Centrus Energy (LEU) Aktienübersicht
Die Centrus Energy Corp. liefert Kernbrennstoffkomponenten für die Kernkraftindustrie in den Vereinigten Staaten, Japan, den Niederlanden und weltweit. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 5/6 |
| Dividenden | 0/6 |
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Centrus Energy Corp. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$186.26 |
| 52-Wochen-Hoch | US$464.25 |
| 52-Wochen-Tief | US$142.13 |
| Beta | 1.35 |
| 1 Monat Veränderung | 13.65% |
| 3 Monate Veränderung | 3.85% |
| 1 Jahr Veränderung | -0.11% |
| 3 Jahre Veränderung | 320.93% |
| 5 Jahre Veränderung | 645.04% |
| Veränderung seit IPO | -95.21% |
Aktuelle Nachrichten und 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
Narrative-Update • Aug 07
LEU: Domestic Enrichment Capacity Build Out Will Support Long Term Upside
For Centrus Energy, the updated analyst price target framework points to a lower fair value of $257.47, down from $269.38, as analysts factor in higher perceived risk, shifting revenue and margin assumptions, and a materially higher future P/E multiple, highlighted across recent target changes ranging from $170 to $337. Analyst Commentary Street research on Centrus Energy reflects a split between investors focused on long term growth in enrichment capacity and those more focused on nearer term execution risks and policy uncertainty.Recent 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 AlphaNarrative-Update • Aug 07
LEU: Domestic Enrichment Capacity Build Out Will Support Long Term Upside
For Centrus Energy, the updated analyst price target framework points to a lower fair value of $257.47, down from $269.38, as analysts factor in higher perceived risk, shifting revenue and margin assumptions, and a materially higher future P/E multiple, highlighted across recent target changes ranging from $170 to $337. Analyst Commentary Street research on Centrus Energy reflects a split between investors focused on long term growth in enrichment capacity and those more focused on nearer term execution risks and policy uncertainty.
Neues Narrative • Jul 17
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.
Narrative-Update • Jun 30
LEU: Capacity Expansion And HALEU Contracts Will Shape Balanced Returns Outlook
Analysts have reduced their fair value estimate for Centrus Energy to $170 from $195, reflecting lower Street price targets, a slightly softer profit margin outlook, and reduced P/E assumptions as they wait for clearer progress on enrichment capacity expansion and factor in recent valuation pressure across nuclear related stocks. Analyst Commentary Recent Street commentary on Centrus Energy has tilted cautious, with several bearish analysts trimming price targets and highlighting execution and valuation risks as key areas to watch.Analyseartikel • Jun 21
Centrus Energy (LEU) Stock Could Be 42% Below Fair Value After Oklo HALEU Deal
Centrus Energy (LEU) has agreed to supply high-assay low-enriched uranium for Oklo’s planned 1.2 GW Aurora power campus in Ohio, addressing a key fuel constraint and sparking fresh attention on the stock. See our latest analysis for Centrus Energy. The Oklo agreement has arrived alongside other company updates, including governance changes and a refreshed finance leadership team. The stock has reacted sharply, with a 12.4% 1-day share price return lifting short-term momentum, even as the...Narrative-Update • Jun 16
LEU: Capacity Build Out And Rival Expansion Will Shape Returns Outlook
Analysts have adjusted their fair value estimate for Centrus Energy to $195.00 from $146.62, reflecting updated views on long dated enrichment capacity build out plans and the latest round of Street price target revisions, including UBS lowering its target to $170.00 from $195.00 while maintaining a Neutral stance. Analyst Commentary on Centrus Energy Recent Street commentary on Centrus Energy has highlighted a more cautious tone, with several bearish analysts flagging risks around enrichment capacity build out, competitive pressures and the alignment of the current share price with execution timelines.Narrative-Update • Jun 02
LEU: Federal Funding And Plant Expansion Will Support Long-Term Nuclear Fuel Upside
Centrus Energy’s updated analyst price target has been revised to $381.69 from $390.00. Analysts attribute this change to more measured revenue growth assumptions, a higher discount rate, and a richer future P/E estimate, partly offset by stronger expected profit margins.
Neues Narrative • May 20
Centrus Energy’s Exclusive U.S. Enrichment License Creates Structural Advantage
Centrus Energy is one of those rare companies whose importance becomes clearer the deeper you look into the machinery of U.S. law, national security, and nuclear policy. In a sector defined by scarcity, Centrus isn’t just another uranium name — it is the only U.S. company legally authorized to enrich uranium for the federal government , a distinction rooted directly in federal statute.Narrative-Update • May 03
LEU: Capacity Build Out And Nuclear Cycle Positioning Will Support Long Term Upside
Narrative Update The updated analyst price target for Centrus Energy has been reduced by about $8.74. Analysts attribute this change to lower assumed revenue growth, slightly weaker profit margins, and a higher future P/E multiple, following a series of mixed target cuts and modest raises across firms.Narrative-Update • Apr 19
LEU: Capacity Build Out And New Enrichment Rivalry Will Pressure Returns
The analyst price target for Centrus Energy has been reduced by about $10, reflecting updated views on competitive headwinds, limited near term earnings upside, and ongoing capacity investment, even as analysts still see longer term nuclear demand as a supportive theme. Analyst Commentary Recent research on Centrus Energy reflects a more cautious tone, with several bearish analysts trimming price targets and highlighting execution risks around the current build out phase.Narrative-Update • Apr 04
LEU: DOE Awards And Capacity Build Out Will Support Long Term Upside
Analysts have trimmed their average price targets for Centrus Energy by double digits, with cuts such as UBS moving to $195 from $245 and Citi to $225 from $292. This reflects limited near term earnings upside during the capacity build out phase, even as they continue to highlight potential long term benefits from a possible generational nuclear build cycle and recent U.S. Department of Energy funding awards.Narrative-Update • Mar 21
LEU: DOE Funding And Capacity Build Out Will Drive Future Upside
Analysts have trimmed Centrus Energy's average price target, with cuts from firms such as UBS to $195 from $245 and Citi to $225 from $292, reflecting limited near term earnings visibility as the company continues its contracted broker trader operations and invests in capacity build out, even as many still highlight potential long term benefits from an expected nuclear build cycle and recent U.S. Department of Energy funding awards. Analyst Commentary Recent Street research on Centrus Energy clusters around two themes: how to value the stock after the price target resets, and how confidently to underwrite the execution and timing of its capacity build out and nuclear fuel role.Narrative-Update • Mar 07
LEU: Capacity Build Out And DOE Project Risks Will Pressure Returns
Narrative Update The updated analyst price target for Centrus Energy reflects a modest reset lower, with the fair value estimate moving from $164.36 to $156.27 as analysts factor in reduced near term earnings potential alongside ongoing capacity investments. At the same time, they continue to highlight the company as well positioned for a possible longer term nuclear build cycle and supported by recent Department of Energy award related commentary.Narrative-Update • Feb 21
LEU: DOE Project Execution Risks Will Pressure Future Cash Flow Conversion
Analysts have trimmed their average price target for Centrus Energy in recent weeks, with cuts from firms like Citi, JPMorgan, and others outweighing earlier upward revisions tied to the $900m Department of Energy award. At the same time, modest adjustments to fair value, discount rate, revenue growth, profit margin, and projected future P/E reflect this more balanced view.Narrative-Update • Feb 07
LEU: DOE Funding For Domestic Nuclear Fuel Will Drive Long-Term Upside
The analyst price target for Centrus Energy has been adjusted as firms weighed the recent mix of price target increases of up to US$55 and reductions of US$55, along with updated assumptions for growth, margins and future P/E multiples tied to the US$900m Department of Energy award for HALEU capacity expansion. Analyst Commentary Recent Street research around Centrus Energy has been mixed, but there is a clear group of bullish analysts focusing on the US$900m Department of Energy award as a key driver for their updated views on valuation and execution risk.Analyseartikel • Jan 29
There's Reason For Concern Over Centrus Energy Corp.'s (NYSE:LEU) Massive 36% Price Jump
Those holding Centrus Energy Corp. ( NYSE:LEU ) shares would be relieved that the share price has rebounded 36% in the...Narrative-Update • Jan 24
LEU: DOE Funding Uncertainty And Dilution Risk Will Pressure Future Returns
Analysts have nudged their fair value estimate for Centrus Energy up from US$167.90 to US$171.40, citing higher Street price targets and renewed confidence around the US$900m Department of Energy HALEU funding and the timing of future capacity expansion as key drivers of the change. Analyst Commentary Recent Street research around Centrus Energy has centered on the US$900m Department of Energy HALEU award, with analysts updating their assumptions on timing, funding visibility, and dilution.Narrative-Update • Jan 08
LEU: DOE Award And Dilution Risk Will Shape Future Return Profile
Narrative Update Analysts have lifted their implied fair value for Centrus Energy from about US$108 to roughly US$168, citing the US$900m Department of Energy award, an earlier expected commercialization timeline, and greater confidence in future margins and funding visibility. Analyst Commentary Recent Street research on Centrus Energy has centered on the US$900m Department of Energy award for high assay low enriched uranium production and what that could mean for the company’s future capacity, funding visibility, and timing to market.Narrative-Update • Dec 25
LEU Nuclear Demand And DOE Reactor Plans Will Drive Long-Term Upside
The analyst price target for Centrus Energy has been raised to $390 from $310, as analysts factor in stronger long term revenue growth and margin assumptions that outweigh near term macro and dilution concerns reflected in recent target resets across the Street. Analyst Commentary Recent Street research on Centrus Energy reflects a widening gap between cautious near term price target trims and a more constructive long term outlook that underpins the new $390 target.Narrative-Update • Dec 11
LEU: Federal Funding And Equity Dilution Will Shape Future Expansion Balance
Analysts have nudged their price target for Centrus Energy modestly higher to approximately $280 from about $275, reflecting improved profitability expectations and a still constructive long term thesis, despite trimmed Street targets amid a tougher global demand backdrop and dilution considerations. Analyst Commentary Street research on Centrus Energy reflects a more nuanced stance, with tempered price targets but generally supportive views on the company’s long term positioning and execution potential.Narrative-Update • Nov 27
LEU: Federal Funding Decisions And Dilution Risk Will Shape Expansion Prospects
Centrus Energy's analyst price target has been revised downward, with analysts now forecasting a modest reduction from approximately $279 to $275 per share. This change reflects recent updates in demand outlook, company performance, and macroeconomic challenges highlighted in recent research notes.Narrative-Update • Nov 08
LEU: Future Expansion Hinges On Federal Decisions Amid Dilution Concerns
Analysts have revised the price target for Centrus Energy, raising it from approximately $258 to $279 per share. This reflects expectations of stronger revenue growth and continued confidence in the company's long-term prospects, despite some near-term challenges.Narrative-Update • Oct 25
Upcoming Plant Expansion and Global Partnerships Will Shape Nuclear Fuel Supply Chain
Analysts have raised their price target for Centrus Energy by $6. This change is attributed to increased confidence from recent strategic developments and stronger-than-expected earnings performance.Narrative-Update • Oct 10
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
Analysts have increased their price target for Centrus Energy from $242.86 to $258.05. They cite growing confidence in the company's strategic partnerships and improved revenue forecasts as key reasons for this change.Narrative-Update • Sep 21
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
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.Narrative-Update • Sep 06
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
Centrus Energy’s fair value target has increased to $238.46 as analysts cite strengthened industry position from major partnership agreements, extended federal contracts, and strategic importance in advanced nuclear supply chains—despite minor revenue misses—amid strong policy and investor support for domestic nuclear enrichment. Analyst Commentary Bullish analysts highlight Centrus' signing of an MOU with major Korean nuclear and industrial partners as a strong signal of industry confidence in its enrichment technology and role in the domestic nuclear fuel supply chain.Narrative-Update • Aug 06
Delayed DOE Awards Will Hinder Nuclear Fuel Potential
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.Aktionärsrenditen
| LEU | US Oil and Gas | US Markt | |
|---|---|---|---|
| 7D | -2.0% | 2.5% | -1.5% |
| 1Y | -0.1% | 39.2% | 17.8% |
Rendite im Vergleich zur Industrie: LEU unter dem Niveau der Branche US Oil and Gas , die im vergangenen Jahr eine Rendite von 39.2% erzielte.
Rendite vs. Markt: LEU hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 17.8 erzielte.
Preisvolatilität
| LEU volatility | |
|---|---|
| LEU Average Weekly Movement | 11.6% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von LEU war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: LEUDie wöchentliche Volatilität (12%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1998 | 467 | Amir Vexler | www.centrusenergy.com |
Die Centrus Energy Corp. liefert Kernbrennstoffkomponenten für die Kernkraftindustrie in den Vereinigten Staaten, Japan, den Niederlanden und weltweit. Das Unternehmen ist in zwei Geschäftsbereichen tätig: „Low-Enriched Uranium“ (LEU) und „Technical Solutions“. Das LEU-Segment vertreibt Komponenten für Separationsanlagen (SWU) für LEU, natürliches Uranhexafluorid, Urankonzentrate und Uranumwandlung sowie angereicherte Uranprodukte an Energieversorger, die Kernkraftwerke betreiben.
Centrus Energy Corp.'s Grundlagenzusammenfassung
| LEU grundlegende Statistiken | |
|---|---|
| Marktanteil | US$3.72b |
| Gewinn(TTM) | US$48.50m |
| Umsatz(TTM) | US$473.90m |
76.6x
Kurs-Gewinn-Verhältnis 7.8x
Kurs-Umsatz-VerhältnisIst LEU zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| LEU Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$473.90m |
| Kosten der Einnahmen | US$361.80m |
| Bruttogewinn | US$112.10m |
| Sonstige Ausgaben | US$63.60m |
| Gewinn | US$48.50m |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 2.43 |
| Bruttomarge | 23.65% |
| Nettogewinnspanne | 10.23% |
| Schulden/Eigenkapital-Verhältnis | 139.3% |
Wie hat sich LEU auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/23 03:26 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Centrus Energy Corp. wird von 21 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Christine Cho | Barclays |
| Lawson Winder | BofA Global Research |
| Ryan Pfingst | B. Riley Securities, Inc. |