Roth Capital upgrades Centrus Energy to Buy from Neutral, keeps price target at $115

Roth Capital upgraded Centrus Energy to Buy from Neutral, maintaining a $115 price target, implying a 29.2% upside from the Nov 5 close of $89.03. Recent analyst price targets for the company range from $120 to $188.

Original reporting
Published Nov 6, 2026, 9:48 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 6, 2026, 9:55 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Roth Capital upgrades Centrus Energy to Buy from Neutral, keeps price target at $115 — source image
Decision brief

The 30-second read

Med
01

Why it matters

The upgrade may trigger short‑term buying pressure, but the unchanged target suggests limited upside beyond the implied 29% gain.

02

Market read

Analyst upgrade to Buy with a $115 target could spark modest price appreciation in LTRN.

03

What to watch

Target price unchanged; market may have already priced in the upside.

Relevance 7/10Novelty 7/10Timing: pre‑market today

Background

Centrus Energy Corp (ticker LTRN) provides nuclear fuel and isotopes. Analyst upgrades can move small‑cap stocks.

Market effects

Nuclear fuel and specialty isotopes sector may see modest uplift from analyst coverage.

U.S. equity market, particularly small‑cap industrials.

Limited to investors tracking niche energy materials.

Counterpoint

Upgrade could be premature if underlying demand forecasts soften.

Key entities

  • Roth Capital

    Equity research firm issuing the upgrade.

  • Centrus Energy Corp

    U.S. listed nuclear fuel provider.

Related articles

Med

Centrus Energy (LEU) Q3 2026 Earnings Call Transcript

Centrus Energy (LEU) reported Q3 2026 progress, including completing its first centrifuge in Oak Ridge, Tennessee, ahead of schedule. The company grew its enrichment backlog to $5.4 billion and raised $500 million in additional funds. Centrus reaffirmed its 2026 annual revenue guidance of $450 million to $500 million and capital spend guidance of $350 million to $500 million.

$LEUMed

Centrus Q3 Profit Surges on Warrant Gain as Fuel Expansion Advances

Centrus Energy reported a 710% increase in Q3 net income to $31.6M, driven by a $46.4M warrant liability gain. Revenue declined 26% to $55.5M. The company made progress in expanding domestic uranium enrichment, completing centrifuge manufacturing and shipping ahead of schedule. Centrus expects 2026 revenue of $450M-$500M and plans to hire more employees. The company has a $7B backlog, but faces uncertainty over U.S. DOE funding.

$LEUMed

Centrus Reports Third Quarter 2026 Results

CENTRUS ENERGY CORP (LEU) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 FOR IMMEDIATE RELEASE: November 4, 2026 Centrus Reports Third Quarter 2026 Results • Revenue of $55.5 million, compared to revenue of $74.9 million in Q3 2025 • GAAP net income of $31.6 million compared to GAAP net income of $3.9 million in Q3 2025 • Non-GAAP adjuste