update • Sep 21
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
Centrus Energy’s analyst price target was raised from $238.46 to $242.86, reflecting growing optimism driven by new international partnerships, extended government contracts, and its unique role in a resurgent nuclear sector. Analyst Commentary Bullish analysts highlighted the signing of a Memorandum of Understanding with credible international nuclear partners, signaling confidence in Centrus' role in the domestic nuclear fuel supply chain buildout.Narrative Update • Sep 06
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
Centrus Energy’s fair value target has increased to $238.46 as analysts cite strengthened industry position from major partnership agreements, extended federal contracts, and strategic importance in advanced nuclear supply chains—despite minor revenue misses—amid strong policy and investor support for domestic nuclear enrichment. Analyst Commentary Bullish analysts highlight Centrus' signing of an MOU with major Korean nuclear and industrial partners as a strong signal of industry confidence in its enrichment technology and role in the domestic nuclear fuel supply chain.Narrative Update • Aug 06
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
Analysts have raised Centrus Energy’s price target from $189.63 to $202.44, citing its unique position as the leading U.S. supplier for nuclear fuel amid accelerating government support, contract extensions, and increased private investment in advanced nuclear projects. Analyst Commentary Bullish analysts highlight Centrus Energy as uniquely positioned to rebuild the nuclear enrichment supply chain, being the only publicly traded, pure-play supplier with critical technology and infrastructure.
New Narrative • Feb 09
Future Revenue May Be Uncertain Despite Substantial Uranium Contracts
Strategic investments in manufacturing and securing DOE contracts position Centrus as a frontrunner in domestic uranium enrichment, boosting future revenue potential.Shareholder Returns
| LEU | US Oil and Gas | US Market | |
|---|---|---|---|
| 7D | -2.2% | -3.4% | 3.2% |
| 1Y | 133.2% | 35.2% | 31.0% |
Return vs Industry: LEU exceeded the US Oil and Gas industry which returned 35.2% over the past year.
Return vs Market: LEU exceeded the US Market which returned 31% over the past year.
Price Volatility
| LEU volatility | |
|---|---|
| LEU Average Weekly Movement | 13.0% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: LEU's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: LEU's weekly volatility (13%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1998 | 467 | Amir Vexler | www.centrusenergy.com |
Centrus Energy Corp. supplies nuclear fuel components for the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally. The company operates in two segments, Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) components of LEU; natural uranium hexafluoride, uranium concentrates, and uranium conversion; and enriched uranium products to utilities that operate nuclear power plants.
Centrus Energy Corp. Fundamentals Summary
| LEU fundamental statistics | |
|---|---|
| Market cap | US$4.55b |
| Earnings (TTM) | US$60.60m |
| Revenue (TTM) | US$452.30m |
67.0x
P/E Ratio9.0x
P/S RatioIs LEU overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LEU income statement (TTM) | |
|---|---|
| Revenue | US$452.30m |
| Cost of Revenue | US$336.20m |
| Gross Profit | US$116.10m |
| Other Expenses | US$55.50m |
| Earnings | US$60.60m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.08 |
| Gross Margin | 25.67% |
| Net Profit Margin | 13.40% |
| Debt/Equity Ratio | 152.0% |
How did LEU perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 11:31 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Centrus Energy Corp. is covered by 20 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Lawson Winder | BofA Global Research |
| Ryan Pfingst | B. Riley Securities, Inc. |
| Vikram Bagri | Citigroup Inc |