Is Centrus Energy (LEU) Still Cheap On Its Centrifuge Milestone And 2040 Backlog?

Simply Wall St.11-09

Centrus Energy (LEU) just checked off a key milestone for investors. The company shipped its first new centrifuge ahead of schedule and locked in a larger uranium enrichment backlog that now extends ...

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The company shipped its first new centrifuge ahead of schedule and locked in a larger uranium enrichment backlog that now extends ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-leu/centrus-energy/news/is-centrus-energy-leu-still-cheap-on-its-centrifuge-mileston\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Centrus Energy (LEU) Still Cheap On Its Centrifuge Milestone And 2040 Backlog?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Centrus Energy (LEU) Still Cheap On Its Centrifuge Milestone And 2040 Backlog?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-09 03:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/energy/nyse-leu/centrus-energy/news/is-centrus-energy-leu-still-cheap-on-its-centrifuge-mileston><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Centrus Energy (LEU) just checked off a key milestone for investors. The company shipped its first new centrifuge ahead of schedule and locked in a larger uranium enrichment backlog that now extends ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-leu/centrus-energy/news/is-centrus-energy-leu-still-cheap-on-its-centrifuge-mileston\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4563","symbol_name":"昨日强势股","start_time":0,"source_url":"https://simplywall.st/stocks/us/energy/nyse-leu/centrus-energy/news/is-centrus-energy-leu-still-cheap-on-its-centrifuge-mileston","article_id":"2682826664","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/2052001-choice1-card/1788949688931"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/energy/nyse-leu/centrus-energy/news/is-centrus-energy-leu-still-cheap-on-its-centrifuge-mileston","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2682826664","pubTimestamp":1794165544,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"BBailey PembertonNovember 8, 2026","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4563":"昨日强势股","LEUX":"Tradr 2X Long LEU Daily ETF","LEU":"Centrus Energy Corp.","XME":"金属与采矿指数ETF-SPDR","BK4156":"煤与消费用燃料"},"translate_title":"Centrus Energy (LEU) 的离心机里程碑和 2040 年积压订单仍然便宜吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LEUX":0.6,"XME":0.6,"LEU":1.5},"content_text":"Centrus Energy (LEU) just checked off a key milestone for investors. The company shipped its first new centrifuge ahead of schedule and locked in a larger uranium enrichment backlog that now extends through 2040. The centrifuge shipment lands at a time when Centrus Energy’s 1-day share price return of 17.49% contrasts sharply with a year-to-date share price decline of 61.61% and a 1-year total shareholder return that is down 64.44%, even though the 3-year total shareholder return is more than double where it was three years ago. Recent earnings, fresh revenue guidance for 2026 in the US$450 million to US$500 million range, heavier capital plans for its enrichment build out, and a new shelf registration filing together help explain why the latest move looks more like a sharp bounce in sentiment rather than a smooth, uninterrupted uptrend. Spot similar nuclear build-out stories and compare Centrus Energy with a hand picked set of 17 nuclear energy infrastructure stocks. Centrus Energy now pairs a long dated enrichment backlog with a share price that has swung hard in both directions this year. The real tension is whether that stronger business is already fully reflected in today’s valuation. AdvertisementMost Popular Narrative: 45% Undervalued Centrus Energy closed at $104.60, while the most followed valuation storyline pins fair value closer to $190. That gap frames the stock as a pure play on whether fuel bottlenecks matter more than recent earnings pressure.  Centrus Energy (LEU) offers the most direct public-market exposure to U.S. HALEU production, a critical bottleneck for advanced nuclear deployment. HALEU fuel scarcity could constrain next-gen reactor rollouts, making LEU's enrichment capabilities strategically vital as AI-driven electricity demand surges.  See why 44 investors see Centrus Energy as 45% undervalued. Result: Fair Value of $190 (UNDERVALUED) Still, the HALEU story around Centrus Energy could unravel if government support slows or if rival enrichment projects scale faster than expected. Find out about the key risks to this Centrus Energy narrative. Another View: Centrus Energy Through The P/E Lens The fair value story around Centrus Energy points to $190, yet the P/E picture tells something very different. At $104.60, the stock trades on a 28.3x P/E, compared with 23.2x for direct peers and 10.5x for the wider US Oil and Gas industry. The gap versus an estimated fair ratio of 7.9x suggests investors are already paying a premium for the HALEU narrative. That raises a simple question: How comfortable are you paying above market and above fair ratio levels for this kind of earnings profile? For a closer look at how this earnings multiple stacks up against peers and the fair ratio, our breakdown goes deeper into the numbers See what the numbers say about this price — find out in our valuation breakdown. NYSE:LEU P/E Ratio as at Nov 2026Next Steps Big upside stories always sound tempting, yet the real edge comes from testing the thesis against the numbers yourself before momentum shifts again. Take a closer look at the 3 important warning signs. Looking for more Centrus Energy style ideas? If Centrus Energy has sharpened your focus on where capital goes next, do not stop at one ticker when the wider opportunity set is this rich.  Target resilient upside by scanning a curated spread of companies that look undervalued on cash flows and balance sheet strength using the 38 high quality undervalued stocks. Prioritize capital preservation and smoother ride potential by filtering for businesses that show up in the 31 resilient stocks with low risk scores. Hunt for future leaders before the crowd catches on by working through the 19 high quality undiscovered gems.  This article is general in nature and was produced with the assistance of AI automation,\n        based on data and analysis from Simply Wall St. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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