Nuclear Energy Revival: US Aims to Quadruple Capacity by 2050
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Source: Fool
- Surge in Nuclear Demand: President Trump has set an ambitious goal to quadruple the US nuclear energy capacity by 2050, which is expected to significantly boost nuclear energy demand, particularly as global clean energy needs rise, potentially creating substantial market opportunities for related companies.
- Cameco Stock Performance: Cameco's stock has surged 395% since the beginning of 2023, with its high-grade uranium mines, MacArthur River and Cigar Lake, accounting for a significant share of the world's high-quality uranium supply, positioning the company to benefit from rising nuclear energy demand, especially with the US government's commitment of $80 billion to build nuclear reactors.
- Centrus Energy Expansion Plans: Centrus Energy has been awarded a $900 million task order to expand its uranium enrichment capacity at its Piketon, Ohio plant, aiming to enrich uranium domestically to meet urgent needs for low-enriched uranium, particularly as restrictions on Russian uranium imports loom.
- Market Volatility Risks: Despite Cameco and Centrus Energy trading at high valuations of 74 times and 66 times their projected 2026 earnings respectively, indicating vulnerability to price swings, investors bullish on long-term nuclear energy development may find these stocks worth holding for significant returns over the next decade.
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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: 119.030
Low
71.80
Averages
105.67
High
118.78
Current: 119.030
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.
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