ETF Movers on Friday: URA, NFRA
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Source: NASDAQ.COM
ETF Performance: The FlexShares STOXX Global Broad Infrastructure Index Fund ETF is down approximately 3.9% in Friday afternoon trading, underperforming other ETFs.
Weakest Components: Notable underperformers within the ETF include Cogent Communications Holdings, which fell by about 2%, and Geo Group, which decreased by about 1.9%.
Market Context: The article highlights the performance of specific ETFs and their components, indicating a broader market trend.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
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Analyst Views on LEU
Wall Street analysts forecast LEU stock price to rise
14 Analyst Rating
10 Buy
4 Hold
0 Sell
Moderate Buy
Current: 177.150
Low
117.00
Averages
297.10
High
390.00
Current: 177.150
Low
117.00
Averages
297.10
High
390.00
About LEU
Centrus Energy Corp. is a supplier of nuclear fuel components for the nuclear power industry. Its segments include Low-Enriched Uranium (LEU) and Technical Solutions. Its LEU segment supplies various components of nuclear fuel to commercial customers from its global network of suppliers. The LEU segment consists of two components: SWU and natural uranium hexafluoride. It supplies LEU and its components to both domestic and international utilities for use in nuclear reactors worldwide. It provides LEU from multiple sources, including its inventory, medium- and long-term supply contracts, and spot purchases. It also sells natural uranium hexafluoride and occasionally sells uranium concentrates. The Technical Solutions segment provides advanced engineering, design, and manufacturing services to government and private sector customers. It is deploying uranium enrichment and other capabilities necessary to produce advanced nuclear fuel to power existing reactors around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Eagle Nuclear Energy Initiates Pre-Feasibility Study at Aurora Project
- Domestic Uranium Supply Chain: The U.S. consumes approximately 50 million pounds of uranium annually, with 95% imported; Eagle Nuclear Energy's Aurora project holds 32.75 million pounds of uranium resources, highlighting its strategic importance in the domestic supply chain.
- Drilling Program Launch: Eagle plans to commence a 27,000-foot drilling program in July 2026 aimed at addressing data gaps and advancing the Pre-Feasibility Study, which is expected to positively impact the regulatory process for U.S. uranium development.
- Environmental Baseline Studies: Prior to the drilling program, the company initiated environmental baseline studies in May 2026, which will support federal and state permitting interfaces, ensuring compliance and sustainability for the project.
- Strategic Partnerships and Policy Alignment: By joining the Uranium Producers of America in March 2026, Eagle demonstrates its engagement in domestic uranium policy discussions, while integrating Small Modular Reactor technology enhances its competitive edge in the nuclear energy sector.
See More
Eagle Nuclear Energy Advances Uranium Project Feasibility Study
- Uranium Resource Holdings: Eagle Nuclear Energy holds 32.75 million pounds of indicated uranium and 4.98 million pounds of inferred uranium at its Aurora project along the Oregon-Nevada border, highlighting its strategic position in the U.S. uranium market amid increasing focus on domestic supply chains.
- Drilling Program Launch: The company plans to initiate a 27,000-foot drilling program in July 2026 aimed at addressing data gaps identified through a Gap Analysis study, which will provide critical data for the Aurora project's feasibility study targeted for completion in the second half of 2027.
- Environmental Baseline Studies: Prior to the drilling program, Eagle Nuclear began environmental baseline studies in May 2026 to support federal and state permitting processes for uranium development, which will help accelerate the project's advancement.
- Policy Environment Engagement: By joining the Uranium Producers of America in March 2026, the company demonstrates its involvement in domestic uranium policy discussions, and combined with its Small Modular Reactor technology, Eagle Nuclear aims to position itself favorably within the tightening uranium supply chain.
See More
Centrus Energy Corp. Q1 2026 Earnings Call Highlights
- Historic Expansion Launch: Centrus initiated its historic project to return the U.S. to domestic commercial uranium enrichment in Q1 2026, with CEO Amir Vexler emphasizing the company's unique American technology that meets the growing demands of the commercial LEU and HALEU markets, highlighting its strategic importance in national security.
- Strong Backlog: As of the end of Q1, Centrus reported a backlog of $3.9 billion extending through 2040, indicating robust market positioning as the company has contractually produced over 1.6 metric tons of HALEU UF6 under its operations contract, enhancing its competitive edge.
- Cost Savings and Partnerships: Since late January, Centrus has identified approximately $300 million in potential cost savings and formed partnerships with Fluor and Palantir, aimed at reducing manufacturing lead times and accelerating project timelines, thereby improving operational efficiency.
- Revenue Guidance Increase for 2026: Centrus raised its full-year 2026 revenue guidance to $450 million to $500 million from the previous range of $425 million to $475 million, reflecting the company's positive commercial progress and ongoing discussions regarding potential new enrichment offtake contracts.
See More
Update on Domestic Uranium Development: Eagle Nuclear Energy (NASDAQ: NUCL) Begins Pre-Drill Environmental Baseline Studies at Aurora Project
Domestic Uranium Development Update: Eagle Nuclear Energy (NASDAQ: NUCL) has initiated pre-drill environmental baseline studies at the Auroral project site.
Environmental Studies: The studies are aimed at assessing the environmental conditions prior to drilling activities, ensuring compliance with regulatory standards.
See More
Centrus Energy Reports Decline in Q1 Profit
- Profit Decline: Centrus Energy reported a first-quarter net profit of $10 million, or $0.45 per share, which represents a significant drop from last year's $27.2 million and $1.60 per share, indicating a notable weakening in the company's profitability.
- Adjusted Earnings: Excluding special items, Centrus reported adjusted earnings of $23.5 million, or $1.05 per share, which, while lower than last year, still demonstrates some resilience in earnings performance amidst challenging conditions.
- Revenue Growth: The company's revenue for the first quarter rose by 4.9% to $76.7 million, up from $73.1 million last year, suggesting that the business has managed to maintain a degree of growth despite the profit decline.
- Full-Year Revenue Guidance: Centrus has provided full-year revenue guidance of $450 million to $500 million, reflecting a cautiously optimistic outlook for future revenue growth, despite the current profit decline, indicating management's confidence in market demand.
See More
Centrus Energy Reports Q1 2026 Financial Results with Strategic Expansion Plans
- Net Income Decline: Centrus Energy reported a net income of $10 million for Q1 2026, a 63% decrease from the same period in 2025, primarily due to a $15.9 million increase in advanced technology costs, indicating financial pressures during expansion.
- Revenue Growth: The company generated total revenue of $76.7 million, a 5% increase from 2025, with the Technical Solutions segment seeing a 47% rise, reflecting strong market demand for technology services and potential for enhanced profitability.
- Cost Control Effectiveness: The cost of sales for the LEU segment decreased by 17% to $16.7 million, partially offsetting the rise in unit costs, demonstrating effective cost management that aids in improving overall profit margins.
- Strong Backlog: As of March 31, 2026, the company's backlog reached $3.9 billion, expected to extend to 2040, indicating a stable revenue source for the coming years and bolstering market confidence.
See More
Eagle Nuclear Energy Initiates Pre-Feasibility Study at Aurora Project
- Domestic Uranium Supply Chain: The U.S. consumes approximately 50 million pounds of uranium annually, with 95% imported; Eagle Nuclear Energy's Aurora project holds 32.75 million pounds of uranium resources, highlighting its strategic importance in the domestic supply chain.
- Drilling Program Launch: Eagle plans to commence a 27,000-foot drilling program in July 2026 aimed at addressing data gaps and advancing the Pre-Feasibility Study, which is expected to positively impact the regulatory process for U.S. uranium development.
- Environmental Baseline Studies: Prior to the drilling program, the company initiated environmental baseline studies in May 2026, which will support federal and state permitting interfaces, ensuring compliance and sustainability for the project.
- Strategic Partnerships and Policy Alignment: By joining the Uranium Producers of America in March 2026, Eagle demonstrates its engagement in domestic uranium policy discussions, while integrating Small Modular Reactor technology enhances its competitive edge in the nuclear energy sector.
See More
Eagle Nuclear Energy Advances Uranium Project Feasibility Study
- Uranium Resource Holdings: Eagle Nuclear Energy holds 32.75 million pounds of indicated uranium and 4.98 million pounds of inferred uranium at its Aurora project along the Oregon-Nevada border, highlighting its strategic position in the U.S. uranium market amid increasing focus on domestic supply chains.
- Drilling Program Launch: The company plans to initiate a 27,000-foot drilling program in July 2026 aimed at addressing data gaps identified through a Gap Analysis study, which will provide critical data for the Aurora project's feasibility study targeted for completion in the second half of 2027.
- Environmental Baseline Studies: Prior to the drilling program, Eagle Nuclear began environmental baseline studies in May 2026 to support federal and state permitting processes for uranium development, which will help accelerate the project's advancement.
- Policy Environment Engagement: By joining the Uranium Producers of America in March 2026, the company demonstrates its involvement in domestic uranium policy discussions, and combined with its Small Modular Reactor technology, Eagle Nuclear aims to position itself favorably within the tightening uranium supply chain.
See More
Centrus Energy Corp. Q1 2026 Earnings Call Highlights
- Historic Expansion Launch: Centrus initiated its historic project to return the U.S. to domestic commercial uranium enrichment in Q1 2026, with CEO Amir Vexler emphasizing the company's unique American technology that meets the growing demands of the commercial LEU and HALEU markets, highlighting its strategic importance in national security.
- Strong Backlog: As of the end of Q1, Centrus reported a backlog of $3.9 billion extending through 2040, indicating robust market positioning as the company has contractually produced over 1.6 metric tons of HALEU UF6 under its operations contract, enhancing its competitive edge.
- Cost Savings and Partnerships: Since late January, Centrus has identified approximately $300 million in potential cost savings and formed partnerships with Fluor and Palantir, aimed at reducing manufacturing lead times and accelerating project timelines, thereby improving operational efficiency.
- Revenue Guidance Increase for 2026: Centrus raised its full-year 2026 revenue guidance to $450 million to $500 million from the previous range of $425 million to $475 million, reflecting the company's positive commercial progress and ongoing discussions regarding potential new enrichment offtake contracts.
See More
Update on Domestic Uranium Development: Eagle Nuclear Energy (NASDAQ: NUCL) Begins Pre-Drill Environmental Baseline Studies at Aurora Project
Domestic Uranium Development Update: Eagle Nuclear Energy (NASDAQ: NUCL) has initiated pre-drill environmental baseline studies at the Auroral project site.
Environmental Studies: The studies are aimed at assessing the environmental conditions prior to drilling activities, ensuring compliance with regulatory standards.
See More
Centrus Energy Reports Decline in Q1 Profit
- Profit Decline: Centrus Energy reported a first-quarter net profit of $10 million, or $0.45 per share, which represents a significant drop from last year's $27.2 million and $1.60 per share, indicating a notable weakening in the company's profitability.
- Adjusted Earnings: Excluding special items, Centrus reported adjusted earnings of $23.5 million, or $1.05 per share, which, while lower than last year, still demonstrates some resilience in earnings performance amidst challenging conditions.
- Revenue Growth: The company's revenue for the first quarter rose by 4.9% to $76.7 million, up from $73.1 million last year, suggesting that the business has managed to maintain a degree of growth despite the profit decline.
- Full-Year Revenue Guidance: Centrus has provided full-year revenue guidance of $450 million to $500 million, reflecting a cautiously optimistic outlook for future revenue growth, despite the current profit decline, indicating management's confidence in market demand.
See More
Centrus Energy Reports Q1 2026 Financial Results with Strategic Expansion Plans
- Net Income Decline: Centrus Energy reported a net income of $10 million for Q1 2026, a 63% decrease from the same period in 2025, primarily due to a $15.9 million increase in advanced technology costs, indicating financial pressures during expansion.
- Revenue Growth: The company generated total revenue of $76.7 million, a 5% increase from 2025, with the Technical Solutions segment seeing a 47% rise, reflecting strong market demand for technology services and potential for enhanced profitability.
- Cost Control Effectiveness: The cost of sales for the LEU segment decreased by 17% to $16.7 million, partially offsetting the rise in unit costs, demonstrating effective cost management that aids in improving overall profit margins.
- Strong Backlog: As of March 31, 2026, the company's backlog reached $3.9 billion, expected to extend to 2040, indicating a stable revenue source for the coming years and bolstering market confidence.
See More
