Cameco vs. Centrus Energy: Which Uranium Stock is the Better Buy Now? (Revised)
CCJ and LEU stand to gain from nuclear growth, but a stronger earnings outlook, contracts and stock performance give CCJ an edge now.
CCJ and LEU stand to gain from nuclear growth, but a stronger earnings outlook, contracts and stock performance give CCJ an edge now.
Oklo (OKLO) rose 3.25% in premarket after the company announced a Letter of Intent with Centrus Energy (LEU) under which Centrus will supply enough domestic hig
OKLO and Centrus partner on a landmark HALEU supply agreement to power Aurora reactors, boosting U.S. nuclear energy growth and jobs.
Centrus Energy (LEU) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
It signed a letter of intent for a lengthy supply deal with a high-profile peer.
BETHESDA, Md., June 18, 2026 /PRNewswire/ -- Centrus Energy Corp. (NYSE American: LEU) (the "Company") announced today that after obtaining the approval of stockholders at its 2026 annual meeting, held on June 18, 2026, it had entered into the seventh amendment to the Company's Section 382 Rights Agreement (the "Rights Plan") designed to preserve the Company's substantial tax assets associated with net operating loss carryforwards ("NOLs") under Section 382 of the Internal Revenue Code ("Section 382").
Oklo and Centrus Energy sign an agreement to power five Aurora nuclear power plants with domestic fuel.
Nuclear's narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals.
As the month rolled on, investors grew less enthused about the idea of powering their portfolios with this nuclear fuel specialist.
Centrus Energy (LEU) reported earnings 30 days ago. What's next for the stock?
The $1 Billion Bet to Take Fusion Public PR Newswire VANCOUVER, BC, June 3, 2026 Is
/PRNewswire/ -- Equity-Insider.com News Commentary - Fusion has been "thirty years away" for half a century - but the calculus is changing fast. The
For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.
Centrus Energy is rated Buy with a $260 price target, reflecting a 43% upside from current levels. LEU's $1.9B cash, $3.9B contracted backlog, and $900M DOE award underpin its strategic value as the only U.S.-owned uranium enrichment platform. Recent Q1 results showed raised FY 2026 revenue guidance, strong operational progress, and partnerships delivering $300M in cost savings and lead time improvements.
One company is still developing its high-potential technology, while the other is winning major contracts and rapidly growing its backlog.
For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.
Centrus gives investors rare exposure to the bottleneck behind nuclear fuel: uranium enrichment. The next hurdle is turning contracts, centrifuge manufacturing, and the Piketon expansion into production capacity.
AI-driven data center power demand is reviving nuclear energy, lifting ETFs tied to uranium miners as well as nuclear power generators.
Centrus Energy's HALEU leadership, solid backlog and raised 2026 outlook sharpen its edge over Energy Fuels in the nuclear fuel race.
The U.S. Department of Energy is considering a plan to finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group Nuclear Energy Institute said on Tuesday.