Coverage / LEU / Trade Card

LEU

Centrus Energy Corp

OPPORTUNISTIC BUY 2026-08-11 Data 12 days old USD 189.34 AWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
USD 189.34
Buy <=wait / entry
USD 165.00
Trim >=take some off
USD 225.00
Thesis breakA disclosed, material delay to HALEU cascade throughput beyond a stated producti...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case30%100 / 10030.0
Base case52%62 / 10032.2
Bear case18%10 / 1001.8
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • DOE HALEU contract extension valued at approximately $110 million through June 2026 with options for up to eight additional years
  • Selected by DOE for $900 million HALEU production award subject to negotiation and NNSA intent to sole source certain uranium enrichment activities
  • Signed definitive LEU and HALEU supply agreement with X-energy
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.