Northland Securities Forecasts Centrus Energy Q1 Earnings

Centrus Energy Corp. (NYSE:LEU) – Equities research analysts at Northland Securities cut their Q1 2026 earnings per share estimates for shares of Centrus Energy in a report released on Thursday, February 12th. Northland Securities analyst J. Grampp now anticipates that the company will post earnings per share of $0.63 for the quarter, down from their prior estimate of $0.68. The consensus estimate for Centrus Energy’s current full-year earnings is $2.63 per share. Northland Securities also issued estimates for Centrus Energy’s FY2027 earnings at $2.12 EPS.

A number of other equities research analysts have also recently commented on the stock. Roth Mkm restated a “neutral” rating and set a $137.00 target price on shares of Centrus Energy in a research note on Wednesday. Evercore restated an “outperform” rating and set a $390.00 price objective on shares of Centrus Energy in a research report on Monday, January 5th. Weiss Ratings restated a “hold (c)” rating on shares of Centrus Energy in a research note on Monday, December 29th. Stifel Nicolaus set a $246.00 target price on shares of Centrus Energy in a report on Thursday. Finally, JPMorgan Chase & Co. decreased their price target on Centrus Energy from $245.00 to $242.00 and set a “neutral” rating on the stock in a report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $252.92.

Centrus Energy Trading Up 7.2%

Shares of NYSE:LEU opened at $198.59 on Friday. The stock has a 50 day moving average of $272.52 and a 200 day moving average of $272.92. The company has a market cap of $3.62 billion, a PE ratio of 47.62 and a beta of 1.21. The company has a current ratio of 5.59, a quick ratio of 2.79 and a debt-to-equity ratio of 1.54. Centrus Energy has a 12-month low of $49.40 and a 12-month high of $464.25.

Centrus Energy (NYSE:LEU) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.79 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.42 by ($0.63). Centrus Energy had a net margin of 17.34% and a return on equity of 15.52%. The company had revenue of $146.20 million for the quarter, compared to the consensus estimate of $145.40 million. Centrus Energy’s revenue was down 3.6% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in LEU. Vanguard Group Inc. lifted its position in shares of Centrus Energy by 1.3% in the fourth quarter. Vanguard Group Inc. now owns 1,086,443 shares of the company’s stock worth $263,745,000 after buying an additional 14,325 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Centrus Energy by 6.7% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 936,477 shares of the company’s stock worth $290,376,000 after acquiring an additional 58,634 shares in the last quarter. Van ECK Associates Corp raised its holdings in shares of Centrus Energy by 14.7% during the 4th quarter. Van ECK Associates Corp now owns 895,867 shares of the company’s stock worth $217,481,000 after acquiring an additional 114,881 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of Centrus Energy by 43.3% during the 4th quarter. Bank of New York Mellon Corp now owns 473,145 shares of the company’s stock valued at $114,861,000 after acquiring an additional 143,069 shares during the last quarter. Finally, American Century Companies Inc. grew its holdings in shares of Centrus Energy by 78.8% in the third quarter. American Century Companies Inc. now owns 442,261 shares of the company’s stock valued at $137,132,000 after purchasing an additional 194,909 shares in the last quarter. Hedge funds and other institutional investors own 49.96% of the company’s stock.

Trending Headlines about Centrus Energy

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

• Positive Sentiment: HC Wainwright published quarterly EPS forecasts that imply a strong seasonal cadence for 2026 (Q1 $0.59, Q2 $1.70, Q3 $0.44, Q4 $1.49) and support a full‑year consensus view (~$2.63). Those refreshed estimates can lend confidence to near‑term earnings visibility and helped underpin buying interest. MarketBeat Centrus Energy Page
• Neutral Sentiment: Northland Securities published FY‑2027 EPS modeling (FY2027 $2.12) and reiterated a Q1 estimate ($0.63); the multi‑year model adds context to longer‑term expectations but doesn’t sharply change the consensus picture.
• Neutral Sentiment: Analyst/coverage pieces weighing valuation after the pullback (e.g., “Is Centrus Energy Still Attractively Priced…”) provide investor perspective but are interpretive rather than news‑driving. Is Centrus Energy Still Attractively Priced
• Negative Sentiment: Market reaction earlier in the week showed the stock down after Centrus announced a large $900M HALEU award alongside an updated 2026 outlook; investors appeared to focus on near‑term outlook items and execution/timing risks. That headline pressure has weighed on sentiment. Centrus Energy Is Down After HALEU Award & Outlook Update
• Negative Sentiment: Recent quarterly results disappointed consensus on EPS (miss) and triggered short‑term selling, which commentators noted as a primary reason for the prior pullback. Here is Why Centrus Energy Fell This Week

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.