Centrus Energy Corp.

Constellation Energy is highlighted as a top nuclear stock for long-term investment due to its dominance as the largest nuclear fleet operator in the U.S., long-term contracts with Meta and Microsoft, and recent acquisition of Calpine making it the largest electricity producer. While it may not match startup growth potential, its operating assets...

The U.S. government is implementing a $2.5 billion Strategic Resilience Reserve and issuing major defense contracts to secure domestic critical mineral supplies. Ares Strategic Mining won a $169 million Pentagon contract for fluorspar, Centrus Energy received a $900 million DOE award for uranium enrichment, and other domestic producers are benefi...

The article compares two nuclear energy stocks: Cameco, a major uranium miner with diversified nuclear assets, and Centrus Energy, a U.S. enriched uranium producer. Both benefit from rising uranium prices and growing nuclear demand, but Cameco is recommended as the better long-term investment due to its larger scale, faster growth, lower valuatio...

Centrus Energy's stock nearly quadrupled in 2025 driven by growing nuclear energy demand and HALEU production. However, the analyst cautions that premium valuations (72x earnings, 11x sales) may limit upside potential in 2026, despite the company's bright long-term prospects in the expanding nuclear fuel market.

Meta Platforms announced over 6 gigawatts of nuclear power agreements, including a 20-year deal with Vistra for 2.6 gigawatts and a partnership with Oklo for 1.2 gigawatts of advanced nuclear capacity. The announcement triggered a sector-wide rally as investors view Big Tech's nuclear commitments as proof of concept for next-generation deployment...