Centrus Has Tumbled From All-Time Highs in October. Here's What's Next.

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  • Centrus Energy occupies a captious spot arsenic the U.S. seeks to rebuild its atomic proviso chain.

  • The institution is moving with the Department of Energy to nutrient specialized substance for reactors.

  • The caller banal sell-off apt reflects capitalist caution astatine the atomic industry's lofty valuations.

  • 10 stocks we similar amended than Centrus Energy ›

Centrus Energy (NYSE: LEU) started 2025 with a stock terms of astir $74. In mid-October, the banal deed a 52-week precocious of astir $464 a share, representing a mouthwatering 527% gain. Since then, the banal has fallen astir 50%, trading astatine astir $234 astatine the clip of writing.

Throughout each of this, Centrus has remained focused connected its mission. It's inactive positioned to play a ascendant relation successful U.S. uranium enrichment and adjacent delivered 900 kilograms of high-assay, low-enriched uranium (HALEU) to the Department of Energy (DOE) successful precocious June. So wherefore did it crash?

Apparently, investors needed to reset their expectations for atomic stocks, arsenic Centrus wasn't the lone institution successful this assemblage to autumn (just look astatine Oklo). After a immense tally similar that, investors needed reminding that Centrus isn't a tech company, and its margins volition ne'er turn astatine the complaint of, say, Nvidia.

The institution seems to beryllium connected way for what could beryllium different momentous year. Here's what's coming next.

The archetypal happening to cognize astir Centrus is its declaration enactment with the DOE. Since 2019, Centrus has been moving with the DOE to nutrient HALEU astatine a DOE installation successful Piketon, Ohio. In June 2025, that installation produced astir 900 kilograms of HALEU. This transportation to the DOE completed Phase II of Centrus' contract.

Barrels of enriched uranium astatine  Centrus' installation  successful  Piketon, Ohio.

Image source: Centrus Energy.

Now, Centrus has moved into Phase III, which includes different 900 kilogram transportation and options for different further 8 years of accumulation post-2026.

In December 2025, Centrus besides announced it had started enactment connected caller infrastructure astatine the Piketon facility, which volition assistance it grow its uranium enrichment capacity. The institution besides posted a third-quarter nett of astir $4 cardinal connected astir $75 cardinal successful revenue.

LEU Revenue (Quarterly) Chart

LEU Revenue (Quarterly) information by YCharts.

The banal whitethorn beryllium volatile, but the institution is inactive executing connected cardinal deliveries and laying the groundwork for expansion. It's not a harmless stock but whitethorn beryllium worthy watching.

Before you bargain banal successful Centrus Energy, see this:

The Motley Fool Stock Advisor expert squad conscionable identified what they judge are the 10 champion stocks for investors to bargain now… and Centrus Energy wasn’t 1 of them. The 10 stocks that made the chopped could nutrient monster returns successful the coming years.

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