LEUEnergy · UraniumThe 19 Wall Street analysts covering Centrus Energy Corp. hold a median 12-month price target of $218 — +50.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 8 of 100 as at 19 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Centrus Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (58): Analysts have, on balance, been raising their forecasts.
Issuance (10): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LEU, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +50.1% from it.
Of the 20 most recent actions, 2 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Sept 2026 | Jefferies | Initiates | Hold | $169 |
| 25 Aug 2026 | Stifel | Maintains | Buy | — |
| 25 Aug 2026 | Stifel | Maintains | Buy | $246 → $216 |
| 19 Aug 2026 | UBS | Maintains | Neutral | — |
| 19 Aug 2026 | UBS | Maintains | Neutral | $170 → $185 |
| 18 Aug 2026 | Barclays | Initiates | Equal-Weight | $207 |
| 18 Aug 2026 | Barclays | Initiates | Equal-Weight | — |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $390 → $337 |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 7 Aug 2026 | JP Morgan | Maintains | Neutral | $178 → $180 |
| 7 Aug 2026 | JP Morgan | Maintains | Neutral | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $264 → $262 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 29 July 2026 | JP Morgan | Maintains | Neutral | — |
| 29 July 2026 | JP Morgan | Maintains | Neutral | $236 → $178 |
| 14 July 2026 | Truist Securities | Initiates | Buy | $215 |
| 14 July 2026 | Truist Securities | Initiates | Buy | — |
| 9 July 2026 | B of A Securities | Maintains | Neutral | $240 → $205 |
| 9 July 2026 | B of A Securities | Maintains | Neutral | — |
| 9 July 2026 | Needham | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LEU appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, Centrus Energy Corp. returned −44.7% against +16.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 9% of US stocks
Cheaper than 20% of US stocks
Cheaper than 29% of US stocks
Cheaper than 1% of US stocks
Higher than 61% of US stocks
Higher than 12% of US stocks
Higher than 32% of US stocks
Higher than 56% of US stocks
Higher than 70% of US stocks
Higher than 59% of US stocks
Higher than 43% of US stocks
Higher than 98% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Centrus Energy Corp. has a market value of $3.0B and an enterprise value of $2.2B.
Revenue in the twelve months to 30 June 2026: $473.9M. The latest quarter grew 14.0% year on year.
Net income over the same four quarters: $48.5M, a 10.2% net margin.
Diluted earnings per share, trailing twelve months: $2.26.
Free cash flow in the twelve months to 30 June 2026: −$163.8M, after $108.8M of capital spending.
Centrus Energy Corp. spent $0.0 on dividends in the twelve months to 30 June 2026.
Trailing P/E: 76.8×; forward P/E: 38.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 104.36%, paying out 0% of earnings.
Centrus Energy Corp. employs 467 people — $1.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| LEUCentrus Energy Corp. | $3.0B | 8 |
| UROYUranium Royalty Corp. | $1.7B | 4 |
| UECUranium Energy Corp. | $4.7B | 14 |
| NUCLEagle Nuclear Energy Corp. | $185.8M | 2 |
| GPORGulfport Energy Corp.* | $2.9B | 71 |
| TALOTalos Energy, Inc.* | $2.9B | 89 |
| SDRLSeadrill Ltd.* | $3.0B | 39 |
* Nearest Energy names by size — few uranium companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Centrus Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Nuclear developers gave back part of the prior day's policy-driven rally in Friday trading, with NuScale Power falling 7% to $8.45, Oklo down 5%, and Centrus Energy sliding 3%.
Why it matters — As a uranium fuel supplier tied to the nuclear sector, Centrus Energy's share price moved lower along with the broader pullback in nuclear development stocks.
Centrus Energy and Antares signed a multi-year HALEU supply contract, with the production described as "unobligated" to support national security missions. The deal adds another HALEU customer to Centrus' backlog and includes prepayments intended to advance domestic enrichment capacity buildout.
Why it matters — For LEU watchers, this adds a new customer to Centrus' HALEU backlog and brings prepayments that support the buildout of domestic enrichment capacity.
Centrus Energy is advancing further into the U.S. nuclear fuel market through a new agreement with X-energy, adding another commercial catalyst. The company benefits from federal support, a growing backlog, and limited domestic enrichment capacity.
Why it matters — A LEU watcher would care because the X-energy agreement and strong demand backdrop could support Centrus's growth as a key player in the U.S. nuclear fuel supply chain.
The article discusses new momentum building across the nuclear fuel chain, highlighting that a nuclear renaissance depends on a fuel supply chain that can support reactor development ambitions. It draws an analogy between reactors and cars, and fuel supply and gas stations.
Why it matters — Centrus Energy, as a nuclear fuel supplier, would be directly affected by developments in the fuel chain that supports the broader nuclear industry.
A 24/7 Wall Street article highlights that tripling global nuclear capacity by 2050 faces a bottleneck in the fuel supply chain, and identifies three U.S.-listed companies at the most critical point in the build-out, each with a different risk profile.
Why it matters — LEU watchers would care because the article positions the nuclear fuel supply chain, where Centrus operates, as a critical constraint on the global reactor build-out.
The 19 Wall Street analysts covering Centrus Energy Corp. have a median 12-month price target of $218, with estimates ranging from $169 to $340. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering Centrus Energy Corp., 12 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Centrus Energy Corp. 8 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, Centrus Energy Corp. ranks 8 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (58 of 100).
No one can know that. What the data says: the median 12-month target from 19 analysts implies +50.1% from the last close, and Ticker Nerd's factor model ranks Centrus Energy Corp. 8 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Centrus Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LEU are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $169 to $340 over the next 12 months.
Centrus Energy Corp. returned -44.7% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Centrus Energy Corp. Class A Common Stock represents ownership in Centrus Energy Corp., a U.S.-based supplier of nuclear fuel and related services for the nuclear power industry.
The most recent item we track (24/7 Wall Street, 18 Sept 2026): "NuScale Power Drops 7% as Nuclear Stocks Hand Back the Vote Rally; Oklo Falls 5%, Centrus Energy Slides 3%". Nuclear developers gave back part of the prior day's policy-driven rally in Friday trading, with NuScale Power falling 7% to $8.45, Oklo down 5%, and Centrus Energy sliding 3%.
Centrus Energy Corp. Class A Common Stock represents ownership in Centrus Energy Corp., a U.S.-based supplier of nuclear fuel and related services for the nuclear power industry. The company’s core activities center on the production and supply of low-enriched uranium and other nuclear fuel components used by commercial reactors, along with technical and engineering services for government and private-sector customers. Centrus Energy Corp. also supports specialized nuclear fuel operations, including enrichment-related capabilities and advanced manufacturing services tied to the fuel cycle. Its business is organized around two main segments: Low-Enriched Uranium and Technical Solutions, which together position the company as a key participant in the nuclear energy supply chain. Headquartered in Bethesda, Maryland, Centrus Energy Corp. serves customers in the United States and internationally.
CEO Mr. Amir V. Vexler · 467 employees · United States · https://www.centrusenergy.com
