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CCCCJ

Cameco Corporation

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$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 4h ago·X counts updated 7d 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 2026-08-30

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

The Westinghouse-linked nuclear name broke out on the US-Saudi 123 agreement — uranium is running with it.

Cameco is the largest US-listed uranium producer and owns 49% of Westinghouse (the AP1000 reactor supplier). The stock is flat YTD and +27% TTM at $100, and a real Trump-administration policy catalyst plus uranium spot strength are what's driving the current move.

  • Revenue is scaling: quarterly revenue ran $877M / $615M / $1.20B / $845M with gross margin at 32%, quarterly EPS at $0.74 / $0.00 / $0.45 / $0.31 — analysts model $3.51B and $1.64 EPS for the full year, so at $100 the stock is at roughly 61x forward, which the market defends on the multi-year power-and-nuclear story.
  • The US-Saudi 123 agreement is the specific policy catalyst: Trump sending the US-Saudi 123 nuclear agreement to Congress is being framed as a long-term bullish catalyst — Cameco's 49% stake in Westinghouse (AP1000) puts it directly in the reactor-export story if the framework passes.
  • The tape structure is running hot: CCJ blasted above the 200MA with a bull-flag breakout targeting $160-170, Jensen's 'nuclear is a wonderful way forward' commentary reinforces the tape, and uranium spot above $90 is what actually feeds Cameco's realized-price line quarter to quarter.

An Oct 30 print that shows realized-uranium-price expansion, production on-plan, and any 123 agreement or Westinghouse contract-flow commentary extends the run; a soft production number (uranium production was down 5% in 1H26 already), a Congressional 123-agreement stall, or a uranium spot roll-over is what caps the tape.

Agrees with X sentimentX's bullish framing is well-anchored — the 123 agreement, the Westinghouse ownership, and the technical breakout are all real; the '$160-170' bull-flag targets are aspirational but consistent with the setup, and 1H26 production-down-5% is the honest counter.

What to watch: The Oct 30 Q3 print — realized uranium price, production vs 2026 targets, and any Westinghouse-related contract commentary. A Congressional 123-agreement stall or uranium spot roll-over is what caps the tape.

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.1.2×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.43%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.+4.0%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.-4.8%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.β1.055-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.

Microreactor Criticality Milestones Fuel Nuclear Renaissanceetftrends.com·4d agoCCJ's Uranium Production Down 5% in 1H26: Will 2026 Targets be Met?zacks.com·4d agoCameco Owns the Refinery at the Center of Canada's Uranium Threatfool.com·5d agoCallan Family Office LLC Invests $732,000 in Cameco Corporation $CCJdefenseworld.net·7d agoCameco vs. Denison: Which Uranium Stock Has an Edge Right Now?zacks.com·8d 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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