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CCCCJ

Cameco Corporation

$CCJ·$37B·Uranium·Energy
$85.62-2.0%YTD-7.9%1Y+9.9%
Mentions · last 7 days
2026-07-11: 62 posts2026-07-12: 114 posts2026-07-13: 172 posts2026-07-14: 80 posts2026-07-15: 60 posts2026-07-16: 46 posts2026-07-17: 43 posts593+7%
Price updated 6h ago·X counts updated 6h ago
CCCCJ
$CCJCameco Corporation
$85.62-1.99%593 posts+7%
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 numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The uranium supercycle's investable pure-play — July 31 has to confirm production pace.

Cameco is the largest Western-hemisphere uranium miner, controlling roughly 15% of global mined output and holding a partnership stake in Westinghouse — the specific vertically-integrated nuclear operator every institutional uranium fund is long.

Why the setup reads clean:

  • The demand backdrop is confirmed by sell-side revisions: BofA raised uranium price forecasts 23% on structural supply-demand tightness, and the community-modelled nuclear capacity path to 1,324 GWe by 2050 is the specific durable-demand curve driving contract prices.
  • The commercial signal is real: the $2.6B uranium deal with India is a category-defining contract — India's civilian nuclear program is the specific new-demand vector every uranium bull is waiting for.
  • Fundamentals are quality-cyclical: 16% operating margin at 97x TTM P/E — meaning valuation is stretched but reflects the multi-year contract-price ramp.
  • The tape has cooled sharply into earnings: sitting 17% below the 50-day, at 28% of the 52-week range with volume 46% above average — that's the pattern of a stock being repositioned into a specific catalyst, not distribution.

July 31 earnings is the trigger. Above-guide production plus contract-book commentary extends the leg; a soft production print with muted contract discussion is what activates the multiple-compression risk into a slowing uranium tape.

Agrees with X sentimentX is bullish on the BofA uranium price raise, the $2.6B India deal and the nuclear-buildout thesis, and the fundamentals genuinely justify a re-rate — Cameco is the specific vertical integration play. The gap the corpus isn't sizing is production pace: at 97x P/E, the earnings have to catch up with contract prices, not just the spot uranium tape.

What to watch: The July 31 print — production trajectory versus prior guide, contract-book commentary, and Westinghouse segment performance. Above-guide production plus contract-book growth extends the leg; a soft production print with muted contract commentary compresses the multiple.

On the calendar: 2026-07-31 — Q2 earnings

X sentiment

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

Bullish sentiment19 posts analyzed · as of 2026-07-17

Cameco is being framed as a bottom-fishing setup within a firming uranium tape. The immediate catalyst is Cigar Lake resuming production after a two-week shutdown (issue at Orano's McClean Lake mill, not the mine), with the 2026 production outlook of 17.5-18.0 million pounds unchanged. Bank of America raised its uranium price forecast by 23% citing supply constraints, and China's 5-year plan targets 100+ GW of nuclear capacity. Bulls describe CCJ as one of the few Western vertically-integrated nuclear leaders benefiting from decoupling, with the US federal government targeting doubled uranium exports by 2035 while only a handful of new mines advance (CCJ, Orano, DNN's Wheeler River, NXE's Rook I). One bear thread argues niche-sector wealth is a fluke; the tone is otherwise constructive.

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

No material change from last week — utility long-term contracting is accelerating and US government support for advanced reactor components is activating domestic supply.

What this means for $CCJ

Direct beneficiary — World's largest publicly traded uranium producer with low-cost Athabasca Basin mines and long-term nuclear utility contracts; core operations sit in the path of the utility long-term contracting and US government advanced reactor domestic supply activation.

Top industry ETF

$URAGlobal X Uranium ETF
-10.9%YTD
-4.2%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
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%
Q2 2025Jul 31, 2025$0.51$0.27+87.6%
Next earningsFri, Jul 31·consensus EPS $0.31

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$3.4B$3.4B – $3.5B$1.59$1.29 – $2.238
FY27$3.8B$3.6B – $4.1B$2.67$1.79 – $3.978
FY28$4.3B$4.0B – $4.6B$3.37$3.08 – $3.756
FY29$5.3B$4.9B – $5.7B$4.21$3.86 – $4.697
FY30$5.0B$4.7B – $5.4B$4.83$4.42 – $5.387

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.1.4×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.25%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.-18.3%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.-18.1%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 today1.1% 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.β1.005-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 (16 6-Ks · 2 SDs · 1 40-F) in window

Recent news

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

AI Selloff Keeping a Lid on Investor Optimismschaeffersresearch.com·16h agoCameco Resolves Cigar Lake Disruption: Are 2026 Targets on Track?zacks.com·3d agoCigar Lake Mine Resumes Productionbusinesswire.com·3d agoUUUU vs. CCJ: Which Uranium Stock Offers the Better Opportunity Today?zacks.com·4d agoCameco (CCJ) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·4d ago

In themes

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

Nuclear Renaissance

More in Uranium

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$UUUU$UEC$DNN$URG$NXE$LEU$UROY
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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