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Nuclear stocks Cameco and BWX Technologies both traded near buy points on Tuesday morning after reporting better-than-expected first-quarter earnings. Cameco is the "sole vertically integrated nuclear company," from uranium mining and refining to providing the reactor core via its 49% stake in Westinghouse Electric, William Blair analyst Jed Dorsheimer wrote in an April 20 coverage initiation. BWX is the U.S. Navy's main nuclear reactor supplier though its recent growth is being fueled by its commercial business.
Cameco (CCJ) delivered earnings and revenue surprises of +18.26% and +24.46%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Ameresco (AMRC) delivered earnings and revenue surprises of -22.22% and +10.27%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?