Centrus Energy Corp. LEU
ENERGY · URANIUMOptions history
Table
| Date | IV |
|---|---|
| 93.61% | |
| 94.93% | |
| 93.78% | |
| 82.08% | |
| 80.53% | |
| 79.83% | |
| 75.15% | |
| 74.95% | |
| 73.57% | |
| 69.68% | |
| 73.33% | |
| 77.16% | |
| 74.10% | |
| 73.70% | |
| 73.91% | |
| 73.92% | |
| 75.67% | |
| 74.39% | |
| 75.28% | |
| 74.49% | |
| 75.70% | |
| 75.15% | |
| 73.66% | |
| 73.43% | |
| 73.29% | |
| 76.82% | |
| 76.92% | |
| 74.57% | |
| 73.02% | |
| 76.09% | |
| 76.91% | |
| 78.94% | |
| 80.45% | |
| 74.27% | |
| 77.73% | |
| 76.83% | |
| 75.45% | |
| 75.72% | |
| 75.01% | |
| 76.23% | |
| 74.65% | |
| 74.09% | |
| 72.50% | |
| 71.68% | |
| 70.22% | |
| 73.46% | |
| 71.76% | |
| 71.92% | |
| 70.73% | |
| 72.06% | |
| 73.83% | |
| 73.96% | |
| 78.79% | |
| 77.19% | |
| 80.43% | |
| 80.98% | |
| 79.49% | |
| 83.72% | |
| 84.75% | |
| 82.57% | |
| 85.38% | |
| 85.37% | |
| 82.81% |
Company coverage
Moat
WideCentrus is the only U.S. company licensed by the NRC to produce HALEU (High-Assay, Low-Enriched Uranium) — essential for advanced nuclear reactors. This regulatory protection represents a decades-long competitive advantage. The $3.8 billion backlog…
Physical assets
StrongThe American Centrifuge Plant in Piketon, Ohio — the first U.S.-owned, U.S.-technology enrichment facility to begin production since 1954. Contains specialized centrifuges with a 16-centrifuge cascade currently operational and plans for a 120-centri…
Software / hardware
Growth. Only U.S. HALEU producer scales enrichment as advanced reactors (X-energy, Kairos, TerraPower) enter fuel procurement phase, with $3.8B backlog extending to 2040. Primary assets. American Centrifuge Plant Piketon OH (only U.S. HALEU facility…
- manual · sw-hw
Growth. Only U.S. HALEU producer scales enrichment as advanced reactors (X-energy, Kairos, TerraPower) enter fuel procurement phase, with $3.8B backlog extending to 2040. Primary assets. American Centrifuge Plant Piketon OH (only…
- manual · physical-assets
The American Centrifuge Plant in Piketon, Ohio — the first U.S.-owned, U.S.-technology enrichment facility to begin production since 1954. Contains specialized centrifuges with a 16-centrifuge cascade currently operational and pl…
- manual · moat
Centrus is the only U.S. company licensed by the NRC to produce HALEU (High-Assay, Low-Enriched Uranium) — essential for advanced nuclear reactors. This regulatory protection represents a decades-long competitive advantage. The $…
| Action | Type | Relative size |
|---|---|---|
| SELL | Equity | +27% |
| SELL | Equity | +4% |
| SELL | Equity | +29% |
| SELL | Equity | +100% |
| SELL | Equity | +12% |
| SELL | Equity | +13% |
| BUY | Equity | +33% |
| BUY | Equity | +16% |
| BUY | Equity | +16% |
| BUY | Equity | +20% |
| BUY | Equity | +2% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +1% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
Notes
Full portfolio moat / asset analysis
Centrus is the only U.S. company licensed by the NRC to produce HALEU (High-Assay, Low-Enriched Uranium) — essential for advanced nuclear reactors. This regulatory protection represents a decades-long competitive advantage. The $3.8 billion backlog extends to 2040. DOE contract awards of $900M (January 2026) and prior $2.7B demonstrate government commitment…
Full portfolio moat / asset analysis
The American Centrifuge Plant in Piketon, Ohio — the first U.S.-owned, U.S.-technology enrichment facility to begin production since 1954. Contains specialized centrifuges with a 16-centrifuge cascade currently operational and plans for a 120-centrifuge cascade. Also operates centrifuge manufacturing in Oak Ridge, Tennessee. Uranium enrichment facilities re…