TickerTalks
Browse all tickers →
TickerTalks›$LEU
LELEU

Centrus Energy Corp.

$LEU·$2.7B·Uranium·Energy
$114.94-9.5%YTD-45.8%1Y-72.3%
Price updated 7h ago·X counts updated 5d ago
LELEU
$LEUCentrus Energy Corp.
$114.94-9.50%296 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

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.

296X posts · last 7 days
Sep 29Oct 11
Chatter Meter
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
Free, forever. No credit card.

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.

Hinges on a big eventSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Centrus Energy — $900M DOE contract plus $4.5B backlog, but just launched a dilutive stock offering at 52-week lows.

Centrus Energy is a US-based nuclear fuel and HALEU (high-assay low-enriched uranium) services provider — the pure-play commercial supplier of enriched uranium for next-gen SMR reactors. The stock is at 1% of its 52-week range after a 58% TTM decline, with a specific capital-raise overhang.

  • The P&L is modest: revenue grew 4.9% YoY to $76.7M last quarter at a 6.7% operating margin — the business is barely profitable, but the HALEU and nuclear-fuel-services pipeline is the growth story.
  • The $900M DOE contract plus multi-year HALEU supply deal with Radiant (for Kaleidos microreactors) and the $4.5B record backlog are the specific commercial anchors — if these all land, Centrus becomes a critical AI-nuclear-fuel infrastructure play.
  • The dilutive underwritten public offering of Class A stock plus warrants is the near-term overhang — proceeds for working capital, technology development, and debt repayment; Q2 net income already fell 42% on expansion costs.

Breaking-down holds unless Nov 4 earnings confirm the DOE $900M contract execution timing and the Radiant HALEU supply milestones. Another dilutive raise, or any specific DOE-contract-timing slip, is what seals the de-rating; a signed major utility HALEU offtake agreement or a specific DOE grant acceleration is what breaks the tape higher.

Agrees with X sentimentThe X mixed read is accurate — the dilution-alert on the Class A offering is a real near-term negative, while the $900M DOE contract, Radiant HALEU supply, and $4.5B backlog are legitimate long-term anchors. The 42% Q2 net income decline on expansion costs is the honest counter-tell.

What to watch: Nov 4 earnings — DOE $900M contract execution timing, Radiant HALEU supply milestones, backlog growth from $4.5B, and cash position after the dilutive offering. A DOE-contract-timing slip or another dilutive raise is what seals the breaking-down.

On the calendar: 2026-11-04 — Q3 FY26 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
Free, forever. No credit card.

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 — AI hyperscaler nuclear PPAs are the structural demand catalyst — Google's 22-year Fortum nuclear contract establishes the template for tech companies securing baseload clean power, driving utility con.

What this means for $LEU

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

Top industry ETF

$URAGlobal X Uranium ETF
-7.7%YTD
-36.4%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$472.2M$452.6M – $491.1M$2.54$2.33 – $2.6611
FY27$470.4M$363.9M – $582.4M$2.85$2.18 – $3.3712
FY28$428.2M$419.5M – $437.0M$2.23-$2.34 – $5.597
FY29$497.2M$428.1M – $562.3M$1.71$1.40 – $2.003
FY30$636.8M$548.2M – $720.1M$3.04$2.49 – $3.565

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.1.5×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.1%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.-28.6%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.-41.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 19.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.1% 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.β1.355-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.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
Free, forever. No credit card.

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.

+ 24 other (11 13Gs · 4 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.

3 Stocks to Buy If You Think the Nuclear Fuel Shortage Is the Real Story, Not the Reactorsfool.com·4d agoCentrus Energy (NYSE:LEU) Hits New 12-Month Low – What’s Next?defenseworld.net·5d agoNuScale Power Sinks 7% as Nuclear Names Give Back a Month of Ground; Oklo Falls 6%, Centrus Energy Drops 4%247wallst.com·5d agoCentrus Is Down 69% From Its High. Is Its $4.5 Billion Backlog Enough to Buy at $143?fool.com·6d agoEnergy Fuels Falls 9% as Uranium and Reactor Names Sell Off Together; Oklo and Centrus Energy Drop 5%247wallst.com·10d 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.

$UUUU$CCJ$UEC$EU$DNN$NXE$URG$UROY
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.

PrivacyTermsSupport