$LEU

Texas Capital Securities initiated Centrus Energy (NYSE:LEU) with a Buy rating and $151 price target. The stock is near its 52-week low at $98.44, down 72% over a year. The firm highlights Centrus' unique position in U.S. nuclear enrichment, strong backlog, and solid balance sheet. Recent developments include an acquisition and mixed analyst ratings. Centrus announced a stock offering with uncertain terms.

Salesforce (CRM) to acquire Braze (BRZE) for $5.66B, Tradeweb (TW) to buy Trumid for $1.97B, and Centrus (LEU) completed Westerman acquisition for $116M. Deals span software, fintech, and energy sectors. CRM to pay $47.50 per BRZE share, funded by cash. TW's deal includes $1.75B for business and $220M for tax assets. LEU's acquisition is expected to be accretive to earnings. Retail sentiment: CRM/BRZE neutral, LEU bullish.

TD Cowen initiated Centrus Energy (NYSE:LEU) with a Hold rating and $120 price target, citing high capital costs and competition. The stock is down 73% over a year. Analysts' targets range from $115 to $337. Centrus has strong cash position and is expanding uranium enrichment capacity. Recent acquisitions and mixed analyst ratings reflect uncertainty about its prospects.

Centrus Energy (NYSE: LEU), the sole U.S. uranium enricher, has seen its stock fall 52% this year, trading at 33x forward earnings. The company reported Q2 revenue of $176.1M, up 13.9% YoY, with a $4.5B backlog. It has a first-mover advantage in producing HALEU, a key fuel for advanced reactors, and multi-year supply agreements with reactor developers.

Analysts updated ratings and price targets for nuclear energy stocks. Raymond James maintained a 'Strong Buy' on VST, lowering its target to $176. Roth Capital cut LEU's target to $115, citing potential Q3 disappointment. CEG shares were down 0.5%. Retail sentiment on Stocktwits was bearish for VST and CEG, and neutral for LEU.

Granite Ridge Resources reported $149.3M in Q2 revenue, up 36.7% YoY, beating estimates. Its stock rose 21.1% to $5.65. Peabody Energy reported $1B in revenue, up 12.7% YoY, missing EPS estimates; its stock fell 2% to $22.78. Centrus Energy reported $176.1M in revenue, up 14% YoY, beating estimates; its stock dropped 40.9% to $110.90. APA Corporation reported $2.52B in revenue, up 9.9% YoY, beating estimates; its stock rose 41.7% to $49.13.

HC Wainwright & Co. reiterated a Buy rating for Centrus Energy with a $300 price target, implying a 173% upside from the Oct 20 close. The firm expects strong revenue growth, from $489M in 2026 to over $5B by 2037, driven by uranium and SWU demand. The acquisition of Westerman is seen as enhancing supply-chain resilience and diversifying revenue.

Centrus Energy (LEU) raised $500M in a September offering, signed uranium fuel deals with Antares and Radiant, and received a $206 price target from Needham, maintaining a Buy rating.

Centrus Energy Corp.'s average price target was reduced by analysts from $229.76 to $226.29, with a range of $115 to $337. This implies a 105% upside from the Oct. 19 closing price. The consensus rating remains 'Buy' among 18 analysts.

Centrus Energy Corp. raised $99.82 million in a September secondary offering. The Bethesda-based nuclear fuel supplier employs over 460 people and supports U.S. energy supply chain goals. This follows X-energy's $1B April IPO, another Montgomery County clean energy firm.