Westinghouse, which is 49% owned by Cameco Corp. (CCJ), recently achieved initial criticality for its eVinci microreactor this month, marking a notable milestone for advanced nuclear deployment. Key Takeaways Westinghouse completed zero-power criticality testing for its 5 MWe eVinci microreactor at the Nevada National Security Site alongside DOE national laboratories.
Cameco's uranium production falls 5% in H1 2026, while disruptions and maintenance outages shaped output and its outlook.
CCJ offers scale, stable production and long-term contracts, while DNN brings higher-risk, higher-reward potential.
Cameco Corporation is upgraded to Buy, citing recent price weakness and a sum-of-the-parts valuation offering 25% upside. CCJ's uranium business enjoys strong contract rollovers, margin expansion, and EPS growth above 20%, supported by strategic geopolitical positioning. The potential Westinghouse IPO could unlock significant value for CCJ, with or without the US Government deal, targeting a $23–30bn valuation.
Cameco's Q2 results weaken as lower uranium sales and Westinghouse earnings weigh on growth, but firm uranium prices support its longer-term outlook.
CCJ shares jump 7% despite a Q2 earnings miss, as investors weighed Westinghouse IPO plans, resilient guidance and a stretched valuation.
Cameco keeps 2026 uranium output intact, protects contract value and ties Westinghouse's 91-reactor AP1000 pipeline to durable fuel-cycle demand.
Cameco NYSE: CCJ said its 2026 annual plan remains intact as it navigates temporary operational disruptions at its Saskatchewan uranium assets and sees strengthening conditions in long-term uranium contracting and nuclear-power development.
Cameco (CCJ) came out with quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.51 per share a year ago.
CCJ faces lower Q2 revenue and earnings expectations, but its long-term contracts and nuclear fuel strategy keep the stock in focus ahead of results.
Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said reflects broader market and AI-related sentiment rather than any change in the company's fundamentals.
Cameco (CCJ) closed at $87.86 in the latest trading session, marking a -1.65% move from the prior day.