Centrus Energy (LEU) Panoramica del titolo
Centrus Energy Corp. fornisce componenti per combustibile nucleare al settore dell'energia nucleare negli Stati Uniti, in Giappone, nei Paesi Bassi e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
+ 1 più rischio
LEU Community Fair Values
Create NarrativeSee what 170 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$609.9
FV
72.1% sottovalutato sconto intrinseco48.14%
Revenue growth p.a.
198
users have viewed this narrative3users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
Concorrenti di Centrus Energy Corp.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$170.38 |
| Massimo di 52 settimane | US$464.25 |
| Minimo di 52 settimane | US$144.65 |
| Beta | 1.34 |
| Variazione di 1 mese | -7.08% |
| Variazione a 3 mesi | -6.85% |
| Variazione di 1 anno | -2.62% |
| Variazione a 3 anni | 417.24% |
| Variazione a 5 anni | 557.08% |
| Variazione dall'IPO | -95.61% |
Notizie e aggiornamenti recenti
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Seeking Alpha • Jun 08
Centrus: Falling Earnings Outlook Makes It Hard To Buy The Dip
Summary Centrus Energy trades at a generous valuation despite a 65% drop from its 52-week highs. LEU's Q1 earnings showed weak profitability, with adjusted net income down and 2026 EPS expected to fall by double digits. Analysts forecast further declines through at least 2028, raising questions about when this purported growth story will start to materialize. I maintain a neutral rating on LEU. The core business model seems fine, but the valuation isn't low enough to warrant a buy rating yet. Read the full article on Seeking AlphaRecent updates
Articolo di analisi • 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...Aggiornamento della narrazione • 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.Seeking Alpha • Jun 08
Centrus: Falling Earnings Outlook Makes It Hard To Buy The Dip
Summary Centrus Energy trades at a generous valuation despite a 65% drop from its 52-week highs. LEU's Q1 earnings showed weak profitability, with adjusted net income down and 2026 EPS expected to fall by double digits. Analysts forecast further declines through at least 2028, raising questions about when this purported growth story will start to materialize. I maintain a neutral rating on LEU. The core business model seems fine, but the valuation isn't low enough to warrant a buy rating yet. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
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.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.
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.Rendimenti per gli azionisti
| LEU | US Oil and Gas | US Mercato | |
|---|---|---|---|
| 7D | -11.0% | -0.9% | -2.5% |
| 1Y | -2.6% | 20.5% | 20.1% |
Ritorno vs Industria: LEU ha avuto una performance inferiore rispetto al US Oil and Gas che ha registrato un rendimento 20.5 % nell'ultimo anno.
Rendimento vs Mercato: LEU ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.1 % nell'ultimo anno.
Volatilità dei prezzi
| LEU volatility | |
|---|---|
| LEU Average Weekly Movement | 12.7% |
| Oil and Gas Industry Average Movement | 5.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di LEU è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 13% ) di LEU è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1998 | 467 | Amir Vexler | www.centrusenergy.com |
Centrus Energy Corp. fornisce componenti per il combustibile nucleare all’industria dell’energia nucleare negli Stati Uniti, in Giappone, nei Paesi Bassi e a livello internazionale. La società opera attraverso due segmenti: Uranio a basso arricchimento (LEU) e Soluzioni tecniche. Il segmento LEU commercializza componenti delle unità di separazione (SWU) di LEU; esafluoruro di uranio naturale, concentrati di uranio e prodotti di conversione dell’uranio; nonché prodotti a base di uranio arricchito destinati alle aziende che gestiscono centrali nucleari.
Centrus Energy Corp. Riepilogo dei fondamenti
| LEU statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.37b |
| Utili (TTM) | US$60.60m |
| Ricavi(TTM) | US$452.30m |
55.3x
Rapporto P/E7.4x
Rapporto P/SLEU è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LEU Conto economico (TTM) | |
|---|---|
| Ricavi | US$452.30m |
| Costo del fatturato | US$336.20m |
| Profitto lordo | US$116.10m |
| Altre spese | US$55.50m |
| Utili | US$60.60m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.08 |
| Margine lordo | 25.67% |
| Margine di profitto netto | 13.40% |
| Rapporto debito/patrimonio netto | 152.0% |
Come si è comportato LEU nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/25 02:51 |
| Prezzo dell'azione a fine giornata | 2026/06/25 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 19 analisti. 13 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.
| Analista | Istituzione |
|---|---|
| Lawson Winder | BofA Global Research |
| Ryan Pfingst | B. Riley Securities, Inc. |
| Vikram Bagri | Citigroup Inc |