Barclays Has Lowered Expectations for Centrus Energy (NYSE:LEU) Stock Price

Centrus Energy (NYSE:LEU) had its price objective cut by research analysts at Barclays from $150.00 to $149.00 in a note issued to investors on Friday, Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Barclays‘s target price suggests a potential upside of 42.50% from the company’s previous close.

Other equities analysts have also issued reports about the stock. Northland Securities set a $270.00 price objective on shares of Centrus Energy in a research report on Friday, September 11th. Needham & Company LLC dropped their target price on shares of Centrus Energy from $262.00 to $206.00 and set a “buy” rating on the stock in a research report on Tuesday, October 20th. B. Riley Financial cut their price target on shares of Centrus Energy from $295.00 to $188.00 and set a “buy” rating on the stock in a research note on Wednesday, October 28th. Jefferies Financial Group began coverage on shares of Centrus Energy in a report on Thursday, September 3rd. They issued a “hold” rating and a $169.00 price target for the company. Finally, Seaport Research Partners upgraded shares of Centrus Energy to an “overweight” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $193.06.

Centrus Energy Trading Up 17.4%

Shares of NYSE:LEU opened at $104.56 on Friday. The business’s 50-day moving average is $136.02 and its 200 day moving average is $181.07. Centrus Energy has a 1 year low of $84.86 and a 1 year high of $345.60. The firm has a market capitalization of $2.09 billion, a P/E ratio of 30.57, a P/E/G ratio of 10.02 and a beta of 1.40. The company has a debt-to-equity ratio of 1.27, a current ratio of 8.61 and a quick ratio of 4.52.

Centrus Energy (NYSE:LEU) last issued its quarterly earnings results on Wednesday, November 4th. The company reported ($0.46) earnings per share for the quarter, missing the consensus estimate of ($0.13) by ($0.33). Centrus Energy had a return on equity of 8.73% and a net margin of 16.77%. The business had revenue of $55.50 million during the quarter. During the same period in the previous year, the company posted $0.19 earnings per share. The business’s quarterly revenue was down 25.9% on a year-over-year basis. On average, research analysts predict that Centrus Energy will post 3.49 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of LEU. Fifth Third Bancorp boosted its position in Centrus Energy by 138.2% in the third quarter. Fifth Third Bancorp now owns 6,870 shares of the company’s stock valued at $958,000 after buying an additional 3,986 shares during the last quarter. Maryland State Retirement & Pension System purchased a new position in Centrus Energy during the 3rd quarter worth approximately $598,000. Fulcrum Asset Management LLP raised its position in Centrus Energy by 420.2% during the 3rd quarter. Fulcrum Asset Management LLP now owns 4,484 shares of the company’s stock worth $620,000 after buying an additional 3,622 shares during the last quarter. Pictet Asset Management Holding SA lifted its stake in Centrus Energy by 123.9% during the 3rd quarter. Pictet Asset Management Holding SA now owns 6,452 shares of the company’s stock valued at $900,000 after acquiring an additional 3,570 shares during the period. Finally, Parallel Advisors LLC lifted its stake in Centrus Energy by 154.4% during the 3rd quarter. Parallel Advisors LLC now owns 659 shares of the company’s stock valued at $92,000 after acquiring an additional 400 shares during the period. 49.96% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Centrus Energy

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

• Positive Sentiment: Roth Capital upgraded Centrus from Neutral to Buy, setting a $115 price target and citing reduced near-term concerns. Centrus Energy surges as Roth raises to buy as near-term concerns subside
• Positive Sentiment: Expansion milestones support the longer-term growth case: Centrus reported new centrifuge shipments, with its first Oak Ridge centrifuge completed ahead of the year-end target. The company also cited a roughly $7 billion backlog and stronger liquidity. Centrus Energy Q3 Earnings Call Highlights Enrichment Expansion Progress
• Positive Sentiment: Management outlined 2026 revenue of $450 million to $500 million, reflecting a sizable business pipeline as it advances enrichment capacity. Centrus outlines 2026 revenue and capital-spending outlook
• Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target slightly to $149 and kept an Equal Weight rating, while Bank of America reiterated Hold. Barclays stock recommendations
• Negative Sentiment: Quarterly sales declined about 26% year over year. Although reported EPS beat expectations, the result was substantially helped by a $46.4 million warrant gain, making the headline profit less indicative of underlying operating performance. LEU Q3 Earnings Beat Estimates on Warrant Gain, Sales Decline
• Negative Sentiment: The expansion will require substantial investment: Centrus forecast $350 million to $500 million in 2026 capital spending, creating execution and funding demands as it scales production. Centrus outlines 2026 capital-spending outlook

Centrus Energy Company Profile

Centrus Energy Corp. (NYSE:LEU) is a U.S.-based supplier of nuclear fuel and related services. The company provides enriched uranium products, including low-enriched uranium used to fuel commercial nuclear reactors, as well as uranium and fuel-management services for utilities and other customers in the nuclear energy industry.

Centrus is also developing high-assay low-enriched uranium (HALEU), an advanced fuel intended for certain next-generation and small modular reactors. Its American Centrifuge technology is being developed to support domestic uranium enrichment and reduce reliance on foreign fuel-supply chains.