Key Points The nuclear energy sector is experiencing a revival due to global initiatives aimed at increasing nuclear capacity by 2050. Centrus Energy is the only licensed U.S. producer of high-assay low-enriched uranium (HALEU), crucial for next-generation reactors. Centrus Energy's stock price has soared in the past year, reflecting the positive market sentiment surrounding nuclear energy and its role in U.S. production. These 10 stocks could mint the next wave of millionaires › Nuclear power is ...

These two nuclear stocks are up over 200% on the year -- should you buy them with $100?Nuclear energy is having a moment.After decades on the sidelines, nuclear is suddenly back in the conversation. A couple of reasons can explain its sudden resurgence: One, it's a zero-emission energy source, and, two, it can support energy-hungry artificial intelligence (AI) data centers with reliable 24/7 power. As a result, governments are pumping billions to increase nuclear energy capacity, with the White House recent ...

周五，美股核电股大涨，Oklo(OKLO.US)涨逾16%，NANO Nuclear Energy(NNE.US)、NuScale Power(SMR.US)涨逾13%，Centrus Energy(LEU.US)涨逾9%。消息面上，特朗普政府正全力推进大型电 力项目建设，以满足人工智能和数据中心带来的电力需求激增。美国能源部宣布启动"电力加速"(Speed to Power)的计划，意在动员其技术专长和数十亿美元的资金支持，以应对这场二十年来首次出现的能源 需求显著增长。 来源：智通财经网 ...

Centrus Energy Corp. (NYSE:LEU) is one of the stocks in focus in Jim Cramer’s latest lightning round. During the lightning round, a caller inquired about LEU, and Cramer said: “Okay, now this is a good example like Oklo. Okay, I am a big believer in nuclear power. This is a company that, it supplies low-enriched uranium, and that means it’s going higher. And now do I want it? All I can tell you is I’m not fighting it, okay? I’ve fought all these speculative stocks. This is really not even that speculative ...

Key Takeaways Centrus Energy posted $155M Q2 revenues, down 18% as LEU sales and SWU volumes declined.LEU secured DOE contract extension for HALEU, with potential for eight more years of production.Uranium Energy is ramping up ISR operations but remains unprofitable with higher operating costs.Centrus Energy (LEU) and Uranium Energy (UEC) are U.S.-based uranium companies positioned to benefit from the country’s drive for nuclear energy independence. While this long-term trend is supportive, uranium prices h ...

Up over 200% on the year, is Centrus Energy still a compelling growth stock?When you think of the next generation of energy, what's the first thing that comes to mind?If you said anything but advanced nuclear power, you might be surprised to learn that nuclear is back in the conversation. And Centrus Energy (LEU -1.49%) is one of the few U.S. players sitting in the middle of it.Indeed, this nuclear energy company is the only U.S.-owned enricher licensed to make high-assay low-enriched uranium (HALEU) -- aka ...

公司战略定位 - 作为美国唯一具备商业规模铀浓缩能力的上市公司 在美国核能复兴中具有关键战略地位[2] - 俄亥俄州Piketon设施是美国核管理委员会（NRC）许可的唯一高丰度低浓铀（HALEU）生产基地 为先进反应堆提供新一代燃料[3] - 在外国国有供应商主导的市场中获得关键立足点 具备垄断西方核市场的潜力[3][5] 行业驱动因素 - 核能作为能源安全 气候目标和人工智能数据中心电力需求增长的解决方案获得新动力[2] - 两党对核能的支持及加速反应堆部署的行政命令强化了行业优势[3] - 公用事业公司和大型科技公司的需求进一步支撑长期增长[3] 财务状况 - 拥有36-38亿美元合同积压订单 现金储备达8.33亿美元 利润率持续扩大[4] - 尽管收入波动 但财务基础稳健 提供稳定性[4] - 过去一年股价涨幅超过350% 近期出现大幅回调 市盈率从32.66（追溯）变化至51.02（前瞻）[1] 业务进展 - 投资供应链准备 与美国能源部合作扩展HALEU生产[4] - 与公用事业公司签署或有合同以应对未来需求[4] - 2024年10月股价交易于54.85美元 市盈率降至9.69（追溯）和19.30（前瞻）[6] 市场机遇 - 人工智能驱动的能源需求增长带来结构性机会[6] - 国家安全关切推动国内浓缩铀需求[6] - 核能扩张政策为行业创造代际性的能源转型机遇[2][6]

行业前景与政策转向 - 国际原子能机构连续第五年上调全球核电容量预测 标志着行业自2011年福岛事故后进入全新增长周期[1] - 全球核电装机容量在2024年达377吉瓦 机构高情景预测2050年将接近1000吉瓦 其中四分之一来自小型模块化反应堆[3] - 各国政府将核电视为低碳基载能源与能源安全战略保障 世界银行于2024年6月解除对新兴市场核电项目融资限制[4] 美国市场动态与挑战 - 美国现有94座核反应堆供应全国20%电力 预计2050年电力需求因人工智能、数据中心和交通电气化将翻倍[5] - 美国能源部长明确表示将逐步摆脱对俄罗斯浓缩铀的依赖 强调大型电厂与小型模块化反应堆将推动铀消费量快速增长[6] - 美国公用事业铀库存仅维持14个月供应 远低于欧盟的2.5年与中国超过十年的储备水平 存在地缘政治风险暴露[9] 供应链与资本布局 - 美国政府2020年提出1.5亿美元联邦铀储备计划 2022年与Energy Fuels、Peninsula Energy等企业签订铀浓缩供应合同[7][8] - 俄亥俄州Centrus能源新浓缩项目及Peter Thiel等投资者支持的项目显示公私资本协同投入趋势[10] - 国内铀业重点企业包括Ur-Energy Inc、enCore Energy Corp及Centrus Energy Corp等上市公司[8]

Financial giants have made a conspicuous bullish move on Centrus Energy. Our analysis of options history for Centrus Energy LEU revealed 27 unusual trades.Delving into the details, we found 48% of traders were bullish, while 37% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $464,019, and 20 were calls, valued at $1,593,723.Expected Price MovementsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price ...

Centrus Energy Corp. (NYSE:LEU) is one of the 12 Best Uranium Stocks to Buy Right Now. Centrus Energy Corp. (LEU) Finalizes Memorandum of Understanding with Korea Hydro & Nuclear Power (KHNP) and POSCO International viktor-kiryanov-lAcYPEiau0U-unsplash On August 25, 2025, Centrus Energy Corp. (NYSE:LEU) finalized a Memorandum of Understanding with Korea Hydro & Nuclear Power (KHNP) and POSCO International to explore investment in expanding its uranium enrichment plant in Piketon, Ohio. With this agreem ...