News

Cameco (CCJ) concluded the recent trading session at $91.62, signifying a -1.27% move from its prior day's close.

Cameco's stake in Westinghouse could be a strong tailwind for the stock as nuclear energy enjoys a resurgence.

Investing.com -- Westinghouse Electric Co. is pursuing a valuation exceeding $50 billion for its U.S. initial public offering, Bloomberg reported Friday citing people familiar with the plans.

Westinghouse Electric Co., a provider of reactor technology to nuclear power plants, is seeking a valuation of more than $50 billion in its US initial public offering, according to people familiar with the matter.

In recent days, Cameco has been highlighted as a central player in the global uranium market, with disciplined production, tier-one deposits, integrated fuel-cycle operations and long-term utility contracts, while analysts anticipate year-over-year earnings growth despite its current Zacks Rank of #4 (Sell). An interesting angle is Cameco’s substantial stake in Westinghouse, whose planned IPO could deepen Cameco’s role across reactor technology and nuclear services, potentially reshaping how...

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.

Uranium Energy's Q4 fiscal 2026 revenues are expected to rise, but higher operating expenses may offset gains and leave the uranium miner with a loss.

On September 11, a caller inquired about Cameco Corporation (NYSE:CCJ), and here’s what Mad Money host Jim Cramer had to say in response: I like uranium. I like BWXT a little more. But I think that this Cameco’s for real. I really do, because I think we are going to embrace nuclear power, but it’s […]

The average brokerage recommendation (ABR) for Cameco (CCJ) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Investing.com -- Russia accused Ukraine of striking fuel trucks serving the Russian-held Zaporizhzhia nuclear power plant, as Russian drone attacks on the Ukrainian port city of Odesa wounded at least five people on Sunday, Reuters reported.

Cameco is a supplier to the global nuclear energy sector, with its Blind River facility being a key asset in the refining space.

UUUU faces near-term challenges despite rising uranium output and rare earth expansion, with losses, costs and valuation weighing on the stock.

Cameco's operations are integral to the future of nuclear power.

Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc. (NYSE:BWXT) with a ‘Buy’ rating and price targets of $138 and $181, respectively. This implies an upside of over 31% for CCJ and 13% for BWXT, reflecting the investment bank’s growing confidence in […]

AI-driven power demand and expiring utility contracts are tightening uranium supply, lifting long-term price targets to $95 per pound and boosting Cameco, NexGen Energy, and BWX Technologies.

BWX Technologies is trading at a discount compared to its peers despite its military moat.

UUUU's Q2 loss widens as expansion costs surged, even as uranium-driven revenues jumped 496% and liquidity remained strong.

Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging plants drive a decades-long investment cycle.

Investors need to pay close attention to (Ticker) stock based on the movements in the options market lately.

The U.S. nuclear energy revival just got a $2.2 billion boost as the Army announces five sites and vendors for microreactors.

ECB and Eurozone inflation pressures are back in focus, with a potential September rate hike on the table. Higher rates can reward companies that grow earnings under tighter financial conditions, since capital often becomes more selective. High growth potential stocks that analysts expect to lift earnings and keep balance sheets in check can be especially interesting. This article highlights three such stocks from the screener. The stocks covered below are just a starting sample, with the...

Cameco stock has delivered a very large 5 year gain, yet the latest valuation checks suggest the shares trade at a premium, with both an intrinsic value estimate and market multiples pointing to an overvalued picture. After such a strong run, the current question for investors is how much cushion remains in the price. Cameco has returned about 4.7x over 5 years, which puts extra focus on whether recent optimism is already well reflected in the share price. Growing interest in uranium,...

Cameco (TSX:CCO) is back in focus after reporting a 5% decline in its share of uranium production to 10.1 million pounds in the first half of 2026, following disruptions and maintenance outages. Cameco’s production update lands as the stock trades at CA$147.33, with a 7 day share price return of 11.81% and a 30 day share price return of 20.10%. This suggests stronger momentum after a 90 day period when the share price declined 4.89%. Over a longer horizon, the 1 year total shareholder return...

Cameco's uranium production falls 5% in H1 2026, while disruptions and maintenance outages shaped output and its outlook.

The premier's list of things Canada could cut off runs straight through one company's fuel chain.

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.

A sales multiple built on about $20 million of trailing revenue, a figure that rounds to zero in the billions the company reports, measures a decision rather than a business, leaving the buy case resting on what the production ramp costs per pound.

CCJ offers scale, stable production and long-term contracts, while DNN brings higher-risk, higher-reward potential.

The only company news on the day was a board appointment, and the results that could test the price do not arrive until later in August.