Centrus Energy Corp. Class A (LEU)

Centrus Energy Corp.'s stock experienced significant volatility and notable events in the past six months (April 2025 - October 2025). The stock surged approximately 385% from its April 4, 2025, low of $49.40 to a closing price of $239.40 by July 28, 2025, reaching an all-time high of $250.88 on July 21, 2025. In May 2025, Centrus reported strong first-quarter results, exceeding expectations with a net income of $27.2 million. In June 2025, Bank of America Securities initiated coverage with a Buy rating and a $160 price target, and Centrus successfully delivered 900 kilograms of HALEU to the Department of Energy. In August 2025, Centrus reported its second-quarter 2025 results and secured an additional $0.1 billion LEU contingent sales commitment, BofA downgraded Centrus Energy to Neutral from Buy, and the stock experienced a 26% decline. Between August and September 2025, Centrus raised over $1.2 billion in funding, signed a memorandum of understanding with Korea Hydro & Nuclear Power (KHNP) and Korea's POSCO International, and announced a multi-billion-dollar expansion plan in Ohio. In October 2025, news reports highlighted the company's strategic importance, and Centrus announced it would webcast its quarterly conference call on November 6, 2025.

Demand for Centrus Energy Corp.'s products and services is characterized by multi-year contracts with annual purchase commitments rather than short-term quarterly fluctuations. Demand is driven by longer-term utility needs and strategic agreements, providing a degree of stability through its backlog, which extends to 2040. The increasing global demand for clean energy and the strategic importance of nuclear power are also long-term drivers of demand for Centrus's offerings.

Centrus Energy Corp. is an American company that supplies nuclear fuel components and services to the nuclear power industry, operating in the Energy sector, specifically in the Uranium and Other Metals/Minerals industries. The company's business is divided into Low-Enriched Uranium (LEU) and Technical Solutions segments. Centrus Energy is the first U.S. facility licensed for High-Assay, Low-Enriched Uranium (HALEU) production.

Centrus Energy Corp. supplies nuclear fuel components and services to customers in the United States, Belgium, Japan, the Netherlands, and other international markets, with the majority of its revenue generated in the U.S. Its headquarters are located in Bethesda, Maryland, and it operates the only uranium enrichment facility in the United States, situated in Piketon, Ohio.

Centrus Energy's brand reputation has been significantly bolstered by its strategic importance in U.S. energy security and its pioneering role in advanced nuclear fuel production. The company is recognized as the only American uranium enrichment company. Centrus is the only U.S. company licensed to produce High-Assay, Low-Enriched Uranium (HALEU). The company has secured significant contracts with the U.S. Department of Energy. Centrus's ability to exceed revenue expectations, secure $2 billion in future customer commitments, and strengthen its financial position has positively impacted its standing. Centrus is seen as a key player in the global transition to clean energy. The announcement of a multi-billion-dollar expansion plan in Ohio and strategic partnerships further solidify its reputation.

Centrus Energy Corp. is primarily owned by institutional shareholders, who hold 70.16% of the company, and Centrus Energy insiders, owning 54.13%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., State Street Corp, Citadel Advisors Llc, Van Eck Associates Corp, and D. E. Shaw & Co., Inc. Morris Bawabeh is the largest individual shareholder, owning 4.56 million shares, representing 25.05% of the company.