Centrus Energy Beheer
Beheer criteriumcontroles 3/4
De CEO Centrus Energy is Amir Vexler, benoemd in Jan2024, heeft een ambtstermijn van 2.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.17M, bestaande uit 37.3% salaris en 62.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.022% van de aandelen van het bedrijf, ter waarde $ 814.78K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.8 jaar en 6.3 jaar.
Belangrijke informatie
Amir Vexler
Algemeen directeur
US$2.2m
Totale compensatie
| Percentage CEO-salaris | 37.25% |
| Dienstverband CEO | 2.7yrs |
| Eigendom CEO | 0.02% |
| Management gemiddelde ambtstermijn | 1.8yrs |
| Gemiddelde ambtstermijn bestuur | 6.3yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Aug 31
Centrus Energy: The Backlog Is Now Real
Summary Centrus Energy is executing ahead of schedule, with Q2 results reinforcing the bullish thesis and operational momentum. Removal of $3B in financial contingencies converts backlog to definitive contracts, materially de-risking LEU’s revenue base and supporting multiple expansion. HALEU is now a booked business, validated by the X-energy agreement and Oklo LOI, providing prepayments and non-dilutive funding for the buildout. We maintain a Buy rating on LEU, raising the price target to $280 on higher 2028 revenue estimates and a de-risked commercial platform. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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.
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$49m |
| Mar 31 2026 | n/a | n/a | US$61m |
| Dec 31 2025 | US$2m | US$810k | US$78m |
| Sep 30 2025 | n/a | n/a | US$114m |
| Jun 30 2025 | n/a | n/a | US$105m |
| Mar 31 2025 | n/a | n/a | US$107m |
| Dec 31 2024 | US$4m | US$810k | US$73m |
Compensatie versus markt: De totale vergoeding ($USD 2.17M ) Amir } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 6.99M ).
Compensatie versus inkomsten: De vergoeding van Amir is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Amir Vexler (53 yo)
2.7yrs
Tenure
US$2,174,357
Compensatie
Mr. Amir V. Vexler serves as President, CEO & Director of Centrus Energy Corp since January 1, 2024. He served as the President and Chief Executive Officer of Orano USA—Orano’s operations in the United Sta...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 2.7yrs | US$2.17m | 0.022% $ 814.8k | |
| CFO, Senior VP & Treasurer | 1.1yrs | US$990.12k | 0.0013% $ 46.3k | |
| Senior VP & Head of Investor Relations | 1.8yrs | US$751.79k | geen gegevens | |
| Senior VP & Chief Marketing Officer | 8.7yrs | US$897.89k | 0.0097% $ 360.2k | |
| Senior Vice President of Field Operations | 1.1yrs | US$884.10k | 0.012% $ 455.0k | |
| Principal Accounting Officer | less than a year | geen gegevens | geen gegevens | |
| Senior VP | 1.3yrs | geen gegevens | geen gegevens | |
| Vice President of Corporate Communications | 8.7yrs | geen gegevens | geen gegevens | |
| VP & Chief Human Resource Officer | 14.4yrs | geen gegevens | geen gegevens | |
| Associate Director | no data | geen gegevens | geen gegevens |
1.8yrs
Gemiddelde duur
53yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van LEU wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.8 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 2.7yrs | US$2.17m | 0.022% $ 814.8k | |
| Independent Director | 2.3yrs | US$240.32k | 0.0096% $ 356.9k | |
| Independent Chairman of the Board | 12.9yrs | US$307.82k | 0.020% $ 748.1k | |
| Independent Director | 18.6yrs | US$286.99k | 0.046% $ 1.7m | |
| Independent Director | 6.3yrs | US$236.99k | 0.026% $ 965.4k | |
| Independent Director | 5.3yrs | US$246.99k | 0.026% $ 955.4k | |
| Investor-Designated Director | 9.7yrs | geen gegevens | geen gegevens |
6.3yrs
Gemiddelde duur
69yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van LEU wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/09 08:09 |
| Aandelenkoers aan het einde van de dag | 2026/09/09 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Centrus Energy Corp. wordt gevolgd door 22 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christine Cho | Barclays |
| Lawson Winder | BofA Global Research |
| Ryan Pfingst | B. Riley Securities, Inc. |