Mar. 20 at 6:41 PM
$LEU "As of March 20, 2026, Centrus Energy Corp. (LEU) is facing downward pressure, continuing a volatile trend following its recent earnings miss. UBS recently slashed its price target for LEU from
$245 to
$195, maintaining a Neutral rating. This adjustment followed a disappointing February earnings report where the company posted an EPS of
$0.79, significantly missing the expected
$1.42. Investors are reacting to a staggering 82% year-over-year decline in uranium revenues for the last quarter, largely attributed to the absence of a one-time major sale that occurred in 2024. A scheduled shipment from Russia was delayed into 2026, which has negatively impacted gross margins and net income projections. LEU recently secured a
$900 million HALEU production award from the Department of Energy, positioning it as a critical player in the U.S. domestic nuclear fuel supply chain. A new AI-driven partnership with Palantir is also expected to drive operational efficiencies. PT
$260:"