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CCCCJ

Cameco Corporation

$CCJ·$42B·Uranium·Energy
$98.76-1.2%YTD+0.1%1Y+30.9%
Mentions · last 7 days
2026-08-22: 13 posts2026-08-23: 31 posts2026-08-24: 25 posts152+13%
Price updated 14h ago·X counts updated 8d ago
CCCCJ
$CCJCameco Corporation
$98.76-1.25%152 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CCJ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

US-Saudi 123 nuclear agreement + South Korea reviewing Westinghouse stake; the uranium and downstream-nuclear story is aligning.

Cameco is the world's largest publicly traded uranium producer and holds 49% of Westinghouse Electric. The 2026 setup is a specific alignment of policy, corporate-action, and commodity catalysts.

Why the acceleration reads real:

  • Two policy catalysts are dated and specific — the US-Saudi 123 nuclear agreement heading to Congress plus fresh reports of South Korea reviewing a Westinghouse stake would validate Cameco's 49% ownership at scale; Jensen Huang's public nuclear endorsement adds cross-industry validation.
  • Fundamentals are healthy — last quarter revenue grew 7% YoY to $849M at a 32% gross margin and 16% operating margin, and consensus is $3.51B with $1.64 EPS.
  • Multiple is stretched (96x trailing, ~60x forward) — a Westinghouse IPO monetization at scale is the specific event that would resolve the multiple.
  • Structural tape is coiled — 41% of the 52-week range, 6% below the 200-day, volume 94% of average; the $100-$112 breakout the crowd is watching is real.
  • The 5% 1H26 production decline is the specific bear input — Cameco has to deliver on FY targets to justify the multiple.

Acceleration extends on the Oct 30 print if uranium pricing and production are on track and Westinghouse IPO commentary firms up; the wrong way if 2026 production targets are missed again or if Congress delays the US-Saudi 123 agreement past year-end.

Agrees with X sentimentX captures the setup — the US-Saudi 123 agreement, Westinghouse-Korea talks, and Jensen endorsement are real bullish inputs, and the 67x forward multiple with a missed quarter is the fair bear caveat; partial agree with the acceleration frame.

What to watch: Oct 30 earnings — 2026 production targets, uranium pricing trend, and Westinghouse IPO commentary; a production miss or 123-agreement delay is the invalidation.

On the calendar: 2026-10-30 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment52 posts analyzed · as of 2026-08-31

Sentiment is decisively bullish, with the conversation dominated by the U.S.-Saudi 123 nuclear agreement heading to Congress and fresh reports that South Korea is reviewing a Westinghouse stake. Traders point to the $100-$112 breakout, Cameco's 49% Westinghouse position, and Jensen Huang's endorsement of nuclear. A small caution camp flags a 67x forward multiple, a missed quarter, and possible short-term overbought conditions after the run.

Read the AI verdict + X sentiment for $CCJ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest publicly traded uranium producer with low-cost Athabasca Basin mines and long-term nuclear utility contracts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Uranium sits in its cycle right now — and what that implies for $CCJ.

Uranium · Energy

Nuclear renaissance — utilities locking in long-term supply contracts and new reactor approvals — is tightening the uranium spot and term market. AI power demand from hyperscalers exploring nuclear offtakes is the newest demand signal, adding a fresh buyer class.

What this means for $CCJ

Partial — upstream oil & gas exposure ties to commodity price cycle; Cameco Corporation is a prominent global enterprise speciali.

Top industry ETF

$URAGlobal X Uranium ETF
-2.3%YTD
+12.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
96.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
17.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.13$0.26-50.0%
Q1 2026May 5, 2026$0.34$0.29+17.2%
Q4 2025Feb 13, 2026$0.36$0.29+24.1%
Q3 2025Nov 5, 2025$0.05$0.14-64.6%
Next earningsFri, Oct 30·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$845.4M+7.1%35.7%19.4%$0.31$-100.0M
Q4 FY25$1.2B+1.4%22.2%13.6%$0.45$546.3M
Q3 FY25$614.6M-14.7%37.3%15.1%$-0.00$63.2M
Q2 FY25$877.0M+46.5%29.3%18.9%$0.74$390.3M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.5B – $3.5B$1.64$1.28 – $2.278
FY27$3.9B$3.7B – $4.1B$2.66$1.68 – $3.748
FY28$4.3B$4.0B – $4.7B$3.25$2.97 – $3.616
FY29$4.4B$4.2B – $4.8B$4.08$3.73 – $4.547
FY30$4.6B$4.3B – $5.0B$4.30$3.93 – $4.797

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 434.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 19 other (15 6-Ks · 2 SDs · 1 13G · 1 40-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Westinghouse Electric Wants to Ride a Nuclear Power Revival to an IPOwsj.com·20h agoNuclear Energy Scaling Up Through New Federal Projectsetftrends.com·1d agoMicroreactor Criticality Milestones Fuel Nuclear Renaissanceetftrends.com·4d agoCCJ's Uranium Production Down 5% in 1H26: Will 2026 Targets be Met?zacks.com·5d agoCameco Owns the Refinery at the Center of Canada's Uranium Threatfool.com·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear Renaissance

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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