ETF Movers for Thursday: URA and REMX
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy LEU?
Source: NASDAQ.COM
ETF Performance: The VanEck Rare Earth/Strategic Metals ETF is down approximately 3.3% in Thursday afternoon trading, underperforming other ETFs.
Weakest Components: Key components contributing to the ETF's decline include Tronox Holdings, which fell by about 3.2%, and Albemarle, which decreased by around 2.5%.
Market Context: The article provides insights into the performance of specific ETFs and their components on a particular trading day.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LEU?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 210.160
Low
117.00
Averages
297.10
High
390.00
Current: 210.160
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 Strong 2025 Financial Results and Strategic Expansion Plans
- Net Income Growth: Centrus Energy reported a net income of $77.8 million for 2025, translating to a basic earnings per share of $4.33, reflecting strong performance in the nuclear market and likely boosting investor confidence.
- Stable Revenue: Total revenue for 2025 was $448.7 million, with a slight 1% decrease in LEU segment revenue offset by an 11% increase in the Technical Solutions segment, indicating success in diversifying revenue streams.
- Expansion Plans: Centrus secured a $900 million HALEU production contract, planning to expand its uranium enrichment facility in Piketon, Ohio, which is expected to meet future nuclear market demands and further solidify its market position.
- Strong Backlog: As of December 31, 2025, the company reported a total backlog of $3.8 billion, with $2.9 billion in the LEU segment, demonstrating robust market demand and significant growth potential ahead.
See More
Centrus Energy Corp Reports Q4 Revenue of $146.2 Million
- Company Overview: Centrus Energy Corp reported a revenue of $146.2 million for the fourth quarter.
- Financial Performance: The reported revenue reflects the company's performance and activities during the specified quarter.
See More
CENTRUS ENERGY CORP REPORTS Q4 EARNINGS PER SHARE OF $0.79
Company Overview: Centrus Energy Corp reported its earnings for the fourth quarter.
Earnings Per Share: The earnings per share (EPS) for Q4 was $0.79.
See More
CENTRUS ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS ALONG WITH 2026 OUTLOOK
Fourth Quarter Results: The Central Reports for the fourth quarter and full year 2025 have been released, detailing financial performance and key metrics.
2026 Guidance: The reports also provide guidance for 2026, outlining expectations and strategic directions for the upcoming year.
See More
Centrus Energy Shares Plunge Over 11% Amid Earnings Miss
- Significant Stock Decline: Centrus Energy's shares fell over 11% on Thursday, marking a 20% loss in 2025 so far, reflecting investor concerns about its future performance after a staggering 500% increase earlier in the year, indicating a sharp shift in market sentiment.
- Earnings Miss Expectations: The company's February 11 earnings report revealed a 3.5% drop in fourth-quarter revenue and a 6.3% decline in net income for the year, coupled with flat revenue guidance for 2026, which raised doubts about its growth prospects and pressured the stock further.
- Backlog and Production Plans: Despite signing $2.1 billion in low-enriched uranium (LEU) sales contracts and plans to expand its Ohio facility for large-scale HALEU production, the failure to meet analyst expectations has led to skepticism about Centrus's execution capabilities, impacting investor confidence.
- Analysts Remain Optimistic: Even amidst short-term volatility, Roth Capital raised Centrus's price target from $125 to $137 post-earnings, reflecting analysts' confidence in its long-term growth potential, particularly given its dominant position in the HALEU market, which is expected to support future development.
See More
Shift in Nuclear Energy Sentiment Benefits Centrus Energy
- Growing Nuclear Demand: With the surge in electricity needs from artificial intelligence and data centers, the U.S. Department of Energy has set an ambitious target to quadruple nuclear capacity by 2050, which is expected to drive rapid growth in the nuclear energy market.
- Centrus Energy Opportunity: Centrus Energy aims to transition from a procurer to a producer of nuclear fuel, particularly as the U.S. seeks to reduce its reliance on Russian uranium imports, which will significantly increase market demand for domestic suppliers.
- Funding Support: In January 2026, the U.S. Department of Energy awarded Centrus a $900 million task order to expand its Ohio facility, which will help strengthen domestic enrichment capabilities and kickstart high-assay low-enriched uranium (HALEU) supply chains.
- Production Timeline: Centrus projects that the first new production cascade at Piketon will be operational within 42 months after securing funds and commercial commitments, with subsequent cascades taking progressively shorter build times, highlighting its strategic potential in the nuclear fuel supply chain.
See More
Centrus Energy Reports Strong 2025 Financial Results and Strategic Expansion Plans
- Net Income Growth: Centrus Energy reported a net income of $77.8 million for 2025, translating to a basic earnings per share of $4.33, reflecting strong performance in the nuclear market and likely boosting investor confidence.
- Stable Revenue: Total revenue for 2025 was $448.7 million, with a slight 1% decrease in LEU segment revenue offset by an 11% increase in the Technical Solutions segment, indicating success in diversifying revenue streams.
- Expansion Plans: Centrus secured a $900 million HALEU production contract, planning to expand its uranium enrichment facility in Piketon, Ohio, which is expected to meet future nuclear market demands and further solidify its market position.
- Strong Backlog: As of December 31, 2025, the company reported a total backlog of $3.8 billion, with $2.9 billion in the LEU segment, demonstrating robust market demand and significant growth potential ahead.
See More
Centrus Energy Corp Reports Q4 Revenue of $146.2 Million
- Company Overview: Centrus Energy Corp reported a revenue of $146.2 million for the fourth quarter.
- Financial Performance: The reported revenue reflects the company's performance and activities during the specified quarter.
See More
CENTRUS ENERGY CORP REPORTS Q4 EARNINGS PER SHARE OF $0.79
Company Overview: Centrus Energy Corp reported its earnings for the fourth quarter.
Earnings Per Share: The earnings per share (EPS) for Q4 was $0.79.
See More
CENTRUS ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS ALONG WITH 2026 OUTLOOK
Fourth Quarter Results: The Central Reports for the fourth quarter and full year 2025 have been released, detailing financial performance and key metrics.
2026 Guidance: The reports also provide guidance for 2026, outlining expectations and strategic directions for the upcoming year.
See More
Centrus Energy Shares Plunge Over 11% Amid Earnings Miss
- Significant Stock Decline: Centrus Energy's shares fell over 11% on Thursday, marking a 20% loss in 2025 so far, reflecting investor concerns about its future performance after a staggering 500% increase earlier in the year, indicating a sharp shift in market sentiment.
- Earnings Miss Expectations: The company's February 11 earnings report revealed a 3.5% drop in fourth-quarter revenue and a 6.3% decline in net income for the year, coupled with flat revenue guidance for 2026, which raised doubts about its growth prospects and pressured the stock further.
- Backlog and Production Plans: Despite signing $2.1 billion in low-enriched uranium (LEU) sales contracts and plans to expand its Ohio facility for large-scale HALEU production, the failure to meet analyst expectations has led to skepticism about Centrus's execution capabilities, impacting investor confidence.
- Analysts Remain Optimistic: Even amidst short-term volatility, Roth Capital raised Centrus's price target from $125 to $137 post-earnings, reflecting analysts' confidence in its long-term growth potential, particularly given its dominant position in the HALEU market, which is expected to support future development.
See More
Shift in Nuclear Energy Sentiment Benefits Centrus Energy
- Growing Nuclear Demand: With the surge in electricity needs from artificial intelligence and data centers, the U.S. Department of Energy has set an ambitious target to quadruple nuclear capacity by 2050, which is expected to drive rapid growth in the nuclear energy market.
- Centrus Energy Opportunity: Centrus Energy aims to transition from a procurer to a producer of nuclear fuel, particularly as the U.S. seeks to reduce its reliance on Russian uranium imports, which will significantly increase market demand for domestic suppliers.
- Funding Support: In January 2026, the U.S. Department of Energy awarded Centrus a $900 million task order to expand its Ohio facility, which will help strengthen domestic enrichment capabilities and kickstart high-assay low-enriched uranium (HALEU) supply chains.
- Production Timeline: Centrus projects that the first new production cascade at Piketon will be operational within 42 months after securing funds and commercial commitments, with subsequent cascades taking progressively shorter build times, highlighting its strategic potential in the nuclear fuel supply chain.
See More
