Cameco Corp

CCJEnergy

Sentinellis Health Score

6.8/10

Moderate concerns
Market Cap

$45.1B

Revenue

$3.5B

P/E Ratio

95.0x

AI Summary

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.

Confidence8/10

Recent News

  • 2 Nuclear Stocks That Are Quietly Becoming the Trade of the Year (and Beyond)

    Nasdaq· 2026-05-20
  • 2 Nuclear Energy Stocks to Buy in May

    Nasdaq· 2026-05-18
  • Cameco Faces Production Disruptions: Can Output Targets Still Hold?

    Yahoo Finance· 2026-05-19
  • Are Cameco’s (TSX:CCO) Stronger Earnings And New Reactor Deals Redefining Its Nuclear Fuel Moat?

    Yahoo Finance· 2026-05-16
  • Got $5,000? Cameco Could Be the Nuclear Fuel Champion That Turns Today's Energy Crisis Into Long‑Term Wealth.

    Yahoo Finance· 2026-05-16
  • Cameco (CCJ) Remains A Beneficiary Of The Long-Term Upside In Western Nuclear Fuel Infrastructure, According To GLJ Research

    Yahoo Finance· 2026-05-15

Risk Analysis

Opportunities

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Executive Team

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