Delayed DOE Awards Will Hinder Nuclear Fuel Potential

Published
09 Feb 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$227.73
19.5% undervalued intrinsic discount
08 Aug
US$183.41
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1Y
369.7%
7D
-16.3%

Author's Valuation

US$227.7

19.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 20%

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.

Shared on21 Jul 25
Fair value Increased 29%

Analysts have raised Centrus Energy's price target from $146.46 to $189.63, citing its unique position as the only NRC-licensed HALEU supplier, strengthened by supportive federal policy, recent DOE contracts, and rising demand for advanced nuclear technologies. Analyst Commentary Bullish analysts see Centrus as uniquely positioned to capitalize on the rebuilding of the U.S. nuclear enrichment supply chain, being the only publicly traded pure-play in this sector.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has decreased discount rate from 8.4% to 7.5%.

Shared on02 Apr 25
Fair value Increased 3.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 4.17%

AnalystConsensusTarget has increased future PE multiple from 38.6x to 42.7x and increased discount rate from 6.5% to 8.1%.