Update shared on21 Sep 2025
Fair value Increased 1.84%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.
- Bullish analysts cited ongoing U.S. Department of Energy support, with contract extensions and options for multi-year production of high-assay low-enriched uranium, as evidence of Centrus' long-term revenue visibility and government backing.
- Several analysts emphasized Centrus' unique positioning as the only publicly traded pure-play nuclear enrichment provider, underpinned by its technology, operational footprint, and track record, allowing it to capitalize on the nuclear industry’s resurgence.
- Positive price target revisions were driven by projections for substantial upside from supportive policy tailwinds favoring nuclear power and the scalable, carbon-free baseload energy it provides, despite industry challenges.
- Analyst adjustments factored in quarterly earnings outperformance (notably on EPS), with revisions to future dilution assumptions due to share price appreciation.
What's in the News
- Centrus Energy signed a non-binding MOU with Korea Hydro & Nuclear Power (KHNP) and POSCO International to explore potential investments supporting the expansion of its uranium enrichment plant in Ohio, aiming to deepen U.S.-Korea civilian nuclear cooperation and pursue additional LEU and HALEU supply opportunities.
- Centrus and KHNP agreed to a higher supply volume of Low-Enriched Uranium under their February 2025 contract, contingent on Centrus securing federal funding necessary for new production capacity, with Centrus committed to matching public funding with private sector capital and utility commitments.
- J.P. Morgan Securities LLC and BofA Securities, Inc. have been added as Co-Lead Underwriters for Centrus Energy’s $700 million Fixed-Income Offering.
- Todd Tinelli was appointed as Chief Financial Officer, succeeding Kevin Harrill, and brings over 20 years of energy industry finance experience, most recently as CFO at Sprague Resources LP.
Valuation Changes
Summary of Valuation Changes for Centrus Energy
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $238.46 to $242.86.
- The Net Profit Margin for Centrus Energy has risen slightly from 12.14% to 12.40%.
- The Discount Rate for Centrus Energy remained effectively unchanged, moving only marginally from 6.98% to 6.93%.
Disclaimer
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