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LELEU

Centrus Energy Corp.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeStrong bullish X conversation
$LEU·$3.6B·Uranium·Energy
$191.39+12.4%YTD-22.8%1Y+0.7%
Mentions · last 7 days
2026-06-13: 12 posts2026-06-14: 12 posts2026-06-15: 29 posts2026-06-16: 33 posts2026-06-17: 22 posts2026-06-18: 167 posts2026-06-19: 51 posts327+18%
Price updated 19h ago·X counts updated 19h ago
LELEU
Centrus Energy Corp.$LEU
$191.39+12.38%327 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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-06-20

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

Only US-licensed HALEU producer just signed an Oklo LOI and rolled its NOL-protection rights plan out to 2029.

Centrus Energy is the only US-based company holding full commercial licensing for High-Assay Low-Enriched Uranium enrichment, and the just-signed letter of intent with Oklo to supply HALEU from Piketon, Ohio starting 2029 is exactly the kind of commercial-pipeline anchor the bull case has been waiting for. The HALEU monopoly framing is real on a domestic-content basis even if the LOI is non-binding. The June 18 8-K also extended the Section 382 Rights Agreement to June 30, 2029 and re-priced the per-1/1000th preferred from $160.38 to $1,143.95 — a poison-pill refresh whose stated purpose is protecting the NOL tax assets from an ownership change, which both signals board-level interest in preserving optionality and modestly raises the bar for any unsolicited approach. The stock jumped ~12% on the LOI day, is down ~23% YTD but flat over the trailing twelve months, and sits below the 200-day moving average. Q1 print: revenue $76.7M up ~5% year over year with operating margin barely positive but EPS at $0.51 beating a $0.33 consensus. The cited $2.8B war-chest ($1.9B unrestricted cash plus the $900M HALEU award) against a ~$3.6B market cap is the central NAV-discount frame. Risks: any DOE funding pull-back, slower-than-expected SMR commercial reactor commissioning, or a HALEU supply alternative emerging from Russian or Korean enrichment.

Agrees with X sentimentX correctly anchors on the HALEU monopoly framing and the cash-versus-market-cap setup; the typical-wedge-consolidation skeptic note is fair to carry.

What to watch: Oklo definitive-agreement conversion, DOE funding actions, SMR commercial commissioning timelines, and any further offtake LOIs.

On the calendar: Q2 2026 earnings on 2026-08-04.

X sentiment

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

Bullish sentiment49 posts analyzed · as of 2026-06-19

Centrus Energy is the only US-based company holding full commercial licensing for HALEU enrichment and just signed an LOI with $OKLO to supply HALEU for up to five Aurora powerhouses starting in 2029. Bulls cite a $2.8B effective war chest ($1.9B unrestricted cash + $900M HALEU award) on a $3.2B market cap, the broader US nuclear renaissance theme, Cameco's disclosure that global utilities are contracting future uranium supply at $120 midpoint creating disconnect, and an $URA +9-11% rally setting up the next leg. Skeptics flag the typical wedge consolidation. Tone is bullish accumulation into the HALEU monopoly narrative.

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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

AI data center power demand is confirming nuclear as the 2026 energy story — utility long-term contracting is accelerating and US government support for advanced reactor components is activating domestic supply. The enrichment bottleneck (LEU) is the highest-barrier-to-entry stage of the nuclear fuel cycle, drawing increasing investor attention.

What this means for $LEU

Direct beneficiary — uranium enrichment is the highest-barrier-to-entry stage of the nuclear fuel cycle; HALEU enrichment for advanced reactors creates a second growth vector alongside conventional reactor fuel supply.

Top industry ETF

$URAGlobal X Uranium ETF
+9.9%YTD
+29.9%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
Q1 2026May 5, 2026$1.05$0.33+218.2%
Q4 2025Feb 10, 2026$0.79$1.42-44.4%
Q3 2025Nov 5, 2025$0.19$0.20-5.0%
Q2 2025Aug 5, 2025$1.59$0.78+103.8%
Next earningsTue, Aug 4·consensus EPS $0.97

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$464.3M$455.2M – $470.0M$2.89$1.39 – $5.189
FY27$499.1M$480.1M – $523.7M$2.76$0.63 – $5.9110
FY28$416.9M$403.7M – $430.1M$2.08-$1.98 – $4.737
FY29$489.8M$467.5M – $511.7M$1.91$1.79 – $2.023
FY30$589.1M$562.4M – $615.6M$3.63$3.42 – $3.856

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.2.4×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.15%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.+1.0%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.-22.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today11.8% 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.β1.345-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
+ 5 other (2 awards · 2 inkinds · 1 exempt) 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
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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

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
8-KMaterial agreementFeb 118-K — Item 1.01: Material agreement
+ 20 other (8 13Gs · 3 proxys · 2 routine 8-Ks · 2 earnings 8-Ks) in window

Recent news

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

Oklo Locks In Domestic Nuclear Fuel Supply for Its Ohio Gigawatt Campusgurufocus.com·1d agoOklo and Centrus Forge Nuclear Fuel Deal for Ohio Campuszacks.com·1d agoCentrus Energy (LEU) Soars 12.4%: Is Further Upside Left in the Stock?zacks.com·1d agoWhy Centrus Energy Group Stock Surged 12% Higher Todayfool.com·2d agoCentrus Energy Corp. Announces Extension of Section 382 Rights Agreementprnewswire.com·2d 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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