LEU logo

Centrus Energy Corp. Stock Price

NYSE:LEU Community·US$3.9b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 238 Fair Values set on narratives written by author

LEU Share Price Performance

US$187.63
-10.66 (-5.38%)
US$190.00
Fair Value
US$187.63
-10.66 (-5.38%)
1.2% undervalued intrinsic discount
US$190.00
Fair Value
Price US$187.63
CentryResearch US$190.00
AnalystConsensusTarget US$257.47
AnalystLowTarget US$170.00

LEU Community Narratives

Fair Value
·
Fair Value US$190 1.2% undervalued intrinsic discount

Centrus Energy: The Next Nuclear Bottleneck Isn't Reactors. It's Fuel.

11users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
·
Fair Value US$257.47 27.1% undervalued intrinsic discount

Upcoming Plant Expansion and Global Partnerships Will Shape Nuclear Fuel Supply Chain

4users have liked this narrative
0users have commented on this narrative
87users have followed this narrative
·
Fair Value US$170 10.4% overvalued intrinsic discount

Government Contract Dependence And Nuclear Transition Will Erode Value

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$190
1.2% undervalued intrinsic discount
Fair Value
Revenue
24.82% p.a.
Profit Margin
13.4%
Future PE
47.74x
Price in 2029
US$233.47
US$170
10.4% overvalued intrinsic discount
Revenue
-17.57% p.a.
Profit Margin
17.98%
Future PE
110.05x
Price in 2029
US$208.02

Trending Discussion

No trending discussion available.

Updated Narratives

LEU logo

Centrus Energy: The Next Nuclear Bottleneck Isn't Reactors. It's Fuel.

Fair Value: US$190 1.2% undervalued intrinsic discount
32 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
LEU logo

Centrus Energy’s Exclusive U.S. Enrichment License Creates Structural Advantage

Fair Value: US$609.9 69.2% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
LEU logo

LEU: Domestic Enrichment Contracts And Backlog Will Support Long-Term Nuclear Fuel Upside

Fair Value: US$340 44.8% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with questionable track record.

2 Risks
1 Reward

Centrus Energy Corp. Key Details

US$473.9m

Revenue

US$361.8m

Cost of Revenue

US$112.1m

Gross Profit

US$63.6m

Other Expenses

US$48.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.43
23.65%
10.23%
139.3%
View Full Analysis

About LEU

Founded
1998
Employees
467
CEO
Amir Vexler
WebsiteView website
www.centrusenergy.com

Centrus Energy Corp. supplies nuclear fuel components for the nuclear power industry in the United States, Japan, the Netherlands, and internationally. The company operates through 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. The Technical Solutions segment offers technical, manufacturing, engineering, and operations services to public and private sector customers. The company was formerly known as USEC Inc. and changed its name to Centrus Energy Corp. in September 2014. Centrus Energy Corp. was incorporated in 1998 and is headquartered in Bethesda, Maryland.

Recent LEU News & Updates

Narrative Update Aug 21

LEU: Domestic Enrichment Contracts And Backlog Will Support Long-Term Nuclear Fuel Upside

Analysts have adjusted the Centrus Energy fair value estimate from $381.69 to $340.00 as updated assumptions point to higher projected revenue growth and a richer future P/E, offset by a lower profit margin outlook and a slightly higher discount rate, while recent Street targets ranging from $171 to $337 reflect mixed views on its transition into domestic enrichment and the impact of sector wide valuation resets. Analyst Commentary Street research on Centrus Energy over the past year shows a wide spread of views on the stock, but there is a clear group of bullish analysts who see meaningful upside if the company executes on its enrichment ambitions and manages known policy and sector risks.
Seeking Alpha Aug 13

Centrus Energy: Uncle Sam Won't Let His Centrifuge Fail

Summary Centrus Energy earns a Strong Buy rating, driven by its critical role in the U.S. advanced nuclear renaissance and government-backed HALEU production. LEU is transitioning from a low-margin broker to a vertically integrated, high-margin nuclear fuel fabrication leader, leveraging co-location with Oklo and Palantir's AIP for CapEx efficiency. Short-term risks include USTR maritime tariffs, Russian export license delays, and DOE funding gaps, potentially creating a temporary liquidity crunch before 2029. Despite near-term volatility, LEU's strategic national importance and macro-subsidized status create a compelling long-term entry point for defensible nuclear fuel exposure. Read the full article on Seeking Alpha

Recent updates

No updates