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Uranium Royalty (UROY) Posts Strong Q1, But One-Off Gains Complicate the Earnings Picture
Insider Monkey12h agoneutral
Uranium Royalty (UROY) Posts Strong Q1, But One-Off Gains Complicate the Earnings Picture

Uranium Royalty Corp. (NASDAQ:UROY) reported its first quarter FY27 results on September 14. The company’s landmark acquisition of Sweetwater Royalties was a major highlight for the reported period. On the operational front, Uranium Royalty’s core royalty portfolio carried a stable outlook amid encouraging production trends from major counterparties like Paladin Energy and Cameco. Despite industry-wide […]

Cameco And 2 Canadian Nuclear Stocks To Watch
Simply Wall St.1d agoneutral
Cameco And 2 Canadian Nuclear Stocks To Watch

Energy markets are on edge as the Iran conflict disrupts oil supply, and the Federal Reserve keeps lifting interest rates to fight stubborn inflation. Power that is not tied to fossil fuels suddenly matters more to Canadian investors. Nuclear-focused companies sit squarely in that conversation. This article walks through three nuclear energy stocks from the Canadian market that can help you study this theme in a focused and time efficient way. The three nuclear energy stocks covered below are...

Rolls Royce Holdings And 2 Top Nuclear Energy Stocks
Simply Wall St.1d agoneutral
Rolls Royce Holdings And 2 Top Nuclear Energy Stocks

The planned reopening of a Cold War era US military base in Greenland under a new security pact signals how seriously governments now treat control over energy rich regions. As Arctic routes, minerals and power links become more valuable, long term electricity supply looks less like a utility bill and more like critical infrastructure. This article breaks down three stocks linked to nuclear powered energy security that fit that story. The stocks below are just a sample, and the full Nuclear...

The Bull Case For Cameco (TSX:CCO) Could Change Following Westinghouse IPO Plans And Uranium Role Shift
Simply Wall St.6d agoneutral
The Bull Case For Cameco (TSX:CCO) Could Change Following Westinghouse IPO Plans And Uranium Role Shift

In recent days, Cameco has been highlighted as a central player in the global uranium market, with disciplined production, tier-one deposits, integrated fuel-cycle operations and long-term utility contracts, while analysts anticipate year-over-year earnings growth despite its current Zacks Rank of #4 (Sell). An interesting angle is Cameco’s substantial stake in Westinghouse, whose planned IPO could deepen Cameco’s role across reactor technology and nuclear services, potentially reshaping how...

Weather-Related Production Disruptions Weigh on Cameco (CCJ)
Insider Monkey6d agoneutral
Weather-Related Production Disruptions Weigh on Cameco (CCJ)

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Jim Cramer Favors BWX Technologies (BWXT) Over Cameco (CCJ)
Insider Monkey9d agoneutral
Jim Cramer Favors BWX Technologies (BWXT) Over Cameco (CCJ)

On September 11, a caller inquired about Cameco Corporation (NYSE:CCJ), and here’s what Mad Money host Jim Cramer had to say in response: I like uranium. I like BWXT a little more. But I think that this Cameco’s for real. I really do, because I think we are going to embrace nuclear power, but it’s […]

Jefferies Sees Cameco (CCJ) and BWXT as Winners in the Nuclear Boom
Insider Monkey17d agoneutral
Jefferies Sees Cameco (CCJ) and BWXT as Winners in the Nuclear Boom

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 […]

Powering the AI Boom: Uranium’s $95 Spark
MarketBeat17d agoneutral
Powering the AI Boom: Uranium’s $95 Spark

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.

Investing.com21d agoneutral
Jefferies launches nuclear coverage on $55tn capex outlook to 2100

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.

Cameco Stock And 2 AI Infrastructure Picks With High Growth Potential
Simply Wall St.26d agoneutral
Cameco Stock And 2 AI Infrastructure Picks With High Growth Potential

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 (TSX:CCO) Stock Looks Pricey On Cash Flow And Sales
Simply Wall St.27d agoneutral
Cameco (TSX:CCO) Stock Looks Pricey On Cash Flow And Sales

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,...