NYSE Content Update: AI Behemoth Anthropic Valued at $380 Billion after Series G
The NYSE daily pre-market update reported that AI company Anthropic secured an additional $30 billion in funding, raising its post-money valuation to $380 billion. The update also highlighted actor and investor Kevin O'Leary's upcoming NYSE Live appearance and provided details on the opening and closing bell ceremonies for Centrus Energy (NYSE: LEU) and Aris Mining (NYSE: ARIS), respectively.
Centrus Energy Repositions On HALEU As Market Weighs New Task Order
Centrus Energy secured a $900 million US government task order to expand uranium enrichment capabilities and is shifting towards domestic production of high-assay low-enriched uranium (HALEU) for advanced reactors. The company also partnered with Fluor to scale operations at its Ohio facility, aiming to reposition itself as a producer rather than solely a reseller of nuclear fuel. While the stock has seen recent declines, it shows strong longer-term gains, with analysts' consensus target price suggesting it is currently undervalued.
Is It Too Late To Consider Centrus Energy (LEU) After The Recent Share Price Pullback?
Centrus Energy (LEU) has experienced significant recent volatility with a 24.4% decline over the past week and a 39.8% pullback in 30 days, despite strong multi-year returns. While a Discounted Cash Flow analysis suggests the stock is slightly undervalued, its P/E ratio of 50.35x is significantly higher than the industry average, indicating it might be overvalued. The article explores both bullish and bearish narratives for LEU, highlighting divergent fair value estimates based on policy support, market demand, and financial risks.
Centrus Energy (LEU) High 53x P/E Tests Bullish Narratives After 17.3% Net Margin Report
Centrus Energy (LEU) recently reported strong Q4 results with US$146.2 million in revenue and a 17.3% trailing net margin. However, its high P/E ratio of 53.1x raises questions about whether future growth and margins will align with bullish or bearish projections. Analysts predict 11.7% annual growth in earnings and revenue, but concerns about non-cash earnings and shareholder dilution introduce uncertainty regarding the quality of reported profits and per-share growth.
A Look At Centrus Energy (LEU) Valuation After Earnings Miss And $900 Million DOE Award
Centrus Energy (LEU) experienced a significant share price decline after missing Q4 2025 earnings expectations, despite securing a large government enrichment award and expanding centrifuge manufacturing plans. While a common valuation narrative suggests the stock is 33.8% undervalued based on future nuclear fuel demand and government funding assumptions, the company's high P/E ratio compared to the industry indicates that high expectations are already priced in. Investors are prompted to consider if the recent pullback presents a buying opportunity or if the market has already accounted for its growth story.
Centrus Energy Expansion And HALEU Award Reshape Nuclear Fuel Outlook
Centrus Energy is expanding its Oak Ridge facility and has been selected for a potential US$900 million High Assay Low Enriched Uranium (HALEU) award from the U.S. Department of Energy. This expansion and award highlight the company's role in the domestic nuclear supply chain and its positioning for long-term growth in nuclear fuel. Investors should consider the risks and rewards associated with the HALEU award's negotiation phase and the operational challenges of scaling manufacturing, balanced against Centrus's strong commercial backlog and strategic importance in the Western nuclear fuel market.
Why Are Centrus Energy Shares Sliding On Wednesday?
Centrus Energy shares are sliding after the company reported disappointing fourth-quarter results, missing Wall Street estimates for both revenue and earnings. The stock initially dropped significantly in extended trading following the earnings release. Despite a recent announcement of a partnership with Fluor Corporation for a uranium enrichment expansion, technical indicators suggest mixed momentum with a bearish short-term trend, although the stock shows long-term strength.
Centrus and Fluor Partner to Advance Major Expansion of Ohio Uranium Enrichment Plant
Centrus Energy (NYSE: LEU) has announced a strategic collaboration with Fluor (NYSE: FLR) to serve as the Engineering, Procurement and Construction (EPC) contractor for its multi-billion-dollar uranium enrichment capacity expansion in Piketon, Ohio. This partnership aims to significantly boost the company's ability to produce Low-Enriched Uranium (LEU) and High-Assay, Low-Enriched Uranium (HALEU), addressing growing commercial demand and critical national security needs. The project highlights Centrus's commitment to restoring large-scale uranium enrichment capabilities in the U.S.
Centrus Energy Corp. (NYSE:LEU) Stock Falls After Q4 2025 Earnings Miss
Centrus Energy Corp. (NYSE:LEU) shares fell by approximately 8.7% in after-hours trading after reporting its Q4 2025 earnings. While the company met revenue expectations, its Q4 2025 EPS of $0.79 significantly missed the consensus estimate of $1.42, leading to investor disappointment despite full-year growth. The market is now closely evaluating the company's 2026 guidance against analyst expectations to determine future sentiment.
Centrus Energy Stock Sinks After Q4 Earnings — Here's Why
Centrus Energy (NYSE:LEU) reported fourth-quarter earnings below Street estimates, with EPS at 79 cents against an expected $1.28, and revenue of $146.2 million slightly missing the consensus. Despite missing Q4 estimates, the company highlighted a "milestone year" in 2025 with continuous improvements and a significant $900 million HALEU enrichment award. Centrus Energy projects fiscal 2026 revenue between $425 million and $475 million.
Centrus Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Guidance
Centrus Energy Corp. reported full-year 2025 financial results, with total revenue of $448.7 million and net income of $77.8 million. The company strengthened its balance sheet to $2.0 billion in unrestricted cash and initiated domestic commercial centrifuge manufacturing. Centrus also received a $900 million HALEU production award from the DOE and provided 2026 guidance anticipating $425-$475 million in revenue alongside significant capital deployment for industrial expansion.
Uncovering Potential: Centrus Energy's Earnings Preview
Centrus Energy (AMEX: LEU) is scheduled to release its quarterly earnings report on Tuesday, February 10, 2026, with analysts expecting an EPS of $1.55. The company's stock has performed well, up 139.63% over the last 52 weeks, and analysts maintain a consensus "Buy" rating with a target price indicating a modest upside. Centrus Energy shows strong revenue growth and profitability compared to peers but has a higher debt-to-equity ratio.
Centrus Energy (LEU) Is Down 5.3% After Tennessee Approves Major Oak Ridge Manufacturing Expansion
Centrus Energy (LEU) shares fell 5.3% after Tennessee approved a significant manufacturing expansion at its Oak Ridge site, involving over US$560 million in investment and creating nearly 430 jobs. This expansion positions Oak Ridge as a vital production hub for centrifuges to be used in Centrus's Ohio enrichment operations, strengthening its role in the U.S. nuclear fuel supply chain. Despite highlighting its crucial role in domestic nuclear fuel, the expansion also brings risks related to execution, funding, and dependence on government contracts, leading to varied analyst fair value estimates for the stock.
Centrus Energy Weighs Project Vault Tailwinds Against Volatile Growth Path
Centrus Energy is well-positioned to benefit from the U.S. government's Project Vault, an initiative to build a strategic uranium reserve and fund critical minerals. While this policy support could drive demand for Centrus's enriched uranium and HALEU production, the company's stock has experienced significant volatility, suggesting investor sensitivity to policy changes. The key for Centrus will be converting this policy backdrop into long-term contracts and effectively managing its expansion projects amidst market expectations and potential funding delays.
A Look At Centrus Energy (LEU) Valuation As Nuclear Fuel Expansion Plans Gain Government Support
Centrus Energy (LEU) has gained investor attention due to a major expansion of its Oak Ridge facility, backed by government support, focusing on U.S. nuclear fuel security. Despite a recent share price decline over 90 days, the company shows strong long-term momentum. Analysts have varied price targets for LEU, with a consensus suggesting it is currently overvalued based on future growth expectations and ambitious assumptions.
Centrus to Webcast Conference Call on February 11 at 8:30 a.m. ET
Centrus Energy Corp. (NYSE: LEU) will host a webcast conference call on Wednesday, February 11, 2026, at 8:30 a.m. ET for shareholders and the financial community. The call will follow the release of their fourth-quarter and full-year 2025 earnings report on Tuesday, February 10, 2026, after market close. A replay of the webcast will be available through February 24, 2026, on the Investor Relations section of their website.
The Bull Case For Centrus Energy (LEU) Could Change Following Major Tennessee Enrichment Manufacturing Expansion
Centrus Energy (LEU) announced a major expansion plan in Tennessee, investing over US$560 million to produce advanced centrifuges for uranium enrichment, creating 430 jobs. This move solidifies Centrus's role as the sole U.S. manufacturer of enrichment centrifuges, directly supporting federal efforts for energy and national security. While this strengthens the long-term investment narrative for U.S. nuclear fuel independence, it also introduces increased capital intensity and execution risk, suggesting potential shifts in the company's investment profile.
Centrus to Webcast Conference Call on February 11 at 8:30 a.m. ET
Centrus Energy Corp. (NYSE: LEU) announced it will broadcast its quarterly conference call on Wednesday, February 11, 2026, at 8:30 a.m. ET, following the release of its fourth-quarter and full-year 2025 earnings report on February 10, 2026. The webcast will be accessible via the Investor Relations section of the company's website, CentrusEnergy.com, with a replay available until February 24, 2026. The company is a key American supplier of nuclear fuel and services.
Centrus to Webcast Conference Call on February 11 at 8:30 a.m. ET
Centrus Energy Corp. (NYSE: LEU) announced it will broadcast its quarterly conference call on February 11, 2026, at 8:30 a.m. ET, following the release of its fourth-quarter and full-year 2025 earnings report. The webcast will be accessible via the Investor Relations section of the company's website, with a replay available until February 24, 2026. Centrus is a nuclear fuel supplier and is working on High-Assay, Low-Enriched Uranium production to restore America's uranium enrichment capabilities.
There's Reason For Concern Over Centrus Energy Corp.'s (NYSE:LEU) Massive 36% Price Jump
Centrus Energy Corp. (NYSE:LEU) has seen a significant 36% share price rebound in the last month, contributing to a 315% gain over the past year. Despite this, the article expresses concern over the company's high P/E ratio of 54.1x, especially when analyst forecasts predict a 12% annual decline in EPS over the next three years, contrasting sharply with the broader market's expected 12% annual growth. The author suggests that Centrus Energy's current P/E may be unsustainable given its negative growth outlook, making it a potentially risky investment at its current price.
Centrus Energy (LEU) Valuation Check As Oak Ridge Expansion Reshapes U.S. Nuclear Supply Chain
Centrus Energy (LEU) is gaining attention due to its plans to expand its Oak Ridge facility into a high-rate centrifuge manufacturing plant, backed by state and federal funding. Despite a recent share price decline, its long-term momentum is strong, driven by a large backlog and HALEU positioning. While current valuation models suggest the stock is overvalued at $279.73, strong nuclear fuel demand could challenge this assessment.
Smart Money Is Betting Big In LEU Options
Large investors have been placing significant bets on Centrus Energy Corp. Class A Common Stock (NYSE: LEU) options, showing a predominant bearish sentiment. Benzinga's options scanner detected 16 uncommon trades, with a notable imbalance between puts and calls, indicating sophisticated traders are positioning for specific price movements within a $260.0 to $640.0 range. The article also provides current market standing, analyst ratings, and details about Centrus Energy Corp.'s business.
Centrus Energy’s Nuclear Buildout Tests Valuation After Oak Ridge Expansion
Centrus Energy plans to invest over $560 million in its Oak Ridge, Tennessee facility, creating nearly 430 jobs, following a similar federal award for its Ohio facility. These expansions, totaling over $1.4 billion, are aimed at strengthening U.S. nuclear fuel and enrichment capabilities. This strategic buildout positions Centrus Energy at the core of national energy policy and defense priorities, warranting close attention from investors.
Centrus to Expand Oak Ridge Centrifuge Manufacturing Plant to Facilitate Large-Scale Deployment
Centrus Energy Corp. announced a major expansion of its Oak Ridge facility in East Tennessee, transitioning it into a high-rate manufacturing plant for advanced centrifuges. This expansion involves creating nearly 430 new jobs and investing over $560 million, supporting the large-scale restoration of domestic uranium enrichment capabilities. The project is backed by funding from the U.S. Department of Energy and the Tennessee Nuclear Energy Fund, aiming to meet America's commercial and national security requirements.
Precision Trading with Centrus Energy Corp. Class A (LEU) Risk Zones
This article provides a detailed analysis of Centrus Energy Corp. Class A (LEU) with a near-term neutral sentiment, indicating a stall despite mid and long-term strength. It highlights a 77.0:1 risk-reward short setup and outlines three distinct AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, complete with entry zones, targets, and stop losses. The analysis also includes multi-timeframe signal analysis for support and resistance levels.
Centrus to Expand Oak Ridge Centrifuge Manufacturing Plant to Facilitate Large-Scale Deployment
Centrus (NYSE: LEU) announced a major expansion of its Oak Ridge facility, converting it into a high-rate manufacturing plant for advanced centrifuges. This expansion will create nearly 430 new jobs and involve an investment of over $560 million, supporting the restoration of domestic uranium enrichment capabilities. The project is crucial for meeting America's commercial and national security requirements, with the first new centrifuges expected to be operational in Ohio by 2029.
Is It Too Late To Consider Centrus Energy (LEU) After Its 221% One-Year Surge?
Centrus Energy (LEU) has seen a significant 221% surge over the past year, leading to questions about its current valuation. According to a Discounted Cash Flow (DCF) analysis, the stock appears overvalued by 16.9% at its current price of US$302.37, with an estimated intrinsic value of $258.64 per share. Furthermore, its Price vs. Earnings (P/E) ratio of 48.43x is considerably higher than the industry average of 13.40x and Simply Wall St's Fair Ratio of 12.17x, indicating it is expensive on this metric as well.
Assessing Centrus Energy (LEU) Valuation After Strong Multi Year Returns And Recent Pullback
Centrus Energy (LEU) has seen significant multi-year returns but recently experienced a pullback. Despite its strong performance, Simply Wall St's analysis suggests the stock is currently overvalued at $315.92 compared to a narrative fair value of $279.73. The article provides insights into analyst price targets and encourages investors to consider broader research and build their own financial models.
Centrus Energy Corp. (NYSE:LEU) Presents a Strong Growth and Momentum Case
Centrus Energy Corp. (NYSE:LEU) is presented as a strong growth and momentum case, combining solid fundamental growth with positive technical momentum. The company shows a Growth Rating of 7 out of 10 with significant recent revenue and EPS growth, and analysts forecast continued increases. Technically, LEU has a high rating due to upward trends and trading above key moving averages, suggesting a potential breakout.
$100 Invested In Centrus Energy Corp. Class A Common Stock 5 Years Ago Would Be Worth This Much Today
An investment of $100 in Centrus Energy Corp. Class A Common Stock (LEU) five years ago would now be worth $1,392.05. The stock has significantly outperformed the market, achieving an average annual return of 69.33% over this period. Centrus Energy Corp. Class A currently has a market capitalization of $5.76 billion.
Is It Too Late To Consider Centrus Energy (LEU) After Its 1-Year Share Price Surge?
Centrus Energy (LEU) has seen a significant share price surge of 317.8% over the past year, prompting an evaluation of its current valuation. According to Simply Wall St's analysis using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratios, the stock appears overvalued. The DCF model suggests it is 18.9% overvalued, while its P/E ratio of 49.27x is significantly higher than the industry average.
How DOE’s US$900 Million HALEU Expansion Award At Centrus Energy (LEU) Has Changed Its Investment Story
Centrus Energy (LEU) received a US$900 million award from the U.S. Department of Energy to expand its Piketon facility for commercial-scale HALEU and LEU production, a move expected to reshape its investment narrative. This funding supports domestic nuclear fuel supply and advanced reactor fuels, reinforcing Centrus's role in clean energy and national security. While this expansion presents a significant opportunity, investors should also consider the execution and cost overrun risks associated with such complex projects.
Centrus Energy (LEU) Valuation After Major US$900 Million DOE Task Order For HALEU Expansion
Centrus Energy (LEU) recently received a significant US$900 million task order from the U.S. Department of Energy to expand its HALEU production facility, leading to renewed investor interest and a strong stock performance. Despite a substantial share price increase and trading above the average analyst target, the company is still considered overvalued by Simply Wall St's fair value narrative at about US$279.73, compared to its last close of US$309.26. The article advises investors to consider risks and build their own narratives, while also suggesting other investment ideas.
Here's How Much You Would Have Made Owning Centrus Energy Corp. Class A Common Stock Stock In The Last 10 Years
Centrus Energy Corp. Class A Common Stock (NYSE: LEU) has significantly outperformed the market over the last decade, with an annualized return of 73.18%. An initial investment of $1000 in LEU stock 10 years ago would now be worth over $257,000, underscoring the power of compounded returns.
Is It Too Late To Consider Centrus Energy (LEU) After A 323% One Year Surge?
Centrus Energy (LEU) has seen a significant 323% surge in its stock price over the last year, leading many to question its current valuation. Simply Wall St's analysis, using both Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio models, suggests the stock may be overvalued. The article further introduces "Narratives" as a way for investors to explore different valuation perspectives on the company.
Centrus Awarded $900 Million to Expand Uranium Enrichment in Ohio
Centrus Energy (NYSE: LEU) has been awarded a $900 million task order by the U.S. Department of Energy to expand its uranium enrichment facility in Piketon, Ohio. This funding will support commercial-scale production of High-Assay, Low-Enriched Uranium (HALEU) and Low-Enriched Uranium (LEU), creating thousands of American jobs and revitalizing the domestic nuclear fuel supply chain. The project aims to restore America's leadership in uranium enrichment and is expected to bring new capacity online by 2029.
Centrus Energy Wins $900 Million Contract As DOE Injects Billions In Uranium Enrichment
The Department of Energy (DOE) has awarded $2.7 billion in uranium enrichment contracts, with Centrus Energy (NYSE: LEU) securing $900 million. This funding will support Centrus in expanding its HALEU production capacity and advancing next-generation reactor fuel development. The DOE's move reflects a resurgence in the nuclear energy sector and a commitment to rebuilding a secure domestic nuclear fuel supply chain.
Centrus Energy (LEU): Assessing Valuation After a 12% Daily Jump and Massive One‑Year Rally
Centrus Energy (LEU) has seen a dramatic rise of 2,373% over the past year, including a recent 12.25% single-day jump. Despite analysts having a consensus price target of $229.3, the article suggests a narrative fair value of $279.73, while noting the stock's high P/E ratio of 43.6x compared to peers at 16.5x, raising questions about whether the market has overvalued its nuclear growth prospects. Investors are encouraged to conduct further research, considering both potential rewards and warning signs for Centrus Energy.
If You Invested $1000 In Centrus Energy Corp. Class A Common Stock Stock 5 Years Ago, You Would Have This Much Today
Centrus Energy Corp. Class A Common Stock (NYSE: LEU) has significantly outperformed the market over the last 5 years, boasting an average annual return of 55.45%. An investment of $1000 in LEU stock five years ago would today be worth $9,748.73, demonstrating the power of compounded returns. The company currently has a market capitalization of $4.00 billion.
Centrus To Build New Training, Operations & Maintenance Hall in Ohio to Support Expansion Plans
Centrus Energy (NYSE: LEU) is initiating the design of a 150,000 square foot Training, Operations & Maintenance Facility in Piketon, Ohio. This facility is crucial for the planned expansion of its uranium enrichment capacity, aiming to restore large-scale uranium enrichment in the US. The project involves renovating an existing building and could accommodate up to 200 new employees.
This Oklo Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Friday
Needham analyst Sean Milligan initiated coverage on Oklo Inc (NYSE: OKLO) with a Buy rating and a $135 price target. Milligan also began coverage on Centrus Energy Corp (NYSE: LEU) with a Buy rating and a $357 target. Additionally, BTIG analyst Jeet Mukherjee initiated coverage on Palvella Therapeutics Inc (NASDAQ: PVLA) with a Buy rating and a $167 price target, and Needham analyst Gerald Pascarelli initiated coverage on Vital Farms, Inc. (NASDAQ: VITL) with a Buy rating and a $45 price target.
Centrus Energy (LEU) Is Up 7.5% After NYSE Uplisting Milestone Has The Bull Case Changed?
Centrus Energy has uplisted to the NYSE under the symbol "LEU," a move aimed at enhancing liquidity and visibility for the company. This milestone supports its goal of rebuilding U.S.-owned uranium enrichment capacity, including HALEU, aligning with its specific investment narrative, though the narrative is complicated by an anticipated softening of earnings and potential dilution from a US$1.00 billion at-the-market equity program. Investors are divided on Centrus's fair value, highlighting the importance of future DOE decisions and the impact of the ATM program on per-share economics.
Market Whales and Their Recent Bets on LEU Options
Large investors are taking a bearish stance on Centrus Energy (AMEX: LEU) options, with 12 uncommon trades spotted by Benzinga's scanner. The sentiment is split, with 25% bullish and 50% bearish, involving significant put and call options. Whales appear to be targeting a price range of $200.0 to $380.0 for LEU over the past three months, while analysts currently maintain a Neutral rating with an average target price of $245.0.
Centrus Energy Announces Uplisting to the New York Stock Exchange
Centrus Energy Corp. announced its approval for uplisting from the NYSE American to the New York Stock Exchange (NYSE), effective December 4, 2025, under the symbol "LEU". This move aims to enhance liquidity and increase visibility for a broader investor base as Centrus works to restore uranium enrichment capabilities in the U.S. Company officials stated this uplisting reflects Centrus' growth and its continued value delivery to shareholders.
Centrus Energy Stock Slides After Q3 Revenues Miss Estimates
Centrus Energy Corp. (LEU) shares fell after the company reported mixed third-quarter earnings, beating EPS estimates but missing revenue expectations. The company posted quarterly earnings of 19 cents per share, surpassing the 8-cent consensus, but revenue came in at $74.9 million, below the $79.43 million analyst consensus. CEO Amir Vexler highlighted strong financial results and significant progress in their enrichment build-out, noting accelerating market demand for U.S.-owned enrichment supply.
Centrus Energy Announces $1 Billion Equity Offering
Centrus Energy announced a $1 billion at-the-market equity offering program to fund general corporate purposes, including technology investment, debt repayment, and potential acquisitions. This program allows the company to sell Class A common stock through various sales agents. Analysts currently rate the stock as a Hold with a $368.00 price target, though TipRanks' AI Analyst, Spark, considers it an Outperform due to strong financial performance despite a high P/E ratio and some revenue challenges.
How Centrus Energy Corp. Class A (LEU) Affects Rotational Strategy Timing
This article analyzes Centrus Energy Corp. Class A (LEU) and its implications for rotational trading strategies, highlighting weak near- and mid-term sentiment but a strong long-term outlook. It details specific institutional trading strategies, including long, breakout, and short setups with defined entry, target, and stop-loss levels. The analysis provides AI-generated signals and multi-timeframe risk-reward parameters for LEU.
Centrus Announces "At-the-Market" Equity Offering Program
Centrus Energy Corp. announced an "at-the-market" (ATM) equity offering program, allowing it to sell up to $1,000,000,000 worth of Class A common stock. The company plans to use the proceeds for general working capital, corporate purposes, potential acquisitions, and debt repayment. Barclays, Citi, UBS Investment Bank, and Evercore ISI are among the sales agents for the program.
Centrus Reports Third Quarter 2025 Results
Centrus Energy Corp. reported strong third-quarter 2025 results, with net income of $3.9 million on $74.9 million in revenue, a significant improvement from the prior year. The company enhanced its balance sheet, secured critical government waivers for Russian uranium deliveries, and advanced its Piketon, Ohio, uranium enrichment plant expansion plans. These strategic achievements position Centrus to meet growing market demand for domestic enrichment supply.
(LEU) and the Role of Price-Sensitive Allocations - news.stocktradersdaily.com
This article provides an analysis of Centrus Energy Corp. Class A (NYSE: LEU), highlighting strong sentiment across all horizons despite elevated downside risk and no clear price positioning signal. It presents AI-generated trading strategies (Long, Momentum Breakout, Short) and a multi-timeframe signal analysis with support and resistance levels. The content emphasizes the role of price-sensitive allocations and offers access to real-time signals and personalized analysis through a platform.
