Added to YB: 2025-08-08
Pitch date: 2025-08-07
LEU [neutral]
Centrus Energy Corp.
+8.19%
current return
Author Info
No bio for this author
Company Info
Centrus Energy Corp. supplies nuclear fuel components for the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally.
Market Cap
$4.5B
Pitch Price
$230.16
Price Target
180.00 (-28%)
Dividend
N/A
EV/EBITDA
45.16
P/E
39.82
EV/Sales
8.93
Sector
Oil, Gas and Consumable Fuels
Category
growth
$LEU | Centrus Energy Q2 2025 Highlights
LEU (earnings update): Pivoting from Russian nuclear fuel middleman to US-based HALEU monopoly, completing DOE contract phase 2 with $110M phase 3 option. HALEU essential for next-gen reactors. Q2 beat: $154.5M rev (+48% tech div), $1.59 EPS (90% above est). $3.6B backlog thru 2040. Target: $135-180 (30-40x 2026E $4.50 EPS)
Read full article (4 min)