Company coverage
Research snapshot 2026-08-31
Research activity
LEU 35 trade records · 0 option records · 2025-08-22 → 2026-05-08Moat
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
Software3%
Hardware97%
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 $…
| 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% |
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…
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