HC Wainwright Predicts Increased Earnings for Centrus Energy

Key Points

• HC Wainwright raised its Q2 2026 EPS estimate for Centrus Energy to $1.41 from $1.26, and it also published a longer-term earnings outlook that rises to $6.25 per share by FY2030.
• Centrus reported a strong Q1 beat, posting $1.05 EPS versus the $0.33 consensus estimate, while revenue of $76.7 million also slightly topped expectations.
• Wall Street remains mixed but constructive: the stock has a consensus rating of “Moderate Buy” with an average price target of $268.18, though some firms have recently cut targets or downgraded the name.

Centrus Energy Corp. (NYSE:LEU - Free Report) - Equities research analysts at HC Wainwright increased their Q2 2026 earnings estimates for Centrus Energy in a research report issued on Thursday, May 7th. HC Wainwright analyst S. Joshi now anticipates that the company will post earnings of $1.41 per share for the quarter, up from their prior forecast of $1.26. The consensus estimate for Centrus Energy's current full-year earnings is $2.71 per share. HC Wainwright also issued estimates for Centrus Energy's Q3 2026 earnings at ($0.18) EPS, Q4 2026 earnings at $1.89 EPS, FY2026 earnings at $3.56 EPS, FY2027 earnings at $2.45 EPS, FY2028 earnings at $3.26 EPS, FY2029 earnings at $4.30 EPS and FY2030 earnings at $6.25 EPS.

A number of other equities research analysts have also issued reports on LEU. Northland Securities set a $285.00 price target on shares of Centrus Energy in a report on Thursday, February 12th. Citigroup cut their price target on shares of Centrus Energy from $224.00 to $218.00 and set a "neutral" rating on the stock in a report on Friday. UBS Group lowered their price objective on shares of Centrus Energy from $245.00 to $195.00 and set a "neutral" rating on the stock in a research report on Thursday, March 5th. B. Riley Financial lowered their price objective on shares of Centrus Energy from $315.00 to $295.00 and set a "buy" rating on the stock in a research report on Friday, April 24th. Finally, Zacks Research downgraded shares of Centrus Energy from a "hold" rating to a "strong sell" rating in a research report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Centrus Energy currently has a consensus rating of "Moderate Buy" and an average price target of $268.18.

Centrus Energy Stock Up 0.5%

LEU stock opened at $208.28 on Monday. Centrus Energy has a 52-week low of $88.47 and a 52-week high of $464.25. The company's 50 day simple moving average is $198.47 and its 200-day simple moving average is $249.36. The company has a debt-to-equity ratio of 1.52, a current ratio of 5.72 and a quick ratio of 4.88. The firm has a market capitalization of $4.10 billion, a P/E ratio of 68.97, a P/E/G ratio of 20.19 and a beta of 1.43.

Centrus Energy (NYSE:LEU - Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The company reported $1.05 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.33 by $0.72. Centrus Energy had a net margin of 13.40% and a return on equity of 13.10%. The business had revenue of $76.70 million for the quarter, compared to analyst estimates of $76.13 million. During the same quarter in the previous year, the business earned $1.60 earnings per share. The firm's revenue was up 4.9% compared to the same quarter last year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. increased its stake in shares of Centrus Energy by 309.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 34,754 shares of the company's stock worth $10,776,000 after purchasing an additional 26,257 shares during the last quarter. American Century Companies Inc. increased its stake in shares of Centrus Energy by 78.8% during the 3rd quarter. American Century Companies Inc. now owns 442,261 shares of the company's stock worth $137,132,000 after purchasing an additional 194,909 shares during the last quarter. Nordea Investment Management AB acquired a new position in shares of Centrus Energy during the 3rd quarter worth $5,427,000. Van ECK Associates Corp increased its stake in shares of Centrus Energy by 25.9% during the 3rd quarter. Van ECK Associates Corp now owns 780,986 shares of the company's stock worth $242,161,000 after purchasing an additional 160,482 shares during the last quarter. Finally, Exchange Traded Concepts LLC increased its stake in shares of Centrus Energy by 16.1% during the 4th quarter. Exchange Traded Concepts LLC now owns 53,766 shares of the company's stock worth $13,052,000 after purchasing an additional 7,450 shares during the last quarter. 49.96% of the stock is owned by hedge funds and other institutional investors.

Key Centrus Energy News

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

• Positive Sentiment: Centrus reported Q1 EPS of $1.05, well above the $0.33 consensus estimate, with revenue of $76.7 million also slightly ahead of expectations. That earnings beat supports the case that the business is executing better than Wall Street expected.
• Positive Sentiment: Several recent articles and commentary highlighted expanding partnerships and stronger nuclear demand, suggesting Centrus remains well positioned in a favorable industry backdrop.
• Positive Sentiment: Northland Securities raised some near-term estimates, including Q3 2026 EPS, and kept a generally constructive longer-term outlook, which suggests analysts still see upside in parts of the business.
• Neutral Sentiment: The company’s Q1 earnings call transcript and presentation are likely keeping attention focused on management’s guidance, contract visibility, and the pace of future uranium enrichment opportunities.
• Negative Sentiment: Northland also cut its Q2, Q4, and FY2027 EPS estimates, which may be weighing on sentiment by signaling that profits could be more uneven after the strong first quarter.
• Negative Sentiment: An article specifically titled “Centrus Energy (LEU) stock trades down, here is why” points to immediate market concerns, likely tied to valuation, near-term earnings variability, or profit-taking after the recent move higher.

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.

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.