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LEU

Centrus Energy Corp

OPPORTUNISTIC BUY 2026-10-04 Data 8 days old USD 139.27 Energy - UraniumAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
USD 139.27
Buy <=wait / entry
USD 118.33
Trim >=take some off
USD 165.00
Thesis breakThe thesis would break if Centrus fails to convert the NNSA sole-source intent i...
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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 $900 million HALEU production award
  • NNSA intent to sole source certain uranium enrichment activities from Centrus
  • DOE contract extension valued at approximately $110 million through June 2026 for HALEU production
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.