Centrus Energy
About: Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.
Employees: 322
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
268% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 22
150% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 5 (+3) [Q4]
63% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 40
56% more call options, than puts
Call options by funds: $128M | Put options by funds: $82.3M
52% more capital invested
Capital invested by funds: $501M [Q3] → $764M (+$263M) [Q4]
39% more funds holding
Funds holding: 147 [Q3] → 205 (+58) [Q4]
15.2% more ownership
Funds ownership: 57.87% [Q3] → 73.07% (+15.2%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$104
66%
upside
Avg. target
$178
184%
upside
High target
$300
379%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Craig-Hallum Eric Stine 15% 1-year accuracy 4 / 27 met price target | 106%upside $129 | Buy Initiated | 1 Apr 2025 |
Citigroup Vikram Bagri 36% 1-year accuracy 4 / 11 met price target | 66%upside $104 | Neutral Initiated | 4 Mar 2025 |
HC Wainwright & Co. Sameer Joshi 0% 1-year accuracy 0 / 7 met price target | 379%upside $300 | Buy Initiated | 25 Feb 2025 |
Financial journalist opinion
Positive
Seeking Alpha
6 days ago
The Nuclear Era: 3 Stocks To Consider Today
Nuclear energy stocks saw significant gains in 2024, but 2025 has brought declines, presenting buying opportunities in the AI-nuclear sector. The world will need more energy, and nuclear, especially SMRs, offers efficient, clean, and scalable solutions to meet future demands. Major tech companies like Alphabet, Amazon, and Microsoft are investing in nuclear power, highlighting its potential for AI and other energy needs.
Positive
Seeking Alpha
1 month ago
Centrus Energy: Counterintuitive Rating
Centrus Energy's robust 2024 performance, including a 38% revenue jump and 27% higher-than-expected EPS, supports a Buy rating for both the short and long term. Despite sector-wide challenges, Centrus Energy's unique profitability and government support set it apart, maintaining an 11% YTD gain. There are risks, though, with potential uranium supply disruptions from Russia and uncertainties in the HALEU Operation Contract's Phase 3.
Positive
Seeking Alpha
2 months ago
Centrus Energy: Significant Long-Term Growth Potential For This Nuclear Energy Company
Centrus Energy is an appealing investment with robust fundamentals, a strategic nuclear sector role, and significant long-term growth potential. The company's unique position as the only U.S. supplier of LEU for national security and HALEU for next-generation reactors underpins its strategic advantage. Despite high volatility and valuation, the stock's bullish breakout suggests a potential buy signal at $95, offering significant upside potential.
Neutral
PRNewsWire
2 months ago
Centrus Energy to Participate in Upcoming Investor Conferences
BETHESDA, Md. , Feb. 11, 2025 /PRNewswire/ -- Centrus Energy Corp. (NYSE America: LEU) today announced that management will participate in the following upcoming conferences: On Monday, March 3, management is scheduled to host one-on-one investor meetings at the Morgan Stanley Energy & Power Conference in New York, NY.
Positive
MarketBeat
2 months ago
Centrus Energy Hits Critical Mass for Atomic Short-Squeeze
The market for Centrus Energy NYSE: LEU has reached a critical mass, and an atomic short-squeeze is on. The market has already risen more than 50% this year and could increase by another 25% to 35% if the critical resistance point is breached.
Positive
Seeking Alpha
2 months ago
Centrus Energy Just Shocked The Market, Here's Why It's Still A Buy
Centrus Energy reported a strong Q4 earnings beat, driving a 30% stock surge. The company benefits from the growing nuclear energy sector, with unique HALEU production capabilities positioning it for long-term growth. Centrus Energy has a $3.7 billion backlog, providing a strong revenue pipeline and safety net for investors.
Neutral
Seeking Alpha
2 months ago
Centrus Energy Corp. (LEU) Q4 2024 Earnings Call Transcript
Centrus Energy Corp. (NYSE:LEU ) Q4 2024 Earnings Conference Call February 7, 2025 8:30 AM ET Company Participants Neal Nagarajan - Head, IR Amir Vexler - President and CEO Kevin Harrill - CFO Conference Call Participants Rob Brown - Lake Street Capital Joseph Reagor - ROTH Capital Partners Ryan Pfingst - B. Riley Securities Operator Greetings and welcome to Centrus Energy Fourth Quarter Fiscal Year 2025 (sic) [2024] Conference Call.
Neutral
Zacks Investment Research
2 months ago
Centrus Energy (LEU) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Centrus Energy (LEU) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 months ago
Centrus Energy Corp. (LEU) Tops Q4 Earnings and Revenue Estimates
Centrus Energy Corp. (LEU) came out with quarterly earnings of $3.20 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $3.58 per share a year ago.
Neutral
PRNewsWire
2 months ago
Centrus Reports Fourth Quarter and Full Year 2024 Results
2024 full year revenue of $442.0 million and gross profit of $111.5 million, compared to prior year revenue of $320.2 million and gross profit of $112.1 million 2024 full year net income of $73.2 million, compared to prior year net income of $84.4 million Strengthened balance sheet by closing $402.5 million of convertible senior notes resulting in unrestricted cash balance of $671.4 million as of December 31, 2024 Announced approximately $60.0 million investment in centrifuge manufacturing activities and capacity at Oak Ridge, Tennessee, in order to de-risk the supply chain and accelerate deployment Selected as one of the U.S. Department of Energy ("DOE") contract awardees for low-enriched uranium ("LEU") as well as high-assay low-enriched uranium ("HALEU") production and HALEU Deconversion BETHESDA, Md. , Feb. 6, 2025 /PRNewswire/ -- Centrus Energy Corp. (NYSE American: LEU) ("Centrus" or the "Company") today reported 2024 results.
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