Centrus Energy stock drops 66%, now seen as a buying opportunity for nuclear energy exposure.

Centrus Energy Corp. (LEU) shares have fallen 66% from recent highs, making the stock attractively valued for investors seeking exposure to nuclear energy. The analyst suggests a cautious staged buy with a 1-3% portfolio allocation, noting risks such as reliance on Russian supply until 2027 and a potential earnings gap before new domestic enrichment capacity starts in 2029. Despite near-term earnings challenges, a discounted earnings model shows a 21.5% margin of safety assuming 15% EPS growth over 20 years, indicating long-term growth potential.

Centrus Energy Corp. (LEU) shares are currently priced at USD 147.70 on Pluang, down 2.39% in the last day. The stock's market cap stands at $3.23 billion as of Sep 25, 2026 06:11 WIB, with all recent Pluang order activity showing buyers.