Long-Term Investment Recommendations in Nuclear Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Fool
- Investment Foundation: According to S&P Global's 2024 SPIVA U.S. Scorecard, 97% of U.S. funds underperformed the S&P 500, making the State Street SPDR S&P 500 ETF Trust a preferred choice for prudent investors, with an average annual return of about 10%.
- Nuclear Energy Outlook: The U.S. Department of Energy aims to triple nuclear production by 2050, with 70 reactors currently under construction and 115 planned globally, highlighting the critical role of nuclear energy in future electricity supply.
- Uranium Mining Advantage: Cameco, the largest non-state-owned uranium miner, produced 164 million pounds of uranium in 2025, accounting for 15% of global output, with a competitive edge due to its high-grade mines and lower production costs compared to rivals.
- Financial Performance: Cameco expects an 11% revenue increase in 2025 compared to 2024, with adjusted net earnings growing by 114%, maintaining a robust 27.8% gross margin and 16.9% net profit margin despite the challenges of the capital-intensive mining industry.
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Analyst Views on CCJ
Wall Street analysts forecast CCJ stock price to fall
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 118.750
Low
71.80
Averages
105.67
High
118.78
Current: 118.750
Low
71.80
Averages
105.67
High
118.78
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.
Long-Term Investment Recommendations in Nuclear Stocks
- Investment Foundation: According to S&P Global's 2024 SPIVA U.S. Scorecard, 97% of U.S. funds underperformed the S&P 500, making the State Street SPDR S&P 500 ETF Trust a preferred choice for prudent investors, with an average annual return of about 10%.
- Nuclear Energy Outlook: The U.S. Department of Energy aims to triple nuclear production by 2050, with 70 reactors currently under construction and 115 planned globally, highlighting the critical role of nuclear energy in future electricity supply.
- Uranium Mining Advantage: Cameco, the largest non-state-owned uranium miner, produced 164 million pounds of uranium in 2025, accounting for 15% of global output, with a competitive edge due to its high-grade mines and lower production costs compared to rivals.
- Financial Performance: Cameco expects an 11% revenue increase in 2025 compared to 2024, with adjusted net earnings growing by 114%, maintaining a robust 27.8% gross margin and 16.9% net profit margin despite the challenges of the capital-intensive mining industry.
See More
SPDR S&P 500 ETF and Uranium Mining Outlook
- SPDR S&P 500 ETF Advantage: The SPDR S&P 500 ETF boasts a low expense ratio of 0.0945%, making it a cost-effective long-term investment, and since its inception in 1993, it has delivered an average annual return of approximately 10%, providing a stable foundation for investors.
- Uranium Market Potential: Cameco produced 164 million pounds of uranium in 2025, accounting for 15% of global output, and is expected to benefit from the rising demand for nuclear energy, further solidifying its market position amid a global nuclear renaissance.
- Significant Competitive Edge: Cameco owns the world's largest high-grade uranium mine, McArthur River, projected to last until 2044, with extraction costs at $14.84 per pound, significantly lower than the current market price of about $90, ensuring robust profitability.
- Strong Financial Performance: Cameco's revenue grew by 11% in 2025 compared to 2024, with adjusted net earnings soaring by 114%, maintaining a gross margin of 27.8% in the capital-intensive mining sector, indicating strong financial health and future growth potential.
See More
Progeny 3 Exits Entire Stake in Caesars Entertainment
- Share Sale Overview: On February 17, 2026, Progeny 3, Inc. sold its entire holding of 1,872,400 shares in Caesars Entertainment for an estimated $50.6 million, indicating a significant decline in the fund's confidence as its quarter-end position value in Caesars dropped by the same amount.
- Stock Performance Analysis: As of February 17, 2026, Caesars' shares were priced at $18.95, reflecting a 52.1% decline over the past year, significantly underperforming the S&P 500 by 64.25 percentage points, highlighting the company's challenges in a competitive market.
- Financial Condition Overview: Caesars Entertainment reported a trailing twelve-month revenue of $11.49 billion and a net loss of $502 million, indicating ongoing pressure on its digital betting business profitability, particularly given its heavy debt load.
- Investor Focus Points: Investors should monitor whether Caesars can consistently reduce debt while maintaining profitability in its regional casinos and digital platforms, especially in a sensitive environment influenced by consumer spending and interest rate fluctuations.
See More
Progeny 3 Exits Entire Stake in Caesars Shares
- Share Sale Overview: Progeny 3, Inc. disclosed in an SEC filing dated February 17, 2026, that it sold its entire holding of 1,872,400 shares in Caesars, with an estimated transaction value of $50.60 million, resulting in a 2.72% decline in its 13F reportable assets under management.
- Market Performance Impact: Caesars' stock has dropped 52.1% over the past year, currently priced at $18.95, significantly underperforming the S&P 500 by 64.25 percentage points, indicating the company's struggles in a competitive market environment.
- Financial Condition Analysis: Caesars faces substantial debt pressure, and while it still generates revenue from regional casinos and its digital platform, management must focus on reducing leverage while maintaining profitability for sustainable growth.
- Investor Focus Points: Investors should monitor whether Caesars can consistently reduce debt while keeping its regional casinos and digital platform profitable, as well as trends in same-property gaming revenue, interest costs, and digital profitability to assess the pace of recovery.
See More
MarketBeat Weekly Recap – February 16 to February 20
Market Volatility: Investors are facing prolonged market volatility, particularly influenced by the U.S. Supreme Court's decision to strike down emergency tariffs, which has led to oscillations between losses and gains in the markets.
Focus on Technology Stocks: The ongoing focus remains on technology stocks, especially those related to artificial intelligence (AI), as investors weigh geopolitical concerns and the implications of military presence in the Middle East.
Earnings Reports and Stock Performance: Companies like NVIDIA and Oracle are set to release earnings reports, with analysts predicting strong performance, while other stocks, such as Qualcomm, have faced skepticism due to recent downturns in the tech sector.
Investment Opportunities: Despite challenges, there are still opportunities for investors in beaten-down sectors, with analysts highlighting potential stocks that could deliver upside surprises amidst a difficult economic environment.
See More
Surging Uranium Demand Creates Buying Opportunity for Cameco
- Surging Uranium Demand: Driven by the power needs of artificial intelligence and a shift towards green energy, global uranium demand has surged, with spot prices increasing by 32% over the past year, creating a favorable market for Cameco.
- Cameco's Market Position: As the second-largest uranium producer globally, Cameco accounted for 15% of the world's uranium production in 2025, and its ownership of high-grade mines positions it strongly in the nuclear energy sector.
- Strong Financial Performance: In the most recent quarter, Cameco reported an 11% revenue increase to $3.48 billion, with diluted EPS soaring by 246% to $1.35, and cash reserves growing to $1.2 billion, indicating robust financial health.
- Dividend Increase: Cameco raised its dividend by 50% compared to 2024, and while the current yield is only 0.15%, this move reflects the company's confidence in future growth, enhancing its appeal to investors.
See More
Long-Term Investment Recommendations in Nuclear Stocks
- Investment Foundation: According to S&P Global's 2024 SPIVA U.S. Scorecard, 97% of U.S. funds underperformed the S&P 500, making the State Street SPDR S&P 500 ETF Trust a preferred choice for prudent investors, with an average annual return of about 10%.
- Nuclear Energy Outlook: The U.S. Department of Energy aims to triple nuclear production by 2050, with 70 reactors currently under construction and 115 planned globally, highlighting the critical role of nuclear energy in future electricity supply.
- Uranium Mining Advantage: Cameco, the largest non-state-owned uranium miner, produced 164 million pounds of uranium in 2025, accounting for 15% of global output, with a competitive edge due to its high-grade mines and lower production costs compared to rivals.
- Financial Performance: Cameco expects an 11% revenue increase in 2025 compared to 2024, with adjusted net earnings growing by 114%, maintaining a robust 27.8% gross margin and 16.9% net profit margin despite the challenges of the capital-intensive mining industry.
See More
SPDR S&P 500 ETF and Uranium Mining Outlook
- SPDR S&P 500 ETF Advantage: The SPDR S&P 500 ETF boasts a low expense ratio of 0.0945%, making it a cost-effective long-term investment, and since its inception in 1993, it has delivered an average annual return of approximately 10%, providing a stable foundation for investors.
- Uranium Market Potential: Cameco produced 164 million pounds of uranium in 2025, accounting for 15% of global output, and is expected to benefit from the rising demand for nuclear energy, further solidifying its market position amid a global nuclear renaissance.
- Significant Competitive Edge: Cameco owns the world's largest high-grade uranium mine, McArthur River, projected to last until 2044, with extraction costs at $14.84 per pound, significantly lower than the current market price of about $90, ensuring robust profitability.
- Strong Financial Performance: Cameco's revenue grew by 11% in 2025 compared to 2024, with adjusted net earnings soaring by 114%, maintaining a gross margin of 27.8% in the capital-intensive mining sector, indicating strong financial health and future growth potential.
See More
Progeny 3 Exits Entire Stake in Caesars Entertainment
- Share Sale Overview: On February 17, 2026, Progeny 3, Inc. sold its entire holding of 1,872,400 shares in Caesars Entertainment for an estimated $50.6 million, indicating a significant decline in the fund's confidence as its quarter-end position value in Caesars dropped by the same amount.
- Stock Performance Analysis: As of February 17, 2026, Caesars' shares were priced at $18.95, reflecting a 52.1% decline over the past year, significantly underperforming the S&P 500 by 64.25 percentage points, highlighting the company's challenges in a competitive market.
- Financial Condition Overview: Caesars Entertainment reported a trailing twelve-month revenue of $11.49 billion and a net loss of $502 million, indicating ongoing pressure on its digital betting business profitability, particularly given its heavy debt load.
- Investor Focus Points: Investors should monitor whether Caesars can consistently reduce debt while maintaining profitability in its regional casinos and digital platforms, especially in a sensitive environment influenced by consumer spending and interest rate fluctuations.
See More
Progeny 3 Exits Entire Stake in Caesars Shares
- Share Sale Overview: Progeny 3, Inc. disclosed in an SEC filing dated February 17, 2026, that it sold its entire holding of 1,872,400 shares in Caesars, with an estimated transaction value of $50.60 million, resulting in a 2.72% decline in its 13F reportable assets under management.
- Market Performance Impact: Caesars' stock has dropped 52.1% over the past year, currently priced at $18.95, significantly underperforming the S&P 500 by 64.25 percentage points, indicating the company's struggles in a competitive market environment.
- Financial Condition Analysis: Caesars faces substantial debt pressure, and while it still generates revenue from regional casinos and its digital platform, management must focus on reducing leverage while maintaining profitability for sustainable growth.
- Investor Focus Points: Investors should monitor whether Caesars can consistently reduce debt while keeping its regional casinos and digital platform profitable, as well as trends in same-property gaming revenue, interest costs, and digital profitability to assess the pace of recovery.
See More
MarketBeat Weekly Recap – February 16 to February 20
Market Volatility: Investors are facing prolonged market volatility, particularly influenced by the U.S. Supreme Court's decision to strike down emergency tariffs, which has led to oscillations between losses and gains in the markets.
Focus on Technology Stocks: The ongoing focus remains on technology stocks, especially those related to artificial intelligence (AI), as investors weigh geopolitical concerns and the implications of military presence in the Middle East.
Earnings Reports and Stock Performance: Companies like NVIDIA and Oracle are set to release earnings reports, with analysts predicting strong performance, while other stocks, such as Qualcomm, have faced skepticism due to recent downturns in the tech sector.
Investment Opportunities: Despite challenges, there are still opportunities for investors in beaten-down sectors, with analysts highlighting potential stocks that could deliver upside surprises amidst a difficult economic environment.
See More
Surging Uranium Demand Creates Buying Opportunity for Cameco
- Surging Uranium Demand: Driven by the power needs of artificial intelligence and a shift towards green energy, global uranium demand has surged, with spot prices increasing by 32% over the past year, creating a favorable market for Cameco.
- Cameco's Market Position: As the second-largest uranium producer globally, Cameco accounted for 15% of the world's uranium production in 2025, and its ownership of high-grade mines positions it strongly in the nuclear energy sector.
- Strong Financial Performance: In the most recent quarter, Cameco reported an 11% revenue increase to $3.48 billion, with diluted EPS soaring by 246% to $1.35, and cash reserves growing to $1.2 billion, indicating robust financial health.
- Dividend Increase: Cameco raised its dividend by 50% compared to 2024, and while the current yield is only 0.15%, this move reflects the company's confidence in future growth, enhancing its appeal to investors.
See More
