Cameco Corp

Cameco mines uranium in Canada and Kazakhstan, then refines and converts it into fuel for nuclear reactors around the world [Yahoo Finance]. The company also holds a 49% stake in Westinghouse Electric, which designs reactors and small modular reactors (SMRs), and provides maintenance and engineering services to nuclear utilities [Yahoo Finance].

Cameco is the world's largest publicly traded uranium miner, supplying fuel for nuclear power plants and offering fuel services and reactor technology through its Westinghouse stake [Yahoo Finance]. The company reported strong Q1 2026 earnings with net income of C$130.75 million and maintains production targets despite recent flooding disruptions in Saskatchewan [Yahoo Finance]. With governments and tech companies racing to build new nuclear capacity to meet AI-driven power demand, Cameco is positioned at the center of a multi-decade nuclear renaissance [Nasdaq].

Cameco is financially stable with strong free cash flow, but trades at a premium valuation reflecting high investor expectations for nuclear growth.