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LELEU

Centrus Energy Corp.

$LEU·$3.4B·Uranium·Energy
$189.24+2.4%YTD-23.6%1Y-9.9%
Mentions · last 7 days
2026-07-29: 17 posts2026-07-30: 23 posts2026-07-31: 12 posts2026-08-01: 9 posts2026-08-02: 17 posts2026-08-03: 37 posts2026-08-04: 22 posts137+7%
Price updated 5h ago·X counts updated 4h ago
LELEU
$LEUCentrus Energy Corp.
$189.24+2.42%137 posts+7%
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 hypeEvent coming upAI verdict · as of 2026-08-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Centrus Energy is the sole US uranium-enricher into Aug 6 Q2 print — HALEU $900M DOE contract plus Oklo LOI is the specific setup.

Centrus Energy Corp. is a specific US-listed uranium-enrichment franchise — the only US company enriching uranium at scale, serving nuclear-power customers plus the emerging HALEU (High-Assay Low-Enriched Uranium) small-modular-reactor supply chain. Up 4% today but down 29% year to date, sitting at just the 11th percentile of the 52-week range going into Wednesday's Q2 print.

Into Aug 6:

  • The business is volatile revenue with real fundamentals: reported quarters at $75M-$146M with gross margin bouncing -6% to +39% and EPS $0.21, $0.94, $0.51 — the pattern of an enrichment franchise where quarterly economics track SWU contract timing rather than a steady growth arc.
  • The valuation is elevated but consistent with the strategic scarcity: TTM P/E of 53, forward P/E of 65 on FY26 EPS estimates of $2.82 with FY27 essentially flat at $2.85. Price-to-sales of 6.8 and EV/EBITDA of 33 reflect the US-onshore-uranium premium.
  • The strategic tape is the specific catalyst cluster: Centrus subsidiary ACO signed a $900M firm-fixed-price DOE contract to deploy HALEU enrichment capacity at Piketon, and Centrus signed a non-binding LOI with Oklo for supply of HALEU. H.C. Wainwright reiterated Buy at PT $300 (~78% upside from $168.50) citing the planned Oklo HALEU-supply agreement.
  • The technical setup is constructive: a second monthly hammer at a key level combined with a falling wedge, bullish weekly RSI divergence, and a downtrend-line break — chart-based setup aligning with the strategic-catalyst framing. Framing positions LEU alongside SMR/OKLO/CCJ as core AI-power-plus-nuclear plays.

Aug 6 Q2 print needs dated commentary on the DOE $900M HALEU-capacity deployment schedule plus Oklo-LOI conversion to trigger the move; a specific SWU-contract delay or a HALEU-timeline walk-back would take the stock back toward the 11%-of-range low.

Agrees with X sentimentX is bullish and I agree with the setup — the DOE $900M HALEU contract plus Oklo LOI plus H.C. Wainwright $300 PT is a genuine strategic-plus-sell-side catalyst cluster. The bear reservation to name is that at down 29% YTD and 11%-of-range, the market has clearly not rewarded these catalysts yet; Aug 6 needs to convert the strategic momentum into reported traction.

What to watch: Aug 6 Q2 earnings — good = dated commentary on the DOE $900M HALEU-capacity deployment schedule with Oklo-LOI conversion; bad = a specific SWU-contract delay or a HALEU-timeline walk-back, which takes the stock back toward the 11%-of-range low.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-08-04

Centrus Energy chatter is loudly technical-bull. LEU broke out of a falling wedge with a downtrend-line break plus weekly MACD cross plus bullish RSI divergence, and posters see 'no better-looking chart' in the space. One thesis models $220+ upside citing 'the only US HALEU producer' and downgrades happening 'at lows.' A January $900M grant is being framed as under-priced. LEU is joined with SMR, OKLO and NNE in a nuclear basket. Little bearish voice.

Read the AI verdict + X sentiment for $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)
  • 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

No material change from last week — utility long-term contracting is accelerating and US government support for advanced reactor components is activating domestic supply.

What this means for $LEU

Direct beneficiary — Supplies enriched uranium fuel to nuclear plants and is building domestic HALEU enrichment for advanced reactors; core revenue tied directly to the primary demand driver in uranium.

Top industry ETF

$URAGlobal X Uranium ETF
-2.3%YTD
+7.6%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 earningsWed, Aug 5·consensus EPS $0.79

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.0.6×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.+10.8%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.-16.9%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 today2.8% 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.β1.355-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
+ 22 other (14 awards · 7 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
  • 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 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
8-KMaterial agreementFeb 118-K — Item 1.01: Material agreement
+ 20 other (9 13Gs · 3 proxys · 2 earnings 8-Ks · 1 8-A12B/A) in window

Recent news

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

Is Centrus Energy Too Cheap to Ignore Right Now?fool.com·6d agoCentrus Energy to Report Q2 Earnings: What's in Store for the Stock?zacks.com·7d agoCentrus to Webcast Conference Call on August 6 at 8:30 a.m. ETprnewswire.com·12d agoNuclear Stock Pick: Here's Why LEU May Have the Edge Over SMRzacks.com·13d ago3 Uranium Stocks to Buy as Nuclear Heats Before the End of July247wallst.com·13d ago

In themes

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

Nuclear Renaissance

More in Uranium

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · top 6 · 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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