Centrus Energy Corp vs STMicroelectronics NV — how do they compare? Centrus Energy Corp trades at $187.03 (market cap $3.77B), while STMicroelectronics NV trades at $55.7 (market cap $49.21B). The key difference: STMicroelectronics NV is far larger — about 13.1× Centrus Energy Corp's market cap, and STMicroelectronics NV pays a 0.65% dividend while Centrus Energy Corp pays none. Which is the better fit depends on your goals.
| LEU | STM | |
|---|---|---|
Market Cap | $3.77B | $49.21B |
Sector | Energy | Financials |
52-Week High | $436.00 | $79.91 |
52-Week Low | $146.61 | $21.20 |
Enterprise Value | $3.08B | $47.21B |
Dividend Yield | — | 0.65% |
Signals from Pluang's Aura AI — not financial advice
Centrus Energy (LEU) trades at $189.03, down 0.16% on the day, with a bullish technical signal supported by moving averages. The company reported Q2 2026 revenue of $176.1 million, beating expectations, but net income declined to $16.8 million from $28.9 million year-over-year due to higher costs. Recent developments include a $900 million DOE contract and a HALEU supply agreement with X-energy, positioning Centrus as a key player in the nuclear fuel supply chain with a $4.5 billion backlog.
The outlook for LEU is positive given its strategic role in nuclear energy expansion and strong institutional support, but risks include margin compression and execution challenges. Analysts maintain a buy consensus with a $228.50 price target, representing 21% upside potential from current levels.
STM trades at $54.35, down 3.12% on the day, with a neutral technical signal and bearish moving averages. The company reported Q2 2026 EPS of $0.31, beating expectations, but faces declining revenue and net income margins. Analyst consensus is a Buy with a $74.63 price target, supported by strong AI data center growth prospects highlighted in recent earnings calls (Zacks Investment Research, 2026-07-24).
Outlook is mixed; growth catalysts in AI and automotive sectors offer upside potential, but high P/E of 107.92 and recent earnings misses pose valuation and execution risks. Cash flow improved in 2025, yet profitability remains pressured. The stock's near-term direction hinges on Q3 2026 results and demand trends in key markets.
Trailing returns across standard periods
Latest headlines on both assets
Centrus Energy is a leading supplier of nuclear fuel and services for the global power industry. It specializes in supplying low-enriched uranium and developing next-generation fuels for advanced nuclear reactors.
Read more on LEU →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →