--- title: "LEU Centrus Energy" canonical: "https://supercyclehq.com/stock/centrus-energy" type: "stock" dataAsOf: "2026-11-06" ticker: "LEU" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Centrus Energy (LEU) Centrus Energy is a nuclear fuel company. ## AI Exposure Score **50/100, Strategic.** Centrus enriches uranium and is the only US-licensed producer of HALEU, the fuel required by the advanced small modular reactors data centers are contracting. Exposure hinges on the SMR wave materializing, which is itself an AI power demand story. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $104.60 | | Change 1d | +17.49% | | Change 7d | +1.27% | | Change 30d | -26.38% | | Change 1y | -64.44% | | 52-week high | $337.76 | | 52-week low | $89.03 | | Market cap | $2.1B | | P/E | 31.04 | | EPS | $3.37 | | Next earnings | 2026-11-04 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE American | | Sector | Energy | | Headquarters | Bethesda, Maryland | | CEO | Amir V. Vexler | | Employees | 467 | | Website | https://www.centrusenergy.com | | Buildout layers | [Raw Materials & Mining](https://supercyclehq.com/category/raw-materials), [Power & Energy](https://supercyclehq.com/category/power-energy) | ## What the company does 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. ## Role 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $3.5M | 0.01% | increased | 2026-06-30 | ## Recent news - [Centrus Energy Q3 Earnings Call Highlights Enrichment Expansion Progress](https://finance.yahoo.com/energy/articles/centrus-energy-q3-earnings-call-161600355.html?.tsrc=rss) (source, 2026-11-06) - [LEU Q3 Earnings Beat Estimates on Warrant Gain, Sales Decline](https://finance.yahoo.com/energy/articles/leu-q3-earnings-beat-estimates-135700756.html?.tsrc=rss) (source, 2026-11-06) - [Centrus Energy Corp (LEU) (Q3 2026) Earnings Call Highlights: First Centrifuge Completed Ahead ...](https://finance.yahoo.com/energy/articles/centrus-energy-corp-leu-q3-231851088.html?.tsrc=rss) (source, 2026-11-05) - [Centrus Energy (LEU) Q3 2026 Earnings Call Transcript](https://www.fool.com/earnings/call-transcripts/2026/11/05/centrus-energy-leu-q3-2026-earnings-call-transcript/?.tsrc=rss) (source, 2026-11-05) - [Centrus Q3 Profit Surges on Warrant Gain as Fuel Expansion Advances](https://finance.yahoo.com/energy/articles/centrus-q3-profit-surges-warrant-025000355.html?.tsrc=rss) (source, 2026-11-05) ## FAQ ### 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. --- Source: https://supercyclehq.com/stock/centrus-energy. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.