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CCCCJ

Cameco Corporation

$CCJ·$42B·Uranium·Energy
$90.98-0.6%YTD-2.2%1Y+20.0%
Mentions · last 7 days
2026-07-09: 205 posts2026-07-10: 183 posts2026-07-11: 62 posts2026-07-12: 114 posts2026-07-13: 172 posts2026-07-14: 80 posts2026-07-15: 58 posts889+26%
Price updated 9h ago·X counts updated 8h ago
CCCCJ
$CCJCameco Corporation
$90.98-0.64%889 posts+26%
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 2026-07-15

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

Largest Western uranium producer with an India supply deal and rising BofA uranium forecast — July 31 is a specific gate.

Cameco is the largest publicly traded uranium producer in North America, with mining, milling, and now a substantial stake in Westinghouse's nuclear-reactor business. It's a direct play on the uranium price cycle plus the nuclear-buildout narrative.

What the setup shows:

  • Growth is stable, not exciting: Q1 revenue grew 7% year-over-year to $845M CAD at a 36% gross margin — solid but not the parabolic move some uranium bulls model, meaning the equity's stability here is more about pricing power holding than volume acceleration.
  • The pricing environment is genuinely favorable: BofA raised uranium price forecasts, and the fresh Cameco-India supply agreement signed adds a durable non-China buyer to the customer base — Cameco's position as a low-cost, politically secure Western producer is exactly what the current geopolitical setup values.
  • The Westinghouse stake is the second engine: Cameco's ownership contribution to earnings has been growing as Westinghouse's SMR (small modular reactor) pipeline advances toward commercial deployment — this isn't in the current quarterly numbers meaningfully yet, but it's why the multiple carries a premium.

July 31 earnings is the specific near-term trigger: a Q2 print showing production tracking to guide combined with any updated uranium pricing color and Westinghouse contribution commentary would push shares back toward $100+, while a production miss combined with a soft Westinghouse quarter would let the flat YTD tape confirm the range without the breakout catalyst.

Agrees with X sentimentAgree with the constructive read — the India supply agreement, BofA's uranium forecast raise, and the Westinghouse-plus-2026-production framing are all consistent with the actual fundamentals. The verdict backs the setup while naming July 31 as the specific gate.

What to watch: July 31 earnings: uranium production vs guide, realized uranium pricing, and Westinghouse contribution commentary. A production miss combined with a soft Westinghouse quarter keeps this range-bound.

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

X sentiment

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

Bullish sentiment9 posts analyzed · as of 2026-07-15

Cameco chatter is bullish nuclear-uranium supercycle. BofA raised uranium prices forecast +23% due to structural supply-demand tightness. CCJ signed a $2.6B major uranium deal with India and controls 15% of all uranium mined globally. Hardman Johnston International Equity is long CCJ, calling it 'a vertically integrated nuclear leader.' Community models nuclear capacity growing to ~1,324 GWe by 2050 (Transformative Scenario). BHP showing intent to expand uranium participation is bullish for the small number of real greenfield uranium projects. Community broadly long.

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
-5.9%YTD
+4.4%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
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.1.1×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.33%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.-14.2%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.-12.9%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 today0.9% 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.

Cameco Resolves Cigar Lake Disruption: Are 2026 Targets on Track?zacks.com·19h agoCigar Lake Mine Resumes Productionbusinesswire.com·1d agoUUUU vs. CCJ: Which Uranium Stock Offers the Better Opportunity Today?zacks.com·2d agoCameco (CCJ) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·3d agoCameco Q2 Preview: Earnings Could Restart The Nuclear Rallyseekingalpha.com·3d 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.

$UUUU$DNN$UEC$URG$NXE$LEU$UROY
Voices on X · top 6 · 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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