5 Must-Buy Nuclear Energy Stocks to Invest In

4. Centrus Energy Corp. (NYSE:LEU)

On March 12, 2026, Centrus Energy Corp. (NYSE:LEU) announced a partnership with Palantir to apply AI-driven software tools to support its multi-billion-dollar uranium enrichment expansion. CEO Amir Vexler said the company is moving to “scale it for commercial deployment,” adding that integrating Palantir’s tools should help “meet and exceed operational excellence goals.” He also highlighted early efficiency gains, noting that “$300 million in savings…are only the beginning,” underscoring efforts to shorten lead times and reduce unit costs as Centrus builds out domestic enrichment capacity.

On March 5, 2026, UBS lowered its price target on Centrus Energy to $195 from $245 and maintained a Neutral rating. The firm cited limited near-term earnings upside due to the company’s contracted broker-trader model and ongoing capacity expansion, though it continues to view Centrus as well-positioned for a potential long-term nuclear build cycle.

Last month, Centrus reported Q4 EPS of 79c, below the $1.63 consensus estimate. Revenue came in at $146.2M versus the $147.08M consensus. The company ended 2025 with a total backlog of $3.8B extending to 2040. Vexler described 2025 as a “milestone year,” pointing to “continuous improvements” across both existing and future enrichment operations. He also emphasized a “$2.3 billion” LEU backlog and a government-backed HALEU mandate, positioning the company to serve both commercial and national security demand while advancing toward cost efficiencies at scale.

Centrus Energy Corp. (NYSE:LEU) supplies nuclear fuel components through its Low-Enriched Uranium and Technical Solutions segments.