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Cameco generates $779M in annual free cash flow with a fortress balance sheet, while TMC burns cash in pursuit of unproven deep-sea technology.

UUUU faces near-term challenges despite rising uranium output and rare earth expansion, with losses, costs and valuation weighing on the stock.

Cameco's operations are integral to the future of nuclear power.

Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc. (NYSE:BWXT) with a ‘Buy’ rating and price targets of $138 and $181, respectively. This implies an upside of over 31% for CCJ and 13% for BWXT, reflecting the investment bank’s growing confidence in […]

AI-driven power demand and expiring utility contracts are tightening uranium supply, lifting long-term price targets to $95 per pound and boosting Cameco, NexGen Energy, and BWX Technologies.

BWX Technologies is trading at a discount compared to its peers despite its military moat.

Nuclear energy is regaining popularity, and Cameco and BWX Technologies are two stocks to watch.

The stock that crashed 83% designs the reactors -- the companies selling the fuel and the power are still getting paid.

UUUU's Q2 loss widens as expansion costs surged, even as uranium-driven revenues jumped 496% and liquidity remained strong.

Think back to the summer of 2023, back when nuclear and uranium stocks were dead money. Back then, everyone kept asking if Big Tech would actually choose nuclear to power its data centers. Then the deals started landing. Microsoft (MSFT) and Constellation (CEG). Google (GOOGL) and Kairos. And those uranium and nuclear stocks took off like rocket ships — Cameco (CCJ), Oklo (OKLO), the whole complex tripled and quadrupled.InvestorPlace - Stock Market News, Stock Advice & Trading Tips I bring this

Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging plants drive a decades-long investment cycle.

UUUU's revenues surge in 2026 on higher uranium sales, production and prices, while long-term contracts bolster its growth outlook.

Investors need to pay close attention to (Ticker) stock based on the movements in the options market lately.

The U.S. nuclear energy revival just got a $2.2 billion boost as the Army announces five sites and vendors for microreactors.

ECB and Eurozone inflation pressures are back in focus, with a potential September rate hike on the table. Higher rates can reward companies that grow earnings under tighter financial conditions, since capital often becomes more selective. High growth potential stocks that analysts expect to lift earnings and keep balance sheets in check can be especially interesting. This article highlights three such stocks from the screener. The stocks covered below are just a starting sample, with the...

Cameco stock has delivered a very large 5 year gain, yet the latest valuation checks suggest the shares trade at a premium, with both an intrinsic value estimate and market multiples pointing to an overvalued picture. After such a strong run, the current question for investors is how much cushion remains in the price. Cameco has returned about 4.7x over 5 years, which puts extra focus on whether recent optimism is already well reflected in the share price. Growing interest in uranium,...

Cameco (TSX:CCO) is back in focus after reporting a 5% decline in its share of uranium production to 10.1 million pounds in the first half of 2026, following disruptions and maintenance outages. Cameco’s production update lands as the stock trades at CA$147.33, with a 7 day share price return of 11.81% and a 30 day share price return of 20.10%. This suggests stronger momentum after a 90 day period when the share price declined 4.89%. Over a longer horizon, the 1 year total shareholder return...

Cameco's uranium production falls 5% in H1 2026, while disruptions and maintenance outages shaped output and its outlook.

The U.S. Army selected five companies to build nuclear microreactors at military bases, with the first one switching on as soon as September 2028.

The premier's list of things Canada could cut off runs straight through one company's fuel chain.

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.

A sales multiple built on about $20 million of trailing revenue, a figure that rounds to zero in the billions the company reports, measures a decision rather than a business, leaving the buy case resting on what the production ramp costs per pound.

CCJ offers scale, stable production and long-term contracts, while DNN brings higher-risk, higher-reward potential.

Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three very different ETFs an investor happens to own.

The only company news on the day was a board appointment, and the results that could test the price do not arrive until later in August.

Cameco's Q2 results weaken as lower uranium sales and Westinghouse earnings weigh on growth, but firm uranium prices support its longer-term outlook.

Constellation Energy represents a great, stable utility that uses nuclear power, while Cameco Corporation is a North America-based uranium miner that supplies nuclear facilities.

Energy Fuels' uranium growth and rare earth expansion offer long-term potential, but a stretched valuation and expected 2026 loss weigh on its near-term appeal.

Should you invest in the diversified leader or the higher-growth "clean mining" company?

Cameco stock has delivered a very large 5 year return, yet the current checks suggest investors are now paying a premium. Both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples point in the same direction, which raises questions about how much optimism is already in the price. Cameco has returned roughly 7x over the past 5 years, which puts the recent valuation signals under closer scrutiny. Recent upgrades tied to a stronger uranium demand story and the planned...