Centrus Energy Corp's stock fell by 5.02% as it crossed below the 5-day SMA, reflecting a notable decline despite broader market strength with the Nasdaq-100 and S&P 500 both up over 0.4%.
The decline in Centrus Energy's stock comes amid a backdrop of strong performance in the broader market, with the Nasdaq-100 and S&P 500 both showing gains. This suggests a sector rotation, as investors may be reallocating their investments away from Centrus Energy despite its recent strong performance and positive news regarding revenue growth and cash reserves.
This movement could indicate a temporary pullback for Centrus Energy, which has seen significant gains recently. Investors may be taking profits or shifting focus to other sectors, but the company's fundamentals remain strong, suggesting potential for recovery.
Wall Street analysts forecast LEU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEU is 297.10 USD with a low forecast of 117.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast LEU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEU is 297.10 USD with a low forecast of 117.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
4 Hold
0 Sell
Moderate Buy
Current: 337.760
Low
117.00
Averages
297.10
High
390.00
Current: 337.760
Low
117.00
Averages
297.10
High
390.00
Roth Capital
Neutral
maintain
$117 -> $125
2026-01-08
Reason
Roth Capital
Price Target
$117 -> $125
AI Analysis
2026-01-08
maintain
Neutral
Reason
Roth Capital raised the firm's price target on Centrus Energy to $125 from $117 and keeps a Neutral rating on the shares. The $900M award from the DOE to expand its HALEU production capabilities allows Centrus to be well-positioned to move forward with capacity expansions, the analyst tells investors in a research note.
Northland
Outperform
maintain
$300 -> $325
2026-01-07
Reason
Northland
Price Target
$300 -> $325
2026-01-07
maintain
Outperform
Reason
Northland raised the firm's price target on Centrus Energy to $325 from $300 and keeps an Outperform rating on the shares after the company got an official award of $900M from the DOE to help jump start the domestic nuclear fuel supply chain. The firm's increased target reflects an earlier timeline to market of 2029 versus its prior 2030 forecast and the de-risking of funding, the analyst tells investors.
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BofA
Neutral
maintain
$285 -> $340
2026-01-06
Reason
BofA
Price Target
$285 -> $340
2026-01-06
maintain
Neutral
Reason
BofA raised the firm's price target on Centrus Energy to $340 from $285 and keeps a Neutral rating on the shares after the company was among three companies awarded $900M by the Department of Energy for nuclear fuel capacity funding. The funding is earmarked for the construction of new high-assay low enriched uranium capacity the U.S. The $900M for Centrus is slightly less than the $1.7B award that the firm had assumed in its model, but it thinks that more U.S. government agency funding for Centrus down the road "should not be entirely ruled out," the analyst tells investors.
UBS
Jon Windham
Neutral
maintain
$245
2025-12-24
Reason
UBS
Jon Windham
Price Target
$245
2025-12-24
maintain
Neutral
Reason
UBS analyst Jon Windham believes Centrus Energy's start of centrifuge manufacturing underscores the scale of demand for enrichment services to fuel the existing U.S. reactor fleet and meet growing electricity demand from artificial intelligence data centers in the 2030s. Given the upcoming U.S. import ban on Russian enrichment volumes after 2027, it is likely there will be increasing focus on building a source of domestic U.S. enrichment supply, the analyst tells investors in a research note. UBS sees Centrus as well positioned longer-term given the long-dated nature of the company's capacity build-out. It believes Centrus is a likely to be a "significant" awardee of the Department of Energy funding. The firm has a Neutral rating on the shares with a $245 price target.
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.
