Centrus Energy supplies enriched uranium fuel for nuclear reactors that help generate the electricity data centers depend on. We follow it because power, not chips, now sets the pace of AI buildouts, and its fuel supply is part of the minerals underneath that race.
Revised after a check against the company's own annual filing. · entry updated 2026-10-19
Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.
last revised 19 Oct 2026 · next scheduled disclosure not yet announced
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The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
Last close$104.60 close of 6 Nov 2026 · Massive and Yahoo agree
The day's range$93.00 – $106.93 6 Nov 2026 · both providers agree
52-week range$84.86 – $345.60 intraday low 5 Nov 2026 · intraday high 21 Jan 2026 · 251 sessions to 6 Nov 2026 · both providers agree
Market value$1.4 billion the 6 Nov 2026 close × 13,673,933 shares outstanding on the 10-K cover, as of 1 Mar 2022
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19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q filed 2026-08-06 at launch.
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Record
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