Northland Securities Weighs in on Centrus Energy Q3 Earnings

Centrus Energy Corp. (NYSE:LEU) – Equities researchers at Northland Securities raised their Q3 2026 EPS estimates for Centrus Energy in a report released on Friday, August 7th. Northland Securities analyst J. Grampp now anticipates that the company will post earnings of ($0.56) per share for the quarter, up from their prior estimate of ($0.60). The consensus estimate for Centrus Energy’s current full-year earnings is $2.60 per share. Northland Securities also issued estimates for Centrus Energy’s Q4 2026 earnings at $0.85 EPS, FY2026 earnings at $1.54 EPS and FY2027 earnings at $0.91 EPS.

Several other brokerages have also recently commented on LEU. Truist Financial assumed coverage on Centrus Energy in a report on Monday, July 13th. They set a “buy” rating and a $215.00 target price on the stock. Roth Capital reiterated a “neutral” rating and set a $188.00 price target on shares of Centrus Energy in a research report on Thursday. UBS Group decreased their price objective on shares of Centrus Energy from $195.00 to $170.00 and set a “neutral” rating on the stock in a report on Tuesday, June 16th. Weiss Ratings restated a “hold (c-)” rating on shares of Centrus Energy in a research report on Tuesday, August 4th. Finally, Bank of America dropped their target price on shares of Centrus Energy from $240.00 to $205.00 and set a “neutral” rating for the company in a research note on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $246.17.

Centrus Energy Trading Down 1.4%

Shares of LEU opened at $188.77 on Tuesday. The stock has a fifty day moving average price of $170.90 and a two-hundred day moving average price of $196.54. The company has a debt-to-equity ratio of 1.39, a quick ratio of 4.52 and a current ratio of 5.39. Centrus Energy has a 52-week low of $142.13 and a 52-week high of $464.25. The company has a market cap of $3.71 billion, a price-to-earnings ratio of 85.80, a PEG ratio of 24.59 and a beta of 1.36.

Centrus Energy (NYSE:LEU) last announced its earnings results on Wednesday, August 5th. The company reported $1.77 EPS for the quarter, topping the consensus estimate of $0.74 by $1.03. The business had revenue of $176.10 million for the quarter. Centrus Energy had a return on equity of 7.06% and a net margin of 10.23%.The firm’s revenue was up 14.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.59 earnings per share.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Farther Finance Advisors LLC grew its position in shares of Centrus Energy by 11.0% during the 4th quarter. Farther Finance Advisors LLC now owns 363 shares of the company’s stock worth $88,000 after buying an additional 36 shares during the period. Prospera Financial Services Inc lifted its holdings in Centrus Energy by 3.1% in the fourth quarter. Prospera Financial Services Inc now owns 1,340 shares of the company’s stock valued at $325,000 after buying an additional 40 shares during the period. IFP Advisors Inc boosted its stake in Centrus Energy by 38.3% in the third quarter. IFP Advisors Inc now owns 148 shares of the company’s stock valued at $46,000 after acquiring an additional 41 shares during the last quarter. Lido Advisors LLC grew its holdings in Centrus Energy by 4.2% during the 3rd quarter. Lido Advisors LLC now owns 1,138 shares of the company’s stock worth $353,000 after acquiring an additional 46 shares during the period. Finally, Allworth Financial LP grew its holdings in Centrus Energy by 30.5% during the 4th quarter. Allworth Financial LP now owns 312 shares of the company’s stock worth $76,000 after acquiring an additional 73 shares during the period. 49.96% of the stock is currently owned by institutional investors and hedge funds.

Key Centrus Energy News

Here are the key news stories impacting Centrus Energy this week:

• Positive Sentiment: Analysts raised several earnings forecasts. Northland Securities increased its estimates for Q4 2026 EPS to $0.85 from $0.67, FY2026 EPS to $1.54 from $1.30, and FY2027 EPS to $0.91 from $0.62. The revisions signal improving expectations for Centrus Energy’s near- and medium-term profitability. Centrus Energy analyst estimates
• Positive Sentiment: HC Wainwright maintained a Buy rating and $300 price target while lifting its long-range EPS forecasts: FY2027 to $2.97 from $2.18, FY2028 to $3.86 from $3.02, FY2029 to $4.99 from $4.09, and FY2030 to $7.02 from $6.06. The sharp increases reinforce the potential for substantial earnings growth if Centrus’s uranium-enrichment expansion progresses as expected. HC Wainwright Centrus Energy estimates
• Positive Sentiment: A newly reported reactor-fuel contract is expected to help fund Centrus Energy’s enrichment buildout. The agreement supports revenue visibility and strengthens the company’s strategic position amid growing demand for nuclear fuel. Centrus Energy secures reactor fuel contract
• Positive Sentiment: Federal nuclear-development plans could expand the company’s opportunity set. The Department of Energy narrowed competition for proposed Nuclear Lifecycle Innovation Campuses to five states, potentially creating contracting and investment opportunities across the nuclear supply chain, although no direct Centrus award was announced. Unlocking $50 Billion Across the Nuclear Value Chain
• Negative Sentiment: HC Wainwright lowered its Q3 2026 EPS estimate to a loss of $0.75 from a loss of $0.29. The weaker near-term forecast could limit enthusiasm despite the firm’s bullish longer-term outlook. HC Wainwright quarterly estimate
• Neutral Sentiment: Valuation remains a risk for investors. Centrus Energy trades at a high earnings multiple, while estimates vary widely between analysts; the company’s current-year consensus EPS is $2.60. A recent fair-value assessment edged lower as analysts balanced long-term growth prospects against execution and industry risks. Centrus Energy fair value assessment

Centrus Energy Company Profile

Centrus Energy Corp is a U.S.-based supplier of nuclear fuel and enrichment services, specializing in the production of low-enriched uranium (LEU) for commercial power reactors and highly enriched uranium for naval propulsion. Through its Centrus Global subsidiary, the company provides technical support, fuel fabrication services and recycled uranium products to utilities operating light-water reactors. Centrus also develops advanced centrifuge technologies aimed at improving enrichment efficiency and reducing the cost of nuclear fuel.

Originally founded as the United States Enrichment Corporation (USEC) in 1998 following a spin-out from the U.S.