Update shared on06 Aug 2025
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.
- Positive sentiment driven by growing policy tailwinds and government support for nuclear as a carbon-free baseload energy source, amid rising recognition of nuclear's role in the global energy mix.
- Recent Department of Energy contract extension for high-assay low-enriched uranium production bolsters confidence in Centrus' revenue visibility and long-term positioning, with potential for further multi-year extensions.
- Private investment in advanced nuclear projects—such as TerraPower's $650M raise with participation from prominent technology investors—directly benefits Centrus, given active supply agreements with these industry partners.
- The allocation of $3.4 billion in DOE funding to develop the domestic nuclear fuel supply chain, along with Centrus’ status as the sole NRC-licensed HALEU producer in the U.S., is viewed as a transformative near-term catalyst.
What's in the News
- U.S. Department of Energy extended Centrus Energy’s contract for High-Assay, Low-Enriched Uranium (HALEU) production through June 2026, with options for up to eight more years.
- Centrus completed Phase I of the contract by delivering 20 kilograms of HALEU and began Phase II, aiming for 900 kilograms by June 2025.
- The contract amendment split the first three-year extension into a one-year and a two-year option; the one-year option has been exercised.
- HALEU produced under this contract will be used by the Department of Energy for advanced reactor development and commercialization.
- Centrus Energy is expected to report Q2 2025 results on August 4, 2025.
Valuation Changes
Summary of Valuation Changes for Centrus Energy
- The Consensus Analyst Price Target has risen from $189.63 to $202.44.
- The Discount Rate for Centrus Energy has risen from 6.41% to 6.90%.
- The Future P/E for Centrus Energy has risen from 64.39x to 69.18x.
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