Centrus Energy（LEU）株式概要
セントラス・エナジー社は、米国、ベルギー、日本、オランダ、および国際的な原子力発電産業向けに核燃料部品を供給しています。 詳細
LEU Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$609.9
FV
70.6% 割安 内在価値ディスカウント48.14%
Revenue growth p.a.
57
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Centrus Energy Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$179.36 |
| 52週高値 | US$464.25 |
| 52週安値 | US$100.50 |
| ベータ | 1.44 |
| 1ヶ月の変化 | -17.38% |
| 3ヶ月変化 | -11.96% |
| 1年変化 | 58.32% |
| 3年間の変化 | 493.51% |
| 5年間の変化 | 713.42% |
| IPOからの変化 | -95.38% |
最新ニュース
Recent updates
新しいナラティブ • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.株主還元
| LEU | US Oil and Gas | US 市場 | |
|---|---|---|---|
| 7D | -1.8% | 1.1% | -0.8% |
| 1Y | 58.3% | 37.4% | 27.1% |
業界別リターン: LEU過去 1 年間で37.4 % の収益を上げたUS Oil and Gas業界を上回りました。
リターン対市場: LEU過去 1 年間で27.1 % の収益を上げたUS市場を上回りました。
価格変動
| LEU volatility | |
|---|---|
| LEU Average Weekly Movement | 10.9% |
| 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 | 3.2% |
安定した株価: LEU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LEUの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1998 | 467 | Amir Vexler | www.centrusenergy.com |
セントラス・エナジー社は、米国、ベルギー、日本、オランダ、および国際的な原子力発電産業向けに核燃料部品を供給している。同社は、低濃縮ウラン（LEU）と技術ソリューションの2つのセグメントで事業を展開している。LEU部門では、LEUの分離作業ユニット（SWU）部品、六フッ化天然ウラン、ウラン精鉱、ウラン転換品、濃縮ウラン製品を原子力発電所を運営する電力会社に販売している。テクニカル・ソリューション部門は、公共部門および民間部門の顧客に技術、製造、エンジニアリング、運営サービスを提供している。同社は以前はUSEC Inc.として知られていたが、2014年9月にセントラス・エナジー社に社名を変更した。セントラス・エナジー社は1998年に法人化され、メリーランド州ベセスダに本社を置いている。
Centrus Energy Corp. 基礎のまとめ
| LEU 基礎統計学 | |
|---|---|
| 時価総額 | US$3.49b |
| 収益（TTM） | US$60.60m |
| 売上高(TTM) | US$452.30m |
58.2x
PER（株価収益率7.8x
P/SレシオLEU は割高か？
公正価値と評価分析を参照収益と収入
| LEU 損益計算書（TTM） | |
|---|---|
| 収益 | US$452.30m |
| 売上原価 | US$336.20m |
| 売上総利益 | US$116.10m |
| その他の費用 | US$55.50m |
| 収益 | US$60.60m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.08 |
| グロス・マージン | 25.67% |
| 純利益率 | 13.40% |
| 有利子負債／自己資本比率 | 152.0% |
LEU の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 01:50 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Centrus Energy Corp. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Lawson Winder | BofA Global Research |
| Ryan Pfingst | B. Riley Securities, Inc. |
| Vikram Bagri | Citigroup Inc |