ETF Movers on Friday: URA, FIG
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 19 2025
0mins
Should l Buy LEU?
Source: NASDAQ.COM
ETF Performance: The Simplify Macro Strategy ETF is underperforming, down approximately 5% in Friday afternoon trading.
Weakest Components: Key contributors to the ETF's decline include Maravai Lifesciences Holdings, which fell about 5%, and Fortrea Holdings, which dropped around 4.4%.
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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: 280.470
Low
117.00
Averages
297.10
High
390.00
Current: 280.470
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.
Trump's Project Vault to Include Uranium Reserves
- Uranium Reserve Strategy: President Trump's announcement of Project Vault, which will include a strategic reserve of uranium, has led to a 6.3% increase in Centrus Energy's stock price by noon ET Tuesday, indicating strong market expectations for uranium demand.
- Positive Market Reaction: As the largest seller of enriched uranium in the U.S., Centrus Energy is poised to benefit from over $11 billion in government spending, further solidifying its leadership position in the nuclear energy market.
- Strong Financial Performance: Despite a high price-to-earnings ratio of 43, Centrus generates $146 million in free cash flow, significantly exceeding its net income of $114 million, showcasing its relative attractiveness in an overvalued market.
- Investor Interest: Although Centrus Energy was not included in The Motley Fool Stock Advisor's top investment picks, its potential in the uranium market continues to attract investor attention, reflecting ongoing interest in the nuclear energy sector.
See More
Centrus Energy Stock Soars on Trump's Project Vault Details
- Stock Surge: Centrus Energy's stock jumped 6.3% to $10.53 by noon Tuesday, reflecting strong investor enthusiasm for Trump's Project Vault, which is expected to generate over $11.7 billion in government spending.
- Strategic Reserve Expansion: Trump's Project Vault includes not only rare earth metals but also expands to over 50 critical minerals like uranium, lithium, and copper, indicating a government focus on diversifying mineral resources that could further boost related companies' stock prices.
- Uranium Market Potential: As the leading candidate for uranium enrichment in the U.S., Centrus Energy is poised to benefit from a new wave of government procurement, particularly with rising uranium demand enhancing its market competitiveness.
- Strong Cash Flow Performance: Despite a high price-to-earnings ratio of 43, Centrus generates $146 million in free cash flow, significantly exceeding its net income of $114 million, showcasing its relative value in nuclear energy investments and attracting more investor interest.
See More
Centrus Energy Schedules Q4 2025 Earnings Call
- Earnings Release Schedule: Centrus Energy will release its Q4 and full-year 2025 earnings report after market close on February 10, 2026, which is expected to significantly impact the company's future performance.
- Conference Call Timing: The company has scheduled a conference call for February 11, 2026, at 8:30 a.m. ET, where it will share financial information with shareholders and the financial community, enhancing transparency and investor confidence.
- Webcast Availability: The conference call will be broadcast live via CentrusEnergy.com, with a link available in the Investor Relations section, ensuring broad dissemination of information to stakeholders.
- 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 critical role in the clean energy sector.
See More
Centrus Energy to Host Q4 2025 Earnings Call
- Earnings Release Schedule: Centrus Energy will release its Q4 and full-year 2025 earnings report after market close on February 10, 2026, which is expected to provide crucial guidance for the company's future financial performance.
- Conference Call Timing: The company is set to host a conference call on February 11, 2026, at 8:30 a.m. ET, where it will share financial data with shareholders and the financial community, enhancing transparency and investor confidence.
- Webcast Availability: The call will be broadcast live via CentrusEnergy.com, allowing investors to access the meeting link through the Investor Relations section of the website, ensuring widespread dissemination of information.
- Contribution to Clean Energy: Since 1998, Centrus Energy has supplied over 1,850 reactor years of fuel to utility customers, equivalent to more than 7 billion tons of coal, highlighting the company's significant role in providing clean, affordable, carbon-free energy.
See More
Pentagon Invests $4.5 Billion in Critical Minerals
- Surge in Government Investment: The Pentagon's $4.5 billion investment in critical minerals during the last months of 2025 is expected to lead to record levels of government support for strategic mineral projects in 2026, enhancing competitiveness for companies in defense and technology sectors.
- Mineral Discovery: GoldHaven Resources has confirmed a mineral system across 36,973 hectares at its Magno Project in British Columbia, showcasing potential for copper, gold, silver, lead, zinc, and tungsten, which could significantly enhance the company's resource development opportunities.
- High-Grade Mineralization Validation: Surface sampling at the Magno Zone revealed copper values up to 6,660 ppm, indicating the presence of high-grade copper mineralization within the rocks, further supporting the project's economic viability and future drilling plans.
- Multiple Projects Advancing: GoldHaven has completed diamond drilling at its Copeçal Gold Project in Brazil and confirmed high-grade copper at Three Guardsmen, now controlling 133,186 hectares across mining jurisdictions, demonstrating strong momentum in advancing multiple mining projects simultaneously.
See More
Centrus Energy: A Hedge Against AI Bubble Risks
- Revenue Growth: Centrus Energy's revenue CAGR accelerated from 16.68% over the past five years to 20.96% over the past three, indicating strong growth potential amid rising nuclear energy demand.
- Market Demand: The IEA projects that global data center power consumption will double by 2030, driving increased demand for uranium fuel, which Centrus, as a uranium refiner, is well-positioned to meet.
- Financial Health: With $1.63 billion in cash against $1.21 billion in debt, Centrus boasts a solid balance sheet that ensures stability amid market fluctuations, further boosting investor confidence.
- Global Nuclear Revival: Global uranium demand is expected to grow by 28% by 2030, and Centrus is enhancing its market competitiveness by expanding its customer base through agreements with South Korea's KHNP and POSCO.
See More
Trump's Project Vault to Include Uranium Reserves
- Uranium Reserve Strategy: President Trump's announcement of Project Vault, which will include a strategic reserve of uranium, has led to a 6.3% increase in Centrus Energy's stock price by noon ET Tuesday, indicating strong market expectations for uranium demand.
- Positive Market Reaction: As the largest seller of enriched uranium in the U.S., Centrus Energy is poised to benefit from over $11 billion in government spending, further solidifying its leadership position in the nuclear energy market.
- Strong Financial Performance: Despite a high price-to-earnings ratio of 43, Centrus generates $146 million in free cash flow, significantly exceeding its net income of $114 million, showcasing its relative attractiveness in an overvalued market.
- Investor Interest: Although Centrus Energy was not included in The Motley Fool Stock Advisor's top investment picks, its potential in the uranium market continues to attract investor attention, reflecting ongoing interest in the nuclear energy sector.
See More
Centrus Energy Stock Soars on Trump's Project Vault Details
- Stock Surge: Centrus Energy's stock jumped 6.3% to $10.53 by noon Tuesday, reflecting strong investor enthusiasm for Trump's Project Vault, which is expected to generate over $11.7 billion in government spending.
- Strategic Reserve Expansion: Trump's Project Vault includes not only rare earth metals but also expands to over 50 critical minerals like uranium, lithium, and copper, indicating a government focus on diversifying mineral resources that could further boost related companies' stock prices.
- Uranium Market Potential: As the leading candidate for uranium enrichment in the U.S., Centrus Energy is poised to benefit from a new wave of government procurement, particularly with rising uranium demand enhancing its market competitiveness.
- Strong Cash Flow Performance: Despite a high price-to-earnings ratio of 43, Centrus generates $146 million in free cash flow, significantly exceeding its net income of $114 million, showcasing its relative value in nuclear energy investments and attracting more investor interest.
See More
Centrus Energy Schedules Q4 2025 Earnings Call
- Earnings Release Schedule: Centrus Energy will release its Q4 and full-year 2025 earnings report after market close on February 10, 2026, which is expected to significantly impact the company's future performance.
- Conference Call Timing: The company has scheduled a conference call for February 11, 2026, at 8:30 a.m. ET, where it will share financial information with shareholders and the financial community, enhancing transparency and investor confidence.
- Webcast Availability: The conference call will be broadcast live via CentrusEnergy.com, with a link available in the Investor Relations section, ensuring broad dissemination of information to stakeholders.
- 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 critical role in the clean energy sector.
See More
Centrus Energy to Host Q4 2025 Earnings Call
- Earnings Release Schedule: Centrus Energy will release its Q4 and full-year 2025 earnings report after market close on February 10, 2026, which is expected to provide crucial guidance for the company's future financial performance.
- Conference Call Timing: The company is set to host a conference call on February 11, 2026, at 8:30 a.m. ET, where it will share financial data with shareholders and the financial community, enhancing transparency and investor confidence.
- Webcast Availability: The call will be broadcast live via CentrusEnergy.com, allowing investors to access the meeting link through the Investor Relations section of the website, ensuring widespread dissemination of information.
- Contribution to Clean Energy: Since 1998, Centrus Energy has supplied over 1,850 reactor years of fuel to utility customers, equivalent to more than 7 billion tons of coal, highlighting the company's significant role in providing clean, affordable, carbon-free energy.
See More
Pentagon Invests $4.5 Billion in Critical Minerals
- Surge in Government Investment: The Pentagon's $4.5 billion investment in critical minerals during the last months of 2025 is expected to lead to record levels of government support for strategic mineral projects in 2026, enhancing competitiveness for companies in defense and technology sectors.
- Mineral Discovery: GoldHaven Resources has confirmed a mineral system across 36,973 hectares at its Magno Project in British Columbia, showcasing potential for copper, gold, silver, lead, zinc, and tungsten, which could significantly enhance the company's resource development opportunities.
- High-Grade Mineralization Validation: Surface sampling at the Magno Zone revealed copper values up to 6,660 ppm, indicating the presence of high-grade copper mineralization within the rocks, further supporting the project's economic viability and future drilling plans.
- Multiple Projects Advancing: GoldHaven has completed diamond drilling at its Copeçal Gold Project in Brazil and confirmed high-grade copper at Three Guardsmen, now controlling 133,186 hectares across mining jurisdictions, demonstrating strong momentum in advancing multiple mining projects simultaneously.
See More
Centrus Energy: A Hedge Against AI Bubble Risks
- Revenue Growth: Centrus Energy's revenue CAGR accelerated from 16.68% over the past five years to 20.96% over the past three, indicating strong growth potential amid rising nuclear energy demand.
- Market Demand: The IEA projects that global data center power consumption will double by 2030, driving increased demand for uranium fuel, which Centrus, as a uranium refiner, is well-positioned to meet.
- Financial Health: With $1.63 billion in cash against $1.21 billion in debt, Centrus boasts a solid balance sheet that ensures stability amid market fluctuations, further boosting investor confidence.
- Global Nuclear Revival: Global uranium demand is expected to grow by 28% by 2030, and Centrus is enhancing its market competitiveness by expanding its customer base through agreements with South Korea's KHNP and POSCO.
See More
