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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LEU?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 166.340
Low
117.00
Averages
297.10
High
390.00
Current: 166.340
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, which provides a source of carbon-free energy, and provides enrichment and technical services for public and private customers. The Company's segments include the Low-Enriched Uranium (LEU) segment and Technical Solutions. The LEU segment supplies various components of nuclear fuel to commercial customers from a network of suppliers. It involves the sale of LEU, which is a fissile component of nuclear fuel, primarily to utilities that operate commercial nuclear power plants. The Technical Solutions segment provides advanced uranium enrichment for the nuclear industry and the United States government and advanced manufacturing and other technical services to government and private sector customers. It operates uranium enrichment capacity for high assay low-enriched uranium (HALEU) production, and other capabilities necessary for production of advanced nuclear fuel.
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.
S&P SmallCap 600 Index Adjustments Announced
- Index Changes: Midera Food Processing Inc. will replace Redwood Trust Inc. in the S&P SmallCap 600 effective July 8, 2026, enhancing the index's representation of the small-cap market and potentially attracting more investor interest.
- Corporate Spin-off: The Middleby Corp. is spinning off Midera Food Processing, with the transaction expected to close on July 7, aiming to increase focus on its core business and improve market competitiveness.
- Energy Sector Addition: Centrus Energy Corp. will replace Whitestone REIT in the S&P SmallCap 600 effective July 14, 2026, reflecting ongoing investor interest and recognition of growth potential in the energy sector.
- Real Estate Market Adjustment: The removal of Whitestone REIT signifies a reassessment of the real estate sector within the S&P SmallCap 600, which may influence asset allocation strategies among related investors.
See More
S&P SmallCap 600 Index Changes Announced
- New Addition: Midera Food Processing (Ticker: MFP) will be added to the S&P SmallCap 600 Index on July 8, 2026, indicating recognition and growth in the industrial sector, which is expected to attract more investor attention.
- Removal: Redwood Trust Inc (Ticker: RWT) will be removed from the S&P SmallCap 600 Index on July 8, 2026, a move that may negatively impact its stock price, reflecting market concerns about its future performance.
- New Addition: Centrus Energy (Ticker: LEU) will join the S&P SmallCap 600 Index on July 14, 2026, showcasing its growth potential in the energy sector, which could enhance its market visibility and investment appeal.
- Removal: Whitestone REIT (Ticker: WSR) will be removed from the S&P SmallCap 600 Index on July 14, 2026, an adjustment that may affect its liquidity and investor confidence, reflecting market skepticism about its asset management capabilities.
See More
Centrus Energy Secures $900 Million DOE Contract
- Significant Contract Value: Centrus Energy has secured a $900 million task order from the U.S. Department of Energy (DOE) aimed at establishing large-scale production capacity for High-Assay, Low-Enriched Uranium (HALEU), marking a major advancement in the nuclear fuel market.
- Production Transition: The company has completed HALEU production since 2019, totaling over 1,900 kilograms, including the early delivery of 900 kilograms, successfully transitioning from the demonstration phase to commercialization.
- Funding Match: This contract is expected to attract billions in capital investment, including non-dilutive and non-debt funding, indicating the government's commitment to restoring America's large-scale uranium enrichment capabilities and further strengthening the company's market position.
- Improved Market Sentiment: Retail sentiment around LEU stock on Stocktwits has shifted from 'extremely bearish' to 'bearish', with message volume increasing by 71%, reflecting growing investor confidence in the company's future prospects.
See More
Centrus Energy Signs Over $1 Billion Contract
- Contract Value Surpass: Centrus Energy has signed a contract with the U.S. Department of Energy valued at over $1 billion, including a $900 million task order aimed at supporting the expansion of High-Assay, Low-Enriched Uranium (HALEU) production capacity, marking a significant shift towards commercialization.
- Production Ahead of Schedule: Centrus completed the production of 900 kilograms of HALEU UF6 two weeks ahead of schedule under the existing demonstration contract, achieving a cumulative total of over 1,900 kilograms, which highlights the enhancement of its production capabilities and operational efficiency.
- Job Creation: The expansion is expected to create 1,000 construction jobs and 300 operational jobs while retaining 150 existing positions, thereby contributing to economic growth in Ohio and Tennessee.
- Market Demand Response: Centrus' modular expansion plan will be driven by customer demand, with an initial target of 12 metric tons of annual HALEU production capacity, which is anticipated to address a $2.4 billion backlog of Low-Enriched Uranium (LEU) orders, enhancing the company's competitiveness in the nuclear energy market.
See More
Centrus Energy Secures $900 Million Task Order from DOE
- Significant Contract Value: Centrus Energy has finalized a $900 million task order with the U.S. Department of Energy aimed at deploying large-scale High-Assay, Low-Enriched Uranium (HALEU) production capacity, reflecting strong market demand and government support in the nuclear sector.
- Production Ahead of Schedule: The company completed the final 900 kilograms of HALEU UF6 production two weeks early under the existing demonstration contract, achieving a cumulative total of over 1,900 kilograms, which indicates ongoing improvements in production efficiency and technical capabilities.
- Expansion Potential: The new contract includes options for up to $170 million in HALEU purchases, expected to drive Centrus's commercial-scale HALEU production capacity in Piketon to 12 metric tons annually while addressing a $2.4 billion backlog of Low-Enriched Uranium (LEU) orders, thereby solidifying its market position.
- Cost Control Advantage: Centrus anticipates that the initial build-out will enable it to achieve reduced manufacturing costs for advanced centrifuges, enhancing its competitiveness in the nuclear energy market and providing flexibility for future production expansion to meet evolving market demands.
See More
Centrus Energy Secures $1.07 Billion Task Order
- Major Order Confirmation: Centrus Energy announced the finalization of a task order worth up to $1.07 billion with the U.S. Department of Energy, significantly enhancing the company's financial stability and market position.
- Clear Funding Purpose: The funds from this order will support the company's uranium enrichment business, expected to drive revenue growth in the coming years and provide financial backing for expansion in the nuclear energy sector.
- Positive Market Reaction: The confirmation of this order is likely to boost investor confidence, potentially leading to an increase in the company's stock price and enhancing its appeal in capital markets.
- Deepening Strategic Partnership: The collaboration with the U.S. Department of Energy further solidifies Centrus's critical role in national energy security and nuclear development, potentially paving the way for more future collaboration opportunities.
See More
S&P SmallCap 600 Index Adjustments Announced
- Index Changes: Midera Food Processing Inc. will replace Redwood Trust Inc. in the S&P SmallCap 600 effective July 8, 2026, enhancing the index's representation of the small-cap market and potentially attracting more investor interest.
- Corporate Spin-off: The Middleby Corp. is spinning off Midera Food Processing, with the transaction expected to close on July 7, aiming to increase focus on its core business and improve market competitiveness.
- Energy Sector Addition: Centrus Energy Corp. will replace Whitestone REIT in the S&P SmallCap 600 effective July 14, 2026, reflecting ongoing investor interest and recognition of growth potential in the energy sector.
- Real Estate Market Adjustment: The removal of Whitestone REIT signifies a reassessment of the real estate sector within the S&P SmallCap 600, which may influence asset allocation strategies among related investors.
See More
S&P SmallCap 600 Index Changes Announced
- New Addition: Midera Food Processing (Ticker: MFP) will be added to the S&P SmallCap 600 Index on July 8, 2026, indicating recognition and growth in the industrial sector, which is expected to attract more investor attention.
- Removal: Redwood Trust Inc (Ticker: RWT) will be removed from the S&P SmallCap 600 Index on July 8, 2026, a move that may negatively impact its stock price, reflecting market concerns about its future performance.
- New Addition: Centrus Energy (Ticker: LEU) will join the S&P SmallCap 600 Index on July 14, 2026, showcasing its growth potential in the energy sector, which could enhance its market visibility and investment appeal.
- Removal: Whitestone REIT (Ticker: WSR) will be removed from the S&P SmallCap 600 Index on July 14, 2026, an adjustment that may affect its liquidity and investor confidence, reflecting market skepticism about its asset management capabilities.
See More
Centrus Energy Secures $900 Million DOE Contract
- Significant Contract Value: Centrus Energy has secured a $900 million task order from the U.S. Department of Energy (DOE) aimed at establishing large-scale production capacity for High-Assay, Low-Enriched Uranium (HALEU), marking a major advancement in the nuclear fuel market.
- Production Transition: The company has completed HALEU production since 2019, totaling over 1,900 kilograms, including the early delivery of 900 kilograms, successfully transitioning from the demonstration phase to commercialization.
- Funding Match: This contract is expected to attract billions in capital investment, including non-dilutive and non-debt funding, indicating the government's commitment to restoring America's large-scale uranium enrichment capabilities and further strengthening the company's market position.
- Improved Market Sentiment: Retail sentiment around LEU stock on Stocktwits has shifted from 'extremely bearish' to 'bearish', with message volume increasing by 71%, reflecting growing investor confidence in the company's future prospects.
See More
Centrus Energy Signs Over $1 Billion Contract
- Contract Value Surpass: Centrus Energy has signed a contract with the U.S. Department of Energy valued at over $1 billion, including a $900 million task order aimed at supporting the expansion of High-Assay, Low-Enriched Uranium (HALEU) production capacity, marking a significant shift towards commercialization.
- Production Ahead of Schedule: Centrus completed the production of 900 kilograms of HALEU UF6 two weeks ahead of schedule under the existing demonstration contract, achieving a cumulative total of over 1,900 kilograms, which highlights the enhancement of its production capabilities and operational efficiency.
- Job Creation: The expansion is expected to create 1,000 construction jobs and 300 operational jobs while retaining 150 existing positions, thereby contributing to economic growth in Ohio and Tennessee.
- Market Demand Response: Centrus' modular expansion plan will be driven by customer demand, with an initial target of 12 metric tons of annual HALEU production capacity, which is anticipated to address a $2.4 billion backlog of Low-Enriched Uranium (LEU) orders, enhancing the company's competitiveness in the nuclear energy market.
See More
Centrus Energy Secures $900 Million Task Order from DOE
- Significant Contract Value: Centrus Energy has finalized a $900 million task order with the U.S. Department of Energy aimed at deploying large-scale High-Assay, Low-Enriched Uranium (HALEU) production capacity, reflecting strong market demand and government support in the nuclear sector.
- Production Ahead of Schedule: The company completed the final 900 kilograms of HALEU UF6 production two weeks early under the existing demonstration contract, achieving a cumulative total of over 1,900 kilograms, which indicates ongoing improvements in production efficiency and technical capabilities.
- Expansion Potential: The new contract includes options for up to $170 million in HALEU purchases, expected to drive Centrus's commercial-scale HALEU production capacity in Piketon to 12 metric tons annually while addressing a $2.4 billion backlog of Low-Enriched Uranium (LEU) orders, thereby solidifying its market position.
- Cost Control Advantage: Centrus anticipates that the initial build-out will enable it to achieve reduced manufacturing costs for advanced centrifuges, enhancing its competitiveness in the nuclear energy market and providing flexibility for future production expansion to meet evolving market demands.
See More
Centrus Energy Secures $1.07 Billion Task Order
- Major Order Confirmation: Centrus Energy announced the finalization of a task order worth up to $1.07 billion with the U.S. Department of Energy, significantly enhancing the company's financial stability and market position.
- Clear Funding Purpose: The funds from this order will support the company's uranium enrichment business, expected to drive revenue growth in the coming years and provide financial backing for expansion in the nuclear energy sector.
- Positive Market Reaction: The confirmation of this order is likely to boost investor confidence, potentially leading to an increase in the company's stock price and enhancing its appeal in capital markets.
- Deepening Strategic Partnership: The collaboration with the U.S. Department of Energy further solidifies Centrus's critical role in national energy security and nuclear development, potentially paving the way for more future collaboration opportunities.
See More
