Centrus Energy (LEU) Sees Nearly 30% Increase This Week: Here's the Reason.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2025
0mins
Should l Buy LEU?
Source: Yahoo Finance
Centrus Energy Corp. Stock Surge: Centrus Energy Corp. (NYSEAMERICAN: LEU) experienced a 29.52% increase in share price from September 16 to September 23, 2025, reaching a 10-year high due to rising uranium futures and strategic government initiatives.
Strategic Partnerships and Market Outlook: The company signed a memorandum of understanding with Korea Hydro & Nuclear Power and POSCO International to expand its uranium operations in Ohio, indicating strong growth potential, although some analysts suggest that certain AI stocks may offer better investment opportunities.
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Analyst Views on LEU
Wall Street analysts forecast LEU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEU is 297.10 USD with a low forecast of 117.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
10 Buy
4 Hold
0 Sell
Moderate Buy
Current: 263.470
Low
117.00
Averages
297.10
High
390.00
Current: 263.470
Low
117.00
Averages
297.10
High
390.00
About LEU
Centrus Energy Corp. is a supplier of nuclear fuel components for the nuclear power industry. Its segments include Low-Enriched Uranium (LEU) and Technical Solutions. Its LEU segment supplies various components of nuclear fuel to commercial customers from its global network of suppliers. The LEU segment consists of two components: SWU and natural uranium hexafluoride. It supplies LEU and its components to both domestic and international utilities for use in nuclear reactors worldwide. It provides LEU from multiple sources, including its inventory, medium- and long-term supply contracts, and spot purchases. It also sells natural uranium hexafluoride and occasionally sells uranium concentrates. The Technical Solutions segment provides advanced engineering, design, and manufacturing services to government and private sector customers. It is deploying uranium enrichment and other capabilities necessary to produce advanced nuclear fuel to power existing reactors around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Centrus Energy to Announce Q4 Earnings on February 10
- Earnings Announcement: Centrus Energy (LEU) is set to release its Q4 earnings on February 10 after market close, with a consensus EPS estimate of $1.63, reflecting a significant year-over-year decline of 49.1%, which may impact investor sentiment.
- Revenue Expectations: The revenue estimate stands at $147.08 million, indicating a 3.0% year-over-year decrease, highlighting challenges the company faces in the current market environment that could affect future growth potential.
- Performance Track Record: Over the past year, Centrus has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a certain level of stability in its profitability amid fluctuating market conditions.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and no downward revisions, while revenue estimates have experienced 4 upward revisions and 2 downward revisions, suggesting an improved market outlook for Centrus's future performance.
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- Contract Extension: The company secured a contract extension with the U.S. Department of Energy through June 2026, solidifying its critical role in high-assay, low-enriched uranium (HALEU) production, which is expected to drive future revenue growth.
- Revenue Growth: In Q3 2025, Centrus reported a 30% year-over-year revenue increase, with operating income soaring over 1,000% to $37.4 million, indicating robust demand and expansion potential in the nuclear energy sector.
- Market Opportunity: With the U.S. ban on Russian uranium imports fully effective by 2028, Centrus is poised for significant growth opportunities due to its dominance in HALEU, further strengthening its market position in the nuclear energy industry.
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- Business Transformation: Over the past decade, Centrus has completely transformed its business model, becoming a middleman that purchases and resells overseas low-enriched uranium after shutting down its U.S. enrichment facilities in 2013, successfully adapting to market changes.
- Revenue Growth: Centrus is expected to see its revenue more than double from 2018 to 2024, reaching $442 million, reflecting the success of its streamlined operations amid a recovering nuclear market.
- Dividend Potential: Analysts project Centrus's EPS to be $4.01 in 2026, and if it pays out half as dividends, it would yield 0.8%, indicating potential for future dividend growth as the nuclear market enters a possible supercycle.
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Centrus Energy to Announce Q4 Earnings on February 10
- Earnings Announcement: Centrus Energy (LEU) is set to release its Q4 earnings on February 10 after market close, with a consensus EPS estimate of $1.63, reflecting a significant year-over-year decline of 49.1%, which may impact investor sentiment.
- Revenue Expectations: The revenue estimate stands at $147.08 million, indicating a 3.0% year-over-year decrease, highlighting challenges the company faces in the current market environment that could affect future growth potential.
- Performance Track Record: Over the past year, Centrus has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a certain level of stability in its profitability amid fluctuating market conditions.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and no downward revisions, while revenue estimates have experienced 4 upward revisions and 2 downward revisions, suggesting an improved market outlook for Centrus's future performance.
See More
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- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
See More
Energy Stocks Surge Driven by AI Demand
- Bloom Energy Revenue Surge: Bloom Energy reported a record revenue increase of 57.1% year-over-year in Q3 2025, driven by partnerships with tech giants like Oracle and CoreWeave, which provide steady revenue streams and highlight strong market demand in the AI data center sector.
- Nuclear Market Outlook: Constellation Energy, the largest nuclear operator in the U.S. with 21 reactors and 55 gigawatts of capacity, is well-positioned as data center power demand is projected to reach 106 gigawatts by 2035, a 36% increase from previous forecasts, laying a solid foundation for growth over the next decade.
- Centrus Energy Growth Potential: Centrus Energy experienced a 30% year-over-year sales increase in Q3 2025 and has secured government waivers for 2026 and 2027, establishing a strong position in the small modular reactor market, which is expected to benefit from rising nuclear energy demand.
- AI Demand Driving Energy Investments: With electricity demand from AI workloads expected to double by 2030, companies like Bloom Energy, Constellation Energy, and Centrus Energy are strategically positioned to capitalize on this trend, potentially leading to significant revenue growth in the coming years.
See More
Centrus Energy Surges 500% in 2025 Amid Nuclear Energy Boom
- Stock Surge: Centrus Energy's stock skyrocketed by 500% by mid-2025, finishing the year with a 264.4% gain, reflecting strong market confidence in nuclear energy independence amid significant industry reforms.
- Contract Extension: The company secured a contract extension with the U.S. Department of Energy through June 2026, solidifying its critical role in high-assay, low-enriched uranium (HALEU) production, which is expected to drive future revenue growth.
- Revenue Growth: In Q3 2025, Centrus reported a 30% year-over-year revenue increase, with operating income soaring over 1,000% to $37.4 million, indicating robust demand and expansion potential in the nuclear energy sector.
- Market Opportunity: With the U.S. ban on Russian uranium imports fully effective by 2028, Centrus is poised for significant growth opportunities due to its dominance in HALEU, further strengthening its market position in the nuclear energy industry.
See More
Investment Opportunities in the Energy Sector
- Bloom Energy Performance: Bloom Energy (BE) achieved a 57.1% year-over-year sales increase in Q3 2025, securing partnerships with tech giants like Oracle and CoreWeave, which ensures stable revenue for several years and highlights strong market demand in the AI data center sector.
- Stability of Nuclear Energy: Constellation Energy (CEG), the largest nuclear operator in the U.S. with 21 reactors, is well-positioned as data center power demand is projected to reach 106 gigawatts by 2035, a 36% increase from previous forecasts, providing the company with a long-term competitive advantage over the next decade.
- Centrus Energy's Market Potential: Centrus Energy (LEU) reported a 30% year-over-year sales increase in Q3 2025 and maintains a good relationship with the U.S. government, securing waivers for 2026 and 2027, positioning itself to benefit from government policies aimed at tripling nuclear capacity by 2050.
- AI Demand Driving Energy Growth: With the surge in AI workloads, electricity demand is expected to double by 2030, benefiting companies like Bloom Energy and Constellation Energy, further solidifying their positions in the energy market.
See More
Centrus Energy Stock Surges 500% Amid Nuclear Market Recovery
- Market Recovery: Centrus Energy's stock has surged nearly 500% over the past three years, primarily driven by the restart of nuclear projects in multiple countries, indicating strong recovery potential in the nuclear energy market.
- Business Transformation: Over the past decade, Centrus has completely transformed its business model, becoming a middleman that purchases and resells overseas low-enriched uranium after shutting down its U.S. enrichment facilities in 2013, successfully adapting to market changes.
- Revenue Growth: Centrus is expected to see its revenue more than double from 2018 to 2024, reaching $442 million, reflecting the success of its streamlined operations amid a recovering nuclear market.
- Dividend Potential: Analysts project Centrus's EPS to be $4.01 in 2026, and if it pays out half as dividends, it would yield 0.8%, indicating potential for future dividend growth as the nuclear market enters a possible supercycle.
See More
