Cameco Revenue Grows 17% Outpacing Energy Fuels
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5h ago
0mins
Source: NASDAQ.COM
- Revenue Comparison: In the first nine months of 2025, Cameco reported $2.28 billion in revenue, a 17% increase, while Energy Fuels generated $38.82 million, only up 1.6%, highlighting Cameco's robust performance and profitability in the uranium market.
- Production Disparity: In 2024, Cameco produced 27 million pounds of uranium compared to Energy Fuels' mere 158,400 pounds, underscoring Cameco's dominant position in uranium production and its ability to capture a larger market share.
- Long-Term Returns: Over the past five years, Cameco has achieved a return of 600%, significantly outpacing Energy Fuels' 350%, indicating Cameco's stronger long-term growth potential that attracts investor interest.
- Strategic Investment: Cameco owns a 49% stake in Westinghouse, which produces the advanced AP1000 nuclear reactor, with the U.S. government committing $80 billion to purchase, further solidifying Cameco's market position and future growth prospects.
Analyst Views on CCJ
Wall Street analysts forecast CCJ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CCJ is 105.87 USD with a low forecast of 85.00 USD and a high forecast of 124.51 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 105.760
Low
85.00
Averages
105.87
High
124.51
Current: 105.760
Low
85.00
Averages
105.87
High
124.51
About CCJ
Cameco Corporation is a provider of uranium fuel to generate baseload electricity around the globe. Its segments include uranium, fuel services and Westinghouse. The uranium segment involves the exploration for, mining, milling, purchase and sale of uranium concentrate. The fuel services segment involves the refining, conversion and fabrication of uranium concentrate and the purchase and sale of conversion services. The Westinghouse segment reflects its earnings from this equity-accounted investment. Westinghouse is a nuclear reactor technology original equipment manufacturer and a global provider of products and services to commercial utilities and government agencies. It provides outage and maintenance services, engineering support, instrumentation and controls equipment, plant modification, and components and parts to nuclear reactors. It has two operating mines, Cigar Lake and McArthur River as well as a mill at Key Lake. It also has ownership interests in Global Laser Enrichment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
