FY2026 EPS Estimates for Centrus Energy Decreased by Analyst

Key Points

• HC Wainwright cut Centrus Energy’s FY2026 EPS estimate to $2.30 from $2.57, below the $2.60 consensus, while maintaining a Buy rating and $300 price target.
• Centrus reported a strong quarter, with EPS of $1.77 beating expectations of $0.74 and revenue rising 14% year over year to $176.1 million. However, GAAP net income declined as administrative and technology costs increased.
• Analyst sentiment remains mixed but leans positive: MarketBeat lists a Moderate Buy consensus with an average price target of $246.17, while the stock recently traded at $190.85.

Centrus Energy Corp. (NYSE:LEU - Free Report) - Stock analysts at HC Wainwright decreased their FY2026 EPS estimates for shares of Centrus Energy in a report released on Friday, August 7th. HC Wainwright analyst S. Joshi now anticipates that the company will earn $2.30 per share for the year, down from their prior forecast of $2.57. HC Wainwright has a "Buy" rating and a $300.00 price target on the stock. The consensus estimate for Centrus Energy's current full-year earnings is $2.60 per share.

Other equities analysts have also recently issued research reports about the company. Weiss Ratings restated a "hold (c-)" rating on shares of Centrus Energy in a research report on Tuesday, August 4th. Truist Financial started coverage on Centrus Energy in a research report on Monday, July 13th. They set a "buy" rating and a $215.00 price objective for the company. Bank of America lowered their target price on Centrus Energy from $240.00 to $205.00 and set a "neutral" rating on the stock in a research note on Thursday, July 9th. Needham & Company LLC dropped their target price on Centrus Energy from $264.00 to $262.00 and set a "buy" rating on the stock in a report on Friday. Finally, Roth Capital restated a "neutral" rating and set a $188.00 price target on shares of Centrus Energy in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $246.17.

Centrus Energy Price Performance

Shares of NYSE:LEU opened at $190.85 on Monday. Centrus Energy has a one year low of $142.13 and a one year high of $464.25. The stock has a market capitalization of $3.75 billion, a price-to-earnings ratio of 86.75, a PEG ratio of 24.59 and a beta of 1.36. The company has a 50-day simple moving average of $170.92 and a 200-day simple moving average of $197.43. The company has a debt-to-equity ratio of 1.39, a quick ratio of 4.52 and a current ratio of 5.39.

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Vermillion Wealth Management Inc. lifted its position in Centrus Energy by 5,000.0% in the fourth quarter. Vermillion Wealth Management Inc. now owns 102 shares of the company's stock valued at $25,000 after purchasing an additional 100 shares during the period. Western Wealth Management LLC acquired a new position in Centrus Energy during the 1st quarter worth approximately $31,000. Fulcrum Asset Management LLP purchased a new position in shares of Centrus Energy during the 3rd quarter worth approximately $34,000. Leonteq Securities AG purchased a new position in shares of Centrus Energy during the 1st quarter worth approximately $35,000. Finally, Hilton Head Capital Partners LLC acquired a new stake in shares of Centrus Energy in the 4th quarter valued at approximately $36,000. 49.96% of the stock is currently owned by institutional investors and hedge funds.

More Centrus Energy News

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

• Positive Sentiment: Major X-energy supply agreement: Centrus signed a definitive contract to provide low-enriched uranium (LEU) and high-assay, low-enriched uranium (HALEU) for X-energy’s Xe-100 small modular reactors and TRISO-X fuel. The agreement is expected to include customer prepayments and supports the commercialization of domestic enrichment. Centrus Energy Signs LEU and HALEU Supply Agreement with X-energy
• Positive Sentiment: Backlog and government support strengthen visibility: On its second-quarter call, Centrus highlighted a reported $4.5 billion backlog, including a $3.0 billion contingent LEU and HALEU enrichment backlog, alongside $900 million in U.S. Department of Energy funding. Management also cited tightening enrichment demand and a planned 2029 production build-out. LEU Q2 Earnings Call Highlights Backlog and 2029 Build-Out
• Positive Sentiment: Quarterly earnings beat estimates: Second-quarter EPS was $1.77 versus the $0.74 consensus, while revenue rose 14% year over year to $176.1 million. Adjusted net income increased to $38.7 million from $34.5 million, and Centrus selected a contractor for its enrichment plant expansion. Centrus Reports Second Quarter 2026 Results
• Neutral Sentiment: Expansion execution remains important: Centrus expects to complete its first new centrifuge in Oak Ridge by year-end 2026 and is increasing hiring guidance for its Piketon, Ohio operations. These milestones support long-term capacity growth but require substantial execution and investment. Centrus Energy Q2 2026 Earnings Call Transcript
• Negative Sentiment: Profitability concerns remain: GAAP net income fell to $16.8 million from $28.9 million despite the revenue increase, as higher administrative and technology costs compressed margins. LEU's Q2 Earnings Beat, Revenues up Year over Year on Strong Uranium Sales
• Negative Sentiment: Analyst views are mixed: JPMorgan raised its price target modestly to $180 while maintaining a neutral rating, below the current trading level. Needham also trimmed its target to $262 but retained a buy rating, indicating continued disagreement over valuation and execution.

About Centrus Energy

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.

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