Centrus Energy (NYSE:LEU) Raised to "Sell" at Wall Street Zen

Key Points

• Wall Street Zen upgraded Centrus Energy from “Strong Sell” to “Sell.” Analyst sentiment overall is more positive, with MarketBeat reporting a “Moderate Buy” consensus and a $193.06 average price target.
• Centrus reported a quarterly loss of $0.46 per share, missing the $0.13 loss analysts expected; revenue fell 25.9% year over year to $55.5 million.
• The company is advancing enrichment capacity, citing new centrifuge shipments, a roughly $7 billion backlog and projected 2026 revenue of $450 million–$500 million. Its planned $350 million–$500 million in 2026 capital spending brings significant investment and execution demands.

Centrus Energy (NYSE:LEU - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "strong sell" rating to a "sell" rating in a research note issued to investors on Saturday, Wall Street Zen reports.

A number of other research analysts have also weighed in on LEU. Seaport Research Partners raised Centrus Energy to an "overweight" rating in a report on Friday. Northland Securities set a $270.00 target price on Centrus Energy in a research note on Friday, September 11th. Barclays reduced their price target on shares of Centrus Energy from $150.00 to $149.00 and set an "equal weight" rating for the company in a report on Friday. Capital One Financial set a $151.00 price objective on shares of Centrus Energy in a report on Tuesday, October 27th. Finally, Texas Capital raised Centrus Energy to a "strong-buy" rating in a report on Tuesday, October 27th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $193.06.

Centrus Energy Trading Up 17.4%

Shares of LEU opened at $104.56 on Friday. The company has a quick ratio of 4.52, a current ratio of 5.39 and a debt-to-equity ratio of 1.39. The firm has a market capitalization of $2.09 billion, a PE ratio of 43.14, a price-to-earnings-growth ratio of 9.09 and a beta of 1.40. The stock's fifty day simple moving average is $136.02 and its 200-day simple moving average is $181.07. Centrus Energy has a 12-month low of $84.86 and a 12-month high of $345.60.

Centrus Energy (NYSE:LEU - Get Free Report) last posted its quarterly earnings data on Wednesday, November 4th. The company reported ($0.46) earnings per share for the quarter, missing the consensus estimate of ($0.13) by ($0.33). Centrus Energy had a return on equity of 7.06% and a net margin of 10.23%. The business had revenue of $55.50 million during the quarter. During the same period in the previous year, the business posted $0.19 earnings per share. The company's quarterly revenue was down 25.9% on a year-over-year basis. As a group, research analysts predict that Centrus Energy will post 3.49 earnings per share for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Salomon & Ludwin LLC acquired a new position in Centrus Energy in the 3rd quarter valued at $28,000. Western Wealth Management LLC purchased a new position in shares of Centrus Energy in the 1st quarter worth about $31,000. IFP Advisors Inc lifted its position in Centrus Energy by 172.4% in the 2nd quarter. IFP Advisors Inc now owns 237 shares of the company's stock worth $40,000 after buying an additional 150 shares during the last quarter. Vestor Capital LLC purchased a new position in Centrus Energy during the first quarter valued at $55,000. Finally, Fortitude Family Office LLC raised its position in shares of Centrus Energy by 5,100.0% during the 3rd quarter. Fortitude Family Office LLC now owns 416 shares of the company's stock valued at $58,000 after purchasing an additional 408 shares during the period. 49.96% of the stock is owned by institutional investors and hedge funds.

Centrus Energy News Summary

Here are the key news stories impacting Centrus Energy this week:

• Positive Sentiment: Roth Capital upgraded Centrus from Neutral to Buy, setting a $115 price target and citing reduced near-term concerns. Centrus Energy surges as Roth raises to buy as near-term concerns subside
• Positive Sentiment: Expansion milestones support the longer-term growth case: Centrus reported new centrifuge shipments, with its first Oak Ridge centrifuge completed ahead of the year-end target. The company also cited a roughly $7 billion backlog and stronger liquidity. Centrus Energy Q3 Earnings Call Highlights Enrichment Expansion Progress
• Positive Sentiment: Management outlined 2026 revenue of $450 million to $500 million, reflecting a sizable business pipeline as it advances enrichment capacity. Centrus outlines 2026 revenue and capital-spending outlook
• Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target slightly to $149 and kept an Equal Weight rating, while Bank of America reiterated Hold. Barclays stock recommendations
• Negative Sentiment: Quarterly sales declined about 26% year over year. Although reported EPS beat expectations, the result was substantially helped by a $46.4 million warrant gain, making the headline profit less indicative of underlying operating performance. LEU Q3 Earnings Beat Estimates on Warrant Gain, Sales Decline
• Negative Sentiment: The expansion will require substantial investment: Centrus forecast $350 million to $500 million in 2026 capital spending, creating execution and funding demands as it scales production. Centrus outlines 2026 capital-spending outlook

About Centrus Energy

Centrus Energy Corp. NYSE: LEU is a U.S.-based supplier of nuclear fuel and related services. The company provides enriched uranium products, including low-enriched uranium used to fuel commercial nuclear reactors, as well as uranium and fuel-management services for utilities and other customers in the nuclear energy industry.

Centrus is also developing high-assay low-enriched uranium (HALEU), an advanced fuel intended for certain next-generation and small modular reactors. Its American Centrifuge technology is being developed to support domestic uranium enrichment and reduce reliance on foreign fuel-supply chains.

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