One thing investors should keep in mind is that there are currently no commercially active HALEU reactors. The only HALEU reactors are test reactors, and these may not be operational until the late 2020s or early 2030s.In its technical solutions segment, it provides advanced uranium enrichment for the nuclear industry and the U.S. government, along with advanced manufacturing, engineering, and other technical services to both government and private sector customers. A significant portion of this segment's r ...

Core Insights - Centrus Energy (LEU) and Cameco (CCJ) are positioned to benefit from the global shift towards nuclear energy, with Centrus focusing on High-Assay, Low-Enriched Uranium (HALEU) production and Cameco being a major uranium supplier with significant reserves [1][10]. Industry Trends - Global momentum for nuclear energy expansion is increasing, with India targeting 100 GW of nuclear capacity by 2047 and the US aiming for 400 GW by 2050. Recent agreements between the US and UK aim to expedite reactor approvals and reduce reliance on Russian nuclear fuel by 2028 [2]. Centrus Energy Overview - Centrus Energy supplies components for nuclear fuel, including Low-Enriched Uranium (LEU) and natural uranium hexafluoride. The company reported Q2 2025 revenues of $155 million, an 18% decline year-over-year, with LEU segment revenues down 26% to $125.7 million due to low uranium prices [4][6]. - The Technical Solutions segment saw a 48% revenue increase to $28.8 million, driven by HALEU contracts. Centrus has a $3.6 billion revenue backlog from long-term contracts with utilities through 2040 [5][7]. - The company plans to expand its uranium enrichment plant in Piketon, OH, contingent on securing funding from the U.S. Department of Energy. Centrus has raised over $1.2 billion in the past year and has commitments exceeding $2 billion from utility customers [8][9]. Cameco Overview - Cameco operates tier-one mining and milling operations with a capacity exceeding 30 million pounds of uranium concentrates annually. The company reported a 47% revenue increase to CAD 877 million ($634 million) in Q2 2025, with adjusted earnings per share surging 373% to CAD 0.71 ($0.51) [12][13]. - Uranium revenues rose 47% to CAD 705 million ($510 million), with sales volume increasing by 40% year-over-year. Despite a decline in uranium spot prices, the average realized price increased by 5% due to fixed-price contracts [14]. - Cameco has delivered 15.6 million pounds of uranium in 2025, with a full-year target of 31-34 million pounds. The company expects revenues of CAD 2.8-3.0 billion for uranium in 2025 [17][18]. Financial Estimates - The Zacks Consensus Estimate for Centrus Energy's 2025 revenues is $454.1 million, indicating a 2.7% growth, while earnings are projected to decline by 3.4% to $4.32 per share. For 2026, revenues are estimated at $505.2 million, reflecting an 11.2% growth [21][22]. - For Cameco, the 2025 revenue estimate is CAD 2.54 billion, implying an 11.3% improvement, with earnings projected to grow by 130.6% to $1.13 per share. The 2026 revenue estimate is $2.52 billion, indicating a slight decline [22][23]. Stock Performance and Valuation - Centrus Energy shares have increased by 523.7% year-to-date, while Cameco shares have risen by 77.4%. Centrus is trading at a forward price-to-sales multiple of 15.29X, while Cameco's multiple is 15.74X [25][26]. - Both companies are ranked 3 (Hold) by Zacks, but Centrus Energy appears more attractive based on valuation and price performance, while Cameco faces downward estimate revisions due to production guidance changes [28][29].

Nuclear stocks have been selling off on the news, probably driven by profit taking after a wild run. Oklo Inc. (NYSE:OKLO) was trading -6.2% lower at 12.50 pm ET on Thursday, but has tucked on 1,285% over the past 52 weeks; Centrus Energy (NYSE:LEU) shed -4.1% on the day but +530.8% YTD, Energy Fuels Inc. (NYSE:UUUU) -7.0% but +349.9% YTD , NuScale Power Corp. (NYSE:SMR) -6.5% on the day but +181.% YTD, Uranium Energy Corp. (NYSE:UEC) -1.6% but +148.7% YTD, BWX Technologies (NYSE:BWXT) +2.8% on the day and ...

Key Takeaways Centrus Energy posted $227.6M in 1H25 revenues, down 2% year over year.LEU segment's revenues fell 8% with no uranium sales, offsetting 66% growth in Technical revenues.2025 revenues are projected at $454M, driven by SWU strength and uranium sales later in the year.Centrus Energy (LEU)  reported total revenues of $227.6 million in the first half of 2025, reflecting a 2% decline year over year. This was mainly attributed to lower results in its Low-Enriched Uranium segment due to the absence of ...

智通财经APP获悉，周三，核电概念股强势拉升，NuScale Power(SMR.US)涨超12%，Centrus Energy(LEU.US)涨超8%，Oklo Inc(OKLO.US)涨近8%，Uranium Energy(UEC.US)涨超6%。消息面上， 美国军方周二宣布了一项重大计划，将在全美各地电力紧张、供电难以满足日益增长能源需求的陆军基 地部署小型反应堆，这是其迄今在现代核能领域最重大的推进之一。这项名为"雅努斯"(Janus)的计划目 标是到2028年为各基地配备微型反应堆——这些微型反应堆发电量不足20兆瓦，通常可满足一个小镇的 用电需求。虽然其发电量仅为现代大型反应堆的零头，但微型反应堆体积小巧，可通过集装箱船或飞机 运输转移。 ...

周三，核电概念股强势拉升，NuScale Power(SMR.US)涨超12%，Centrus Energy(LEU.US)涨超8%， Oklo Inc(OKLO.US)涨近8%，Uranium Energy(UEC.US)涨超6%。消息面上，美国军方周二宣布了一项 重大计划，将在全美各地电力紧张、供电难以满足日益增长能源需求的陆军基地部署小型反应堆，这是 其迄今在现代核能领域最重大的推进之一。这项名为"雅努斯"(Janus)的计划目标是到2028年为各基地配 备微型反应堆——这些微型反应堆发电量不足20兆瓦，通常可满足一个小镇的用电需求。虽然其发电量 仅为现代大型反应堆的零头，但微型反应堆体积小巧，可通过集装箱船或飞机运输转移。 ...

Group 1 - Major stock index futures are rising, with Dow futures up 0.30%, S&P 500 futures up 0.46%, and Nasdaq futures up 0.65% [1] - Chinese concept stocks are experiencing a pre-market rally, with Alibaba up 2.25%, Pinduoduo up 1.35%, JD.com up 1.53%, Baidu up 2.88%, and Li Auto up 1.58% [1] - TSMC shares rose over 4.5% as market expectations indicate a 26% year-on-year increase in Q3 net profit, reaching NT$410.58 billion, surpassing the previous quarter's record of NT$398.27 billion [1] Group 2 - Intel shares increased over 2% following the announcement of a new data center GPU, Crescent Island, featuring 160GB memory, as part of its AI strategy [2] - ASML shares rose 3.5% after reporting Q3 net profit of €2.13 billion, exceeding market expectations of €2.08 billion, with new orders totaling €5.4 billion (approximately $6.27 billion), doubling from €2.63 billion year-on-year [2] - Citigroup raised Broadcom's target price to $415 following a partnership announcement with OpenAI regarding a custom AI accelerator [2] Group 3 - Nuclear power stocks surged, with Oklo and Centrus Energy up over 6%, and NuScale Power up over 5%, following the U.S. military's announcement of the "Janus" plan to deploy small reactors at military bases to address energy demands [3]

Core Points - Centrus Energy Corp. will hold its quarterly conference call on November 6, 2025, at 8:30 a.m. ET to discuss its third quarter earnings report for 2025, which will be released on November 5, 2025, after market close [1][2] Company Overview - Centrus Energy is a supplier of nuclear fuel and services for the nuclear power industry, contributing to the demand for clean, affordable, carbon-free energy since 1998 [3] - The company has provided over 1,850 reactor years of fuel, 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 to meet clean energy and national security needs [3]

智通财经APP获悉，周一，美股核电股大涨，Energy Fuels(UUUU.US)涨超18%，Centrus Energy(LEU.US)涨超13%，Oklo(OKLO.US)涨超11%，NuScale Power(SMR.US)涨超9%。消息面上，高 盛近期发布报告称，释放人工智能潜力的最关键障碍并非资本，而是电力。高盛预计到2027年，全球数 据中心电力需求将增长50%，其中60%的增长需通过新增产能满足;而到2030年数据中心电力需求将增长 160%。若想突破电力瓶颈，则需要综合发展太阳能、风能等新能源，并且要积极拥抱核电。 ...

The share price of Centrus Energy Corp. (NYSEAMERICAN:LEU) surged by 5.89% between October 3 and October 10, 2025, putting it among the Energy Stocks that Gained the Most This Week. Centrus Energy (LEU) Continues to Gain Amid a Renewed Focus on Uranium Centrus Energy Corp. (NYSEAMERICAN:LEU) is a trusted supplier of nuclear fuel and services for the nuclear energy industry. As one of two US suppliers licensed to produce low-enriched uranium (LEU) and the only American company to produce high-assay low-e ...