Centrus Energy (LEU) Stock Forecast & Price Target

Centrus Energy Corp has demonstrated significant growth, with a notable 31% year-over-year increase in Technical Solutions revenue, primarily driven by the DOE HALEU operations contract, which resulted in a gross profit of $3.5 million. The company's stock performance highlights its strong momentum, with a 221% increase over the trailing twelve months, outpacing peers in the nuclear sector. Additionally, by the end of the third quarter of 2025, Centrus reported approximately $1.6 billion in unrestricted cash and marketable securities, bolstered by a successful $805 million convertible notes offering and positive operating income year-to-date, reinforcing its financial stability and operational capabilities.

Centrus Energy Corp faces significant risks stemming from potential import waivers, RSA quotas, and shipping approvals, which could hinder its delivery obligations and exert pressure on near-term margins. The company's first-of-a-kind (FOAK) AC100 commercial deployment introduces uncertainties regarding cost overruns, schedule delays, and manufacturing readiness, leading to the possibility of diluted returns and postponed revenue recognition. Additionally, a multi-million separative work unit (SWU) shortfall combined with tightening supply from TENEX poses further challenges, which could impair LEU deliveries and contribute to volatility in Centrus Energy's market position.