
Centrus Energy (LEU) Stock Forecast & Price Target
Centrus Energy (LEU) Analyst Ratings
Bulls say
Centrus Energy Corp reported a significant increase in Technical Solutions revenue, which rose 31% year-over-year to $30.1 million, bolstered by the DOE HALEU operations contract, while the firm maintained a strong liquidity position with approximately $1.6 billion in unrestricted cash and marketable securities at the end of the third quarter of 2025. The Low-Enriched Uranium segment experienced a 29% year-over-year revenue increase, reflecting a robust market demand, despite a loss in gross profit due to declining separative work unit (SWU) prices, which have risen substantially since 2018. Furthermore, the commencement of domestic centrifuge manufacturing at Piketon, Ohio, not only signifies a pivotal execution milestone but also enhances confidence in Centrus's capacity to expand its operations and meet market needs effectively.
Bears say
Centrus Energy Corp faces a negative outlook primarily due to the potential impairment of delivery obligations stemming from import waivers, RSA quotas, and shipping approvals, which could pressure near-term margins. Additionally, the First of a Kind (FOAK) nature of its AC100 commercial deployment presents significant risks, including the possibility of cost overruns, schedule delays, and manufacturing issues that could dilute returns and postpone revenue recognition. Furthermore, regulatory changes set to restrict sourcing Low-Enriched Uranium (LEU) from Russia by 2028 threaten to result in a substantial decline in the company's revenue and earnings.
This aggregate rating is based on analysts' research of Centrus Energy and is not a guaranteed prediction by Public.com or investment advice.
Centrus Energy (LEU) Analyst Forecast & Price Prediction
Start investing in Centrus Energy (LEU)
Order type
Buy in
Order amount
Est. shares
0 shares