Added to YB: 2026-06-22
Pitch date: 2026-06-15
LEU [bullish]
Centrus Energy Corp.
-3.07%
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, Japan, the Netherlands, and internationally.
Market Cap
$3.8B
Pitch Price
$170.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
87.87
P/E
67.27
EV/Sales
6.80
Sector
Oil, Gas and Consumable Fuels
Category
growth
3 Nuclear Stocks Powering The AI Era - Centrus Energy Corp.
LEU: Only NRC-licensed HALEU producer in the West at $162.58. HALEU is required fuel for advanced reactors (Oklo, X-energy, Kairos). 2024 US ban on Russian uranium through 2040 created supply gap Centrus fills. Drivers: DOE contracts, Ohio expansion, SMR deployment. Picks-and-shovels bet on the fuel bottleneck, not individual reactor winners.
Read full article (1 min)