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LELEU

Centrus Energy Corp.

$LEU·$3.2B·Uranium·Energy
$156.05+6.1%YTD-37.0%1Y-33.3%
Mentions · last 7 days
2026-07-11: 11 posts2026-07-12: 30 posts2026-07-13: 46 posts2026-07-14: 37 posts2026-07-15: 44 posts2026-07-16: 23 posts2026-07-17: 30 posts223+25%
Price updated 2h ago·X counts updated 2h ago
LELEU
$LEUCentrus Energy Corp.
$156.05+6.11%223 posts+25%
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 eventAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Centrus Energy landed a $900M Department of Energy HALEU contract, Oklo supply LOI, and S&P SmallCap 600 inclusion.

Centrus Energy supplies nuclear fuel (LEU and HALEU enriched uranium) to nuclear power operators, $3.24B market cap, and reports Q2 2026 earnings 2026-08-04.

  • On July 2, subsidiary American Centrifuge Operating signed a $900M firm-fixed-price DOE contract to deploy High-Assay Low-Enriched Uranium (HALEU) capacity at Piketon, Ohio, delivering 1 metric ton by March 2032.
  • On June 18, Centrus signed a non-binding Letter of Intent with Oklo Inc. for HALEU supply — Oklo is the leading small modular reactor developer, and the LOI positions Centrus as incumbent HALEU supplier.
  • On July 7, Centrus was invited to join the S&P SmallCap 600 effective July 14 — mechanical inclusion buying, and Needham initiated with Buy and a $264 price target (69% above current $156.54).
  • Q1 revenue was $76.7M with EPS $0.51 topping consensus $0.33 by 218% (LEU sales timing is lumpy), and consensus models 2026 EPS $2.84 easing to $2.70 in 2027.
  • Trailing twelve months negative 27% and year-to-date negative 37% — the tape pulled back on strong catalysts, reflecting overhead supply from prior parabolic runs.
  • Position in 52-week range only 3.7%, shares 12% below the 50-day and 35% below the 200-day — a coiled setup where catalysts haven't re-rated the tape.

The setup is a domestic nuclear-fuel supplier with a fresh $900M DOE contract, Oklo LOI, S&P inclusion, and a coiled tape — August 4 resolves the coil.

Agrees with X sentimentX sentiment is emphatically bullish on the S&P SmallCap 600 inclusion effective July 14, Needham's $264 price target, and the roughly 78% institutional ownership backdrop that community sizes off. That aligns with the fundamental catalysts — the $900M DOE HALEU contract, the Oklo supply LOI, and the index inclusion are all publicly disclosed and consequential.

What to watch: August 4 Q2 earnings — revenue trajectory versus the $76.7M Q1 (LEU sales timing is lumpy), any conversion of the Oklo non-binding LOI into a definitive supply agreement, and updated HALEU delivery-milestone timing under the $900M DOE contract. Any new nuclear-reactor developer contract announcements are separately consequential.

On the calendar: 2026-08-04 Q2 2026 earnings; Oklo LOI conversion and HALEU delivery timing drive the print.

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-07-15

Centrus Energy chatter is emphatically bullish. LEU officially joins the S&P SmallCap 600 on July 14 - index inclusion triggers passive fund buying. Needham initiated LEU with Buy and $264 PT citing domestic-enrichment leadership and tight supply. Community models 78% institutional ownership because big money knows HALEU is the backbone of next-gen nuclear energy - and LEU is the ONLY US player until at least 2030. Peter Thiel is publicly betting on nuclear via LEU. Community broadly long.

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; primary revenue lines track directly to the utility long-term contracting and US government advanced reactor domestic supply activation.

Top industry ETF

$URAGlobal X Uranium ETF
-10.9%YTD
-4.2%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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$463.1M$453.9M – $468.6M$2.84$1.37 – $5.1110
FY27$494.5M$476.6M – $522.0M$2.70$0.63 – $5.9411
FY28$445.8M$445.8M – $445.8M$2.06-$2.16 – $5.177
FY29$558.9M$524.8M – $587.2M$2.59$2.38 – $2.763
FY30$651.1M$611.3M – $684.0M$3.97$3.65 – $4.236

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.0.8×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.4%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.-12.0%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.-35.1%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 today4.1% 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.β1.365-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 (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.

A 20-Year Fusion Bet Just Closed Its Business Combination, and a New Kind of Energy Stock Is About to Reach the Public Marketsprnewswire.com·7d agoNuclear Fuel Supply Chain Updates: Centrus Secures DOE Contractetftrends.com·7d agoCentrus Energy Invited to Join S&P SmallCap 600 Indexprnewswire.com·11d agoA Look at Centrus Energy Corp (LEU) After 7.5% Gain -- GF Value $58.60 vs Price $174.23gurufocus.com·11d agoMidera Food Processing and Centrus Energy Set to Join S&P SmallCap 600prnewswire.com·15d ago

In themes

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

Nuclear Renaissance

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Voices on X · top 1 · 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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