Centrus Energy

LEU

Market cap $4.58B

BETHESDA, Md. , Dec. 1, 2025 /PRNewswire/ -- Centrus Energy Corp. (NYSE American: LEU) today announced that the company has been approved for uplisting to the New York Stock Exchange (NYSE) from the NYSE American (NYSE American).

Artificial intelligence has driven demand for multiple industries while creating many stock opportunities.

The outlook of the Zacks Mining - Non Ferrous industry is promising, backed by strong demand. Stocks like SCCO, LUNMF, CDE and LEU are poised to benefit from this.

Centrus Energy gains momentum with rising uranium demand, HALEU leadership and major expansion plans fueling its long-term growth outlook.

Centrus Energy is benefiting from its critical point in the U.S. nuclear fuel cycle, enabling the next-generation reactor development. LEU could benefit substantially from its centrifuge cascade technology due to the growing need for nuclear power. The SWU potential could reach up to 70 million once SMRs and advanced reactors start deploying, implying the company could grow at a 20% rate going forward.

Centrus strengthened its position with $1.6B cash, a $3.9B backlog and rising structural demand for US enrichment despite a 30% stock pullback. Q3 showed 30% YoY revenue growth and normal margin volatility driven by contract mix, but YTD profit climbed to $60MM vs $19.5MM in 2024. Industrial preparation accelerated ahead of DOE awards, including staffing, manufacturing work and increased interest from utilities, international partners and hyperscalers.

Centrus is the only U.S. company with a license to produce HALEU. HALEU sales still represent only a small slice of total revenue.

Nuclear power is gaining renewed interest due to increasing electricity demand from advances in AI. Centrus Energy plays a critical role in the nuclear supply chain, providing low-enriched uranium and advanced uranium enrichment services.

As a domestic supplier of nuclear fuels for the energy, tech, and defense sectors, Centrus Energy's stock has been in high demand. Although Centrus has faced some short-term selling over the past month, investors are wondering if its growth and high valuations are sustainable.

Centrus Energy slips 11% after Q3 miss, but its 333.9% YTD surge and HALEU expansion plans keep its long-term story strong.