Centrus Energy Corp. (LEU)

Centrus Energy Corp. (NYSE: LEU) is a leading supplier of nuclear fuel and services for the nuclear power industry, dedicated to supporting the global transition to clean energy. With a mission to provide the uranium and enrichment services needed to power carbon-free energy, the company is a critical strategic asset for the U.S. government. In the nuclear-driven energy landscape of late 2025, Centrus Energy Corp. stock has emerged as a high-conviction "Nuclear Renaissance" play, as the company is currently the only domestic source of HALEU (High-Assay Low-Enriched Uranium) required for the next generation of Small Modular Reactors (SMRs). The company’s unique position in the domestic nuclear supply chain provides it with an unrivaled competitive moat and massive geopolitical significance.

Business operations in December 2025 are characterized by the successful ramp-up of its HALEU demonstration cascade in Ohio and the expansion of its specialized engineering and manufacturing services for the Department of Defense. Those tracking LEU stock have noted the company’s impressive backlog of long-term enrichment contracts, which has provided greater revenue visibility despite the historical volatility of the uranium market. The company’s core products include Low-Enriched Uranium (LEU) for traditional reactors and specialized fuel components for the advanced nuclear industry. The future business strategy involves a deeper push into full-scale HALEU production and the expansion of its technical services segment to support global nuclear non-proliferation efforts. Throughout 2025, Centrus has maintained its reputation for technical excellence, reporting record-breaking milestones in domestic enrichment capabilities.

The LEU stock price is currently trading near $95, reflecting the market’s recognition of its role as a primary beneficiary of the U.S. push for nuclear energy independence. Analysts monitoring the stock price highlight the company’s massive growth potential as the SMR market matures and the U.S. seeks to reduce reliance on foreign enriched uranium. For those analyzing the market today, the key catalysts include new government funding announcements and the signing of large-scale enrichment agreements with utility providers. As a titan of the energy world, the company remains a top selection for investors seeking exposure to the future of carbon-free power. The upward trajectory of the stock price reflects its role as a master of the nuclear fuel cycle.