Centrus Energy (NYSE:LEU – Free Report) had its price objective lifted by JPMorgan Chase & Co. from $178.00 to $180.00 in a report released on Friday morning,Benzinga reports. They currently have a neutral rating on the stock.
Several other equities research analysts have also recently issued reports on the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of Centrus Energy in a research report on Tuesday. Citigroup dropped their price target on shares of Centrus Energy from $224.00 to $218.00 and set a “neutral” rating for the company in a research report on Friday, May 8th. Bank of America cut their price target on shares of Centrus Energy from $240.00 to $205.00 and set a “neutral” rating on the stock in a research note on Thursday, July 9th. Truist Financial assumed coverage on shares of Centrus Energy in a report on Monday, July 13th. They issued a “buy” rating and a $215.00 price target on the stock. Finally, HC Wainwright reissued a “buy” rating and set a $300.00 price objective on shares of Centrus Energy in a research note on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Centrus Energy has a consensus rating of “Moderate Buy” and an average price target of $246.17.
Check Out Our Latest Research Report on LEU
Centrus Energy Stock Performance
Centrus Energy (NYSE:LEU – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $1.77 EPS for the quarter, beating the consensus estimate of $0.74 by $1.03. Centrus Energy had a return on equity of 7.06% and a net margin of 10.23%.The company had revenue of $176.10 million during the quarter. During the same quarter last year, the firm earned $1.59 EPS. The firm’s quarterly revenue was up 14.0% compared to the same quarter last year. On average, research analysts predict that Centrus Energy will post 2.58 earnings per share for the current year.
Insider Activity
In related news, CFO Todd M. Tinelli sold 306 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $203.55, for a total transaction of $62,286.30. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.72% of the company’s stock.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. boosted its position in Centrus Energy by 16,538.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 101,326 shares of the company’s stock worth $24,598,000 after purchasing an additional 100,717 shares during the period. AlphaStar Capital Management LLC acquired a new stake in Centrus Energy in the 4th quarter valued at $4,473,000. Vanguard Group Inc. raised its position in Centrus Energy by 1.3% in the fourth quarter. Vanguard Group Inc. now owns 1,086,443 shares of the company’s stock valued at $263,745,000 after purchasing an additional 14,325 shares during the period. Pier Capital LLC raised its position in Centrus Energy by 165.5% in the fourth quarter. Pier Capital LLC now owns 14,036 shares of the company’s stock valued at $3,407,000 after purchasing an additional 8,749 shares during the period. Finally, Next Century Growth Investors LLC lifted its stake in shares of Centrus Energy by 56.2% during the fourth quarter. Next Century Growth Investors LLC now owns 33,462 shares of the company’s stock worth $8,123,000 after purchasing an additional 12,037 shares in the last quarter. 49.96% of the stock is owned by institutional investors and hedge funds.
More Centrus Energy News
Here are the key news stories impacting Centrus Energy this week:
- Positive Sentiment: Major X-energy supply agreement: Centrus signed a definitive contract to provide low-enriched uranium (LEU) and high-assay, low-enriched uranium (HALEU) for X-energy’s Xe-100 small modular reactors and TRISO-X fuel. The agreement is expected to include customer prepayments and supports the commercialization of domestic enrichment. Centrus Energy Signs LEU and HALEU Supply Agreement with X-energy
- Positive Sentiment: Backlog and government support strengthen visibility: On its second-quarter call, Centrus highlighted a reported $4.5 billion backlog, including a $3.0 billion contingent LEU and HALEU enrichment backlog, alongside $900 million in U.S. Department of Energy funding. Management also cited tightening enrichment demand and a planned 2029 production build-out. LEU Q2 Earnings Call Highlights Backlog and 2029 Build-Out
- Positive Sentiment: Quarterly earnings beat estimates: Second-quarter EPS was $1.77 versus the $0.74 consensus, while revenue rose 14% year over year to $176.1 million. Adjusted net income increased to $38.7 million from $34.5 million, and Centrus selected a contractor for its enrichment plant expansion. Centrus Reports Second Quarter 2026 Results
- Neutral Sentiment: Expansion execution remains important: Centrus expects to complete its first new centrifuge in Oak Ridge by year-end 2026 and is increasing hiring guidance for its Piketon, Ohio operations. These milestones support long-term capacity growth but require substantial execution and investment. Centrus Energy Q2 2026 Earnings Call Transcript
- Negative Sentiment: Profitability concerns remain: GAAP net income fell to $16.8 million from $28.9 million despite the revenue increase, as higher administrative and technology costs compressed margins. LEU’s Q2 Earnings Beat, Revenues up Year over Year on Strong Uranium Sales
- Negative Sentiment: Analyst views are mixed: JPMorgan raised its price target modestly to $180 while maintaining a neutral rating, below the current trading level. Needham also trimmed its target to $262 but retained a buy rating, indicating continued disagreement over valuation and execution.
About Centrus Energy
Centrus Energy Corp is a U.S.-based supplier of nuclear fuel and enrichment services, specializing in the production of low-enriched uranium (LEU) for commercial power reactors and highly enriched uranium for naval propulsion. Through its Centrus Global subsidiary, the company provides technical support, fuel fabrication services and recycled uranium products to utilities operating light-water reactors. Centrus also develops advanced centrifuge technologies aimed at improving enrichment efficiency and reducing the cost of nuclear fuel.
Originally founded as the United States Enrichment Corporation (USEC) in 1998 following a spin-out from the U.S.
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