Mixed Financial Results: Centrus Energy Corp reported earnings of 19 cents per share, exceeding estimates of 8 cents, but quarterly sales of $74.9 million fell short of the $79.43 million consensus, despite a 29.81% increase from the previous year.
Segment Performance: Revenue from the LEU segment increased by 29% to $44.8 million, while Technical Solutions revenue rose by 31% to $30.1 million; however, Separative Work Units revenue decreased significantly due to a drop in average prices.
Equity Offering Announcement: The company announced a new equity offering plan allowing it to sell up to $1.0 billion in Class A common stock, which could be used for various business needs including operations, technology investments, and debt reduction.
Stock Price Reaction: Following the mixed results and equity offering announcement, Centrus Energy shares fell by 13.16%, trading at $282.88 at the time of publication.
LEU
$233.01+Infinity%1D
Analyst Views on LEU
Wall Street analysts forecast LEU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEU is 275.67 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.
12 Analyst Rating
Wall Street analysts forecast LEU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEU is 275.67 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.
8 Buy
4 Hold
0 Sell
Moderate Buy
Current: 249.010
Low
117.00
Averages
275.67
High
390.00
Current: 249.010
Low
117.00
Averages
275.67
High
390.00
Needham
NULL -> Buy
initiated
$357
2025-12-05
Reason
Needham
Price Target
$357
2025-12-05
initiated
NULL -> Buy
Reason
Needham initiated coverage of Centrus Energy with a Buy rating and $357 price target.
Needham
Buy
initiated
$357
2025-12-05
Reason
Needham
Price Target
$357
2025-12-05
initiated
Buy
Reason
As previously reported, Needham initiated coverage of Centrus Energy with a Buy rating and $357 price target. Centrus is moving from a profitable Low Enriched Uranium broker into "a strategic anchor of U.S. enrichment security," the analyst tells investors. Centrus stands at the center of a multi-decade domestic fuel-cycle rebuild with Russian supply exiting, pricing at record highs, DOE procurement frameworks in place, $3.9B of backlog, the company's NRC license, first-mover HALEU capability, and a strengthened liquidity position, the analyst added.
UBS
Neutral
maintain
$215 -> $245
2025-11-25
Reason
UBS
Price Target
$215 -> $245
2025-11-25
maintain
Neutral
Reason
UBS raised the firm's price target on Centrus Energy to $245 from $215 and keeps a Neutral rating on the shares. The significant decline in year over year separative work unit prices indicates volumes were likely contracted near a trough in long-term SWU prices and present a potential near-term headwind, and Centrus is likely to benefit from higher SWU prices longer-term, the analyst tells investors in a research note.
BofA
Neutral
downgrade
$340 -> $285
2025-11-24
Reason
BofA
Price Target
$340 -> $285
2025-11-24
downgrade
Neutral
Reason
BofA lowered the firm's price target on Centrus Energy to $285 from $340 and keeps a Neutral rating on the shares. The firm is refreshing its price forecasts for North American Metals & Mining stocks under its coverage, the analyst tells investors. The firm sees the macro backdrop as challenging due to China's slowing commodity demand but notes this may be offset by a rebound in demand in U.S. and Europe.
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.
