Cameco trims its 2025 uranium outlook as McArthur River delays weigh on output, with Cigar Lake's strength helping ease the shortfall.
CCJ's mixed Q3 results, premium valuation and updated 2025 uranium delivery targets keep investor attention on its production outlook.
Cameco Corporation's position in the nuclear ecosystem is strengthening, as recent policy moves and strategic agreements increase visibility for long-duration reactor projects. CCJ now benefits from multiple revenue engines, combining uranium supply, value-added services and Westinghouse exposure, which improve earnings stability. Structural demand drivers are gaining momentum, with utilities seeking secure fuel sources and new nuclear builds becoming central to long-term energy planning.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
With uranium prices easing, UUUU's rising output, strong liquidity and expanding REE projects sharpen its edge over Cameco.
CCJ targets up to CAD 3B in 2025 in uranium revenues as strong Cigar Lake output helps counter McArthur River delays.
Cameco reinforced its leadership in the Western nuclear revival after securing a landmark $80B partnership with the U.S. government, expanding its footprint beyond mining into a fully integrated nuclear supply chain. Q3 results showed weaker revenue, down 15% YoY to CA$614M, but margins and free cash flow remained strong thanks to higher realized uranium prices and continued optimization across McArthur River,. The company's fundamentals stay robust, with 35% gross margin and 20% free cash flow margin, yet valuation multiples near 100× earnings and 31× EV/EBITDA already reflect much of the long-term.
Three energy behemoths are lifting their dividends—a Dividend Aristocrat, a huge nuclear name, and one of the world's largest oil exploration and production companies. For income-focused investors, these moves offer compelling entry points across oil and nuclear energy, whether you're seeking yield stability, growth potential, or sector diversification.
Cameco Corp. NYSE: CCJ reported its third-quarter earnings on Nov. 5. The results came in lower on the top and bottom lines, but that's an oversimplification of what's happening with CCJ stock, which is down about 10% in the first trading week of November.
Cameco Corporation (NYSE: CCJ) shares are down nearly 6% today, and over 15% the last week.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Cameco Corporation (TSX:CCO) on Wednesday reported better than expected revenue for its third quarter 2025, even as its earnings for the period fell short. The uranium miner generated revenue for the quarter of $615 million, surpassing the analyst consensus estimate of $568 million.