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TickerTalks›$CCJ
CCCCJ

Cameco Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 7% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (469/wk), no spike
$CCJ·$36B·Uranium·Energy
$81.52-2.1%YTD-10.5%1Y-10.5%
Price updated 7h ago·X counts updated 5d ago
CCCCJ
$CCJCameco Corporation
$81.52-2.05%469 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CCJ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

469X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CCJ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

Cameco's uranium chatter cites Google's €13B Finland AI-infrastructure plan and 22-year Fortum nuclear PPA (up to 50% output) as demand pull, with the trend structure fully confirmed bullish above the $101.57 POC. Contracts holding/growing setup 'something brewing'.

Read what X is saying about $CCJ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CCJ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The large-cap uranium pure-play into a Q3 print with Google's Finland deal and Korea-US nuclear framework as backdrop.

Cameco is the dominant Western uranium miner-plus-nuclear-fuel-services operator, with a 49% stake in Westinghouse providing additional reactor-adjacent exposure. The 2026 story has shifted from 'uranium shortage' to 'uranium plus reactors plus AI power' — a multi-vector thesis.

  • The business is still growing but the earnings cadence is uneven: Q2 revenue grew 7% YoY to $845M at a 19% operating margin and $0.31 EPS, but the trailing-two prints have been inconsistent (-50%, +17%) — reflecting Westinghouse accounting and uranium-timing volatility.
  • The forward catalysts are specific: Google's €13B Finland AI-infrastructure plan including a 22-year Fortum nuclear PPA for up to 50% of output and the US-Korea framework supporting Westinghouse reactor builds together argue that reactor demand and uranium pricing are both structurally supported.

At 14% of its 52-week range going into Oct 30 earnings, the setup is compressed on an improving sector backdrop. A clean Q3 beat plus any color on long-term uranium contracting pace is the trigger for a reclaim of the $101 POC level bulls cite; a continued soft Westinghouse print is the first warning for the near-term tape.

Agrees with X sentimentThe Google Finland/Fortum PPA plus the Korea-US framework are specific, directional catalysts for Cameco. The 'something brewing' trend-structure read is reasonable, matching the compressed chart.

What to watch: Oct 30 Q3 earnings — uranium realized price, Westinghouse segment performance, long-term contracting pace, and 2027 guide. A clean Westinghouse number plus contracting color is the trigger; soft Westinghouse is the invalidation.

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

event ahead 30dnuclear demand

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI hyperscaler nuclear PPAs are the structural demand catalyst — Google's 22-year Fortum nuclear contract establishes the template for tech companies securing baseload clean power, driving utility con.

What this means for $CCJ

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

Top industry ETF

$URAGlobal X Uranium ETF
-7.7%YTD
-36.4%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 $0.23

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$3.3B – $3.6B$1.45$1.13 – $1.897
FY27$3.9B$3.8B – $4.0B$2.52$1.71 – $3.808
FY28$4.2B$4.1B – $4.4B$3.14$2.99 – $3.315
FY29$4.4B$4.3B – $4.6B$3.79$3.62 – $4.006
FY30$4.5B$4.4B – $4.7B$4.81$4.60 – $5.086

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.7%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.-13.3%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.-22.7%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.

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.

+ 16 other (13 6-Ks · 2 SDs · 1 13G) in window

Recent news

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

Cameco Stock Is Down 36% From Its All-Time High. Here's What Needs to Happen to Make It a Buyfool.com·19h agoCameco (NYSE:CCJ) Stock Sees Heavy Put Option Buyingdefenseworld.net·1d agoStocks Trying to Push Past AI, Inflation Headwindsschaeffersresearch.com·2d agoWhy Cameco (CCJ) Dipped More Than Broader Market Todayzacks.com·2d agoCameco Corp (CCJ) Shares Fall 5.4% -- GF Value Says Still Overvaluedgurufocus.com·2d ago

In themes

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

Nuclear Renaissance

More in Uranium

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Voices on X · top 2 · 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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