Centrus Energy Corp.
LEU · Energy
$168.31
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Centrus Energy (LEU) Down 4.3% Since Last Earnings Report: Can It Rebound?
Centrus Energy's stock has declined 4.3% since its Q2 2026 earnings report, underperforming the S&P 500. While the company beat EPS estimates and reported 14% revenue growth to $176.1 million driven by uranium sales, profitability was pressured by a 25% increase in cost of sales and a 96% surge in SG&A expenses related to expansion efforts. Operating income plunged 69% year-over-year, though the company maintains its 2026 revenue guidance of $450-$500 million and a substantial $4.5 billion backlog extending to 2040. Analyst estimates have trended downward with a -98.21% consensus shift, and the stock carries a Zacks Rank #3 (Hold) rating.
This Unstoppable Trend Could Mint the Industrial Sector's Next Big Winners
AI and data centers are driving massive increases in electricity demand, with projections showing data center power consumption could rise from 5% to 20% of U.S. electricity by 2035. This is spurring global nuclear energy expansion, creating investment opportunities in uranium mining, small modular reactor (SMR) developers, and nuclear fuel manufacturers.
CCJ's Uranium Production Down 5% in 1H26: Will 2026 Targets be Met?
Cameco Corporation reported a 5% decline in H1 2026 uranium production to 10.1 million pounds, with mixed performance across operations. McArthur River/Key Lake production rose 14% to 5.8 million pounds, but Cigar Lake output fell to 4.3 million pounds due to maintenance outages and operational challenges. Despite disruptions including flooding in Saskatchewan and equipment issues, Cameco maintained its 2026 production guidance at 19.5-21.5 million pounds. Energy Fuels made solid progress with 1.7 million pounds of finished uranium in H1, tracking toward its 2026 target of 1.5-2.5 million pounds.
Prediction: Oklo Won't Book Its First Commercial Power Revenue Before 2028
Oklo achieved its first nuclear criticality in August 2026 and reported initial revenue from services, but analyst Daniel Sparks predicts the company won't generate commercial power revenue until 2028 at the earliest. While the company demonstrated rapid construction capabilities with its test reactor, the first Aurora powerhouse at Idaho National Laboratory faces three remaining regulatory approval steps, fuel fabrication delays, and complex startup procedures. Oklo has sufficient cash reserves ($3 billion) to fund operations through 2028, with isotope revenue expected in early 2027 before commercial power sales begin.
What Is the Best Nuclear Reactor Stock You Should Put $1,000 Into in 2026?
Oklo is recommended as a high-risk, high-reward nuclear stock pick for risk-tolerant investors. The company's Aurora small modular reactor design targets 2028 for first deployment and has a 18 GW commercial pipeline. Success depends on securing regulatory approval, HALEU fuel supply, proving economics, and scaling without excessive dilution. Multiple risks exist including licensing delays, construction cost overruns, and fuel scarcity.