Brokers Set Expectations for Centrus Energy Q3 Earnings

Key Points

• Northland Securities raised its Centrus Energy earnings forecasts, projecting a Q3 2026 loss of $0.56 per share versus its prior estimate of $0.60 and forecasting $1.54 EPS for fiscal 2026. Analysts’ consensus rating is “Moderate Buy,” with an average price target of $246.17.
• Centrus reported a strong latest quarter, earning $1.77 per share versus the $0.74 consensus estimate, while revenue rose 14% year over year to $176.1 million.
• Investor sentiment is mixed: UBS and Citigroup lowered their price targets and maintained neutral ratings, while Needham retained a Buy rating. Institutional investors own nearly 50% of the stock, which recently traded at $188.77 and remains well below its 52-week high of $464.25.

Centrus Energy Corp. (NYSE:LEU - Free Report) - Equities researchers at Northland Securities raised their Q3 2026 EPS estimates for shares of Centrus Energy in a research note issued on Friday, August 7th. Northland Securities analyst J. Grampp now forecasts that the company will post earnings per share of ($0.56) for the quarter, up from their prior estimate of ($0.60). The consensus estimate for Centrus Energy's current full-year earnings is $2.60 per share. Northland Securities also issued estimates for Centrus Energy's Q4 2026 earnings at $0.85 EPS, FY2026 earnings at $1.54 EPS and FY2027 earnings at $0.91 EPS.

Several other research firms have also recently weighed in on LEU. UBS Group reduced their price objective on Centrus Energy from $195.00 to $170.00 and set a "neutral" rating for the company in a research report on Tuesday, June 16th. Weiss Ratings reiterated a "hold (c-)" rating on shares of Centrus Energy in a research note on Tuesday, August 4th. Zacks Research upgraded shares of Centrus Energy from a "strong sell" rating to a "hold" rating in a research report on Monday, May 18th. Needham & Company LLC dropped their price objective on shares of Centrus Energy from $264.00 to $262.00 and set a "buy" rating on the stock in a report on Friday. Finally, Citigroup cut their price objective on shares of Centrus Energy from $224.00 to $218.00 and set a "neutral" rating for the company in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $246.17.

Centrus Energy Price Performance

Shares of NYSE:LEU opened at $188.77 on Tuesday. The company has a market cap of $3.71 billion, a price-to-earnings ratio of 85.80, a PEG ratio of 24.59 and a beta of 1.36. The business has a 50 day moving average price of $170.90 and a 200 day moving average price of $196.54. The company has a quick ratio of 4.52, a current ratio of 5.39 and a debt-to-equity ratio of 1.39. Centrus Energy has a twelve month low of $142.13 and a twelve month high of $464.25.

Centrus Energy (NYSE:LEU - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $1.77 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.74 by $1.03. Centrus Energy had a net margin of 10.23% and a return on equity of 7.06%. The company had revenue of $176.10 million during the quarter. During the same quarter last year, the company earned $1.59 earnings per share. The firm's revenue was up 14.0% on a year-over-year basis.

Institutional Investors Weigh In On Centrus Energy

Several large investors have recently modified their holdings of LEU. Vanguard Group Inc. lifted its position in shares of Centrus Energy by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 1,086,443 shares of the company's stock worth $263,745,000 after buying an additional 14,325 shares during the period. Van ECK Associates Corp raised its stake in Centrus Energy by 14.7% during the fourth quarter. Van ECK Associates Corp now owns 895,867 shares of the company's stock worth $217,481,000 after acquiring an additional 114,881 shares in the last quarter. Bank of New York Mellon Corp raised its stake in Centrus Energy by 43.3% during the fourth quarter. Bank of New York Mellon Corp now owns 473,145 shares of the company's stock worth $114,861,000 after acquiring an additional 143,069 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Centrus Energy by 7.8% during the fourth quarter. Geode Capital Management LLC now owns 414,933 shares of the company's stock valued at $100,746,000 after acquiring an additional 29,857 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its holdings in shares of Centrus Energy by 126.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 371,822 shares of the company's stock valued at $90,265,000 after acquiring an additional 207,316 shares during the period. 49.96% of the stock is currently owned by institutional investors.

Key Centrus Energy News

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

• Positive Sentiment: Analysts raised several earnings forecasts. Northland Securities increased its estimates for Q4 2026 EPS to $0.85 from $0.67, FY2026 EPS to $1.54 from $1.30, and FY2027 EPS to $0.91 from $0.62. The revisions signal improving expectations for Centrus Energy’s near- and medium-term profitability. Centrus Energy analyst estimates
• Positive Sentiment: HC Wainwright maintained a Buy rating and $300 price target while lifting its long-range EPS forecasts: FY2027 to $2.97 from $2.18, FY2028 to $3.86 from $3.02, FY2029 to $4.99 from $4.09, and FY2030 to $7.02 from $6.06. The sharp increases reinforce the potential for substantial earnings growth if Centrus’s uranium-enrichment expansion progresses as expected. HC Wainwright Centrus Energy estimates
• Positive Sentiment: A newly reported reactor-fuel contract is expected to help fund Centrus Energy’s enrichment buildout. The agreement supports revenue visibility and strengthens the company’s strategic position amid growing demand for nuclear fuel. Centrus Energy secures reactor fuel contract
• Positive Sentiment: Federal nuclear-development plans could expand the company’s opportunity set. The Department of Energy narrowed competition for proposed Nuclear Lifecycle Innovation Campuses to five states, potentially creating contracting and investment opportunities across the nuclear supply chain, although no direct Centrus award was announced. Unlocking $50 Billion Across the Nuclear Value Chain
• Negative Sentiment: HC Wainwright lowered its Q3 2026 EPS estimate to a loss of $0.75 from a loss of $0.29. The weaker near-term forecast could limit enthusiasm despite the firm’s bullish longer-term outlook. HC Wainwright quarterly estimate
• Neutral Sentiment: Valuation remains a risk for investors. Centrus Energy trades at a high earnings multiple, while estimates vary widely between analysts; the company’s current-year consensus EPS is $2.60. A recent fair-value assessment edged lower as analysts balanced long-term growth prospects against execution and industry risks. Centrus Energy fair value assessment

Centrus Energy Company Profile

Centrus Energy Corp is a U.S.-based supplier of nuclear fuel and enrichment services, specializing in the production of low-enriched uranium (LEU) for commercial power reactors and highly enriched uranium for naval propulsion. Through its Centrus Global subsidiary, the company provides technical support, fuel fabrication services and recycled uranium products to utilities operating light-water reactors. Centrus also develops advanced centrifuge technologies aimed at improving enrichment efficiency and reducing the cost of nuclear fuel.

Originally founded as the United States Enrichment Corporation (USEC) in 1998 following a spin-out from the U.S.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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