Centrus Energy
LEU · NYSE American · Energy
$151.31
$3.46 (-2.29%) today
Market Cap
$3.09B
24h Volume
$79.5M
P/E Ratio
80.1
52w High
$436.00
52w Low
$139.01
Est. AI Revenue
18%
7-Day Sparkline (Static)
Company facts
Performance
About Centrus Energy
Centrus Energy is a nuclear fuel company. It makes money supplying enriched uranium to nuclear power operators, and it holds a distinctive position: it is the only US-licensed producer of HALEU, the high-assay low-enriched uranium that advanced reactors need.
Its products are HALEU enrichment and conventional nuclear fuel. HALEU matters because the new generation of small modular reactors, including designs data center operators are contracting for power, cannot run without it.
Founded in 1998 and headquartered in Bethesda, Maryland, Centrus trades on the NYSE American and employs about 470 people.
Centrus Energy in the AI buildout
Centrus sits in the Raw Materials & Mining and Power & Energy layers of the AI buildout, several steps upstream of any chip. AI data centers need firm power, small modular reactors are one of the ways operators plan to get it, and those advanced reactors need HALEU fuel that only Centrus is US-licensed to produce. That makes it a gatekeeper in the nuclear fuel chain. The exposure hinges on the SMR wave actually materializing, which is itself an AI power demand story.
LEU is tracked in Raw Materials & Mining and Power & Energy, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
LEU trades at $151.31, 4% of the way up its 52-week range of $139.01 to $436.00.
Market cap
Market capitalization is $3.09B, with an AI Exposure Score of 50 out of 100.
Valuation vs peers
Its P/E ratio of 80.1 is above the Raw Materials & Mining category median of 30.3.
Next earnings
Centrus Energy is next expected to report earnings on November 4, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Centrus Energy do?
Centrus supplies enriched uranium to nuclear power operators. It is the only US-licensed producer of HALEU, the high-assay fuel that advanced small modular reactors require to operate.
How is Centrus exposed to AI?
Through power demand. Data centers are contracting small modular reactors for electricity, and those reactors need HALEU that only Centrus is US-licensed to produce. Supercycle rates it an AI Exposure Score of 50 out of 100.
What is HALEU and why does it matter?
HALEU is high-assay low-enriched uranium, the fuel required by advanced small modular reactors. Centrus is the only US-licensed producer, making it the fuel gatekeeper for the SMR designs data centers are contracting.
Is LEU a pure play AI stock?
No. Centrus is a nuclear fuel company whose AI link runs through data center power demand for small modular reactors. Its AI Exposure Score of 50 out of 100 reflects that indirect but strategic position.
Where is Centrus based and who leads it?
Centrus Energy is headquartered in Bethesda, Maryland, and is led by CEO Amir Vexler. The company was founded in 1998 and employs about 470 people.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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