Cameco Corporation produces and sells uranium. The company is headquartered in Saskatoon, Canada.
| Revenue (TTM) | $3.47B |
| Gross Profit (TTM) | $1.22B |
| EBITDA | $798.45M |
| Operating Margin | 9.11% |
| Return on Equity | 5.11% |
| Return on Assets | 2.98% |
| Revenue/Share (TTM) | $7.98 |
| Book Value | $11.88 |
| Price-to-Book | 8.54 |
| Price-to-Sales (TTM) | 12.63 |
| EV/Revenue | 17.35 |
| EV/EBITDA | 71.03 |
| Quarterly Earnings Growth (YoY) | -92.10% |
| Quarterly Revenue Growth (YoY) | -7.20% |
| Shares Outstanding | $435.53M |
| Float | $434.48M |
| % Insiders | 0.14% |
| % Institutions | 69.66% |
Volatility is currently expanding
Wall Street expects a structural supply bottleneck as tech hyperscalers secure multi-decade nuclear agreements to power advanced artificial intelligence data centers. With long-term uranium targets upgraded to about $95 per pound and a confidential Westinghouse IPO on the horizon, institutional capital is systematically front-running utility companies before legacy supply contracts fully expire.
Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.
Westinghouse, which is 49% owned by Cameco Corp. (CCJ), recently achieved initial criticality for its eVinci microreactor this month, marking a notable milestone for advanced nuclear deployment. Key Takeaways Westinghouse completed zero-power criticality testing for its 5 MWe eVinci microreactor at the Nevada National Security Site alongside DOE national laboratories.
Cameco's uranium production falls 5% in H1 2026, while disruptions and maintenance outages shaped output and its outlook.
CCJ offers scale, stable production and long-term contracts, while DNN brings higher-risk, higher-reward potential.
Since the announcement of Microsoft (MSFT) working with Constellation Energy (CEG) to restart a reactor at the Three Mile Island plant, publicly traded companies in the nuclear sector have seen significant stock price changes.
Cameco's Q2 results weaken as lower uranium sales and Westinghouse earnings weigh on growth, but firm uranium prices support its longer-term outlook.
Constellation has several long-term service agreements to provide nuclear power to hyperscalers. Cameco Corporation benefits from the U.S. ban on Russian uranium.
The Department of Energy (DOE) has narrowed the competition for its proposed Nuclear Lifecycle Innovation Campuses (NLICs) to five states: Utah, Tennessee, Oklahoma, Louisiana, and Idaho. The selection advances an effort that could create new investment and contracting opportunities across nearly every part of the nuclear value chain.
Artificial intelligence has an electricity problem, and nuclear is the answer investors keep circling back to.
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