Centrus Energy Stock Nearly Quadruples Amid Surging Nuclear Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Source: Fool
- Surging Market Demand: Centrus Energy's stock has nearly quadrupled over the past 12 months, driven by increasing nuclear demand, new partnerships, and contract extensions, indicating strong performance in the nuclear energy sector.
- Revenue Growth Trend: Although revenue fell to $514 million in 2014, it is projected to grow to $442 million by 2024 at a CAGR of 15%, reflecting a recovery in global nuclear demand and expansion of the HALEU business.
- HALEU Market Potential: Centrus began producing high-assay low-enriched uranium (HALEU) for the U.S. government in 2023, with the HALEU market expected to expand at a CAGR of 21.9% from 2025 to 2033, potentially becoming a major growth driver in the future.
- Valuation and Growth Constraints: With a market cap of $5.2 billion and a stock price of $286, translating to a P/E ratio of 72, while the nuclear market remains strong, high valuations may limit further stock price increases.
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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 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
10 Buy
4 Hold
0 Sell
Moderate Buy
Current: 263.470
Low
117.00
Averages
297.10
High
390.00
Current: 263.470
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.
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- Revenue Expectations: The revenue estimate stands at $147.08 million, indicating a 3.0% year-over-year decrease, highlighting challenges the company faces in the current market environment that could affect future growth potential.
- Performance Track Record: Over the past year, Centrus has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a certain level of stability in its profitability amid fluctuating market conditions.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and no downward revisions, while revenue estimates have experienced 4 upward revisions and 2 downward revisions, suggesting an improved market outlook for Centrus's future performance.
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- Business Transformation: Over the past decade, Centrus has completely transformed its business model, becoming a middleman that purchases and resells overseas low-enriched uranium after shutting down its U.S. enrichment facilities in 2013, successfully adapting to market changes.
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- Revenue Expectations: The revenue estimate stands at $147.08 million, indicating a 3.0% year-over-year decrease, highlighting challenges the company faces in the current market environment that could affect future growth potential.
- Performance Track Record: Over the past year, Centrus has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a certain level of stability in its profitability amid fluctuating market conditions.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and no downward revisions, while revenue estimates have experienced 4 upward revisions and 2 downward revisions, suggesting an improved market outlook for Centrus's future performance.
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- Nuclear Market Outlook: Constellation Energy, the largest nuclear operator in the U.S. with 21 reactors and 55 gigawatts of capacity, is well-positioned as data center power demand is projected to reach 106 gigawatts by 2035, a 36% increase from previous forecasts, laying a solid foundation for growth over the next decade.
- Centrus Energy Growth Potential: Centrus Energy experienced a 30% year-over-year sales increase in Q3 2025 and has secured government waivers for 2026 and 2027, establishing a strong position in the small modular reactor market, which is expected to benefit from rising nuclear energy demand.
- AI Demand Driving Energy Investments: With electricity demand from AI workloads expected to double by 2030, companies like Bloom Energy, Constellation Energy, and Centrus Energy are strategically positioned to capitalize on this trend, potentially leading to significant revenue growth in the coming years.
See More
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- Stock Surge: Centrus Energy's stock skyrocketed by 500% by mid-2025, finishing the year with a 264.4% gain, reflecting strong market confidence in nuclear energy independence amid significant industry reforms.
- Contract Extension: The company secured a contract extension with the U.S. Department of Energy through June 2026, solidifying its critical role in high-assay, low-enriched uranium (HALEU) production, which is expected to drive future revenue growth.
- Revenue Growth: In Q3 2025, Centrus reported a 30% year-over-year revenue increase, with operating income soaring over 1,000% to $37.4 million, indicating robust demand and expansion potential in the nuclear energy sector.
- Market Opportunity: With the U.S. ban on Russian uranium imports fully effective by 2028, Centrus is poised for significant growth opportunities due to its dominance in HALEU, further strengthening its market position in the nuclear energy industry.
See More
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- Bloom Energy Performance: Bloom Energy (BE) achieved a 57.1% year-over-year sales increase in Q3 2025, securing partnerships with tech giants like Oracle and CoreWeave, which ensures stable revenue for several years and highlights strong market demand in the AI data center sector.
- Stability of Nuclear Energy: Constellation Energy (CEG), the largest nuclear operator in the U.S. with 21 reactors, is well-positioned as data center power demand is projected to reach 106 gigawatts by 2035, a 36% increase from previous forecasts, providing the company with a long-term competitive advantage over the next decade.
- Centrus Energy's Market Potential: Centrus Energy (LEU) reported a 30% year-over-year sales increase in Q3 2025 and maintains a good relationship with the U.S. government, securing waivers for 2026 and 2027, positioning itself to benefit from government policies aimed at tripling nuclear capacity by 2050.
- AI Demand Driving Energy Growth: With the surge in AI workloads, electricity demand is expected to double by 2030, benefiting companies like Bloom Energy and Constellation Energy, further solidifying their positions in the energy market.
See More
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- Business Transformation: Over the past decade, Centrus has completely transformed its business model, becoming a middleman that purchases and resells overseas low-enriched uranium after shutting down its U.S. enrichment facilities in 2013, successfully adapting to market changes.
- Revenue Growth: Centrus is expected to see its revenue more than double from 2018 to 2024, reaching $442 million, reflecting the success of its streamlined operations amid a recovering nuclear market.
- Dividend Potential: Analysts project Centrus's EPS to be $4.01 in 2026, and if it pays out half as dividends, it would yield 0.8%, indicating potential for future dividend growth as the nuclear market enters a possible supercycle.
See More
