Centrus Energy Surges 8.7% on 201% Volume Spike, Ranks 139th in Market Activity with $3.6B HALEU Backlog

On August 6, 2025, Centrus Energy (LEU) surged 8.70% with a trading volume of $0.70 billion, a 201.14% increase from the previous day, ranking it 139th in market activity.

Centrus Energy, a leading nuclear fuel and services provider, reported delivering 900 kilograms of high-assay low-enriched uranium (HALEU) to the U.S. Department of Energy in Q2 2025. The contract was subsequently extended through June 30, 2026, securing a $3.6 billion backlog with a projected runway to 2040. The company’s strategic role in supplying HALEU positions it to benefit from the growth of advanced nuclear reactors, including small modular reactor technologies.

Analysts highlight Centrus’ potential as a long-term play in the nuclear energy sector, given its established backlog and alignment with industry trends. While short-term volatility remains a factor, the stock’s performance reflects investor confidence in its role as a critical supplier amid evolving energy infrastructure needs.

A backtest of a strategy purchasing the top 500 stocks by daily trading volume and holding for one day generated a 166.71% return from 2022 to the present, outperforming the benchmark by 137.53%. This underscores the impact of liquidity concentration in short-term market movements, particularly in volatile environments.