CAMECO CORP
No SEC Form 4 filings for $CCJ in the last 30 days.
See all $CCJ insider activity →Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
The article argues uranium prices and equities are being driven by inelastic demand and constrained supply. It cites spot price history, volatility in the HANetf Sprott Uranium Miners UCITS ETF (LSE: URNP), production disruptions at Cameco (CCJ), guidance changes by Peninsula Energy and Lotus Resources, and revisions by Kazatomprom (KAP). It also notes US-Saudi 30-year nuclear deal and DOE $17.5B for Westinghouse AP1000s, plus term prices near $100/lb.
Cameco (CCJ) reported Q2 revenue down 7% and adjusted EPS of CA$0.18, missing the CA$0.36 consensus. The miss was largely tied to lower equity earnings from its 49% stake in Westinghouse Electric, which fell to a CA$10 million loss vs CA$126 million earnings a year earlier. Westinghouse filed for an IPO, which could affect Cameco’s equity earnings.
Over the past 7 days, alphai's AI scored 2 news stories mentioning CCJ (CAMECO CORP). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent CCJ coverage spans earnings, sector analysis and commodities.
CCJ is positioned as a value candidate within the broader AI buildout trade, per the screen’s criteria.
Near-term supply disruption risk is highlighted for CCJ, reinforcing uranium tightness despite unchanged annual guidance.
The article reframes Cameco’s earnings miss as accounting-driven weakness tied to Westinghouse, while flagging a potential upside catalyst from a future Westinghouse IPO.
Simply Wall St reports Cameco (TSX:CCO) posted Q2 2026 net income of C$25.22 million, down from C$320.89 million a year earlier, with lower EPS for the quarter and first half. The company guided full-year 2026 revenue at US$3.32 billion to US$3.57 billion and confirmed a board resignation.
CCJ’s near-term risk is operational disruption, while the longer-duration catalyst is Westinghouse’s IPO path and continued uranium contracting strength.
alphai scores every news story that mentions CCJ with an AI model for sentiment and relevance, and aggregates insider trades from CAMECO CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
5 min readThe article argues uranium prices and equities are being driven by inelastic demand and constrained supply. It cites spot price history, volatility in the HANetf Sprott Uranium Miners UCITS ETF (LSE: URNP), production disruptions at Cameco (CCJ), guidance changes by Peninsula Energy and Lotus Resources, and revisions by Kazatomprom (KAP). It also notes US-Saudi 30-year nuclear deal and DOE $17.5B for Westinghouse AP1000s, plus term prices near $100/lb.
7 min readCameco (CCJ) reported Q2 revenue down 7% and adjusted EPS of CA$0.18, missing the CA$0.36 consensus. The miss was largely tied to lower equity earnings from its 49% stake in Westinghouse Electric, which fell to a CA$10 million loss vs CA$126 million earnings a year earlier. Westinghouse filed for an IPO, which could affect Cameco’s equity earnings.
6 min readSimply Wall St reports Cameco (TSX:CCO) posted Q2 2026 net income of C$25.22 million, down from C$320.89 million a year earlier, with lower EPS for the quarter and first half. The company guided full-year 2026 revenue at US$3.32 billion to US$3.57 billion and confirmed a board resignation.
6 min readCameco (CCJ) held its Q2 2026 earnings call. Management maintained a 2026 U3O8 production outlook of 19.5 million to 21.5 million pounds despite temporary Northern Saskatchewan disruptions. It cited long-term uranium contract deliveries above 28 million pounds annually, Westinghouse AP1000 support of $17.5 billion for long-lead items, and a confidential SEC Form S-1 for a potential Westinghouse IPO.
7 min readIndustry update covers multiple nuclear and energy deals. HanmiGlobal plans a US SMR project-development unit. Applied Atomics secured exclusive mPower rights from BWX Technologies. BWXT, Core Power, Oklo, Deep Fission, GE Vernova Hitachi, TerraPower, Rolls-Royce SMR, and Baker Hughes/ Terra Innovatum also announced collaborations. Energy Fuels got a conditional $725m DoD loan; Cameco/Orano agreed to buy Tepco’s 5% Cigar Lake stake.
9 min readBank of America kept a bullish uranium view, forecasting U3O8 at an average $130 per pound in 2027, about 52% above current spot, citing tight supply and nuclear energy support. U.S. utility uranium inventories rose 3% YoY to 118 million pounds at end-2025. BofA cut Cameco’s price target 5% to $133 and kept Buy, projecting 2026 adj. EPS of C$1.69.
4 min readCameco’s Q2 call and MD&A highlighted Westinghouse’s AP1000 pipeline, citing potential support for up to 91 reactors (up to 105 GWe), including DOE loan-linked units, Commerce partnership units, projects at V.C. Summer, Lubiatowo-Kopalino, Kozloduy and Khmelnytskyi, plus FEED-stage and “origination” customers. Westinghouse also confidentially filed for an IPO. Westinghouse and Amentum agreed to support AP1000 fleet deployment and AP300 SMR licensing.
6 min readThe article says Cameco’s Westinghouse is preparing for an IPO and that, with its Q2 results, Cameco disclosed detailed information on Westinghouse’s project pipeline. It argues the next nuclear build cycle is underestimated because demand outside China, the US, and Western Europe, especially Pakistan and Bangladesh, is not fully reflected. It also discusses historical uranium price behavior and models Westinghouse outcomes.
7 min readCameco said Westinghouse Electric Company has confidentially filed a draft registration with the SEC for a proposed US IPO. Cameco did not disclose the share count or pricing in the available text. Investors may track the filing for details that could affect Cameco and Westinghouse-related exposure.
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