Centrus Energy Corp. Class A (LEU)

Over the past six months, Centrus Energy Corp.'s stock (LEU) has experienced significant volatility. As of May 4, 2026, the share price was $206.92, representing a substantial increase of 188.75% from May 5, 2025. Recent events impacting the stock include the company's first-quarter 2026 earnings report on May 5, 2026, which led to an 8.8% drop in the stock price on May 7, 2026, and subsequent analyst downgrades of price targets. Other notable events include the selection of Geiger Brothers as the construction contractor for a major uranium enrichment plant expansion in Piketon, Ohio, which positively impacted the stock and the broader uranium sector. Geopolitical tensions, such as a proposal for peace talks from Iran, also caused the stock to drop by 3.6%.

The demand for Centrus Energy Corp.'s products and services is generally not subject to significant seasonality. Nuclear power plants operate continuously, leading to a stable and ongoing need for fuel. The company's backlog of $3.9 billion, extending to 2040, further indicates a long-term, consistent demand for its LEU segment. Pricing trends and demand in the uranium and enrichment markets are influenced by factors such as growing electrification demands and the future needs for the advanced reactor HALEU market, rather than seasonal variations.

Centrus Energy Corp. specializes in nuclear fuel and services for the nuclear power industry, operating in the Nuclear Fuel industry. The company supplies nuclear fuel components and enrichment services through its LEU and Technical Solutions segments. Centrus is focused on developing and producing High-Assay, Low-Enriched Uranium (HALEU), with its plant in Piketon, Ohio, being the first U.S.-owned facility to begin HALEU production since 1954.

Centrus Energy Corp. supplies nuclear fuel components to the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally. The company's headquarters are located in Bethesda, Maryland, United States. Key technical operations are situated in Piketon, Ohio, and Oak Ridge, Tennessee.

Centrus Energy Corp. maintains a reputation as a trusted American supplier of nuclear fuel and services. The company is recognized for pioneering production of High-Assay, Low-Enriched Uranium and leading efforts to restore America's uranium enrichment capabilities at scale. Securing a $900 million HALEU production award from the U.S. Department of Energy and launching domestic commercial centrifuge manufacturing have positively contributed to its reputation.

Centrus Energy Corp.'s ownership is predominantly institutional, with 429 institutional owners and shareholders holding a total of 14,548,313 shares as of May 2026. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., State Street Corp, Van Eck Associates Corp, D. E. Shaw & Co., Inc., American Century Companies Inc, Citadel Advisors Llc, Susquehanna International Group, Llp, and Geode Capital Management, Llc. Mutual Funds & ETFs hold approximately 41.74% of common stock, while other institutional investors hold about 41.19%. Public companies and retail investors hold the remaining 17.07%.