CENTRUS ENERGY CORP: B. RILEY LOWERS TARGET PRICE FROM $315 TO $295
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 24 2026
0mins
Should l Buy LEU?
Source: moomoo
- 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.
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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: 210.960
Low
117.00
Averages
297.10
High
390.00
Current: 210.960
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.
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.
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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.
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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 Corp. to Release Q1 2026 Earnings Report
- Earnings Call Schedule: Centrus Energy Corp. will hold its quarterly conference call on May 6, 2026, at 8:30 a.m. ET, to discuss its Q1 2026 earnings report, which will be released after market close on May 5, ensuring timely financial updates for investors.
- Webcast Format: The call will be accessible via the CentrusEnergy.com website, allowing shareholders and the financial community to log in through the Investor Relations section, enhancing engagement and transparency with stakeholders.
- Replay Availability: A replay of the webcast will be available until May 19, 2026, ensuring that investors who cannot attend live can still access critical information, thereby improving information accessibility.
- Company Background: Since 1998, Centrus Energy has supplied over 1,850 reactor years of nuclear fuel, equivalent to more than 7 billion tons of coal, highlighting its significant role in the clean energy sector and the growing demand for carbon-free energy solutions.
See More
Centrus Energy Schedules Q1 2026 Earnings Call
- Earnings Release Schedule: Centrus Energy will release its Q1 2026 earnings report after market close on May 5, 2026, covering financial data up to March 31, 2026, which is expected to provide investors with the latest performance insights.
- Conference Call Timing: The company has scheduled a quarterly conference call for May 6, 2026, at 8:30 a.m. ET, during which it will present the earnings report to shareholders and the financial community, enhancing transparency and investor communication.
- Webcast Access: Investors can log in to listen to the conference call via the Investor Relations section of CentrusEnergy.com, with a replay available until May 19, 2026, ensuring that those unable to attend live can still access the information.
- Company Background: Since 1998, Centrus Energy has supplied nuclear fuel and services to the nuclear power industry, providing over 1,850 reactor years of fuel, equivalent to more than 7 billion tons of coal, highlighting its significant role in the clean energy sector.
See More
Centrus Selects Geiger Brothers for Expansion Project
- Enhanced Partnership: Centrus Energy has selected Geiger Brothers as the construction contractor for its uranium enrichment capacity expansion in Piketon, Ohio, marking a significant milestone that is expected to enhance the company's competitive position in the market.
- Project Scale and Investment: The multi-billion-dollar expansion plan will add thousands of AC100M centrifuges, restoring America's ability to enrich uranium at scale, and is projected to support Centrus' $2.3 billion commercial low-enriched uranium (LEU) backlog, addressing urgent market demands for high-assay low-enriched uranium (HALEU).
- Technological and Efficiency Gains: The collaboration with Fluor Corporation will ensure high efficiency in engineering, procurement, and construction management, while Geiger Brothers' local construction capabilities are expected to further mitigate project costs and enhance safety and efficiency in execution.
- Local Economic Impact: As a century-old company, Geiger Brothers will provide local labor for the project, anticipated to create numerous job opportunities, strengthen U.S. energy security, and promote domestic manufacturing growth.
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
Centrus Energy Corp. to Release Q1 2026 Earnings Report
- Earnings Call Schedule: Centrus Energy Corp. will hold its quarterly conference call on May 6, 2026, at 8:30 a.m. ET, to discuss its Q1 2026 earnings report, which will be released after market close on May 5, ensuring timely financial updates for investors.
- Webcast Format: The call will be accessible via the CentrusEnergy.com website, allowing shareholders and the financial community to log in through the Investor Relations section, enhancing engagement and transparency with stakeholders.
- Replay Availability: A replay of the webcast will be available until May 19, 2026, ensuring that investors who cannot attend live can still access critical information, thereby improving information accessibility.
- Company Background: Since 1998, Centrus Energy has supplied over 1,850 reactor years of nuclear fuel, equivalent to more than 7 billion tons of coal, highlighting its significant role in the clean energy sector and the growing demand for carbon-free energy solutions.
See More
Centrus Energy Schedules Q1 2026 Earnings Call
- Earnings Release Schedule: Centrus Energy will release its Q1 2026 earnings report after market close on May 5, 2026, covering financial data up to March 31, 2026, which is expected to provide investors with the latest performance insights.
- Conference Call Timing: The company has scheduled a quarterly conference call for May 6, 2026, at 8:30 a.m. ET, during which it will present the earnings report to shareholders and the financial community, enhancing transparency and investor communication.
- Webcast Access: Investors can log in to listen to the conference call via the Investor Relations section of CentrusEnergy.com, with a replay available until May 19, 2026, ensuring that those unable to attend live can still access the information.
- Company Background: Since 1998, Centrus Energy has supplied nuclear fuel and services to the nuclear power industry, providing over 1,850 reactor years of fuel, equivalent to more than 7 billion tons of coal, highlighting its significant role in the clean energy sector.
See More
Centrus Selects Geiger Brothers for Expansion Project
- Enhanced Partnership: Centrus Energy has selected Geiger Brothers as the construction contractor for its uranium enrichment capacity expansion in Piketon, Ohio, marking a significant milestone that is expected to enhance the company's competitive position in the market.
- Project Scale and Investment: The multi-billion-dollar expansion plan will add thousands of AC100M centrifuges, restoring America's ability to enrich uranium at scale, and is projected to support Centrus' $2.3 billion commercial low-enriched uranium (LEU) backlog, addressing urgent market demands for high-assay low-enriched uranium (HALEU).
- Technological and Efficiency Gains: The collaboration with Fluor Corporation will ensure high efficiency in engineering, procurement, and construction management, while Geiger Brothers' local construction capabilities are expected to further mitigate project costs and enhance safety and efficiency in execution.
- Local Economic Impact: As a century-old company, Geiger Brothers will provide local labor for the project, anticipated to create numerous job opportunities, strengthen U.S. energy security, and promote domestic manufacturing growth.
See More
