Centrus Energy Corp. Class A (LEU)

Centrus Energy Corp.'s stock price has experienced significant events in the past six months. The stock surged approximately 385% from April to July 2025. More recently, the stock has shown considerable volatility, with a 1.49% rise in the week leading up to December 7, 2025, and a 15.73% rise over the month. Over the last year, the stock has increased by 335.64%. Key events impacting the stock include the extension of Centrus' HALEU production contract through June 30, 2026, the launch of commercial LEU enrichment activities, plans to build a new training, operations, and maintenance hall in Ohio, the uplisting of its stock to the main NYSE, and a $900 million task order by the U.S. Department of Energy to expand its uranium enrichment facility in Piketon, Ohio. Bank of America raised its price target on Centrus to $340 from $285, and Zacks Research upgraded Centrus Energy to a "Strong-Buy" rating. Despite these positive developments, the company reported a quarterly EPS miss in November 2025.

Information directly detailing the demand seasonality for Centrus Energy Corp.'s products and services is not explicitly provided in the search results. Demand for its core products (LEU and HALEU) is likely to be relatively stable and driven by long-term contracts with utilities rather than short-term seasonal fluctuations. The company locks customers into medium- to long-term contracts for LEU enrichment services and enriched uranium products, which helps generate predictable recurring revenues. The company's financial health is increasingly tied to its strategic role in re-establishing a domestic U.S. nuclear fuel supply chain, indicating a more structural, rather than seasonal, demand driver.

Centrus Energy Corp. is an American company that supplies nuclear fuel and services for the nuclear power industry, operating within the nuclear fuel sector and focusing on uranium. Its business is divided into Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment supplies nuclear fuel components to commercial customers globally, while the Technical Solutions segment provides advanced engineering, design, and manufacturing services, focusing on High-Assay Low-Enriched Uranium (HALEU) production. Centrus is the only U.S.-licensed producer of HALEU.

Centrus Energy Corp. has a global customer base, supplying nuclear fuel components to utilities in the United States, Belgium, Japan, the Netherlands, and other international locations, with a prime portion of its revenue generated in the U.S. Its operational footprint in the U.S. includes the American Centrifuge Plant in Piketon, Ohio, and a centrifuge manufacturing plant in Tennessee.

Centrus Energy Corp.'s brand reputation in the past year appears to be largely positive, driven by its strategic importance in the nuclear fuel industry and its role in re-establishing a domestic U.S. nuclear fuel supply chain. Centrus is recognized as the only U.S.-licensed producer of HALEU, has secured substantial contracts and funding from the U.S. Department of Energy, has been highlighted as a key player in the growing demand for nuclear power and advanced reactor technologies, and uplisted to the NYSE in December 2025. Some analyses in early 2026 noted weak earnings and a lofty valuation, suggesting that it might take several years for the stock to grow into its current valuation.

Centrus Energy Corp. is primarily controlled by institutional investors, who hold a significant portion of the company's shares. As of late 2025, institutional owners held approximately 12.91 million shares, or about 62.53% to 98.98% of the stock, depending on the reporting source. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., Mirae Asset Global ETFs Holdings Ltd., State Street Corp, and Van Eck Associates Corp. Insiders hold a notable percentage, ranging from approximately 0.91% to 15.46% of the shares, indicating strong alignment with shareholder interests. The remaining shares are held by individual investors and other public entities.