Centrus Energy

LEU

Market cap $3.97B

Oklo (NYSE:OKLO) stock jumped 8% in early trading today, leading a broad surge across the nuclear sector, before pulling back to $64.

Centrus Energy stands out in the uranium race with HALEU leadership, backlog strength and expansion plans, while NexGen Energy advances its massive Rook I project.

Centrus Energy Corp (NYSE:LEU) stock is down 4.2% to trade at $188.39, as oil prices weigh on the nuclear energy sector.

Cameco mines uranium, Centrus enriches it -- but there's more to this story. In important respects, Cameco stock looks cheaper than Centrus, and better positioned to profit.

LEU posts $448.7M revenues in 2025, led by SWU gains and Technical Solutions growth despite weaker uranium sales.

Constellation Energy may be a utility company, but it could deliver growth-like results for the foreseeable future. Nuclear power plants can't function without enriched uranium; Centrus is positioned to capitalize on that demand.

Oklo develops advanced Aurora powerhouses that require next-generation nuclear fuel (HALEU). Centrus is the only company with an approved facility for HALEU production.

Centrus Energy (LEU) reported earnings 30 days ago. What's next for the stock?

Early work has already identified nearly $300 million in potential cost savings BETHESDA, Md., March 12, 2026 /PRNewswire/ -- Palantir Technologies Inc. (NASDAQ: PLTR), a leading provider of AI systems and enterprise operating systems, and Centrus Energy (NYSE: LEU), the U.S. company leading the effort to restore America's ability to enrich uranium at commercial scale, today announced a landmark partnership that will apply Palantir's AI-driven software tools in support of Centrus' multi-billion-dollar expansion of its uranium enrichment capacity.

Centrus Energy stock lags uranium peers despite HALEU expansion plans, $3.8B backlog and a $900M DOE task order, as margins slump and estimates fall.