Centrus Energy Corp. LEU

Zacks Investment Research 12 nov

Cameco Corporation reported a 20% year-over-year decline in uranium production to 3.5 million pounds in Q3 2026, primarily due to extended maintenance at Key Lake mill. The company narrowed its 2026 production outlook to 19.5-20.5 million pounds from 19.5-21.5 million pounds, down from 23.4 million pounds in 2025. Earnings estimates for 2026 and 2027 have declined over the past 60 days, and the stock carries a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 12 nov

Energy Fuels (UUUU) fell 4% after reporting Q3 2026 results with a 65% revenue surge to $29.18M driven by strong uranium sales, but posted a wider loss of 20 cents per share. Despite robust liquidity of $932.3M and expansion into rare earth elements through acquisitions, the company faces rising operating costs and is expected to remain unprofitable through 2027. The stock trades at a premium valuation of 12.18X forward price-to-sales and carries a Zacks Rank #5 (Strong Sell) rating.

Zacks Investment Research 9 nov

Energy Fuels (UUUU) reported Q3 2026 results with a loss of 20 cents per share, missing estimates despite a 64.8% revenue surge to $29.18 million driven by uranium sales at $88.90/pound. The company sold 320,000 pounds of uranium and expanded rare earth capabilities through the ASM acquisition. Non-cash investment losses and acquisition-related expenses weighed on profitability, though strong liquidity of $932.25 million supports expansion plans.

The Motley Fool 8 nov

Centrus Energy stock plummeted 26% in October following its announcement of a $116 million acquisition of Westerman Holdings, a major supplier. Multiple analysts downwardly revised their price targets, with Roth Capital cutting its target from $188 to $115, Barclays from $207 to $150, UBS from $185 to $120, and JPMorgan from $180 to $120. Despite analyst skepticism, the article suggests long-term investors should consider Centrus given its competitive advantages in nuclear fuel production and a robust $5.4 billion backlog.

Zacks Investment Research 6 nov

Centrus Energy (LEU) reported Q3 2026 earnings of $1.41 per share, beating consensus estimates, with revenues of $55.5 million. The company shipped its first newly manufactured centrifuge ahead of schedule and expanded its backlog to $7 billion through 2040, with contingent commitments reaching $5.4 billion. LEU reaffirmed 2026 revenue guidance of $450M-$500M and maintains $2.2 billion in cash following a capital raise.