Added to YB: 2025-09-04
Pitch date: 2025-08-03
LEU [bullish]
Centrus Energy Corp.
+17.46%
current return
Author Info
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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
$212.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.16
P/E
39.82
EV/Sales
8.93
Sector
Oil, Gas and Consumable Fuels
Category
growth
Centrus Energy: Betting on America’s Nuclear Comeback
LEU: Only commercial U.S. uranium enricher, positioned for nuclear renaissance driven by AI data center demand & Russia exit. $3.6B backlog to 2040, $833M cash, 35% gross margins Q2. Trump's nuclear executive orders & bipartisan support create policy tailwinds. Risks: construction delays, volatility, policy dependence.
Read full article (5 min)