Centrus Energy: Assessing the Valuation Premium After Major Government Contract

A substantial new government order has cemented Centrus Energy Corp.’s pivotal role in America’s advanced nuclear fuel supply chain. However, a closer examination of the company’s financial metrics reveals a significant valuation gap, prompting investors to question whether the current stock price fully aligns with fundamentals.

On January 6, 2026, the U.S. Department of Energy (DOE) awarded Centrus Energy a task order valued at $900 million. This funding is designated for the expansion of the company’s enrichment facility in Piketon, Ohio, to enable the commercial production of High-Assay Low-Enriched Uranium (HALEU). This award was part of a broader $2.7 billion initiative, underscoring a clear federal policy priority to bolster domestic Read more...