Centrus Energy Corp. (LEU)
NYSEEnergyUraniumSnapshot 2026-09-04
$173.89+2.01%
Close 2026-09-04 · 1-day change
NYSEEnergyUraniumSnapshot 2026-09-04
QuarterlyIQ Insights · LEU
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 55.7% |
| Our one-year growth estimate | diamond | -0.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 56.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 0 industry peers · Company calendar date is not available
LEU — CFO transition
Dated 2026-06-18
principal accounting officer — Yanhong Dai: Ms. Yanhong Dai was internally promoted to principal accounting officer.
Why it matters: The earnings report will show how the company is doing now.
Watch forEarnings report shows a profit or revenue growth compared to Q1.
Also watch forEarnings report shows a loss or revenue decline compared to Q1.
Why it matters: New agreements would help Centrus in the growing HALEU market.
Supportive ifNew HALEU supply agreements will be announced with more customers.
Worry ifNo new HALEU supply agreements signed in the next quarter.
Why it matters: Finishing the centrifuge is important. It will help Centrus make more LEU and HALEU.
Supportive ifThe first new centrifuge in Oak Ridge is completed by year-end 2026.
Worry ifCompletion of the centrifuge is delayed beyond year-end 2026.
Why it matters: Updates on this contract show Centrus can get government funding and grow its production. This is important for future growth.
Supportive ifCentrus gets more funding or contract extensions for the DOE HALEU contract.
Worry ifCentrus reports a cut or cancellation of funding for the DOE HALEU contract.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$352 on $10,000 · ±3.5% | How much price usually moves either way. |
| Bad day | $919 loss on $10,000 · 9.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,637 loss on $10,000 · 66.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Updates on revenue show Centrus' progress and demand in the market.
Supportive ifManagement raises 2026 revenue guidance to more than $500 million.
Worry ifManagement lowers 2026 revenue guidance to less than $450 million.
Why it matters: If revenue growth improves, it could signal a positive change in the energy sector.
Supportive ifCentrus Energy reports revenue growth above 2% year over year.
Worry ifRevenue growth remains below 2% year over year.
Why it matters: If revenue guidance goes up, it shows Centrus is doing well. There is strong demand for their services.
Supportive ifCentrus raises its full-year 2026 revenue guidance above $500 million.
Worry ifRevenue guidance is lowered below $450 million for full year 2026.
Why it matters: Improving the supply chain is important. Centrus needs it to meet future demand for advanced nuclear energy.
Supportive ifCentrus signs a deal with Oklo. This agreement is for the commercial supply of HALEU.
Worry ifThe agreement with Oklo is not finalized or delayed.
Why it matters: News on spending will show Centrus' focus on growth and expansion.
Watch forCentrus plans to spend over $500 million on capital in 2026.
Also watch forCentrus lowers its capital spending plans to below $350 million for 2026.
Why it matters: A growing backlog shows strong future revenue. It also shows demand for Centrus' enrichment services.
Supportive ifCentrus will report a backlog over $4 billion in its next quarterly update.
Worry ifThe backlog decreases or remains below $3.5 billion.