Centrus Energy Corp. (LEU) Stock Price & Analysis

Centrus Energy Corp. (LEU) closed at USD 104.15 on Thursday, October 22, 2026, down 4.37% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 108.91; the Oct 22, 2026 session ranged USD 102.21–107.24 on volume of 788,940 shares. Market capitalization is $2.13B, with a 52-week range of USD 102.16–402 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 11:24 UTC.

Also available as compact Markdown for AI agents: nexqual.com/LEU.md

Key facts (LEU)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LEU)

USDFY2021FY2022FY2023FY2024FY2025TTM
Revenue$298M$294M$320M$442M$449M$474M
Gross profit$115M$118M$112M$112M$118M—
Operating income$68.3M$59.7M$52.4M$48.0M$50.2M$7.4M
Net income$175M$52.2M$84.4M$73.2M$77.8M$48.5M
EPS (diluted)$9.75$3.38$5.44$4.47$3.90—
Free cash flow$48.8M$19.9M$7.5M$32.9M$31.3M-$164M
Gross margin38.4%40.1%35.0%25.2%26.2%—
Operating margin22.9%20.3%16.4%10.9%11.2%1.6%
Net margin58.7%17.8%26.4%16.6%17.3%10.2%
Revenue growth+20.7%-1.5%+9.0%+38.0%+1.5%—
Cash + short-term investments$194M$180M$201M$671M$1.96B—
Total debt$108M$102M$95.7M$479M$1.17B—

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (LEU)

P/E 43.9x · P/S 4.5x · EV/EBITDA 84.7x · EV/Sales 3.0x · P/B 2.5x · FCF yield -7.69% · Earnings yield 2.28% · Net cash $691M · EV $1.44B

P/E at fiscal year-ends: Dec 2025 62.2x, Dec 2024 14.9x, Dec 2023 10.0x.

Insider sales (SEC Form 4, open-market, last ~7 months) (LEU)

0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-05-11Tinelli Todd MSVP, CFO & Treasurer306$62K100%NoToo little history (no open-market trades in 2023–2025)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (LEU)

Consensus Buy (mean 2.26 on a 1–5 scale), 19 analysts; mean target USD 225.15 (low 115, high 337).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-22Truist SecuritiesTarget loweredBuy$215 → $178
2026-10-21HC Wainwright & Co.ReiteratedBuy$300
2026-10-20NeedhamTarget loweredBuy$262 → $206
2026-10-08GuggenheimInitiatedBuy$167
2026-09-03JefferiesInitiatedHold$169
2026-08-25StifelTarget loweredBuy$246 → $216
2026-08-19UBSTarget raisedNeutral$170 → $185
2026-08-18BarclaysInitiatedEqual-Weight$207
2026-08-07JP MorganTarget raisedNeutral$178 → $180
2026-08-07NeedhamTarget loweredBuy$264 → $262
2026-08-07Evercore ISI GroupTarget loweredOutperform$390 → $337
2026-07-29JP MorganTarget loweredNeutral$236 → $178

Total return (dividends reinvested) (LEU)

1Y (from 2025-10-23)5Y (from 2021-10-18)
Total return-69.7%+113.7%
S&P 500 (SPY)+14.9%+80.3%
Per year-69.9%+16.4%
Volatility (annualized)87.0%77.8%
Max drawdown-73.3% (Oct 2025→Oct 2026)-75.1% (Nov 2021→May 2022)

LEU revenue by product line (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
Product$153.4M87.1%+22.0%
— Separative Work Units (part of Product)$100.0M56.8%-20.4%
— Uranium (part of Product)$53.4M30.3%—
Service$22.7M12.9%-21.2%
Total revenue$176.1M100%—

LEU revenue by region (fiscal year ended Dec 31, 2025)

LineRevenueShare of totalYoY
United States$335.3M74.7%+32.3%
Foreign$113.4M25.3%-39.9%
— Japan (part of Foreign)$102.7M22.9%-12.4%
— Other Foreign (part of Foreign)$10.7M2.4%-63.1%
Total revenue$448.7M100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

Companies that name LEU in their SEC reports

Relationship to LEUCompanyFilingSentence
customerOklo Inc. (OKLO)10-K Mar 17, 2026“The execution, termination, expiration, or failure to renew agreements with our suppliers, including, but not limited to, Siemens Energy, Inc., Amentum Technology Inc., Kiewit, and Centrus, whether due to unforeseen circumstances such as supplier insolvency and regulatory changes or other circumstances, pose significant risks to our supply chain.”

LEU customer concentration

In the period ended Dec 31, 2025, 4 direct customers each accounted for at least 10% (16%, 15%, 13%, 11%) of revenue, per the company's 10-K filed Feb 11, 2026. The company does not name them.

LEU company outlook (results filed Aug 5, 2026)

Quoted word-for-word from the SEC 8-K results press release.

LEU analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$-0.07$0.52-114.4%$58.5M8
Next quarter (ends Dec 2026)$1.55$1.96-20.5%$166.2M8
Current fiscal year (ends Dec 2026)$3.58$4.07-11.9%$476.9M8
Next fiscal year (ends Dec 2027)$4.10$4.17-1.5%$490.8M7

LEU options: expected move

Options price a move of about ±20.2% (±$21.20) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±17.1% on average.

ExpirationDaysATM implied volatilityExpected move
Nov 20, 20262890.4%±20.2%
Dec 18, 20265682.4%±25.8%
Jan 15, 20278481.1%±30.9%
Apr 16, 202717580.4%±43.6%

30-day implied volatility 88.9% vs 73.6% realized over the last 30 trading days. Put/call ratio (volume) 1.32. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 11:24 UTC)

PriceUSD 104.15
Change▼ 4.37% (down)
Previous CloseUSD 108.91
OpenUSD 104.54
Day RangeUSD 102.21 – 107.24
52-Week RangeUSD 102.16 – 402
Volume788,940 shares
Market Cap$2.13B
ExchangeNYQ

Technical Analysis (LEU)

Nexqual's technical model rates LEU "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 11:24 UTC.

Overall SignalSELL
RSI (14)26.53 (oversold)
vs SMA50Below (USD 154.52)
MACD-12.8 (negative)

Analyst Ratings (LEU)

Wall Street analysts rate LEU "Buy" based on 19 analysts, with a mean price target of USD 225.15 (range USD 115–337), per Nexqual as of October 23, 2026 at 11:24 UTC.

Consensus RatingBuy
Analyst Count19
Mean TargetUSD 225.15
High TargetUSD 337
Low TargetUSD 115
Buy / Hold / Sell12 / 7 / 0

Earnings (LEU)

Next Earnings Date2026-11-04
EPS EstimateUSD -0.07
Revenue Estimate$58.53M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 1.77 vs est 0.81 ▲ beat
2026-03-31USD 1.05 vs est 0.27 ▲ beat
2025-12-31USD 0.79 vs est 1.63 ▼ miss
2025-09-30USD 0.19 vs est 0.36 ▼ miss

Source: Nexqual, October 23, 2026 at 11:24 UTC.

Financials & Fundamentals (LEU)

Total Revenue$473.90M
Revenue Growth (latest quarter, YoY)+14.00%
Gross Margin+23.66%
Operating Margin+5.34%
Profit Margin+10.23%
ROE+8.05%
Debt / Equity1.39
Current Ratio5.4
Total Cash$1.87B
Total Debt$1.18B
Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K)-$163.80M (-34.6% of revenue)

Source: Nexqual, October 23, 2026 at 11:24 UTC.

Financial Health Score (LEU)

Nexqual rates Centrus Energy Corp.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 11:24 UTC.

GrowthMixed — Revenue +1.5% YoY (annual), slow
ProfitabilityMixed — Gross margin 24%, operating 5% (last 12 months)
Balance SheetMixed — $1.87B cash and investments vs $1.18B debt (Jun 2026, SEC), net cash
Cash FlowWeak — FCF negative: -$164M (last 4 quarters to Jun 2026, SEC), burning cash
EfficiencyMixed — ROE 8%, ROA 0.0%

Ownership (LEU)

Insider Ownership+1.03%
Institutional Ownership+84.81%
Shares Outstanding19.73M
Float19.21M
Short % of Float+30.30%

Source: Nexqual, October 23, 2026 at 11:24 UTC.

Leadership (LEU)

Centrus Energy Corp. is led by Amir V. Vexler, President, CEO & Director, per Nexqual as of October 23, 2026 at 11:24 UTC.

President, CEO & DirectorAmir V. Vexler
CFO, Senior VP & TreasurerTodd M. Tinelli
Senior VP & Chief Marketing OfficerJohn M. A. Donelson
Senior Vice President of Field OperationsPatrick S. Brown
Vice President of Corporate CommunicationsDan Leistikow

Major Backers & Investors (LEU)

Notable institutional backers of Centrus Energy Corp. include Van Eck Associates Corporation, Mirae Asset Global ETFs Holdings Ltd., GLOBAL X FUNDS-Global X Uranium ETF, according to Nexqual as of October 23, 2026 at 11:24 UTC.

Active Investors

InvestorStake
Van Eck Associates Corporation8.59%
Mirae Asset Global ETFs Holdings Ltd.6.54%
GLOBAL X FUNDS-Global X Uranium ETF5.6%
VanEck ETF Trust-VanEck Uranium and Nuclear ETF5.04%

Index Funds (Passive)

FundStake
State Street8.52%
BlackRock8.05%
Vanguard Group4.21%
Geode Capital2.47%
BNY Mellon2.11%
Dimensional Fund Advisors1.9%

Source: Nexqual, October 23, 2026 at 11:24 UTC.

From Centrus Energy Corp.'s Latest SEC 10-K Filing (filed 2026-02-11)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
UUUUEnergy Fuels IncUSD 7.69▼ 6.22%
DNNDenison Mines CorpUSD 2.16▼ 7.3%
UROYUranium Royalty Corp.USD 3.38▼ 1.17%
UECUranium Energy Corp.USD 7.48▼ 5.32%
NXENexgen Energy Ltd.USD 8.1▼ 5.04%
ISOUIsoEnergy Ltd.USD 8.02▼ 5.87%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 11:24 UTC. This page is informational and not investment advice.

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