Industry Overview - Uranium stocks have experienced significant growth, outperforming major tech stocks like Nvidia over the past year, with some U.S.-listed nuclear fuel stocks rising at least 150% [1][3] - The U.S. uranium industry, which had been nearly dormant for decades, is now projected to see demand outstrip supply as the country aims to quadruple its nuclear energy capacity by 2050 to support increasing electricity needs driven by the AI boom [2][4] Market Dynamics - The AI age is expected to increase U.S. electricity demand by 25% by the end of the decade and by 75% to 100% by 2050, prompting major tech companies to secure long-term power agreements with nuclear energy providers [4] - Nuclear energy has historically provided 50% of America's carbon-free electricity and is recognized for its reliability, operating at full capacity over 93% of the time [5] Investment Opportunities - Wall Street is increasingly viewing uranium stocks as the next major investment opportunity, akin to gold and silver, with expectations of substantial upside potential for both short-term traders and long-term investors [3][6] - Centrus Energy Corp. (LEU) and Uranium Energy Corp. (UEC) are highlighted as strong investment candidates, with LEU receiving a Zacks Rank 1 (Strong Buy) due to its role in the U.S. nuclear revival and significant earnings revisions [6][11] Company Highlights - Centrus Energy is pioneering new uranium enrichment technologies and has received $900 million from the U.S. government to enhance domestic enrichment capacity, which is critical for next-generation small modular reactors (SMRs) [12][14] - Uranium Energy is focused on environmentally friendly in situ recovery (ISR) mining and aims to build a vertically integrated uranium fuel supply chain, with projections indicating a significant revenue increase of 125% in FY27 [18][22] Price Trends and Projections - Uranium prices have surged approximately 170% since the start of 2021, reaching their highest levels in over 15 years, although there has been a recent pullback [7][8] - UEC shares have increased by 2,000% over the past decade, with a notable 920% rise in the last five years, indicating strong market confidence and potential for further growth [25]

Group 1 - Centrus Energy Corp. will hold its quarterly conference call on February 11, 2026, at 8:30 a.m. ET to discuss its fourth quarter and full year earnings report for 2025 [1] - The earnings report will be released after market close on February 10, 2026 [1] - The conference call will be accessible via the Company's website, with a replay available until February 24, 2026 [2] Group 2 - Centrus Energy is a supplier of nuclear fuel and services, contributing to the demand for clean, affordable, carbon-free energy [3] - The company has provided over 1,850 reactor years of fuel since 1998, equivalent to more than 7 billion tons of coal [3] - Centrus is focused on producing High-Assay, Low-Enriched Uranium and aims to restore America's uranium enrichment capabilities [4]

Core Viewpoint - Centrus Energy is positioned as a strong investment choice to hedge against potential AI market bubbles while still benefiting from the growth in the AI sector and nuclear energy demand [1][3]. Company Overview - Centrus Energy is a nuclear fuel refiner that produces low enriched uranium (LEU) and high-assay low enriched uranium (HALEU) for use in nuclear reactors [6][7]. - The company has established long-term agreements with suppliers from Russia and France and has recently signed agreements with South Korea's KHNP and POSCO to expand its customer base [7]. - Centrus operates advanced centrifuges at its manufacturing facility in Oak Ridge, Tennessee, which has historical significance related to the Manhattan Project [8]. Industry Demand - Demand for nuclear energy is increasing, driven partly by the rising power consumption of data centers due to AI, with the International Energy Agency projecting a doubling of global data center power consumption by 2030 [9]. - Nuclear energy output is expected to grow by 40% over the next 30 years, and to achieve zero net emissions by 2050, the U.S. would need to triple its nuclear energy production [10]. Financial Performance - Centrus has experienced significant revenue growth, with a compound annual growth rate (CAGR) increasing from 16.68% over the past five years to 20.96% over the past three [11]. - The company maintains a healthy gross profit margin of 31.78% and a net income margin of 25% [11]. - Centrus holds $1.63 billion in cash against $1.21 billion in debt, indicating a positive cash position [11]. Global Market Trends - Global uranium demand is projected to grow by 28% through the end of the decade, with many countries either constructing new reactors or restarting retired ones, exemplified by Japan's reactivation of 14 nuclear plants since 2015 [12]. - There are currently 70 new nuclear reactors under construction globally, with an additional 115 planned [12]. Stock Performance - Centrus Energy's stock has increased by 236.98% over the past 12 months, significantly outperforming the S&P 500 [13]. - The combination of solid financials, a positive cash position, rapid growth, and favorable industry trends positions Centrus as a compelling investment opportunity [13].

Investors with a lot of money to spend have taken a bearish stance on Centrus Energy Corp. Class A Common Stock (NYSE:LEU).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LEU, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzi ...

Core Viewpoint - Centrus Energy plans a significant expansion in East Tennessee, transitioning its Oak Ridge facility into a high-rate manufacturing plant, which will enhance its uranium enrichment capabilities and support national security requirements [1][3]. Group 1: Expansion and Investment - Centrus will create nearly 430 new jobs and invest over $560 million in Anderson County over the next several years to support workforce growth and the production of advanced centrifuges [2][7]. - The expansion aligns with Centrus' plans for a major upgrade of its Ohio uranium enrichment plant, with the first new centrifuges from Tennessee expected to be operational in Ohio by 2029 [3][4]. Group 2: Government Support and Funding - Centrus is the eighth company to utilize funding from Tennessee's Nuclear Energy Fund, which has a total of $70 million allocated since its inception, including $50 million in the 2023-2024 budget and an additional $20 million in subsequent legislative sessions [5]. - The expansion is supported by various state and local leaders, emphasizing Tennessee's role as a leader in clean energy and nuclear innovation [6][8]. Group 3: Company Background and Industry Position - Centrus Energy is a trusted supplier of nuclear fuel and services, having provided over 1,850 reactor years of fuel since 1998, equivalent to more than 7 billion tons of coal [9]. - The company is pioneering the production of High-Assay, Low-Enriched Uranium and is focused on restoring America's uranium enrichment capabilities to meet clean energy and national security needs [10].

分组1 - The company has had a strong start to the year, with a year-to-date increase of 25% [1] - The company's performance is linked to its involvement in the nuclear sector, which is considered sensitive [1] - The investment approach focuses on long-term conviction holdings and tactical sector rotations, emphasizing the importance of making money rather than just being right [1]

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. The Strategy underperformed the Russell 2000 Index during the fourth quarter as well as in FY2025. The stock selection drove the underperformance of the Strategy in the quarter. The strategy’s emphasis on high-quality stocks lagged behind broader market trends. However, the firm expects the environment to be more favorable for high-quality businesses ...

周三，核电股盘前快速拉升，截至发稿，Oklo Inc(OKLO.US)涨超7.6%，NuScale Power(SMR.US)涨超 5.8%，Centrus Energy(LEU.US)涨超4%，Cameco(CCJ.US)涨超3.6%。消息面上，美国总统特朗普称， 美国正"大力"发展核能，签署行政命令，批准新建多家核工厂。 ...

智通财经APP获悉，周三，核电股盘前快速拉升，截至发稿，Oklo Inc(OKLO.US)涨超7.6%，NuScale Power(SMR.US)涨超5.8%，Centrus Energy(LEU.US)涨超4%，Cameco(CCJ.US)涨超3.6%。消息面上，美 国总统特朗普称，美国正"大力"发展核能，签署行政命令，批准新建多家核工厂。 ...

Group 1: Nuclear Energy Market Overview - 2025 was a significant year for nuclear energy stocks, with Centrus Energy's stock increasing by 264% and an additional 26% rise at the start of the following year [1] - Data centers currently consume approximately 1.5% of global electricity, growing at a rate of 12% annually over the past five years, and are projected to reach 3% by 2030 [2] - The U.S. Department of Energy plans to triple nuclear energy production by the middle of the century to meet rising energy demands [2] Group 2: Centrus Energy's Position - Centrus Energy is the leading nuclear fuel refining company in the U.S., located in Bethesda, Maryland, with its production facility in Oak Ridge, Tennessee, which is crucial for energy independence [4][7] - The company specializes in refining uranium from U-238 to U-235, making it usable for power generation [5][6] - Centrus has the most advanced and lowest-risk centrifuge technology in the industry, supported by low debt, strong cash reserves, and profit growth [8] Group 3: Industry Dynamics - The demand for nuclear energy is bolstered by the U.S. ban on Russian uranium imports, creating favorable conditions for companies like Centrus Energy [8] - The closure of the last Cold-War-era enrichment plants in 2013 left the U.S. without domestic uranium enrichment capacity, making Centrus' technology critical for long-term energy needs [9]