Signs Contract with Burns & McDonnell to Lead Design Effort BETHESDA, Md., Dec. 11, 2025 /PRNewswire/ -- Centrus Energy (NYSE: LEU) announced today that it has initiated design work on a 150,000 square foot Training, Operations & Maintenance Facility in Piketon, Ohio – a critical piece of site infrastructure necessary to support the company's plans for a major expansion of its uranium enrichment capacity in Piketon. The project involves a significant renovation and rehabilitation of an existing, largely vac ...

Key Takeaways LEU's Q3 revenues rose 30% to $75M, driven by uranium sales and stronger Technical Solutions results.LEU plans a major enrichment expansion in Ohio, supported by funding efforts and new partnerships.LEU ended Q3 with a $3.9B backlog and remains the only US-based producer of HALEU.Centrus Energy (LEU) has skyrocketed 297.1% so far this year, outperforming the non-ferrous mining industry’s 34.1% growth, the Zacks Basic Materials sector’s 23.2% gain and the S&P 500’s 18.7% increase.LEU Stock’s YT ...

Industry Overview - The surge in energy demand from hyperscalers is driving a renewed focus on reliable nuclear energy, which provides consistent baseload energy and is carbon-free, making it suitable for meeting growing energy demand and carbon-neutral goals [1] - Political support for nuclear energy is increasing, with numerous countries pledging to triple their nuclear energy capacity by 2050, necessitating a growth in U.S. nuclear capacity to 200 gigawatts (GW) by that time [2] Company Highlights Cameco Corporation - Cameco is a leading provider of uranium and nuclear infrastructure in North America, controlling significant assets in high-grade uranium mines in Canada and holding stakes in mines in Kazakhstan and Australia [5][8] - The company operates a refinery and a conversion facility in Ontario, Canada, and offers processing services to refine uranium concentrates into the final form required for reactor fuel [7] - Cameco owns 49% of Westinghouse, a nuclear reactor technology OEM, and is well diversified across the uranium value chain, making it a top nuclear stock [8] Centrus Energy - Centrus Energy provides nuclear fuel components, including low-enriched uranium (LEU), and offers enrichment and technical services to the industry and U.S. government [9] - The company currently sources uranium from global suppliers, including Russia, but faces a need to replace 25% of enriched uranium imports from Russia by 2028 due to a ban [11] - Centrus aims to produce LEU and high-assay, low-enriched uranium (HALEU) in-house using advanced centrifuge technology, positioning itself uniquely as the only producer of HALEU licensed by the Nuclear Regulatory Commission [12][13] Constellation Energy - Constellation Energy is the largest nuclear operator in the U.S., with a fleet capacity of 22 GW and an average nuclear capacity factor of 94.6%, outperforming the industry average [14][16] - The company has secured long-term power purchase agreements (PPAs) with major hyperscalers like Microsoft and Meta Platforms, indicating strong demand for its energy assets [17][18] - Constellation's diverse portfolio of energy assets positions it to benefit from rising energy demand in the coming years, especially with its recent expansion in California through a $27 billion acquisition of Calpine [16][18]

Industry Overview - Nuclear energy is regaining favor globally due to its efficiency, reliability, and zero emissions, with a focus on recommissioning old plants and developing new technologies like small modular reactors (SMRs) [1] - The U.S. Department of Energy estimates a need for 200 gigawatts (GW) of new nuclear capacity to meet future power demands and net-zero emission goals, planning to add 35 GW by 2035 and 15 GW per year through 2040 [6] Company Profiles Oklo - Founded in 2013, Oklo is developing advanced fission power plants using metal-fueled fast-reactor technology, with its core product being the Aurora powerhouse [7] - The Aurora powerhouses are designed to produce electricity in compact sizes, initially targeting 15 MWe and 75 MWe, with potential expansion to 100 MWe and higher [7] - Oklo aims to have its first Aurora powerhouse operational by late 2027 or early 2028, but has not yet built any operational units or secured binding customer agreements [9] Centrus Energy - Centrus Energy, operational since 1998 and restructured in 2014, provides nuclear fuel components and enrichment services, primarily generating revenue from selling low-enriched uranium (LEU) [10] - The company currently relies on outside sources for LEU, including an agreement with a Russian entity, but faces a need to replace about 25% of enriched uranium imports from Russia due to an expected import ban by 2028 [11] - Centrus aims to produce LEU and high-assay, low-enriched uranium (HALEU) in-house using advanced centrifuge technology, with plans to expand its enrichment capacity contingent on funding and customer commitments [13] Investment Considerations - Both Oklo and Centrus Energy are positioned to benefit from favorable tailwinds in the nuclear energy sector, but Oklo lacks a commercial product and will take two to three years before its reactor comes online [15] - Centrus Energy is established as a provider of key components used in nuclear plants, generating revenue currently, which gives it an edge in investment considerations [15]

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying OKLO stock? Here’s what analysts think:Read This Next: Photo via ShutterstockLoading...Loading... ...

If you're looking for growth and can handle some risk, these energy stocks have immense potential.The energy sector supplies the juice that makes the economy run. From transportation to data centers to whatever device you're reading this on, energy is an input for everything.That sector is going to grow substantially over the next decade. Analysts at Deloitte, for example, project that U.S. peak electricity demand will grow by about 26% by 2035, which would strain the grid's current capacity. Moreover, powe ...

When a company earns a spot on the New York Stock Exchange, it's not simply switching floors – it's stepping onto the biggest stage in global finance. A NYSE listing signals prestige, maturity, momentum, and a level of credibility that draws sharper eyes and deeper pockets. This kind of shift can change a company’s entire orbit. Centrus Energy (LEU) is making that leap. The stock will trade on the NYSE starting Dec. 4, right after its final day on the NYSE American on Dec. 3. For a company rebuilding Amer ...

Core Insights - Centrus Energy (LEU) reported total revenues of $75 million in Q3 2025, marking a 30% increase year over year, primarily driven by improved performance in its Low-Enriched Uranium segment, particularly uranium sales [1][11] Revenue Breakdown - The Low-Enriched Uranium segment generated revenues of $44.8 million, with uranium sales contributing $34.1 million, a significant increase from no uranium revenues in the same quarter last year [2][3] - Separative Work Units (SWU) revenues fell 69% to $10.7 million due to lower SWU prices, while Technical Solutions revenues rose 31% to $30 million, bolstered by a $7.3 million increase from the HALEU Operation Contract [2][11] Year-to-Date Performance - For the first nine months of 2025, Centrus Energy's total revenues reached $302.5 million, a 4% increase year over year, with the LEU segment contributing $221.8 million [3] Uranium Market Dynamics - Uranium prices faced pressure earlier in the year due to oversupply and uncertain demand but saw an uptrend in Q3, averaging $82.6 per pound in September, driven by expectations of expanded nuclear power capacity and fresh purchases by physical uranium funds [5] - Current uranium prices are at $77 per pound, down 2% year over year, but the long-term outlook remains strong due to the push for clean energy and the strategic importance of uranium highlighted by the U.S. Geological Survey [6] Peer Comparison - Energy Fuels Inc. reported a 337.6% increase in total revenues year over year, driven by higher uranium sales, while Cameco Corporation experienced a 14.7% decline in total revenues due to volume decreases in both segments [7][12] Stock Performance and Valuation - Centrus Energy shares have increased by 277.4% year to date, significantly outperforming the industry average growth of 29.5% [13] - The Zacks Consensus Estimate for Centrus Energy's 2025 earnings is $4.58 per share, indicating a 2.6% decline year over year, with a forward price/sales multiple of 9.32X, which is a premium compared to the industry's 3.73X [14][15]

智通财经APP获悉，周二，核电股集体拉升，截至发稿，Oklo(OKLO.US)涨超8%，NANO Nuclear Energy(NNE.US)涨超7%，Centrus Energy(LEU.US)涨超5.7%，NuScale Power(SMR.US)涨超5.9%。 ...

Core Points - Centrus Energy Corp. has been approved for uplisting to the New York Stock Exchange (NYSE) from NYSE American, with trading on NYSE set to begin on December 4, 2025 [1] - The uplisting is expected to enhance liquidity for shareholders and increase visibility to a broader investor base, aligning with the company's goal to restore large-scale uranium enrichment capabilities in the U.S. [1][2] - Centrus has supplied over 1,850 reactor years of fuel since 1998, equivalent to more than 7 billion tons of coal, highlighting its role in meeting the demand for clean energy [1] Company Overview - Centrus Energy is a supplier of nuclear fuel and services for the nuclear power industry, focusing on clean, affordable, carbon-free energy solutions [1] - The company is pioneering the production of High-Assay, Low-Enriched Uranium and aims to restore America's uranium enrichment capabilities to meet energy security and national security needs [2]