Roth Capital maintained a Neutral LEU analyst rating for Centrus Energy Corp. (LEU) on February 11, 2026, while raising its price target to $137 from $125. The firm left the rating unchanged but signaled improved upside by lifting the target, a move that follows Centrus’s recent backlog and contract wins. The action coincided with a -2.73% ($-5.91) intraday move and sits against a market capitalization of $3,679,617,211. This update is the most recent development in analyst coverage of LEU analyst rating and matters for investors weighing policy-driven contract growth against execution risk.
LEU analyst rating: Roth Capital action and price target
On February 11, 2026 Roth Capital maintained Neutral on Centrus Energy while raising its price target to $137 from $125. The note did not change the recommendation, signaling confidence in the company’s outlook without a full Buy conviction. The original item is reported by The Fly and can be read here source.
Roth Capital rationale and links to company results
Roth’s price target increase aligns with Centrus’s Q4 2025 results and guidance, which include a $3.8 billion backlog and a roughly $900 million DOE HALEU contract award that support near-term revenue growth. The company gave 2026 revenue guidance of $425 million–$475 million, reinforcing higher earnings expectations and the rationale for a higher target source.
What the maintained Neutral LEU analyst rating means for investors
A maintained Neutral rating means Roth sees fair value near the new price target but not enough upside for a Buy. Investors should view the move as cautious optimism: the raised $137 target narrows downside risk but also signals that upside depends on contract delivery and execution. Traders may respond to short-term headlines, while longer-term holders should watch contract milestones and margin trends.
Historical analyst coverage and context for LEU
This update is the only rating change in our tracking set dated February 11, 2026, with Roth Capital as the sole firm taking public action. Centrus has seen episodic analyst attention tied to government HALEU awards and backlog updates, so coverage can be sparse versus large-cap peers. Fewer analysts increases the weight of each public note on the stock’s perception.
Stock performance, market cap and near-term catalysts
Centrus traded lower around the note, showing -2.73% ($-5.91) since the update. The company’s market cap stands at $3,679,617,211, and near-term catalysts include execution on the HALEU award, backlog conversion, and 2026 guidance. For live details and price action see our Centrus page on Meyka stock page.
Meyka view and how we grade the LEU analyst rating
Meyka AI rates LEU with a grade of B+. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Our view: the maintained Neutral rating plus a higher price target points to improving fundamentals but still measurable execution risk. Meyka AI, an AI-powered market analysis platform, tracks these updates in real time.
Final Thoughts
Roth Capital’s Neutral LEU analyst rating on February 11, 2026 paired with a higher $137 price target reflects cautious confidence in Centrus Energy’s near-term revenue and backlog strength. For investors, the move narrows downside while leaving upside conditional on contract delivery, margin improvements, and progress on HALEU projects. Limited analyst coverage means single-firm updates can move sentiment more than with widely followed stocks. We factor the rating and price-target change into our view alongside the company’s $3.8 billion backlog and 2026 revenue guidance of $425 million–$475 million. Meyka AI rates LEU with a grade of B+ based on relative performance and analyst inputs, but this grade is not a guarantee. Investors should monitor execution milestones, the company’s cadence of contract wins, and additional analyst notes to gauge whether Neutral should evolve into an upgrade or downgrade.
FAQs
What exactly did Roth Capital change on February 11, 2026?
Roth Capital maintained a Neutral recommendation for Centrus Energy and raised the price target to $137 from $125 on February 11, 2026. The firm left the rating unchanged while signaling improved valuation assumptions.
How should I interpret a maintained Neutral LEU analyst rating?
A maintained Neutral means the analyst sees fair value near the target and no clear Buy case yet. It signals steady confidence but advises investors to watch execution and revenue conversion for upside.
Does the price target change affect Centrus’s outlook?
Yes. Raising the price target to $137 suggests better near-term outlook assumptions, likely tied to backlog and the HALEU award. It narrows downside while leaving upside conditional on execution.
How does the LEU analyst rating tie into Meyka’s grade for the stock?
Meyka AI rates LEU with a grade of B+. The grade uses analyst notes like Roth’s, plus financial metrics and sector context, to form a composite view. Grades are informational and not investment advice.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
