HC Wainwright Weighs in on Centrus Energy Q1 Earnings

Centrus Energy Corp. (NYSE:LEU) – Investment analysts at HC Wainwright issued their Q1 2026 EPS estimates for shares of Centrus Energy in a research report issued to clients and investors on Thursday, February 12th. HC Wainwright analyst S. Joshi anticipates that the company will post earnings of $0.59 per share for the quarter. The consensus estimate for Centrus Energy’s current full-year earnings is $2.63 per share. HC Wainwright also issued estimates for Centrus Energy’s Q2 2026 earnings at $1.70 EPS, Q3 2026 earnings at $0.44 EPS and Q4 2026 earnings at $1.49 EPS.

Several other research analysts also recently weighed in on LEU. UBS Group set a $245.00 target price on Centrus Energy in a research note on Tuesday, November 25th. William Blair restated an “outperform” rating on shares of Centrus Energy in a research note on Tuesday, January 6th. Roth Mkm reaffirmed a “neutral” rating and issued a $137.00 price objective on shares of Centrus Energy in a research report on Wednesday. Northland Securities set a $285.00 target price on shares of Centrus Energy in a research note on Thursday. Finally, Zacks Research upgraded shares of Centrus Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 6th. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $252.92.

Centrus Energy Stock Performance

Shares of LEU stock opened at $185.68 on Friday. Centrus Energy has a 12-month low of $49.40 and a 12-month high of $464.25. The business’s fifty day simple moving average is $273.87 and its 200-day simple moving average is $273.21. The company has a current ratio of 3.46, a quick ratio of 2.79 and a debt-to-equity ratio of 3.23. The company has a market cap of $3.38 billion, a PE ratio of 44.53 and a beta of 1.21.

Centrus Energy (NYSE:LEU) last posted its earnings results on Tuesday, February 10th. The company reported $0.79 EPS for the quarter, missing analysts’ consensus estimates of $1.42 by ($0.63). Centrus Energy had a net margin of 17.34% and a return on equity of 21.15%. The firm had revenue of $146.20 million for the quarter, compared to analysts’ expectations of $145.40 million. Centrus Energy’s revenue for the quarter was down 3.6% compared to the same quarter last year.

Institutional Trading of Centrus Energy

Several institutional investors and hedge funds have recently bought and sold shares of the business. Vermillion Wealth Management Inc. increased its stake in shares of Centrus Energy by 5,000.0% in the fourth quarter. Vermillion Wealth Management Inc. now owns 102 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the period. RiverPark Advisors LLC purchased a new stake in Centrus Energy in the third quarter valued at $33,000. Fulcrum Asset Management LLP purchased a new stake in Centrus Energy in the third quarter valued at $34,000. Aventura Private Wealth LLC acquired a new stake in Centrus Energy during the 4th quarter worth about $30,000. Finally, Rothschild Investment LLC raised its stake in shares of Centrus Energy by 54.9% during the 3rd quarter. Rothschild Investment LLC now owns 127 shares of the company’s stock valued at $39,000 after buying an additional 45 shares during the last quarter. 49.96% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Centrus Energy

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

• Positive Sentiment: Signed Fluor as EPC partner to advance the multi‑billion‑dollar expansion of its Piketon, Ohio uranium enrichment plant — strengthens Centrus’s execution capability for ramping U.S. enrichment capacity. Centrus and Fluor Partner to Advance Major Expansion of Ohio Uranium Enrichment Plant
• Positive Sentiment: Centrus reiterated that a ~$900M HALEU award is advancing U.S. enrichment build‑out and provided 2026 revenue guidance of $425M–$475M, signaling a clear revenue pathway if projects proceed on schedule. Centrus projects $425M–$475M 2026 revenue as $900M HALEU award advances U.S. enrichment build-out
• Neutral Sentiment: Revenue for the quarter was roughly in line with expectations (slight variance across reports), producing a mixed read on current operations versus near‑term profitability. Centrus Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Guidance
• Neutral Sentiment: Market commentary is split on valuation after the pullback — some analysts view the drop as a buying opportunity while others remain cautious until execution and margins stabilize. Is Centrus Energy (LEU) Still Attractively Priced After Its Recent Share Price Pullback
• Negative Sentiment: Reported Q4 EPS of $0.79 missed consensus (~$1.42), triggering the initial sell‑off as investors focused on near‑term profitability shortfalls. Centrus Energy Falls on 4Q Earnings Miss
• Negative Sentiment: Shares continued to slide on high volume after the earnings miss, reflecting investor concern about execution risk, funding needs for the expansion and near‑term margin pressure. Why Are Centrus Energy Shares Sliding On Wednesday?

About Centrus Energy

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.