Centrus Energy (LEU)

• Market cap: $4.78B
• 1 day: 14.12%
• 5 days: 19.21%
• 1 month: 47.91%
• 3 months: 45.14%
• 6 months: 259.3%
• Year to date: 254.69%
• 1 year: 559.59%
• 5 years: 2,477.53%
• 10 years: 8,483.33%
• Sector: Materials
• Industry: Building Materials

About: Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.

Employees: 322

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

272% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 32

204% more capital invested

Capital invested by funds: $769M [Q1] → $2.34B (+$1.57B) [Q2]

39% more funds holding

Funds holding: 218 [Q1] → 304 (+86) [Q2]

17% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 75

1.61% more ownership

Funds ownership: 76.65% [Q1] → 78.26% (+1.61%) [Q2]

12% less call options, than puts

Call options by funds: $365M | Put options by funds: $416M

33% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 4 (-2) [Q2]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $164
• Avg. target: $233
• High target: $300

8 analyst ratings

• positive: 5 63%
• neutral: 3 38%
• negative: 0 0%

HC Wainwright & Co. Sameer Joshi	$300	Buy Reiterated	26 Aug 2025
Evercore ISI Group Nicholas Amicucci	$252	Outperform Maintained	8 Aug 2025
JP Morgan Bill Peterson	$164	Neutral Maintained	7 Aug 2025
B of A Securities Lawson Winder	$285	Neutral Downgraded	7 Aug 2025
UBS Jon Windham	$215	Neutral Initiated	21 Jul 2025