Centrus Energy (NYSE:LEU) Stock Lifted to “Buy” by Roth Capital

Roth Capital upgraded shares of Centrus Energy (NYSE:LEU) from a neutral rating to a buy rating in a report published on Friday morning, MarketBeat reports. The brokerage currently has $115.00 price target on the stock.

A number of other research firms also recently issued reports on LEU. B. Riley Financial lowered their target price on shares of Centrus Energy from $295.00 to $188.00 and set a “buy” rating for the company in a report on Wednesday, October 28th. Bank of America cut their price target on shares of Centrus Energy from $240.00 to $205.00 and set a “neutral” rating on the stock in a research note on Thursday, July 9th. Seaport Research Partners upgraded shares of Centrus Energy to an “overweight” rating in a report on Friday. Capital One Financial set a $151.00 price objective on shares of Centrus Energy in a research note on Tuesday, October 27th. Finally, Northland Securities set a $270.00 price objective on Centrus Energy in a report on Friday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $193.06.

Centrus Energy Trading Up 17.4%

Centrus Energy stock traded up $15.53 during trading on Friday, hitting $104.56. The company’s stock had a trading volume of 1,319,378 shares, compared to its average volume of 941,776. The stock’s fifty day moving average is $136.02 and its 200 day moving average is $181.07. Centrus Energy has a 1-year low of $84.86 and a 1-year high of $345.60. The stock has a market capitalization of $2.09 billion, a price-to-earnings ratio of 30.57, a P/E/G ratio of 9.09 and a beta of 1.40. 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) last issued its quarterly earnings results on Wednesday, November 4th. The company reported ($0.46) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.33). The business had revenue of $55.50 million during the quarter. Centrus Energy had a return on equity of 7.06% and a net margin of 10.23%. The company’s revenue was down 25.9% compared to the same quarter last year. During the same quarter last year, the firm posted $0.19 earnings per share. As a group, equities research analysts predict that Centrus Energy will post 3.49 EPS for the current year.

Institutional Investors Weigh In On Centrus Energy

Several institutional investors have recently bought and sold shares of LEU. Fifth Third Bancorp increased its holdings in Centrus Energy by 138.2% in the 3rd quarter. Fifth Third Bancorp now owns 6,870 shares of the company’s stock valued at $958,000 after purchasing an additional 3,986 shares in the last quarter. Maryland State Retirement & Pension System acquired a new stake in shares of Centrus Energy in the third quarter valued at about $598,000. Fulcrum Asset Management LLP grew its stake in shares of Centrus Energy by 420.2% in the third quarter. Fulcrum Asset Management LLP now owns 4,484 shares of the company’s stock valued at $620,000 after buying an additional 3,622 shares in the last quarter. Pictet Asset Management Holding SA raised its holdings in shares of Centrus Energy by 123.9% during the 3rd quarter. Pictet Asset Management Holding SA now owns 6,452 shares of the company’s stock valued at $900,000 after buying an additional 3,570 shares during the period. Finally, Parallel Advisors LLC raised its holdings in shares of Centrus Energy by 154.4% during the 3rd quarter. Parallel Advisors LLC now owns 659 shares of the company’s stock valued at $92,000 after buying an additional 400 shares during the period. 49.96% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Centrus Energy

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

• Positive Sentiment: Roth Capital upgraded Centrus from Neutral to Buy, setting a $115 price target and citing reduced near-term concerns. Centrus Energy surges as Roth raises to buy as near-term concerns subside
• Positive Sentiment: Expansion milestones support the longer-term growth case: Centrus reported new centrifuge shipments, with its first Oak Ridge centrifuge completed ahead of the year-end target. The company also cited a roughly $7 billion backlog and stronger liquidity. Centrus Energy Q3 Earnings Call Highlights Enrichment Expansion Progress
• Positive Sentiment: Management outlined 2026 revenue of $450 million to $500 million, reflecting a sizable business pipeline as it advances enrichment capacity. Centrus outlines 2026 revenue and capital-spending outlook
• Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target slightly to $149 and kept an Equal Weight rating, while Bank of America reiterated Hold. Barclays stock recommendations
• Negative Sentiment: Quarterly sales declined about 26% year over year. Although reported EPS beat expectations, the result was substantially helped by a $46.4 million warrant gain, making the headline profit less indicative of underlying operating performance. LEU Q3 Earnings Beat Estimates on Warrant Gain, Sales Decline
• Negative Sentiment: The expansion will require substantial investment: Centrus forecast $350 million to $500 million in 2026 capital spending, creating execution and funding demands as it scales production. Centrus outlines 2026 capital-spending outlook

Centrus Energy Company Profile

Centrus Energy Corp. (NYSE:LEU) is a U.S.-based supplier of nuclear fuel and related services. The company provides enriched uranium products, including low-enriched uranium used to fuel commercial nuclear reactors, as well as uranium and fuel-management services for utilities and other customers in the nuclear energy industry.

Centrus is also developing high-assay low-enriched uranium (HALEU), an advanced fuel intended for certain next-generation and small modular reactors. Its American Centrifuge technology is being developed to support domestic uranium enrichment and reduce reliance on foreign fuel-supply chains.