Centrus Energy Corp. Class A (LEU)

Centrus Energy Corp. experienced significant stock growth in 2025, surging 264.4% and reaching a 52-week high of $464.25. Recent events include JPMorgan Chase & Co. cutting the price target to $242.00 in February 2026. Tennessee announced a major expansion of Centrus Energy's Oak Ridge facility in February 2026. Centrus was awarded $900 million to expand uranium enrichment in Ohio in January 2026. In November 2025, Centrus reported a net income of $3.9 million on $74.9 million in revenue and strengthened its balance sheet. Centrus launched commercial LEU enrichment activities and began domestic centrifuge manufacturing in December 2025.

Demand for Centrus Energy Corp.'s LEU products is generally not characterized by quarterly seasonality, with customers typically having multi-year contracts. The gross profit in the LEU business can vary based on the timing of long-term contracts and market conditions. The HALEU market is projected for significant long-term growth, expanding from an estimated $260 million in 2025 to $6.2 billion by 2035.

Centrus Energy Corp. is an American company in the nuclear power industry, specializing in nuclear fuel components and services. It operates through two segments: Low-Enriched Uranium (LEU) and Technical Solutions, supplying SWU components, natural uranium hexafluoride, uranium concentrates, uranium conversion, and enriched uranium products. Centrus is also a pioneer in HALEU production and the only U.S. facility licensed to produce it.

Centrus Energy Corp. supplies nuclear fuel components to customers in the United States, Belgium, Japan, the Netherlands, and other international markets. The company's headquarters are in Bethesda, Maryland. Key operational facilities include a HALEU production plant in Piketon, Ohio, and a centrifuge manufacturing plant in Oak Ridge, Tennessee.

Centrus Energy Corp. has a strong brand reputation as a trusted American supplier of nuclear fuel and a linchpin of U.S. energy security. Its unique position as the only U.S. facility licensed to produce HALEU has bolstered its standing. The stock performance in 2025 highlighted the company's role in national policy and energy security. Securing U.S. government import waivers and receiving a $900 million award for uranium enrichment expansion have contributed to its reputation.

Centrus Energy Corp. has a diverse ownership structure, including 602 institutional owners and shareholders holding 15,837,596 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., State Street Corp, URA - Global X Uranium ETF, and Van Eck Associates Corp. Institutional investors hold approximately 15.98% of the company's stock, while insiders own about 0.91% to 15.45%. Retail investors hold approximately 53.78% of the stock.