Up Over 450% in the Past Year, Is This Stock a No-Brainer Buy Now?

Core Insights - Centrus Energy has significantly outperformed the market in 2025, with a stock increase of approximately 295% year-to-date and over 450% year-over-year, compared to the S&P 500's 13% gain [1] - The company's growth potential is indirectly linked to artificial intelligence, as its uranium enrichment could support data centers that power AI technologies [2] - Centrus operates the only U.S.-owned enrichment facility licensed to produce high-assay low-enriched uranium (HALEU), positioning it uniquely in the nuclear fuel industry [6] Business Operations - Centrus has two main business segments: supplying low-enriched uranium (LEU) for current reactors and providing technical services for HALEU production aimed at advanced reactors [4] - The HALEU production segment is expected to offer more long-term growth opportunities, particularly as next-generation reactors, such as small modular reactors (SMR), are designed to utilize this fuel [5] - The company is profitable and maintains a strong cash position, although its enrichment capacity is limited and it relies on foreign sources for its LEU supply [8] Market Position and Risks - Centrus is the first U.S. supplier of HALEU but faces competition from several global companies, including a Russian firm, Tenex, which has a supply contract with Centrus [7][9] - The reliance on Tenex for LEU supply introduces geopolitical risks that could impact Centrus' ability to fulfill its obligations [9]