Centrus Energy (NYSE:LEU) Stock Price Up 10.2% on Analyst Upgrade

Centrus Energy Corp. (NYSE:LEU)’s stock price shot up 10.2% during trading on Friday after Roth Capital upgraded the stock from a neutral rating to a buy rating. Roth Capital now has a $115.00 price target on the stock. Centrus Energy traded as high as $101.29 and last traded at $98.1330. 278,413 shares were traded during trading, a decline of 69% from the average daily volume of 904,068 shares. The stock had previously closed at $89.03.

Other analysts have also recently issued research reports about the stock. Stifel Nicolaus lowered their price objective on shares of Centrus Energy from $246.00 to $216.00 and set a “buy” rating on the stock in a research report on Tuesday, August 25th. Barclays cut their price objective on Centrus Energy from $207.00 to $150.00 and set an “equal weight” rating for the company in a report on Thursday, October 22nd. Guggenheim initiated coverage on shares of Centrus Energy in a report on Thursday, October 8th. They set a “buy” rating and a $167.00 target price on the stock. Needham & Company LLC reduced their price target on Centrus Energy from $262.00 to $206.00 and set a “buy” rating on the stock in a research report on Tuesday, October 20th. Finally, Bank of America decreased their price objective on shares of Centrus Energy from $240.00 to $205.00 and set a “neutral” rating on the stock in a research report on Thursday, July 9th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $193.12.

Key Stories Impacting Centrus Energy

Here are the key news stories impacting Centrus Energy this week:

• Positive Sentiment: Roth Capital upgraded Centrus from “neutral” to “buy” and set a $115 price target. Roth Capital rating update
• Positive Sentiment: Centrus said its contingent LEU and HALEU backlog reached $5.4 billion. It also completed and began shipping centrifuges from Oak Ridge ahead of its year-end target, while outlining 2026 revenue of $450 million–$500 million. These milestones support its expansion and future business prospects. Centrus expansion and outlook
• Neutral Sentiment: Bank of America Securities reiterated its “hold” rating, offering no change in its stance on the shares. Bank of America rating update
• Negative Sentiment: Quarterly revenue fell 25.9% year over year to $55.5 million, and the company reported an adjusted net loss of $9.4 million. Although GAAP net income was $31.6 million, it was boosted by a warrant-related gain; the reported per-share results also missed the consensus estimate cited in the earnings coverage. This points to weaker operating performance than the headline GAAP profit suggests. Centrus third-quarter results
• Negative Sentiment: The company expects to spend $350 million–$500 million on capital projects in 2026. That investment may advance capacity, but it also raises near-term execution and funding concerns. Centrus capital-spending outlook

Institutional Investors Weigh In On Centrus Energy

A number of institutional investors have recently modified their holdings of LEU. Fifth Third Bancorp increased its stake in Centrus Energy by 138.2% during the 3rd quarter. Fifth Third Bancorp now owns 6,870 shares of the company’s stock valued at $958,000 after purchasing an additional 3,986 shares in the last quarter. Maryland State Retirement & Pension System purchased a new position in shares of Centrus Energy in the 3rd quarter worth $598,000. Fulcrum Asset Management LLP boosted its position in Centrus Energy by 420.2% in the third quarter. Fulcrum Asset Management LLP now owns 4,484 shares of the company’s stock worth $620,000 after purchasing an additional 3,622 shares during the last quarter. Pictet Asset Management Holding SA increased its holdings in Centrus Energy by 123.9% during the third quarter. Pictet Asset Management Holding SA now owns 6,452 shares of the company’s stock valued at $900,000 after buying an additional 3,570 shares during the last quarter. Finally, Parallel Advisors LLC boosted its stake in shares of Centrus Energy by 154.4% during the 3rd quarter. Parallel Advisors LLC now owns 659 shares of the company’s stock worth $92,000 after acquiring an additional 400 shares during the last quarter. 49.96% of the stock is owned by hedge funds and other institutional investors.

Centrus Energy Stock Performance

The business’s 50-day moving average price is $137.84 and its 200-day moving average price is $182.13. The company has a debt-to-equity ratio of 1.39, a quick ratio of 4.52 and a current ratio of 5.39. The stock has a market cap of $1.96 billion, a P/E ratio of 28.84, a P/E/G ratio of 8.87 and a beta of 1.40.

Centrus Energy (NYSE:LEU) last announced its earnings results on Wednesday, November 4th. The company reported ($0.46) EPS for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.33). Centrus Energy had a return on equity of 9.58% and a net margin of 16.77%. The company had revenue of $55.50 million during the quarter. During the same quarter in the prior year, the company posted $0.19 earnings per share. The business’s revenue for the quarter was down 25.9% compared to the same quarter last year. As a group, sell-side analysts expect that Centrus Energy Corp. will post 3.49 earnings per share for the current fiscal year.

Centrus Energy Company Profile

Centrus Energy Corp. (NYSE:LEU) is a U.S.-based supplier of nuclear fuel and related services. The company provides enriched uranium products, including low-enriched uranium used to fuel commercial nuclear reactors, as well as uranium and fuel-management services for utilities and other customers in the nuclear energy industry.

Centrus is also developing high-assay low-enriched uranium (HALEU), an advanced fuel intended for certain next-generation and small modular reactors. Its American Centrifuge technology is being developed to support domestic uranium enrichment and reduce reliance on foreign fuel-supply chains.