Why The Recent Drop In Centrus Is A Gift For Investors

I'm upgrading Centrus Energy (LEU) to Buy, which is reflective of the improved valuation and strategic progress in HALEU enrichment. LEU's unique position as the only U.S. HALEU producer aligns with surging demand from next-generation nuclear reactors. A $900 million DOE grant and multi-billion dollar expansion in Piketon, Ohio, strengthen LEU's growth trajectory.

Seeking Alpha • 4 hours ago

Centrus Energy: A Tactical Buy After Meta's Atomic Deal

Centrus Energy is a tactical buy, reflecting its strategic role in the nuclear fuel supply chain despite high valuation and volatility. LEU's uranium enrichment capacity is a critical bottleneck for next-generation nuclear reactors, positioning it as a strategic asset amid AI-driven energy demand. Traditional valuation metrics are less relevant; the market is pricing in supply chain security and future optionality rather than near-term earnings.

Seeking Alpha • Jan 12, 2026

Where Will Centrus Energy (LEU) Stock Be in 1 Year?

Centrus' stock skyrocketed in 2025. It's growing again as the nuclear energy market recovers.

The Motley Fool • Jan 9, 2026

Nuclear Stocks Rip Higher As Meta Goes Atomic

The nuclear energy sector experienced another massive breakout on Friday as Meta Platforms Inc. (NASDAQ: META) officially entered the atomic age.

Benzinga • Jan 9, 2026

Why Centrus Energy Stock Is Powering Down Today

Centrus Energy received a $900 million award from the Department of Energy. One analyst sees downside to Centrus Energy stock.

The Motley Fool • Jan 8, 2026

New Strong Buy Stocks for January 7th

ELA, IHS, LEU, CWEN and ACRE have been added to the Zacks Rank #1 (Strong Buy) List on January 7th, 2026.

Zacks Investment Research • Jan 7, 2026

Best Momentum Stocks to Buy for January 7th

LEU, ERO and ELA made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on January 7th, 2026.

Zacks Investment Research • Jan 7, 2026

Centrus Awarded $900 Million to Expand Uranium Enrichment in Ohio

Funding supports previously announced multi-billion dollar expansion at Centrus' enrichment facility in Ohio Expected to create thousands of American jobs as Centrus restores the country's ability to enrich uranium at large scale BETHESDA, Md., Jan. 6, 2026 /PRNewswire/ -- Centrus Energy (NYSE: LEU) announced today that it has been selected by the U.S. Department of Energy for a $900 million task order to expand its uranium enrichment facility in Piketon, Ohio, to include commercial-scale production of High-Assay, Low-Enriched Uranium (HALEU).

PRNewsWire • Jan 6, 2026

Nuclear Stocks Rally As Trump Opens the Federal Vault

The nuclear energy sector is surging, fueled by a $2.7 billion funding injection from the U.S. Department of Energy, announced on Monday.

Benzinga • Jan 6, 2026

LEU Enrichment Scale-Up: A Win for U.S. Energy Independence?

Centrus Energy begins industrial-scale centrifuge manufacturing in Ohio, a key step toward restoring U.S.-owned uranium enrichment after a decade-long gap.

Zacks Investment Research • Dec 30, 2025