Northland Securities Estimates Centrus Energy FY2026 Earnings

Key Points

• Northland Securities forecasts Centrus Energy FY2026 EPS of $2.31, below the cited consensus estimate of $3.49; it projects FY2027 EPS of $3.63.
• Centrus reported a quarterly loss of $0.46 per share, missing the expected $0.13 loss. Revenue fell 25.9% year over year to $55.5 million.
• Analyst sentiment remains mixed but leans positive: MarketBeat’s average rating is “Moderate Buy,” with an average price target of $188.12.

Centrus Energy Corp. (NYSE:LEU - Free Report) - Research analysts at Northland Securities issued their FY2026 earnings per share estimates for Centrus Energy in a report released on Thursday, November 5th. Northland Securities analyst J. Grampp anticipates that the company will post earnings of $2.31 per share for the year. The consensus estimate for Centrus Energy's current full-year earnings is $3.49 per share. Northland Securities also issued estimates for Centrus Energy's Q4 2026 earnings at $1.75 EPS, Q1 2027 earnings at $0.33 EPS, Q2 2027 earnings at $1.30 EPS, Q3 2027 earnings at $0.26 EPS, Q4 2027 earnings at $1.74 EPS and FY2027 earnings at $3.63 EPS.

A number of other research analysts have also recently commented on LEU. B. Riley Financial decreased their price target on Centrus Energy from $295.00 to $188.00 and set a "buy" rating on the stock in a research note on Wednesday, October 28th. Seaport Research Partners upgraded shares of Centrus Energy to an "overweight" rating in a report on Friday, November 6th. HC Wainwright reaffirmed a "buy" rating and set a $300.00 price objective on shares of Centrus Energy in a research report on Wednesday, October 21st. Capital One Financial set a $151.00 price objective on shares of Centrus Energy in a report on Tuesday, October 27th. Finally, TD Cowen began coverage on shares of Centrus Energy in a research report on Monday, October 26th. They set a "hold" rating and a $120.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $188.12.

Centrus Energy Stock Up 2.2%

Shares of LEU opened at $112.25 on Thursday. The company's 50-day moving average price is $132.49 and its 200 day moving average price is $178.26. The firm has a market cap of $2.24 billion, a P/E ratio of 32.82, a price-to-earnings-growth ratio of 10.53 and a beta of 1.40. Centrus Energy has a 12-month low of $84.86 and a 12-month high of $345.60. The company has a current ratio of 8.61, a quick ratio of 7.99 and a debt-to-equity ratio of 1.27.

Centrus Energy (NYSE:LEU - Get Free Report) last released its quarterly earnings results on Wednesday, November 4th. The company reported ($0.46) earnings per share for the quarter, missing analysts' consensus estimates of ($0.13) by ($0.33). The business had revenue of $55.50 million for the quarter. Centrus Energy had a return on equity of 8.73% and a net margin of 16.77%. The company's revenue for the quarter was down 25.9% on a year-over-year basis. During the same period in the previous year, the company posted $0.19 EPS.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in LEU. WINTON GROUP Ltd acquired a new stake in shares of Centrus Energy in the second quarter valued at about $1,356,000. Engineers Gate Manager LP increased its position in Centrus Energy by 261.4% during the second quarter. Engineers Gate Manager LP now owns 4,756 shares of the company's stock worth $798,000 after buying an additional 3,440 shares in the last quarter. California State Teachers Retirement System boosted its stake in shares of Centrus Energy by 24.3% during the first quarter. California State Teachers Retirement System now owns 19,606 shares of the company's stock valued at $3,403,000 after acquiring an additional 3,837 shares during the last quarter. Renaissance Technologies LLC boosted its stake in shares of Centrus Energy by 217.4% during the first quarter. Renaissance Technologies LLC now owns 160,542 shares of the company's stock valued at $27,868,000 after acquiring an additional 109,960 shares during the last quarter. Finally, SummitTX Capital L.P. acquired a new stake in shares of Centrus Energy during the first quarter valued at $1,109,000. 49.96% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Centrus Energy

Investors following LEU have been watching these headlines:

• Positive Sentiment: Northland Securities forecasts 2027 EPS of $3.63, above the cited $3.49 current-year consensus. HC Wainwright maintained a Buy rating and set a $300 price target, pointing to potential upside if its outlook is achieved. Analyst estimates and rating
• Neutral Sentiment: The company’s reported backlog reached $5.4 billion, but the commitments extend through 2040; the long timeframe means the backlog may not translate quickly into revenue. Centrus backlog and quarterly revenue
• Negative Sentiment: Recent quarterly results were weak: Centrus reported a $0.46 per-share loss, worse than the $0.13 loss analysts expected, and revenue of $55.5 million, down 25.9% year over year. HC Wainwright’s 2026 EPS forecast of $1.59 is also well below Northland’s $2.31 estimate, underscoring uncertainty about earnings. Centrus analyst estimates

Centrus Energy Company Profile

Centrus Energy Corp. is a U.S.-based supplier of nuclear fuel and related services. Its main business includes providing low-enriched uranium (LEU), a fuel used by many commercial nuclear power plants, and uranium enrichment services to utilities and other customers. The company also develops and operates centrifuge technology and provides engineering, manufacturing, and technical services to government and commercial customers. In recent years, Centrus has worked under U.S. Department of Energy contracts to demonstrate production of high-assay low-enriched uranium (HALEU), an advanced fuel intended for certain next-generation reactors.

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