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LELEU

Centrus Energy Corp.

$LEU·$3.4B·Uranium·Energy
$171.40-2.5%YTD-23.6%1Y-15.9%
Mentions · last 7 days
2026-08-22: 17 posts110+18%
Price updated 4h ago·X counts updated 9d ago
LELEU
$LEUCentrus Energy Corp.
$171.40-2.49%110 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LEU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Centrus with the X-energy HALEU contract and uranium busting $90 — nuclear-fuel monopoly play with a specific $200 target.

Centrus Energy is the sole US enricher of high-assay low-enriched uranium (HALEU) — the critical fuel for advanced SMR reactors, with a specific commercial HALEU pilot facility in Piketon, Ohio. The setup is a hot-momentum name coiled around specific fuel-supply catalysts.

  • The X-energy contract is fresh: Centrus disclosed on August 6 a contract with X-energy to supply low enriched uranium and high-assay low-enriched uranium — a real commercial HALEU supply arrangement that anchors the FY27 revenue ramp; the sell side models FY26 revenue at ~$466M rising to ~$488M in 2027.
  • The sector tape is loud: uranium spot busting through $90/lb, SMR-sector +3.7% day with LEU +8.8%, and Jensen Huang naming nuclear as necessary for data centers on the NVDA call — a real thematic tailwind that combines HALEU-monopoly positioning with nuclear-AI-datacenter demand.
  • The near-term overhangs are legitimate: today's -9.8% drop is real (part of a broader nuclear-fuel-name pullback), an executive-officer change was disclosed August 18 (5.02), and Iran-Russia sanction risk is a real geopolitical overhang that could disrupt global enrichment supply/demand dynamics.

The setup is a hot-momentum nuclear-fuel monopoly name coiled on real X-energy contract catalyst and sector tailwinds — the November 4 Q3 print is the referee, and the market needs continued HALEU customer wins plus updated Piketon commercial timeline. A named additional HALEU contract or a $100 uranium spot break extends the setup toward the $200 crowd target; a Piketon delay or a soft uranium print cools the tape from current levels.

Agrees with X sentimentThe bullish X read on the SMR-sector +3.7% day (LEU +8.8%), spot uranium busting through $90, Jensen Huang naming nuclear as necessary for data centers, the $200 breakout then $300 target, HALEU monopoly positioning, and the bullish RSI divergence with weekly bull-flag breakout is factually consistent with the tape and X-energy contract announcement. The Iran-Russia sanction risk flag is a real caveat.

What to watch: The November 4 Q3 earnings — need continued HALEU customer wins, updated Piketon commercial timeline, and reiterated FY26 revenue guide toward $466M consensus. A Piketon delay or a soft uranium print cools the tape from current levels; a named additional HALEU contract or a $100 uranium spot break extends the setup toward the $200 crowd target.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment29 posts analyzed · as of 2026-08-31

Bulls frame Centrus as the 'US HALEU leader' sitting at the base of the AI-power stack, citing a $900M DOE task order, hyperscaler enrichment demand, and $13T Schwab-style capital rotating alongside $VST and $CEG. Technicians flag a break above the long-term downtrend with $200 as the next trigger. Cooler heads point to slippable SMR timelines and unexercised DOE options as the real kill switches.

Read the AI verdict + X sentiment for $LEU

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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Supplies enriched uranium fuel to nuclear plants and is building domestic HALEU enrichment for advanced reactors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Uranium sits in its cycle right now — and what that implies for $LEU.

Uranium · Energy

Nuclear renaissance — utilities locking in long-term supply contracts and new reactor approvals — is tightening the uranium spot and term market. AI power demand from hyperscalers exploring nuclear offtakes is the newest demand signal, adding a fresh buyer class.

What this means for $LEU

Partial — upstream oil & gas exposure ties to commodity price cycle; Centrus Energy Corp.

Top industry ETF

$URAGlobal X Uranium ETF
-2.3%YTD
+12.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
52.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.77$0.73+5.2%
Q1 2026May 5, 2026$0.45$0.37+21.4%
Q4 2025Feb 10, 2026$0.79$1.42-44.4%
Q3 2025Nov 5, 2025$0.19$0.20-5.0%
Next earningsWed, Nov 4·consensus EPS $0.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$76.7M+4.9%38.7%1.0%$0.51$-58.3M
Q4 FY25$146.2M-3.6%23.9%8.8%$0.94$-58.0M
Q3 FY25$74.9M+29.8%-5.7%-22.2%$0.21$5.7M
Q2 FY25$154.5M-18.3%34.9%21.7%$1.63$49.2M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$465.9M$456.6M – $471.4M$2.82$1.32 – $4.9310
FY27$487.7M$470.1M – $514.8M$2.85$0.60 – $5.6510
FY28$429.2M$421.0M – $437.5M$2.33-$2.44 – $5.857
FY29$520.1M$485.8M – $544.4M$1.86$1.71 – $1.983
FY30$643.1M$600.7M – $673.3M$3.18$2.90 – $3.376

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 11Todd M TinelliCFO306 sh$62K
+ 25 other (15 awards · 8 inkinds · 2 exempts) in window

See when $LEU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change
AI summary

Centrus Energy (LEU) filed an 8-K disclosing a change in executive officers or directors under Item 5.02. No financial terms or names were disclosed in the available excerpt. The event occurred in August 2026. Further details would be available in the full filing exhibits.

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement
AI summary

Centrus Energy subsidiary ACO signed a $900M firm-fixed-price DOE contract to deploy HALEU enrichment capacity at Piketon, Ohio and deliver 1 metric ton of HALEU by March 2032, with milestone-based payments. Transformative government contract validating Centrus as the primary U.S. domestic HALEU supplier for advanced nuclear reactors.

3New insider — initial holdingsJun 183
AI summary

Yanhong Dai filed an initial Form 3 as a new insider at Centrus Energy Corp. (LEU) on June 18, 2026. This is a routine new-insider ownership disclosure with no open-market transactions reported.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 3.03 · Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Centrus Energy (LEU) filed two 8-Ks on June 18, 2026. In the first, the company executed a 7th Amendment to its Section 382 Rights Agreement: extending the plan's expiration from June 30, 2026 to June 30, 2029 and raising the purchase price per 1/1000th preferred share from $160.38 to $1,143.95. The amendment also adjusts board committee procedures (Item 3.03) and was ratified by shareholders at the June 18 annual meeting (Item 5.07). This poison pill extension signals the board's ongoing concern about protecting its NOL tax assets from ownership changes.

8-KMaterial agreementApr 208-K — Item 1.01: Material agreement
AI summary

LEU entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-20). Counterparty: Geiger Brothers, Inc. (the “Contractor”). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KCharter amendmentMar 168-K — Item 5.03: Charter amendment
+ 22 other (10 13Gs · 3 proxys · 2 routine 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

UUUU vs. LEU: Which Uranium Stock Offers Better Potential?zacks.com·5d agoCentrus Energy Corp (LEU) Shares Fall 4.9% -- What GF Score of 56 Tells Investorsgurufocus.com·7d agoCentrus Hosts Governor DeWine and JobsOhio at Piketon Uranium Enrichment Facilityprnewswire.com·7d agoKeep This Renewable Energy Stock Close Until Novemberschaeffersresearch.com·7d ago3 Growth Stocks to Buy Before Wall Street Catches On247wallst.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear Renaissance

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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