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Should you invest in the diversified leader or the higher-growth "clean mining" company?

Cameco stock has delivered a very large 5 year return, yet the current checks suggest investors are now paying a premium. Both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples point in the same direction, which raises questions about how much optimism is already in the price. Cameco has returned roughly 7x over the past 5 years, which puts the recent valuation signals under closer scrutiny. Recent upgrades tied to a stronger uranium demand story and the planned...

Centrus Energy beats Q2 earnings and revenue estimates, but higher administrative and technology costs sharply compress margins.

Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said...

Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain. Three stocks sit directly in the path of that policy shockwave.

New Era Energy & Digital, Inc. (NUAI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Renewed Iran-U.S. tensions have pushed oil prices and energy stocks higher, with the Vanguard Energy ETF (VDE) and iShares Global Energy ETF (IXC) both rallying off their July 1 lows.

UEC has no debt, $794M in liquid assets and growing ISR capacity, but wider losses, uneven sales and premium valuation keep caution alive.

Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July

With a short percentage of shares outstanding of 1.42%, Cameco Corporation (NYSE:CCJ) is among the 7 Best Fusion Energy Development Stocks to Buy. On June 29, RBC Capital raised its price target on Cameco Corporation (NYSE:CCJ) to C$175 from C$160 while maintaining an Outperform rating on the shares. The firm believes Cameco is exceptionally well-positioned to benefit […]

The Department of Energy announced a splashy new program to encourage build-outs of nuclear power generation assets in this country.

CCJ and LEU stand to gain from nuclear growth, but a stronger earnings outlook, contracts and stock performance give CCJ an edge now.

Uranium and uranium mining stocks remain in a long-term bull market, but even the most aggressive bull markets rarely move in straight lines. A pullback in the URNM ETF could be a buying opportunity in June 2026.

CCJ and UEC stand to gain from nuclear growth, but a stronger earnings outlook, contracts and stock performance give CCJ an edge now.

Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed agreements for up to 6.6 GWe of nuclear, and the U.S. Department of Energy is offering up to $26.5 billion in loan guarantees ... 3 Uranium Stocks Worth Buying as Nuclear Heats up in June

Is CCJ a good stock to buy? We came across a bullish thesis on Cameco Corporation on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on CCJ. Cameco Corporation’s share was trading at $102.27 as of June 9th. CCJ’s trailing and forward P/E were 95.72 and 90.91 respectively according to Yahoo […]

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually chart patterns like that are unsustainable,” he said. His call ... Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

U.S. Uranium Expansion Sparks Powerful Rally Across Nuclear Stocks

CCJ shares double in a year as uranium growth, strong Q1 results and prospects of a bigger Cigar Lake stake fuel gains despite valuation concerns.

Stifel Canada on Tuesday maintained its buy rating on the shares of uranium producer Cameco (CCO.TO,

The stock's taking a breather after a recent rally, but the company's bright future is likely to manifest sooner rather than later.

CIBC Capital Markets maintained its outperformer rating on the shares of Cameco (CCO.TO, CCJ) and it

National Bank of Canada on Thursday reiterated its outperform rating on the shares of Cameco (CCO.TO

Cameco and BWX Technologies will profit from the soaring demand for nuclear energy.

UUUU posts Q1 2026 revenues of $35.8M, up 112% YoY, driven by uranium sales and higher average realized price.

The Horizon Kinetics Inflation Beneficiaries ETF has surged this year as oil and commodity prices climbed. But a reversal in energy markets could hit the fund hard.

Nuclear power suppliers, nuclear power generators, and new nuclear technology could all be attractive in 2026.

Cameco (NYSE:CCJ) used its 2026 annual meeting of shareholders to highlight growing global support for nuclear energy, review its 2025 operational and financial progress, and complete routine shareholder votes, including the election of directors and approval of its executive compensation approach.

Energy is one of the most important industries in the world, and of all the stocks in the sector, Cameco presents the greatest opportunity.

Electricity demand is rising, nuclear power is helping meet it, and the nuclear upturn could last for years.