Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$3.0B
20M shares
52-week range
$141.00 – $464.25
0% from low
Sector
MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS)
Exchange
NYSE
CS
P/S (TTM)
6.5
Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.
www.centrusenergy.comNo one on the platform currently holds LEU.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 160,542 | $27.9M |
| Bridgewater Associatesas of 2026-03-31 | 18,503 | $3.2M |
No one on the platform has traded LEU yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 196.8% | — | — | — | ||
| Rev. Growth % | 1.5% | 12.7% | ||||
| Profit Margin % | 17.3% | 27.3% | 8.1% | |||
| Free Cash Flow Margin % | 7.0% | 8.0% | 3.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -4.9% on the P/E track.
At today's price, your expected annual return is +3.6% on the P/E track.
At today's price, your expected annual return is +10.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $471M | +5.2% | $2.55 | $1.54–$4.57 | 55.5× | 11 |
| 2027 | $467M | -0.8% | $2.88 | $-0.23–$5.69 | 49.0× | 11 |
| 2028 | $416M | -10.9% | $2.21 | $-2.32–$5.55 | 63.9× | 7 |
| 2029 | $476M | +14.4% | $1.47 | $1.21–$1.72 | 95.9× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.73 | $0.77 | +5.2% |
| 2026-05-05 | $0.37 | $0.45 | +21.4% |
| 2026-02-10 | $1.42 | $0.79 | -44.4% |
| 2025-11-05 | $0.20 | $0.19 | -5.0% |
| 2025-08-05 | $0.78 | $1.59 | +103.8% |
| 2025-05-07 | $-0.10 | $1.60 | +1700.0% |
| 2025-02-06 | $1.33 | $3.20 | +140.6% |
| 2024-10-28 | $0.22 |
| $-0.30 |
| -236.4% |
| $7.3B |
| — |
| NXENexGen Energy Ltd. | $9.47 | -3.86% | $6.3B | — |
| SOBOSouth Bow Corporation | $35.73 | -0.72% | $7.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$LEU How stupid i was..... How soon will it be ready to rise?
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$LEU just take it to $80 so I can lock in my generational loss!
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$LEU man this thing is never gonna be greeen in my lifetime it feels lmao
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$LEU Less than $3 billion market cap for a profitable company with demand expected in future
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$LEU where are you all seeing bottom? This is by far an overreaction unless more news is coming.
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$LEU just completely absent of buyers so bizarre thing had beautiful set up 2 weeks ago then just sells of 23%. Cool market
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$LEU Down 50% since earlier this year, easily the worst stock decision this year. Should have stuck to oil like my other investments.
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@MikeBob15 Uranium supply concentration is a real risk, but this gets the bottleneck wrong. Russia is a minor uranium miner; Kazakhstan, Canada, Namibia, and Australia dominate supply. The US problem is enrichment capacity, not just access to uranium ore. That’s what $LEU is building. Higher uranium prices obviously matter, but uranium itself is a relatively small part of nuclear generation cost. The bigger LEU risk is execution: can Centrus scale US enrichment fast enough to replace Russian dependence? I'm betting yes.
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