LEU

Over the past six months, Centrus Energy Corp.'s stock (LEU) has experienced a significant decline, with the share price at $147.14 as of October 7, 2026, representing a 59.60% decrease from $364.22 on October 8, 2025. The stock's price has decreased by 56.74% over the last 12 months, with a year-to-date return of -36.48%, and a 10.97% decrease in the past month. Despite the stock price decline, several positive business developments have occurred: in August 2026, Centrus signed a definitive multi-year contract with X-energy to provide enrichment services for LEU and HALEU, including prepayments, and also signed a multi-year HALEU supply contract with Antares Nuclear. The company finalized a $900 million Department of Energy (DOE) contract supporting commercial-scale HALEU production and announced plans for a major expansion in Oak Ridge, Tennessee, transitioning its facility to a high-rate manufacturing plant, creating nearly 430 new jobs and investing over $560 million, which supports the growth of uranium enrichment capacity in Piketon, Ohio, with new centrifuges expected online in 2029. Centrus reported its Q2 2026 earnings on August 5, 2026, with an EPS of $1.77, exceeding the consensus estimate of $0.74, and also reported Q1 2026 net income of $10.0 million. A stock and warrant offering of $500 million at $199.64 caused a temporary dip in the stock due to dilution concerns, though the warrants have strike prices significantly above the offer price.