$LEU

Centrus Energy Corp (LEU) fell 5.9% to $175.34, down 28% in 2026. Analyst Rocky White notes LEU is near a bullish 24-month trendline, historically leading to gains. Short interest rose 16.3%, covering 27% of float. Options traders show high bearish sentiment.

Centrus Energy (LEU) sees the US military as a potential growth market for its enriched uranium, with a government contract possibly finalized this year. CEO Amir Vexler highlighted opportunities in nuclear fuel for the Navy and SMRs. The company has a competitive edge due to restrictions on foreign uranium for military use. LEU has a $4.5 billion backlog and is building a commercial enrichment facility in Ohio, with production expected in 2029. However, the military opportunity is not yet secur

Centrus Energy Corp. (LEU) stock rose 9.17% on August 25, 2026, following strong Q2 results. The company reported $176.1M in revenue, up 14% YoY, and adjusted net income of $38.7M. LEU's backlog reached $4.5B, supported by a $900M DOE contract and an X-energy deal. Analysts have mixed views on valuation, with targets ranging from $207 to $337.

Uranium Energy (UEC) rose 6% to $13.21, NuScale (SMR) and Oklo (OKLO) each climbed 5%, despite no major news. Centrus (LEU) gained 2%. The move appears sector-specific, as the broader market (SPY) gained only 0.2%. Both SMR and OKLO have seen significant YTD losses, while UEC is up 7% YTD. NuScale and Oklo announced internal AI tools and a reactor milestone, respectively, but neither event impacts revenue timelines.

Centrus Energy (LEU) hosted Ohio Governor Mike DeWine and other officials at its Piketon uranium enrichment facility. The company is expanding the plant with a multi-billion-dollar investment, expected to create 1,000 construction jobs and 300 new operating jobs, while retaining 150 existing ones. The expansion aims to strengthen U.S. energy security and the domestic nuclear fuel supply chain.

Nebius (NBIS) reported 454% revenue growth and a $37.5B backlog, with Meta and NVIDIA deals. Symbotic (SYM) trades near 52-week lows despite a $22.5B backlog. Centrus Energy (LEU) beat Q2 EPS by 93% with a $4.5B backlog. All three companies show high growth but trade below consensus targets.

UBS raised its price target for Centrus Energy (LEU) to $185 from $170, citing higher margins and revised EBITDA estimates. The stock trades at $175.06, above its Fair Value. Centrus reported Q2 2026 EPS of $0.77, beating expectations, and raised its backlog to $4.5 billion. UBS maintains a Neutral rating, while Barclays initiated coverage with an Equalweight rating and $207 target.

CENTRUS ENERGY CORP (LEU) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On August 15, 2026, the Compensation, Nominating & Governance Committee of the Board of Directors (the “Committee”) of Centr

Centrus Energy says its Oak Ridge plant will ramp production of AC100M uranium enrichment centrifuges over the next three years, supporting HALEU output at its Piketon, Ohio facility. The company cites a $900 million DOE task order and a 16-centrifuge demo cascade. Centrus and Oklo plan HALEU deliveries starting 2029 for Oklo’s Aurora reactors.

Centrus Energy and X-Energy signed a uranium enrichment services contract. Centrus will enrich low-enriched uranium and high-assay low-enriched uranium at its American Centrifuge Plant in Piketon, Ohio, to supply X-Energy’s Xe-100 SMR and TRISO-X fuel program. X-Energy will make prepayments to fund expansion of domestic enrichment capacity.