Group 1 - Centrus Energy Corp. (NYSE:LEU) experienced a share price decline of 1.66% from February 11 to February 18, 2026, ranking among the energy stocks that lost the most during that week [1] - Citi lowered its price target for Centrus Energy from $292 to $225 on February 18, while maintaining a 'Neutral' rating, indicating an upside potential of nearly 8% from current levels [2] - Northland also reduced its target for Centrus Energy from $325 to $285 on February 12, but kept an 'Outperform' rating, suggesting that the recent share price pullback presents a buying opportunity despite Q4 results and 2026 guidance falling below estimates [3] Group 2 - Centrus Energy reported Q4 2025 results on February 10, with an EPS of $0.79, missing expectations by $0.84, and revenue of $146.2 million, which was $0.88 million below consensus [4] - The company is targeting revenue between $425 million and $475 million for FY 2026, with a planned capital expenditure of $350 million to $500 million [4]

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 Insights - Centrus Energy Corp. (NYSE:LEU) experienced a significant share price increase of 26.26% from December 30, 2025, to January 6, 2026, making it one of the top-performing energy stocks during that week [1] Group 1: Government Support and Funding - The U.S. Energy Department announced on January 5 that it awarded orders totaling $2.7 billion to Centrus Energy and two other companies to enhance domestic uranium production and reduce reliance on imports from Russia [3] - Centrus Energy is set to receive $900 million in funding through task orders aimed at developing next-generation reactor fuel [3] - Following this announcement, BofA raised its price target for Centrus Energy from $285 to $340, indicating a potential upside of 9% from the current share price, while maintaining a 'Neutral' rating [4] Group 2: Market Performance and Trends - Centrus Energy has benefited from a rebound in uranium prices, with U.S. uranium futures reaching a two-month high on January 6, driven by demand from physical uranium funds and government efforts to boost domestic nuclear fuel production [5] - The company posted gains of over 264% in the previous year, ranking among the 11 best-performing energy stocks in 2025 [5]

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]

Group 1 - Diamond Hill Capital's "Small Cap Strategy" reported a 7.93% return in Q3 2025, underperforming the Russell 2000 Index which gained over 12% [1] - The underperformance was attributed to the rally being driven by sectors not typically held in the portfolio [1] - Centrus Energy Corp. (NYSEAMERICAN:LEU) experienced a one-month return of -34.95% but a 52-week gain of 208.18%, closing at $254.22 with a market cap of $4.63 billion [2] Group 2 - Centrus Energy Corp. was highlighted as a top contributor in Q3, benefiting from renewed interest in nuclear power due to rising power demand linked to the AI boom [3] - The company is positioned well as a nuclear fuel broker with growing enrichment capabilities, supporting U.S. energy independence [3] - Centrus Energy Corp. was held by 27 hedge fund portfolios at the end of Q2 2025, an increase from 23 in the previous quarter [4]

Core Insights - Centrus Energy Corp. (NYSEAMERICAN:LEU) experienced a significant share price decline of 10.69% from November 11 to November 18, 2025, ranking among the energy stocks that lost the most during that week [1] Financial Performance - The company reported lower-than-expected third-quarter results on November 5, with earnings of $0.19 per share missing estimates by $0.17 and revenue of $74.9 million falling short by $5.52 million [3] - Centrus Energy announced an at-the-market equity offering sales agreement to raise $1 billion, intended for general working capital and corporate purposes [3] Analyst Ratings and Price Targets - Following the Q3 report, JPMorgan analyst Bill Peterson reduced the price target for Centrus Energy from $275 to $245 while maintaining a 'Neutral' rating [4] - Evercore ISI also lowered its price target from $452 to $390 but kept an 'Outperform' rating on the shares [4] Market Conditions - The company has faced additional pressure due to a recent decline in uranium prices, attributed to an improved supply outlook that outweighs speculative bets on nuclear power [4] Stock Performance Overview - Despite the recent decline, Centrus Energy's share price has increased by over 232% since the beginning of 2025 [5]

Core Viewpoint - Centrus Energy Corp. experienced a significant decline in share price following disappointing Q3 2025 results, which fell below market expectations in both earnings and revenue [1][3]. Financial Performance - Centrus Energy reported an adjusted EPS of $0.19 for Q3 2025, missing forecasts by $0.17 [3]. - The company's revenue for the quarter was $74.9 million, which was approximately $5.5 million below consensus estimates, despite a year-over-year increase of nearly 30% [3]. Market Reaction - Following the Q3 report, Centrus Energy's share price fell by 15.39% from November 3 to November 10, 2025, making it one of the worst-performing energy stocks during that week [1][3]. - Analysts from JPMorgan and Evercore ISI adjusted their price targets for Centrus Energy, with JPMorgan lowering it from $275 to $245 while maintaining a 'Neutral' rating, and Evercore ISI reducing it from $452 to $390 but keeping an 'Outperform' rating [5]. Equity Offering - Centrus Energy announced an ATM equity offering sales agreement, allowing it to sell up to $1 billion of its Class A common stock, with proceeds intended for general working capital and corporate purposes [4].

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]

Group 1 - Centrus Energy Corp. (NYSEAMERICAN:LEU) experienced an 11.82% increase in share price from September 25 to October 2, 2025, marking it as one of the top-performing energy stocks for the week [1] - The company's stock reached a 10-year high due to a surge in uranium futures in the US, which exceeded $83 per pound, driven by investor interest and demand for nuclear fuel [2] - Centrus Energy announced plans for a multibillion-dollar expansion of its uranium enrichment facility in Ohio, aimed at increasing nuclear fuel production and reducing reliance on Russian imports, with investment amounts contingent on US Energy Department funding decisions [3]

Group 1 - Centrus Energy Corp. finalized a Memorandum of Understanding with Korea Hydro & Nuclear Power and POSCO International to explore investment in expanding its uranium enrichment plant in Piketon, Ohio [2][3] - The agreement increases supply volumes under the February 2025 contract with KHNP, with expansion plans dependent on federal funding from the U.S. Department of Energy [3] - Centrus Energy is positioned to deliver Low-Enriched Uranium (LEU) and High-Assay Low-Enriched Uranium (HALEU) for current and next-generation reactors, strengthening U.S.-Korea nuclear cooperation [3][4] Group 2 - Centrus Energy is a nuclear fuel and services supplier focused on restoring U.S. uranium enrichment capacity and advancing HALEU production for clean energy and national security needs [4]