LEU Centrus Energy Corp. Loading... : Bullish and Bearish Analyst Opinions
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16:39
Aug 27
Aug 27
Nuclear basket flagged; LEU preferred.
Speaker flags a nuclear basket and names LEU as his preferred name, but provides no catalyst or reasoning for the setup.
LOW
17:04
Aug 26
Aug 26
BWXT, LEU named top nuclear favorites.
Speaker names BWXT and LEU as his two favorite nuclear-group names and wants them back on the table, but gives no explicit catalyst or directional trade.
MED
12:36
Aug 26
Aug 26
Author notes nuclear stocks may form a potential low but calls them risky pre-revenue companies.
Author notes nuclear stocks may form a potential low but calls them risky pre-revenue companies, offering no explicit position or forward call.
LOW
03:16
Aug 26
Aug 26
Weak dollar drives gold, Bitcoin, and commodities.
The 'debasement trade' is gaining momentum due to a weakening dollar and distrust in the bond market, driving strength in gold, Bitcoin, and commodities like uranium and copper.
MED
22:00
Aug 25
Aug 25
Tariffs and debasement trade boost uranium and aluminum.
The Canadian tariff dispute with the US, combined with the broader debasement trade, is driving up uranium stocks like Cameco and Centrus Energy, as well as aluminum stocks like Alcoa.
MED
12:47
Aug 25
Aug 25
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
20:00
Aug 21
Aug 21
The US is threatening new tariffs on Canadian imports. Trade restrictions on Canadian resources could benefit domestic nuclear/uranium suppliers. LEU (Centrus Energy) is being eyed as a potential speculative beneficiary of these tariffs. The tariffs may not be implemented or may not impact the specific uranium/nuclear fuel supply chain.
LOW
11:50
Aug 21
Aug 21
Centrus Energy sees potential new demand for enriched uranium from the US military.
Centrus Energy sees potential new demand for enriched uranium from the US military while awaiting a possible supply deal boost.
00:03
Aug 10
Aug 10
LEU top nuclear pick after 2026 base
Buy LEU as the author's top nuclear pick; the sector has spent 2026 basing/consolidating and appears to be setting up for a technical recovery, making it the preferred name in the space.
MED
23:53
Jul 22
Jul 22
Centrus Energy a nuclear play
The U.S.-Saudi nuclear deal and broader nuclear buildout are a developing theme. Centrus Energy (Centress), which enriches uranium and supports reactor construction, looks attractive after a pullback. Still under research, but worth watching.
MED
17:02
Jul 22
Jul 22
Centrus Energy may gain from nuclear build.
Centrus Energy (enrichment and reactor services) could benefit from nuclear reactor buildouts and uranium enrichment demand. The stock has pulled back a lot, and the speaker is researching it as a downstream play on nuclear; no position yet but interest exists.
LOW
09:45
Jul 13
Jul 13
Needham analyst highlights Centrus Energy as undervalued amid a looming structural uranium.
Needham analyst highlights Centrus Energy as undervalued amid a looming structural uranium enrichment deficit according to the report.
15:10
Jul 03
Jul 03
Centrus Energy signs a billion dollar contract with the Department of Energy for uranium.
Centrus Energy signs a billion dollar contract with the Department of Energy for uranium enrichment services.
14:13
Jun 26
Jun 26
Buy LEU as a uranium fuel cycle proxy for nuclear energy exposure.
Buy LEU as a uranium fuel cycle proxy for nuclear energy exposure; author recommends it alongside UEC as a way to play the nuclear theme with fuel-side names rather than pre-revenue reactor developers.
MED
15:05
Jun 18
Jun 18
Centrus Energy shares rise after announcing a deal to supply domestically-produced uranium.
Centrus Energy shares rise after announcing a deal to supply domestically-produced uranium to Oklo.
13:23
Jun 18
Jun 18
ZeroHedge suggests the market is beginning to understand the role of LEU as a gatekeeper.
ZeroHedge suggests the market is beginning to understand the role of LEU as a gatekeeper in the nuclear fuel space.
12:14
Jun 18
Jun 18
Centrus Energy signs letter of intent to supply HALEU nuclear fuel for Oklo's planned 1.2.
Centrus Energy signs letter of intent to supply HALEU nuclear fuel for Oklo's planned 1.2 gigawatt Ohio campus and up to five Aurora powerhouses.
04:04
Jun 03
Jun 03
Author categorizes nuclear/energy plays by risk: high in OKLO/SMR, low in CEG.
Author categorizes nuclear/energy plays by risk: high in OKLO/SMR, low in CEG, intermediate in CCJ/SOLS/LEU. No personal position language.
MED
04:01
Jun 03
Jun 03
Named as a mid-weight position; author cites unique HALEU moat.
Named as a mid-weight position; author cites unique HALEU moat, acknowledges earlier-stage scaling risk but retains conviction.
MED
03:59
Jun 03
Jun 03
Author identifies a unique HALEU enrichment moat but notes earlier-stage scaling as a risk.
Author identifies a unique HALEU enrichment moat but notes earlier-stage scaling as a risk factor; positive preference stated without position disclosure.
MED
21:37
May 30
May 30
Buy LEU as the sole domestically-licensed US uranium enricher.
Buy LEU as the sole domestically-licensed US uranium enricher, positioned to capture structural demand as the US government accelerates reactor deployment and actively works to eliminate dependence on Russian enrichment supply chains.
MED
09:44
May 07
May 07
The author expresses cautious interest in LEU due to HALEU's future value but highlights delays.
The author expresses cautious interest in LEU due to HALEU's future value but highlights delays and competition, offering no clear directional call.
HIGH
12:45
May 02
May 02
Centrus is the only Western HALEU producer at scale, with a $3.8B backlog and DOE contract, providing rare current cash flows and massive optionality as the domestic choke-point solution for advanced
Centrus is the only Western HALEU producer at scale, with a $3.8B backlog and DOE contract, providing rare current cash flows and massive optionality as the domestic choke-point solution for advanced reactor fuel.
HIGH
14:39
Apr 30
Apr 30
Author shares multi-sector watchlist of interested names.
Author shares a watchlist of defense, critical minerals, nuclear, space, and aerospace names they are vaguely interested in but do not currently own.
LOW
00:05
Apr 22
Apr 22
The U.S. military's investment in microreactors for base power provides a significant growth.
The U.S. military's investment in microreactors for base power provides a significant growth catalyst for nuclear energy companies.
23:06
Mar 11
Mar 11
I also announced a lease agreement for $1.5 billion of private sector uranium enrichment facility in Paducah. The administration is actively funding and leasing federal sites to rebuild the domestic nuclear supply chain. Companies involved in North American uranium enrichment and mining will directly benefit from this influx of private and federal capital as the US pivots away from Russian enriched uranium. LONG. The explicit backing of domestic uranium enrichment facilities creates a highly favorable growth environment for US-centric nuclear fuel cycle companies. Delays in facility construction, supply chain bottlenecks, or broader regulatory hurdles for new nuclear reactor deployments.
16:46
Mar 09
Mar 09
"We are working together to change the paradigm... where it makes sense to put conversion, fuel fabrication to support the reactors that we announced." The geopolitical energy shock highlights the urgent need for domestic baseload energy independence. By co-locating Centrus's enrichment facility with Oklo's fuel fabrication in Ohio, they are removing critical supply chain bottlenecks for advanced nuclear reactors, supported by heavy Department of Energy funding. LONG. The macro environment heavily incentivizes the rapid deployment, funding, and scaling of domestic nuclear infrastructure to bypass global fossil fuel choke points. Regulatory delays, failure to reach pilot criticality targets, or cost overruns in the joint venture facility.
00:29
Feb 24
Feb 24
Watch LEU on domestic uranium enrichment funding.
Watch LEU as incremental government funding and program acceleration for domestic enrichment expand its addressable market and improve contract visibility.
MED
20:36
Feb 11
Feb 11
Author explicitly states that after stripping out non-AES businesses, Centrus Energy's AES nuclear segment is valued at $3.2B EV, which they 'strongly believe is far too low' – implying LEU's core enr
Author explicitly states that after stripping out non-AES businesses, Centrus Energy's AES nuclear segment is valued at $3.2B EV, which they 'strongly believe is far too low' – implying LEU's core enrichment business is undervalued relative to peers and the nuclear cycle.
Risk: Dependence on DOE contracts and regulatory approvals; enrichment market could face competition from new entrants or technology shifts.
00:35
Jan 22
Jan 22
1. THE FACT: LEU tested its 20-Day EMA on its lows and bounced.
1. THE FACT: LEU tested its 20-Day EMA on its lows and bounced, with the overall bullish consolidation pattern still intact.
2. THE BRIDGE: A bounce off a key moving average (20-Day EMA) confirms support and suggests the bullish consolidation is holding, indicating potential for further upside.
3. THE VERDICT: LEU remains a long candidate as it held key support and maintains a bullish consolidation.
About LEU Analyst Coverage
Buzzberg tracks LEU (Centrus Energy Corp.) across 19 sources. 9 bullish vs 0 bearish calls from 19 analysts. Sentiment: predominantly bullish (28%). 32 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: thematictrader, asklivermore, Park Myung-seok.