LEU

Snapshot

mcap $3.0B · fwd P/E 38.5 · P/S 6.3 · rev +14% y/y · margin 10% · short 27.7% of float · beta 1.3 · 3% of 52w range

Active theses holding LEU

The AI boom is straining energy infrastructure, driving growth in small modular nuclear reactors and existing nuclear operators in the U.S.

by Xaviar · 0 backers

0.68

AI sentiment

Φ 0.85

Recent news

Centrus Energy poised as key nuclear fuel play amid reactor boom

Centrus Energy is positioning itself as a key domestic producer of nuclear fuel amid a global reactor boom, with governments aiming to triple nuclear capacity by 2050 and small modular reactors (SMRs) expected in the 203

Sep 24, 2026

Centrus Energy signs two HALEU supply agreements for reactors and security

Centrus Energy has signed multi-year HALEU supply agreements with Antares Nuclear and Radiant, covering fuel for advanced reactors and national security uses. The contracts include prepayments to expand Centrus's domesti

Sep 19, 2026

Centrus Energy Stock Jumps 7.1% on Uranium Supply Deal

Centrus Energy shares rose 7.1% after the company signed a multi-year contract to supply High-Assay Low-Enriched Uranium (HALEU) to Antares Nuclear, with deliveries starting before 2030. The deal includes customer prepay

Sep 17, 2026

UUUU vs. LEU: Which Uranium Stock Offers Better Potential?

Energy Fuels (UUUU) shares have fallen roughly 28% over the past six months, sharply underperforming the S&P 500's 12.8% gain and the non-ferrous mining industry's 1.5% rise, though peers Cameco and Centrus Energy also d

Aug 26, 2026

Centrus Energy Gains Attention on Domestic Nuclear Fuel Push

Centrus Energy sees the US military as a key growth market for enriched uranium, with CEO Amir Vexler expecting a government contract to supply nuclear fuel for defense—potentially for Navy vessels, military small modula

Aug 25, 2026

Centrus Energy Q2 2026: Record Backlog and Strategic HALEU Deals

Centrus Energy reported Q2 2026 revenue of $176.1 million, up 14% year-over-year and beating analyst estimates of $151.3 million by 16.4%, but GAAP net income fell to $16.8 million ($0.77 per diluted share) from $28.9 mi

Aug 06, 2026

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