Centrus Energy Corp.

Report azionario NYSE:LEU

Capitalizzazione di mercato: US$3.3b

Centrus Energy Crescita futura

Criteri Future verificati 0/6

Si prevede che gli utili di Centrus Energy diminuiranno a 2.7% all'anno, mentre si prevede che i suoi ricavi annuali cresceranno a 3% all'anno. Si prevede che l'EPS diminuirà di 5.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà 7.5% in 3 anni.

Informazioni chiave

-2.7%

Tasso di crescita degli utili

-5.59%

Tasso di crescita dell'EPS

Oil and Gas crescita degli utili11.3%
Tasso di crescita dei ricavi3.0%
Rendimento futuro del capitale proprio7.53%
Copertura analitica

Good

Ultimo aggiornamento11 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Seeking Alpha • Apr 22

Centrus Energy: It's Still Too Early To Give Me The Risk Asymmetry I Want

Summary While the thematic nuclear trend is strong, Centrus Energy Corp.'s current valuation and risk/reward are not compelling for my portfolio yet. The investment becomes more secure when long-term. LEU's $900M Geiger contract signals preparedness for future growth but reflects capacity buildout, not realized demand, and cost-overrun risk remains with Centrus. HALEU demand is policy-driven and uncertain; LEU's $3.8B backlog includes significant contingencies tied to capacity buildout and financing. ~55x forward earnings with EPS compounding visibility still emerging; the base case is flat 12-month returns, with potential for 50% upside in the bull case or sharp downside if earnings disappoint. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
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Nuova narrazione • Feb 09

Future Revenue May Be Uncertain Despite Substantial Uranium Contracts

Strategic investments in manufacturing and securing DOE contracts position Centrus as a frontrunner in domestic uranium enrichment, boosting future revenue potential.

Previsioni di crescita degli utili e dei ricavi

NYSE:LEU - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028443431801577
12/31/202750258-4108811
12/31/202646461-3263712
3/31/202645261-61-21N/A
12/31/2025449783151N/A
9/30/2025454114147157N/A
6/30/2025437105107114N/A
3/31/20254711076468N/A
12/31/2024442733337N/A
9/30/202439476-7-3N/A
6/30/20243888936N/A
3/31/2024297712124N/A
12/31/20233208489N/A
9/30/2023343484647N/A
6/30/2023325349192N/A
3/31/2023325582324N/A
12/31/2022294512021N/A
9/30/20222571161314N/A
6/30/2022315164-10-9N/A
3/31/20222781374546N/A
12/31/20212981354950N/A
9/30/2021302246263N/A
6/30/2021245-267678N/A
3/31/2021258-67577N/A
12/31/202024766667N/A
9/30/2020210274243N/A
6/30/2020281574848N/A
3/31/202021682525N/A
12/31/2019210-24N/A11N/A
9/30/2019238-67N/A-23N/A
6/30/2019167-97N/A-54N/A
3/31/2019196-108N/A-54N/A
12/31/2018193-112N/A-74N/A
9/30/2018226-31N/A-7N/A
6/30/2018242-32N/A-4N/A
3/31/2018247-28N/A5N/A
12/31/20172185N/A-16N/A
9/30/2017238-36N/A3N/A
6/30/2017209-67N/A10N/A
3/31/2017229-46N/A20N/A
12/31/2016311-67N/A38N/A
9/30/2016333-161N/A2N/A
6/30/2016341-174N/A-36N/A
3/31/2016340-187N/A-49N/A
12/31/2015418-187N/A9N/A
9/30/2015384-468N/A65N/A
6/30/20154756N/A78N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di LEU diminuiranno nei prossimi 3 anni ( -2.7% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di LEU diminuiranno nei prossimi 3 anni ( -2.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di LEU diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di LEU ( 3% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di LEU ( 3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di LEU sarà basso tra 3 anni ( 7.5 %).

Scoprire le aziende in crescita

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1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 02:28
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Centrus Energy Corp. è coperta da 20 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Lawson WinderBofA Global Research
Ryan PfingstB. Riley Securities, Inc.
Vikram BagriCitigroup Inc