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LELEU

Centrus Energy Corp.

$LEU·$2.8B·Uranium·Energy
$145.23-3.1%YTD-39.5%1Y-44.7%
Price updated 11h ago·X counts updated 5d ago
LELEU
$LEUCentrus Energy Corp.
$145.23-3.08%241 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LEU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

241X posts · last 7 days
Sep 1Sep 13
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $LEU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-16

Centrus posters are torn. The dilution alert is real — Centrus just launched an underwritten public offering of Class A stock plus warrants, with proceeds pointed at working capital, technology development and debt repayment. The offset is a massive $900M DOE contract, a multiyear HALEU supply deal with Radiant for Kaleidos microreactors, and a record $4.5B backlog. Q2 net income already fell 42% on expansion costs, so the market is waiting on offering size and price.

Read what X is saying about $LEU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LEU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-18

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

Centrus Energy landed a $900M DOE contract and a multi-year HALEU deal with Antares — but a fresh dilutive offering is why the stock is at 4% of its 52-week range.

Centrus Energy is the US-domestic uranium enrichment specialist — the HALEU supplier for advanced reactors like Radiant Kaleidos. Sept 11 launched an underwritten offering (500K shares + 2M pre-funded warrants + 7M common warrants) — why the stock dropped hard despite Sept 17's Antares HALEU supply contract.

  • Growth real: Q2 EPS $0.77 beat by 5%; Q1 by 21%; Q4 backlog hit $4.5B — DOE + defense-adjacent demand is the growth engine.
  • Dilution overhang: proceeds funding working capital, technology and debt — the raise caps upside on any pop.
  • Multiple stretched even after drawdown: 53x TTM P/E for a specialty-materials producer.

At 4th percentile of 52-week range, Nov 4 has to confirm the DOE and HALEU deal ramps — a print with backlog stable or expanding breaks the coil; more dilution-related overhang keeps the range.

Agrees with X sentimentX is genuinely torn — the DOE $900M, Radiant HALEU deal, and $4.5B backlog are real, but the fresh underwritten offering is a real dilution overhang. Both sides are honest; I agree the market is waiting on the offering size/price before rewarding the wins.

What to watch: Nov 4 Q3 earnings — HALEU delivery ramp, DOE-contract execution, and any offering-size/price disclosure. A print with contract backlog stable breaks the coil; more dilution-related overhang keeps the range.

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

Read the AI verdict on $LEU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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-AI thesis intensifies: Google contracted Finland's Fortum nuclear plant for 22 years (50% of output) for AI data-centre power — the first nuclear PPA outside the US, directly expanding the addressable utility contract base. Centrus launched a dilutive equity offering this week, the near-term headwind, but AI data-centre power demand is structural support for spot prices across the cohort.

What this means for $LEU

Headwind — launched dilutive underwritten equity offering with pre-funded warrants this week; HALEU enrichment programme is strategically important for advanced reactors but near-term dilution offsets the nuclear demand tailwind.

Top industry ETF

$URAGlobal X Uranium ETF
-1.8%YTD
-8.9%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 $0.02

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$470.7M$451.1M – $489.6M$2.55$1.44 – $4.6111
FY27$466.9M$361.1M – $578.0M$2.88-$0.23 – $5.6912
FY28$416.1M$401.3M – $430.9M$2.21-$2.32 – $5.557
FY29$476.2M$409.9M – $538.5M$1.47$1.21 – $1.723
FY30$616.5M$530.7M – $697.1M$3.02$2.47 – $3.535

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.2.3×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.3%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.-15.7%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.-29.6%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 today8.1% 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.β1.335-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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
+ 23 other (14 awards · 7 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-KMaterial agreementSep 118-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Centrus Energy signed an underwriting agreement with Guggenheim Securities to sell 500,000 shares of common stock, 2 million pre-funded warrants, and 6.992 million common warrants across four warrant series with exercise prices from $226 to $363 per share. The offering raises capital for Centrus's enriched uranium production and working capital needs. Pre-funded warrants allow investors to participate without breaching ownership thresholds. This capital raise supports Centrus's role as a domestic uranium enrichment supplier ahead of expected federal demand growth.

424B5Prospectus supplement (offering)Sep 11424B5
AI summary

Centrus Energy filed a 424B5 prospectus supplement for the offering of 500,000 shares, 2 million pre-funded warrants, and 6.992 million common warrants via Guggenheim Securities, corresponding to the concurrent underwriting agreement 8-K. This prospectus establishes the formal registered offering disclosures under Centrus's shelf registration.

424B5Prospectus supplement (offering)Sep 9424B5
AI summary

Centrus Energy (LEU) filed a preliminary 424B5 prospectus supplement for an offering of Class A Common Stock, pre-funded warrants, and common warrants; specific amounts and prices are not yet finalized. The offering appears designed to raise equity capital, likely in support of the company's nuclear fuel production investments.

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.

+ 25 other (12 13Gs · 3 routine 8-Ks · 3 proxys · 2 10-Qs) in window

Recent news

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

NuScale Power Drops 7% as Nuclear Stocks Hand Back the Vote Rally; Oklo Falls 5%, Centrus Energy Slides 3%247wallst.com·20h agoCentrus and Antares Sign Multi-Year HALEU Supply Contractprnewswire.com·2d agoCentrus Energy (NYSE:LEU) and Greenfire Resources (NYSE:GFR) Financial Analysisdefenseworld.net·2d agoCentrus Energy Just Made a Smart Move. Here's Why It Matters.fool.com·4d agoCalifornia State Teachers Retirement System Purchases 3,560,725 Shares of Centrus Energy Corp. $LEUdefenseworld.net·4d ago

In themes

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Voices on X · last 7 days

No standout posts about $LEU on X in the last 7 days.

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