UBS Beleives Centrus Energy Corp. (LEU) Positioned for ‘Significant’ DOE Funding

Centrus Energy Corp. (NYSE:LEU) is among the 20 Best Performing Stocks in 2025.

On December 24, 2025, TheFly reported that UBS said Centrus Energy Corp. (NYSE:LEU)’s launch of centrifuge manufacturing shows escalating demand for uranium enrichment to maintain the existing U.S. reactor fleet and projected electricity needs from artificial intelligence data centers in the 2030s. The company stated that beyond 2027, a U.S. import prohibition on Russian enrichment volumes is anticipated to put a higher priority on growing domestic enrichment supply. UBS considers the corporation to be well-positioned for the long term due to the long-term nature of its capacity build-out, and the firm is likely to receive considerable Department of Energy investment. UBS retains a $245 price target and a neutral rating.

Separately, TheFly reported on January 6, 2026, that BofA boosted its price objective for Centrus Energy Corp. (NYSE:LEU) from $285 to $340 and kept a Neutral rating following the company’s designation as one of three beneficiaries of $900 million in funding for nuclear fuel capacity from the Department of Energy. The funds will finance the building of new high-assay low-enriched uranium capacity in the United States. BofA noted that the award fell short of its previous model expectation.

Centrus Energy Corp. (NYSE:LEU) engages in providing nuclear fuel and services for the nuclear power industry.

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