Centrus Energy Corp. stock rose 1.0% today amid mixed news. The company's CEO issued a warning about a looming supply gap that threatens the U.S. nuclear resurgence, according to reporting from Seeking Alpha. Separately, Citigroup lowered its price target on LEU by $67, as reported by Yahoo Finance. The stock's modest gain occurred despite the analyst downgrade, suggesting other market factors may have influenced trading. The supply gap warning from company leadership relates to uranium enrichment capacity concerns affecting the broader nuclear energy sector in the United States.
Read full analysisCentrus Energy Corp. stock rose 1.0% today amid mixed news. The company's CEO issued a warning about a looming supply gap that threatens the U.S. nuclear resurgence, according to reporting from Seeking Alpha. Separately, Citigroup lowered its price target on LEU by $67, as reported by Yahoo Finance. The stock's modest gain occurred despite the analyst downgrade, suggesting other market factors may have influenced trading. The supply gap warning from company leadership relates to uranium enrichment capacity concerns affecting the broader nuclear energy sector in the United States.
Centrus Energy is one of the few US-based uranium enrichment companies, supplying nuclear fuel to power plants and holding a key $900 million government contract for HALEU (High-Assay Low-Enriched Uranium) production for advanced reactors. The stock is extremely volatile — daily swings routinely exceed 4% — and remains in choppy consolidation after a roughly 30% post-earnings selloff triggered by a Q4 EPS miss ($0.79 vs. $1.42 consensus) and disappointing 2026 guidance in early February. Multiple analyst price target cuts from Citi and Northland continue to weigh on sentiment as the stock digests its post-earnings repricing.