Centrus Energy is rated Buy with a $260 price target, reflecting a 43% upside from current levels. LEU's $1.9B cash, $3.9B contracted backlog, and $900M DOE award underpin its strategic value as the only U.S.-owned uranium enrichment platform. Recent Q1 results showed raised FY 2026 revenue guidance, strong operational progress, and partnerships delivering $300M in cost savings and lead time improvements.