Deep Alpha Copilot
LEU  ·  DeepAlpha scorecard  ·  2026-06-19

Centrus Energy Corp.

Energy · Uranium
DeepAlpha
7.2/10
Recommendation
Buy
Confidence
92%
Hold
Long-term (12-18 months horizon)

As of 2026-06-19, Deep Alpha Copilot rates LEU (Centrus Energy Corp.) Buy with an overall score of 7.2/10 at 92% confidence, with a long-term (12-18 months horizon). Centrus Energy Corp It monetizes through diversified platforms and services across enterprise and consumer channels. Recent quarterly revenue was roughly $448.7M, growing 499.1% vs. the prior period as AI demand scales.

Open LEU on the dashboard → Score history CSV ↓
Pillar breakdown

DeepAlpha 7-pillar scorecard for LEU.

Weighted pillar scores driving the overall LEU rating. How weights work.

  • Financial
    25% 6.6

    Revenue CAGR 15.2%, net margin 17.3%, with free cash flow coverage -0.01x.

  • Business
    20% 7.2

    Operating in Uranium, revenue CAGR of 15.2% and gross margin of 26.2% signal a strong moat.

  • Sentiment
    15% 9.5

    News sentiment 0.21 across 10 items.

  • Critical Path
    10% 5.0

    LEU operates in Uranium, weighted criticality score 5.0.

  • Leadership
    10% 7.5

    Led by Mr. Amir V. Vexler (President, CEO & Director).

  • Earnings
    10% 4.8

    EPS trend -46.2%, revenue trend 2.7%, with consistency score 6.0.

  • Technical
    10% 9.0

    RSI 20.6, MACD differential -6.96, closing price $241.73.

Quick facts

LEU at a glance.

  • Market cap $3.2B
  • Revenue (TTM) $452M
  • Revenue growth YoY +4.9%
  • Profit margin 13.4%
  • EPS (TTM) $2.75
  • Forward P/E 41.0
  • HQ Bethesda, MD

Business model. Energy company involved in oil, gas, or renewable energy production and distribution.

Bull case

Why buy LEU.

Strong business model with solid revenue growth and margins Positive market sentiment and momentum

Bear case

Main risks for LEU.

Energy prices are volatile and subject to geopolitical factors Market volatility and sector rotation could affect short-term performance

Recent coverage

What’s in the news for LEU.

Aggregated from major newswires and curated sources, sentiment-scored.

Frequently asked

About LEU.

What is the DeepAlpha score for LEU?

The DeepAlpha score for LEU is 7.2/10, rated Buy, last updated 2026-06-19.

Is LEU a buy right now?

As of 2026-06-19, Deep Alpha Copilot rates LEU as Buy with an overall score of 7.2/10. Scores 8.0+ are Strong Buy, 6.0–8.0 Buy, 4.0–6.0 Hold, below 4.0 Sell.

How does Deep Alpha Copilot score LEU?

Seven weighted pillars: Financial 25%, Business 20%, Sentiment 15%, Critical Path 10%, Leadership 10%, Earnings 10%, Technical 10%. Inputs include yfinance fundamentals, SEC filings, live news sentiment, Reddit and StockTwits social sentiment, EPS surprise history, and technical indicators. See the methodology for full detail.

What sector is LEU in?

LEU (Centrus Energy Corp.) operates in the Energy sector, specifically the Uranium industry.

Want more

The live, interactive view for LEU.

Charts, news feed, twelve investor personas, institutional flow, and the full memo on the dashboard.

Open LEU on the dashboard → Score history CSV ↓

Disclaimer. Deep Alpha Copilot provides informational analysis and does not constitute investment advice.

Expert commentary

What independent analysts are saying about LEU

Curated summaries of independent video commentary covering LEU. Source material is third-party; we summarize, attribute, and link out.

LEU-05 — Stock Cut in Half. Capacity Bouncing All Over. How Will They Fulfill So Many Orders?

2026-02-13
  • **LEU stock cut in half** from $400+ peak to ~$185 after Q4 2025 earnings. PE ~47-50, technically reasonable for the growth profile but the stock is in a 2-cycle drawdown. Speaker is **holding the position** (entered earlier, not at the top), looking 5+ years out.
  • **Q4 2025 results: revenue $146M (slight miss)**, earnings missed by more. Full-year revenue $448M. Production: **completed 1 ton of HALEU** (vs 900 kg target — exceeded). **Phase 3 production delayed to H2 2026.** Quarterly results are volatile because Russia uranium imports are unpredictable.
  • **Order backlog: $2.3B (5x annual revenue) of LEU commercial orders**, plus 12 tons of HALEU on order (12x current annual production). DOE awarded **$900M for capacity expansion**. Plans for **commercial centrifuge manufacturing** restarting domestically (Honeywell partnership).
Read full summary →

SMR-06 — Is Small Modular Nuclear Just Hype? First 2026 Wave After the Crash. I Rebuilt My Position

2026-01-16
  • **Massive crash → rebuild opportunity.** All four small-modular-nuclear (SMR) names crashed 60-75% from highs in late 2025. Recent low touchpoints: **SMR $14** (4/25 tariff-war low), **OKLO ~$70** (down from ~$200 peak), **NNE $25** (down from ~$80), **LTBR $13** (down from ~$30). All have bounced ~50%. Speaker says **the major bottom is likely in** and rebuilt SMR position.
  • **Current prices vs market caps:** SMR $18 / $5.3B, OKLO $92 / $14.2B, NNE $33 / $1.6B, LTBR ~$15 / small. OKLO and NNE get higher valuations because their concepts are perceived as more advanced. SMR has **already cleared NRC technical death-line approval** but project-side approvals and funding are still difficult.
  • **Speaker's positioning framework:** SMR/OKLO/NNE/LTBR are still **concept-stage** (will stay so for 2-3 more years). All real production likely 2030+. Treat them as small/diversified positions — like quantum stocks, the field is still "100 flowers bloom" before competition narrows. Pair them with **fundamentally solid nuclear plays (BWXT, LEU, UUUU)** for stability.
Read full summary →
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