CCJ
NYSEAnalystsBuy10+74%Cameco Corporation stock
Energy · Oil, Gas & Consumable Fuels
$71.30last close
-21.0%~252d
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Price
-20.99% over 1Y3 auto-fib
Video teardown
A walkthrough of this page: the numbers, the levels, and where it sits.
Thesis
as of 2026-11-08
Bull case
Largest pure-play on the nuclear-revival cycle:
- Uranium spot + term prices have rerated to multi-decade highs as datacenter power demand + grid decarbonization revive reactor capacity additions globally.
- Westinghouse 49% gives exposure to reactor servicing + new-build (AP1000 reactor design) - adjacent to the fuel exposure.
- Multi-year delivery contracts with utilities provide multi-year visibility; spot exposure is the upside.
- DOE strategic uranium reserve + Russia HEU phase-out structurally tightens the Western supply chain.
Bear case
- Uranium price cycles historically - current rerate has been substantial; reversion risk if reactor build-out timelines slip.
- Westinghouse acquisition added leverage; service business is steady but not the growth surface.
- Capacity expansion at McArthur River + Cigar Lake takes years to bring online - supply response is slow.
- 2022 - McArthur River restart at planned capacity
- 2023 - Westinghouse 49% acquisition closed (Brookfield + Cameco)
- 2024-2025 - Multi-year supply contracts signed with US + EU utilities at elevated prices
- 2025 - Long-term contract book extended; new-reactor optionality via Westinghouse
- 2026 - DOE HALEU + commercial fuel contracts
customersUS utilities · European utilities · Asian utilities (Korea, Japan) · DOE strategic reserve · Westinghouse customers
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Bubblescapital-flow co-movement
Themeseditorial groupings
Top correlated252d co-movement
Related research
Long-form analysis touching CCJ
- 5 minCameco (CCJ) Q3: adjusted loss, output down 20%, guide narrowedCCJ posted an adjusted net loss of C$2M as a longer Key Lake outage cut production 20%. Realized uranium prices rose 6% and the 2026 guide was narrowed.
- 7 minCameco (CCJ): what it does, how it makes money, and why it is more than a uranium minerThe largest listed uranium producer, a 49% owner of Westinghouse, and a $38B stock that trades like a basket of junior explorers. What Cameco does, how CCJ makes money, and where it sits in the nuclear bubble.
- 5 minEnergy Fuels (UUUU) Q3: a 62% uranium margin, a $35M securities mark is the storyEnergy Fuels posted $29.2M of revenue, up 65%, selling uranium at $88.90/lb against a $34.04/lb cost. The net loss tripled to $52.4M on a $35.3M mark on its securities book.
- 4 minLightbridge (LTBR) Q3: $236.7M of cash, loss doubles, pilot factory path at INLLTBR ended Q3 with $236.7M of cash and no revenue. The net loss doubled to $8.3M as R&D rose, and DOE's Launch Pad program opened a path to a pilot fuel factory at INL.
Recent news
High-signal only
- MarketBeat3h agoWhat Energy Fuels (EFR) Said on Its Q3 Earnings Call
- Business Wire3d agoCameco Reports Document Filing
- Business Wire4d agoCameco Reports Document Filing
- Zacks4d agoCameco Q3 Earnings Call Highlights Uranium Pricing Discipline
- MarketBeat5d agoWhat Chemours (CC) Said on Its Q3 Earnings Call
Key levels
- -11.8%$80.860.786 retr of 66.06->135.24 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
- -22.9%$92.490.618 retr of 66.06->135.24 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
- -29.2%$100.650.5 retr of 66.06->135.24 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
- -34.5%$108.810.382 retr of 66.06->135.24 (52w) · 2026-11-06Out of reach · reference only
Facts
- Exchange
- NYSE
- Currency
- USD
- Market cap
- $31.05B
- Last update
- 2026-11-06
Revenue (TTM)$2.5B
P/E108.0×
P/S8.9×
Net margin11.4%
Frequently asked questions
- What AI bubble is CCJ in?
- Cameco Corporation (CCJ) is mapped to the Nuclear / SMR bubble on QuantAbundance. Uranium major.
- What sector is CCJ in?
- Cameco Corporation is classified under GICS Energy (Oil, Gas & Consumable Fuels).
- What is CCJ's last close price?
- CCJ last closed at $71.30 on 2026-11-06.