Centrus Energy Corp's target price lowered by B. Riley
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2025
0mins
Should l Buy LEU?
Source: Business Insider
Centrus Energy Corp's stock fell by 7.56% as it crossed below the 5-day SMA, reflecting a challenging market environment.
The decline in stock price is attributed to analyst B. Riley lowering the target price from $315 to $295, indicating a reassessment of the company's market position and performance. This adjustment comes amid broader market weakness, with the Nasdaq-100 down 1.45% and the S&P 500 down 0.76%.
Investors may need to reassess their positions in Centrus Energy as the lowered target price suggests potential challenges ahead, especially in the context of the upcoming earnings report scheduled for May 5, 2026.
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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: 206.040
Low
117.00
Averages
297.10
High
390.00
Current: 206.040
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.
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
Centrus Energy Set to Announce Q1 Earnings
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- Performance Expectations: Over the past year, Centrus has exceeded EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a degree of stability in its earnings performance amidst market fluctuations.
- Strategic Partnerships: Centrus has partnered with Palantir to expand its U.S. uranium enrichment operations, aiming for $300 million in cost savings, which is expected to enhance the company's competitive position in the energy sector.
- Market Sentiment and Ratings: While the market remains cautious about Centrus's future performance, analysts express optimism regarding potential growth in the nuclear energy sector, suggesting that the company's valuation may present risks that require careful investment consideration.
See More
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- Fuel Supply Challenges: The Aurora reactors require high-assay low-enriched uranium (HALEU), which is currently in short supply in the U.S., with only 0.9 metric tons delivered in 2025, potentially hindering the commercialization timeline.
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- Fuel Supply Challenges: The Aurora reactor design relies on high-assay low-enriched uranium (HALEU), which is in short supply in the U.S., with Centrus Energy delivering only about 0.9 metric tons in 2025, insufficient to meet the 5 metric tons required for Oklo's first reactor, highlighting significant commercialization risks.
- Market Performance Volatility: After a remarkable 238% stock price increase in 2025, Oklo's shares have fallen 15% this year and remain flat for 2026, leading investors to scrutinize its current valuation and potential for future volatility in the stock market.
- Long-term Potential vs. Risks: While Oklo shows long-term potential in the small nuclear reactor sector, the absence of operational reactors and uncertainties regarding fuel supply necessitate cautious evaluation of its risks, especially amid speculative discussions expected over the next two years.
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CENTRUS ENERGY CORP: B. RILEY LOWERS TARGET PRICE FROM $315 TO $295
- Target Price Adjustment: Centrus Energy Corp's target price has been reduced from $315 to $295.
- Analyst Commentary: The adjustment reflects changes in market conditions or company performance as assessed by analyst B. Riley.
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
Centrus Energy Set to Announce Q1 Earnings
- Earnings Announcement Date: Centrus Energy (LEU) is set to release its Q1 earnings on May 5th after market close, with consensus EPS estimated at $0.27 and revenue expected to reach $78.33 million, reflecting a 7.2% year-over-year growth.
- Performance Expectations: Over the past year, Centrus has exceeded EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a degree of stability in its earnings performance amidst market fluctuations.
- Strategic Partnerships: Centrus has partnered with Palantir to expand its U.S. uranium enrichment operations, aiming for $300 million in cost savings, which is expected to enhance the company's competitive position in the energy sector.
- Market Sentiment and Ratings: While the market remains cautious about Centrus's future performance, analysts express optimism regarding potential growth in the nuclear energy sector, suggesting that the company's valuation may present risks that require careful investment consideration.
See More
Oklo's Stock Volatility and Future Outlook
- Stock Volatility: Oklo experienced a remarkable 238% gain in 2025, yet has seen a 15% decline in 2026, indicating investor concerns about its current valuation and future prospects, necessitating careful evaluation before investing.
- Collaborative Projects: The partnership with Meta to develop a 1.2GW nuclear energy campus involves deploying multiple Aurora reactors, but the lack of Nuclear Regulatory Commission approval raises questions about the project's feasibility and timeline.
- Fuel Supply Challenges: The Aurora reactors require high-assay low-enriched uranium (HALEU), which is currently in short supply in the U.S., with only 0.9 metric tons delivered in 2025, potentially hindering the commercialization timeline.
- Future Risks: With commercialization expected by 2027 or 2028, Oklo faces execution risks and market volatility, making it crucial for investors to weigh its long-term potential against short-term uncertainties.
See More
Oklo's Small Nuclear Reactor Design Progress
- Nuclear Campus Collaboration: Oklo has partnered with Meta Platforms to establish a 1.2GW nuclear energy campus in Ohio, which could involve deploying over a dozen Aurora reactors; however, the lack of Nuclear Regulatory Commission approval raises concerns about the feasibility and timeline of this collaboration.
- Fuel Supply Challenges: The Aurora reactor design relies on high-assay low-enriched uranium (HALEU), which is in short supply in the U.S., with Centrus Energy delivering only about 0.9 metric tons in 2025, insufficient to meet the 5 metric tons required for Oklo's first reactor, highlighting significant commercialization risks.
- Market Performance Volatility: After a remarkable 238% stock price increase in 2025, Oklo's shares have fallen 15% this year and remain flat for 2026, leading investors to scrutinize its current valuation and potential for future volatility in the stock market.
- Long-term Potential vs. Risks: While Oklo shows long-term potential in the small nuclear reactor sector, the absence of operational reactors and uncertainties regarding fuel supply necessitate cautious evaluation of its risks, especially amid speculative discussions expected over the next two years.
See More
CENTRUS ENERGY CORP: B. RILEY LOWERS TARGET PRICE FROM $315 TO $295
- Target Price Adjustment: Centrus Energy Corp's target price has been reduced from $315 to $295.
- Analyst Commentary: The adjustment reflects changes in market conditions or company performance as assessed by analyst B. Riley.
See More
