Cameco Corp (CCJ) FY2025Q3 Earning Prediction
Cameco Corp (CCJ) is set to release its FY2025Q3 earnings performance on 11/05 06:30:00 ET in Pre-Market trading. Consensus forecasts predict a revenue of 749.63M and an earnings per share (EPS) of 0.23 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
Cameco’s FY2025Q3 earnings are expected to align with market consensus due to offsetting factors such as production challenges and stable performance in other segments.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
The Fact Data presents mixed signals for Cameco’s FY2025Q3 earnings:
Bearish Factors
- Production Shortfalls at McArthur River/Key Lake (August 2025):
Revised uranium production guidance for McArthur River/Key Lake to 14–15 million pounds (from 18 million pounds) due to mine development delays.
This directly impacts revenue, as uranium sales contribute ~70% of Cameco’s top line. While Cigar Lake’s strong performance offsets ~1 million pounds, the net shortfall raises execution risks.
Key Metric Impact: Likely miss on uranium-driven revenue, aligning with consensus downward revisions (- 2.1% revenue, - 15.9% EPS).
- Timing of Strategic Partnerships:
- The U.S. government’s $80B nuclear reactor partnership (Oct 2025) is a long-term catalyst but unlikely to materially affect Q3 financials. Revenue recognition for large-scale projects typically lags by quarters.
Bullish Factors
- JV Inkai and Fuel Services Stability:
- No negative updates on JV Inkai’s 8.3M-pound production target or fuel services’ 13–14M kgU forecast. Steady performance here could prevent a larger miss.
- Improved Debt/Cash Position (Post-Partnership):
- The U.S. partnership includes profit-sharing mechanisms and upfront investment, which could strengthen cash reserves and reduce near-term liquidity risks.
Neutral Bias
While production challenges at McArthur River create downside risk, the lack of negative updates on other projects and timing delays on partnership benefits tilt the outcome toward Neutral. Market expectations have already recalibrated following guidance cuts (evident in consensus estimate revisions), reducing the likelihood of a major surprise.
Tactical Strategy Recommendations
- Short-Term Options:
Buy November $100 puts (expiry post-earnings) to hedge against downside from production risks.
Sell $110 calls to capitalize on elevated volatility and fading optimism post-partnership announcement.
- Long-Term Equity:
- Accumulate shares on dips below $95; structural uranium deficit and U.S. nuclear tailwinds remain intact.
- Pairs Trade:
- Long Cameco / Short Uranium ETFs (URA, NLR) to isolate company-specific execution risks vs. sector momentum.
Rationale: The market has priced in elevated growth expectations (42% stock rally vs. S&P 500’s 8.7%), but execution risks at McArthur River and delayed partnership benefits create asymmetric downside.
Earnings Surprise Analysis
CCJ Transcript
The earnings call reveals strong revenue growth and a solid financial position, with a 24% revenue increase and full loan repayment. Optimistic guidance includes a projected adjusted EBITDA of $355-$405 million and a positive uranium price trend. Despite Westinghouse's expected losses, improved EBITDA is anticipated. The Q&A highlights strategic supply discipline, repeatable IP windfalls, and manageable production risks. However, some uncertainties remain around new build projects and DOE funding. Overall, the positive financial performance and strategic outlook support a positive stock price movement.
The earnings call summary highlights strong financial performance with significant revenue and profit growth, improved operational efficiency, and successful debt repayment. The Q&A reveals some industry uncertainties and lack of clarity on specific issues, but overall management's responses indicate positive strategic directions, such as potential capital returns and new market opportunities through the Westinghouse settlement. The positive financial metrics and optimistic outlook outweigh the concerns, suggesting a likely positive stock price movement.
CCJ Report
Frequently Asked Questions
What is the Cameco Corp FY2025Q3 Earnings Release Date and Time?
Cameco Corp (CCJ) is scheduled to release its FY2025Q3 earnings report onNov 5, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Cameco Corp FY2025Q3 Revenue and EPS?
Analysts' consensus predicts 749.63M in revenue and an EPS of 0.23 for Cameco Corp's FY2025Q3.
What Does Intellectia's AI Predict for Cameco Corp FY2025Q3 Earnings?
Intellectia's exclusive AI algorithms forecast a Neutral forCameco Corp's FY2025Q3 earnings, with a prediction date of Nov 5, 2025. Cameco Corp Cameco’s FY2025Q3 earnings are expected to align with market consensus due to offsetting factors such as production challenges and stable performance in other segments.
How Can I Use This Earnings Prediction to Trade CCJ Stock?
Leverage Intellectia's AI forecast to position trades ahead of theNov 5, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Cameco Corp FY2025Q3?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
