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Company coverage · ENERGY

Centrus Energy Corp. LEU

URANIUM coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.

Sector: ENERGYIndustry: URANIUMLatest quarter: 2026-06-30Fundamentals refresh: 2026-08-30
moat Wide
physical / assets Strong
sw / hw SW 3 : HW 97
Last close $175.78

Connected surface

Price, fundamentals, portfolio context, and research memory.

Data through 2026-08-28
Observed price path $175.78
Activity -4.0%
$112 $202 $291 $381 $471 JunSepDecMarJun 2025-08-22 · BUY equity · relative size +10% 2025-08-22 · BUY equity · relative size +1% 2025-08-26 · BUY equity · relative size +1% 2025-10-24 · BUY equity · relative size +1% 2025-10-27 · BUY equity · relative size +1% 2025-10-31 · BUY equity · relative size +1% 2025-10-31 · BUY equity · relative size +0% 2025-11-03 · BUY equity · relative size +0% 2025-11-03 · BUY equity · relative size +0% 2025-11-03 · BUY equity · relative size +0% 2025-11-04 · BUY equity · relative size +0% 2025-11-04 · BUY equity · relative size +0% 2025-11-06 · BUY equity · relative size +0% 2025-11-06 · BUY equity · relative size +0% 2025-11-14 · BUY equity · relative size +0% 2025-11-14 · BUY equity · relative size +0% 2025-11-17 · BUY equity · relative size +0% 2025-12-01 · BUY equity · relative size +0% 2025-12-02 · BUY equity · relative size +0% 2025-12-11 · BUY equity · relative size +0% 2025-12-22 · BUY equity · relative size +1% 2026-01-02 · BUY equity · relative size +0% 2026-01-07 · BUY equity · relative size +0% 2026-01-07 · BUY equity · relative size +0% 2026-01-08 · BUY equity · relative size +2% 2026-01-29 · BUY equity · relative size +20% 2026-02-18 · BUY equity · relative size +16% 2026-02-19 · BUY equity · relative size +16% 2026-02-20 · BUY equity · relative size +33% 2026-04-21 · SELL equity · relative size +13% 2026-04-21 · SELL equity · relative size +12% 2026-05-06 · SELL equity · relative size +100% 2026-05-07 · SELL equity · relative size +29% 2026-05-08 · SELL equity · relative size +4% 2026-05-08 · SELL equity · relative size +27%
294 daily bars since 2025-06-30 Buy Sell Option 35 visible trade events
Portfolio context Tracked position

Latest snapshot: 2026-05-01T15:13:08. Position gain/loss: -6.7%.

35 trade records · 0 option records · 2025-08-22 → 2026-05-08
moat Wide

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…

physical / assets Strong

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-centri…

sw / hw SW 3 : HW 97

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…

Research memory 44 coverage entries

Append-only ticker entries from the internal coverage database.

  1. SW 3 : HW 97

    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…

  2. Strong

    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…

  3. Wide

    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 $…

Research archive Moat and asset 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…

Coverage feed Latest entries
  1. 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…

  2. 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…

  3. 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 $…

Trade feed Recent records
Date Action Type Relative size
2026-05-08 SELL Equity +27%
2026-05-08 SELL Equity +4%
2026-05-07 SELL Equity +29%
2026-05-06 SELL Equity +100%
2026-04-21 SELL Equity +12%
2026-04-21 SELL Equity +13%
2026-02-20 BUY Equity +33%
2026-02-19 BUY Equity +16%
2026-02-18 BUY Equity +16%
2026-01-29 BUY Equity +20%
2026-01-08 BUY Equity +2%
2026-01-07 BUY Equity +0%
2026-01-07 BUY Equity +0%
2026-01-02 BUY Equity +0%
2025-12-22 BUY Equity +1%
2025-12-11 BUY Equity +0%
2025-12-02 BUY Equity +0%
2025-12-01 BUY Equity +0%
2025-11-17 BUY Equity +0%
2025-11-14 BUY Equity +0%
2025-11-14 BUY Equity +0%
2025-11-06 BUY Equity +0%
2025-11-06 BUY Equity +0%
2025-11-04 BUY Equity +0%

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