CE
CentryResearch
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Member since 2026
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Centrus Energy: The Next Nuclear Bottleneck Isn't Reactors. It's Fuel.
Summary Centrus Energy (LEU) offers the most direct public-market exposure to U.S. HALEU production, a critical bottleneck for advanced nuclear deployment. HALEU fuel scarcity could constrain next-gen reactor rollouts, making LEU's enrichment capabilities strategically vital as AI-driven electricity demand surges.Read more
CE
US$190
22.6% undervalued intrinsic discount
Fair Value
Revenue
24.82% p.a.
Profit Margin
13.4%
Future PE
47.74x
Price in 2029
US$233.47