Surging Uranium Demand Creates Buying Opportunity for Cameco Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CCJ?
Source: Yahoo Finance
- Surging Uranium Demand: Global demand for uranium has surged over the past year, with spot prices increasing by 32%, highlighting the growing importance of nuclear energy in meeting the needs of artificial intelligence and green energy, thus enhancing the market outlook for companies like Cameco.
- Strong Performance: Cameco reported an 11% revenue growth to $3.48 billion in 2025, with diluted earnings per share (EPS) skyrocketing by 246% to $1.35, demonstrating the company's robust performance and profitability in the nuclear energy market.
- Strategic Investments and Partnerships: Cameco's 49% stake in Westinghouse aligns with the U.S. Department of Energy's plan to triple nuclear energy generation by 2050, and the $80 billion procurement deal with the U.S. further solidifies its market position.
- Dividend Increase and Market Opportunity: Cameco raised its dividend by 50% in 2024, and while the current yield is only 0.15%, investors may consider buying during the stock's recent dip to capitalize on future growth potential amid the uranium bull market.
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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.
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
Surging Uranium Demand Creates Buying Opportunity for Cameco Stock
- Surging Uranium Demand: Global demand for uranium has surged over the past year, with spot prices increasing by 32%, highlighting the growing importance of nuclear energy in meeting the needs of artificial intelligence and green energy, thus enhancing the market outlook for companies like Cameco.
- Strong Performance: Cameco reported an 11% revenue growth to $3.48 billion in 2025, with diluted earnings per share (EPS) skyrocketing by 246% to $1.35, demonstrating the company's robust performance and profitability in the nuclear energy market.
- Strategic Investments and Partnerships: Cameco's 49% stake in Westinghouse aligns with the U.S. Department of Energy's plan to triple nuclear energy generation by 2050, and the $80 billion procurement deal with the U.S. further solidifies its market position.
- Dividend Increase and Market Opportunity: Cameco raised its dividend by 50% in 2024, and while the current yield is only 0.15%, investors may consider buying during the stock's recent dip to capitalize on future growth potential amid the uranium bull market.
See More
Cameco Reports Strong 2025 Earnings Beat Amid Nuclear Renaissance
- Significant Earnings Growth: Cameco's 2025 revenue increased by 11% to $3.48 billion, with diluted earnings per share (EPS) soaring 246% to $1.35, showcasing the company's robust performance amid the nuclear renaissance and solidifying its market position.
- Surging Market Demand: Over the past year, uranium's spot price has surged by 32%, reflecting a global spike in nuclear energy demand driven by artificial intelligence and green energy initiatives, positioning Cameco, the world's second-largest uranium producer, to benefit from this trend.
- Strategic Investment Returns: Cameco's 49% stake in Westinghouse is beginning to pay off, with net profit shifting from a $218 million loss to a $58 million gain in 2025, indicating the potential of its nuclear reactor business.
- Dividend Increase: The company raised its dividend by 50% over 2024, and while the current yield is only 0.15%, this move demonstrates confidence in future cash flows, potentially attracting more investor interest.
See More
GeoSphere Capital Acquires New Stake in Borr Drilling
- New Investment Update: According to a SEC filing dated February 9, 2026, GeoSphere Capital Management acquired 1,385,000 shares of Borr Drilling during Q4 2022, valued at $5.58 million, indicating confidence in the company's prospects.
- Asset Allocation Shift: This acquisition positions Borr Drilling to account for 1.8371% of GeoSphere's reportable assets under management, reflecting its growing significance in the investment portfolio and potential influence on future investment strategies.
- Market Performance Review: As of February 20, 2026, Borr Drilling's shares were priced at $5.95, marking a 95% increase over the past year, indicating a recovery in market demand after years of underinvestment in offshore drilling.
- Industry Outlook Analysis: Borr Drilling specializes in offshore drilling services for shallow-water oil and gas exploration, and as offshore activities recover, rising contract prices and rig utilization are expected to enhance cash flow, making it crucial for investors to monitor the sustainability of this industry rebound.
See More
GeoSphere Acquires 1.385 Million Shares of Borr Drilling
- New Investment Position: GeoSphere Capital Management acquired 1.385 million shares of Borr Drilling during Q4 2025, with an estimated trade value of $5.58 million, indicating confidence in the company's market outlook.
- Asset Management Proportion: This acquisition positions Borr Drilling's shares at 1.84% of GeoSphere's reportable assets under management, reflecting its significance in the investment portfolio despite not being among the top five holdings.
- Stock Performance: As of February 20, 2026, Borr Drilling's stock price reached $5.95, marking a 95% increase over the past year, suggesting a recovery in market demand after years of underinvestment.
- Industry Outlook: Borr Drilling specializes in offshore drilling services for shallow-water oil and gas exploration, and with the resurgence of offshore activities, stronger contract rates and rig utilization are expected to enhance cash flow, making it crucial for investors to monitor ongoing industry improvements.
See More
U.S. Market Retreats Amid Iran Tensions
- Market Retreat Reasons: The stock market retreated due to concerns over U.S.-Iran tensions, indicating investor sensitivity to geopolitical risks, which may lead to increased volatility in the short term.
- GE Aero Leads New Buys: Despite the overall market decline, GE Aero emerged as a leader in new buys, reflecting investor confidence in its future growth potential, which could bring new capital inflows to the company.
- Comfort Systems Earnings Movement: Comfort Systems' earnings report garnered market attention, demonstrating its resilience in the current economic environment, potentially attracting more investor focus on its long-term growth strategy.
- Grail Earnings Impact: Grail's earnings report became a significant market driver, potentially affecting its stock price trajectory and prompting investors to reassess its future business outlook.
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
Surging Uranium Demand Creates Buying Opportunity for Cameco Stock
- Surging Uranium Demand: Global demand for uranium has surged over the past year, with spot prices increasing by 32%, highlighting the growing importance of nuclear energy in meeting the needs of artificial intelligence and green energy, thus enhancing the market outlook for companies like Cameco.
- Strong Performance: Cameco reported an 11% revenue growth to $3.48 billion in 2025, with diluted earnings per share (EPS) skyrocketing by 246% to $1.35, demonstrating the company's robust performance and profitability in the nuclear energy market.
- Strategic Investments and Partnerships: Cameco's 49% stake in Westinghouse aligns with the U.S. Department of Energy's plan to triple nuclear energy generation by 2050, and the $80 billion procurement deal with the U.S. further solidifies its market position.
- Dividend Increase and Market Opportunity: Cameco raised its dividend by 50% in 2024, and while the current yield is only 0.15%, investors may consider buying during the stock's recent dip to capitalize on future growth potential amid the uranium bull market.
See More
Cameco Reports Strong 2025 Earnings Beat Amid Nuclear Renaissance
- Significant Earnings Growth: Cameco's 2025 revenue increased by 11% to $3.48 billion, with diluted earnings per share (EPS) soaring 246% to $1.35, showcasing the company's robust performance amid the nuclear renaissance and solidifying its market position.
- Surging Market Demand: Over the past year, uranium's spot price has surged by 32%, reflecting a global spike in nuclear energy demand driven by artificial intelligence and green energy initiatives, positioning Cameco, the world's second-largest uranium producer, to benefit from this trend.
- Strategic Investment Returns: Cameco's 49% stake in Westinghouse is beginning to pay off, with net profit shifting from a $218 million loss to a $58 million gain in 2025, indicating the potential of its nuclear reactor business.
- Dividend Increase: The company raised its dividend by 50% over 2024, and while the current yield is only 0.15%, this move demonstrates confidence in future cash flows, potentially attracting more investor interest.
See More
GeoSphere Capital Acquires New Stake in Borr Drilling
- New Investment Update: According to a SEC filing dated February 9, 2026, GeoSphere Capital Management acquired 1,385,000 shares of Borr Drilling during Q4 2022, valued at $5.58 million, indicating confidence in the company's prospects.
- Asset Allocation Shift: This acquisition positions Borr Drilling to account for 1.8371% of GeoSphere's reportable assets under management, reflecting its growing significance in the investment portfolio and potential influence on future investment strategies.
- Market Performance Review: As of February 20, 2026, Borr Drilling's shares were priced at $5.95, marking a 95% increase over the past year, indicating a recovery in market demand after years of underinvestment in offshore drilling.
- Industry Outlook Analysis: Borr Drilling specializes in offshore drilling services for shallow-water oil and gas exploration, and as offshore activities recover, rising contract prices and rig utilization are expected to enhance cash flow, making it crucial for investors to monitor the sustainability of this industry rebound.
See More
GeoSphere Acquires 1.385 Million Shares of Borr Drilling
- New Investment Position: GeoSphere Capital Management acquired 1.385 million shares of Borr Drilling during Q4 2025, with an estimated trade value of $5.58 million, indicating confidence in the company's market outlook.
- Asset Management Proportion: This acquisition positions Borr Drilling's shares at 1.84% of GeoSphere's reportable assets under management, reflecting its significance in the investment portfolio despite not being among the top five holdings.
- Stock Performance: As of February 20, 2026, Borr Drilling's stock price reached $5.95, marking a 95% increase over the past year, suggesting a recovery in market demand after years of underinvestment.
- Industry Outlook: Borr Drilling specializes in offshore drilling services for shallow-water oil and gas exploration, and with the resurgence of offshore activities, stronger contract rates and rig utilization are expected to enhance cash flow, making it crucial for investors to monitor ongoing industry improvements.
See More
U.S. Market Retreats Amid Iran Tensions
- Market Retreat Reasons: The stock market retreated due to concerns over U.S.-Iran tensions, indicating investor sensitivity to geopolitical risks, which may lead to increased volatility in the short term.
- GE Aero Leads New Buys: Despite the overall market decline, GE Aero emerged as a leader in new buys, reflecting investor confidence in its future growth potential, which could bring new capital inflows to the company.
- Comfort Systems Earnings Movement: Comfort Systems' earnings report garnered market attention, demonstrating its resilience in the current economic environment, potentially attracting more investor focus on its long-term growth strategy.
- Grail Earnings Impact: Grail's earnings report became a significant market driver, potentially affecting its stock price trajectory and prompting investors to reassess its future business outlook.
See More
