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NYSE · Canada · Uranium

CCJ Cameco

Uranium, conversion and Westinghouse stake

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$79.02
+0.53% today
1W
−2.1%
1M
−10.3%
3M
−9.1%
YTD
−13.6%
1Y
−10.2%
Off 52w high
−41.1%
Next earnings (est.): 2026-10-30
Market cap$34.23B
P/E (trailing)133.2Forward 41.5
EV / sales9.9×EV/EBITDA 43.2×
Revenue (TTM)C$3.47BGrowth -7.2% y/y
Margins35.1%gross · op 9.1%
Free cash flowC$49.99MCash C$1.11B · debt C$1.22B
Analyst target$125.6+58.9% upside · 10 analysts · buy
Riskβ 1.14Short — of float · yield 0.22%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

CCJ · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-31EarningsMiss / cut

    Reported EPS 0.18 vs 0.38 expected (-52.1% surprise).

  2. 7
    2026-05-05EarningsBeat / raise

    Reported EPS 0.47 vs 0.34 expected (+38.1% surprise).

  3. 6
    2026-02-13EarningsBeat / raise

    Reported EPS 0.5 vs 0.44 expected (+12.9% surprise).

  4. 5
    2025-11-05EarningsMiss / cut

    Reported EPS 0.07 vs 0.27 expected (-74.5% surprise).

  5. 4
    2025-07-31EarningsBeat / raise

    Reported EPS 0.71 vs 0.52 expected (+37.6% surprise).

  6. 3
    2025-05-01EarningsMiss / cut

    Reported EPS 0.16 vs 0.19 expected (-17.5% surprise).

  7. 2
    2025-02-20EarningsBeat / raise

    Reported EPS 0.36 vs 0.32 expected (+12.9% surprise).

  8. 1
    2024-11-07EarningsMiss / cut

    Reported EPS -0.01 vs 0.25 expected (-104.1% surprise).

Alternative data that moves CCJ

Predictions involving CCJ

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-310.380.18−52.1%
2026-05-050.340.47+38.1%
2026-02-130.440.5+12.9%
2025-11-050.270.07−74.5%
2025-07-310.520.71+37.6%
2025-05-010.190.16−17.5%
2025-02-200.320.36+12.9%
2024-11-070.25-0.01−104.1%
2024-07-310.260.14−45.3%
2024-04-300.340.13−61.9%
2024-02-080.250.21−16.0%
2023-10-310.130.32+140.0%
2023-08-020.13-0.01−108.0%
2023-04-280.220.27+21.1%
2023-02-090.050.09+65.8%
2022-10-27-0.010.03+300.0%
2022-07-270.020.18+981.7%
2022-05-05-0.020.04+346.1%
2022-02-090.010.06+601.8%
2021-10-29-0.04-0.14−261.3%
2021-07-28-0.06-0.1−53.9%
2021-05-07-0.1-0.07+30.0%
2021-02-10-0.050.12+333.3%
2020-11-04-0.05-0.2−278.4%

About Cameco

Website ↗

Cameco Corporation provides uranium for the generation of electricity in the Americas, Europe, and Asia. It operates in three segments: Uranium, Fuel Services, and Westinghouse. The Uranium segment engages in the exploration for, mining, milling, purchase, and sale of uranium concentrate. Its Fuel Services segment is involved in the refining, conversion, and fabrication of uranium concentrate, as well as purchase and sale of conversion services. The Westinghouse segment operates as a nuclear reactor technology original equipment manufacturer and a provider of products and services to commercial utilities and government agencies. It also provides outage and maintenance, engineering support, instrumentation and controls equipment, and plant modification services, as well as components and parts to nuclear reactors. The company sells its uranium and fuel products and services to nuclear uti…

Saskatoon, Canada

Western enrichment capacity is thin and Russian supply is being phased out. Conversion and enrichment, not mined uranium, are the tightest steps.

Mine→Conversion→Enrichment→Fuel fabrication

What would prove us wrong. Weakens if enrichment expansions arrive early and SWU prices fall.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
LEU
Centrus Energy
US enrichment incl. HALEU $100.0−2.39%−32.0%−58.8%
NXE
NexGen Energy
Large development-stage uranium mine $8.30+1.90%−9.6%−9.7%
UEC
Uranium Energy
US uranium production and conversion plans $7.45+1.36%−20.8%−36.2%
DNN
Denison Mines
Athabasca uranium development $2.18+0.47%−17.7%−18.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.