Core Insights - Energy Fuels Inc. (UUUU) and Cameco Corporation (CCJ) are significant players in the uranium production industry, expected to contribute notably to the global nuclear energy supply chain [1] Group 1: Uranium Market Overview - Uranium prices have recently declined to $71 per pound, down 14.3% year-over-year, following a brief surge to $79 in late June [2] - The long-term outlook for uranium remains strong due to the increasing demand for clean energy, particularly with U.S. government initiatives to quadruple nuclear energy capacity by 2050 [3] Group 2: Energy Fuels Analysis - Energy Fuels has been the leading U.S. producer of natural uranium concentrate, accounting for two-thirds of U.S. production since 2017 [4] - The White Mesa Mill in Utah is the only fully licensed conventional uranium processing facility in the U.S., with the Pinyon Plain mine expected to be the highest-grade uranium deposit in U.S. history [5] - Energy Fuels anticipates mining 55,000-80,000 tons of ore containing approximately 875,000-1,435,000 pounds of uranium in 2025, a 22% increase from previous guidance [6] - The company sold 50,000 pounds of uranium at $77.00 per pound in Q2 and expects to sell 140,000 pounds in Q3 and 160,000 pounds in Q4 under long-term contracts [7] - Energy Fuels is pioneering heavy rare earth element (HREE) production in the U.S., crucial for the permanent magnet industry [8] - The Donald Project in Australia is expected to start production by the end of 2027, with significant quantities of REE oxides in Madagascar and Brazil [9] - The company has a debt-free balance sheet and aims to ramp up uranium production to 6 million pounds annually [10] Group 3: Cameco Analysis - Cameco accounted for 16% of global uranium production in 2024 and plans to produce 18 million pounds at key sites in 2025 [13] - The company targets uranium deliveries of 31-34 million pounds in 2025, with production at joint venture Inkai resuming after a temporary suspension [15] - Cameco's financial strength is highlighted by a total debt to total capital ratio of 0.15 as of March 31, 2025, and plans to extend the mine life at Cigar Lake to 2036 [17] - The company expects a $170 million increase in its equity share of Westinghouse Electric's adjusted EBITDA due to nuclear reactor construction projects [18][19] Group 4: Financial Estimates and Performance - Energy Fuels' 2025 revenue is expected to drop by 41.24%, with a projected loss of $0.27 per share, while 2026 estimates show a 199.8% revenue surge and a potential profit of $0.06 per share [20][21] - Cameco's 2025 revenue is projected to grow by 10.2%, with earnings expected to increase by 120.4% [22] - Year-to-date, Energy Fuels stock has appreciated 84.8%, outperforming Cameco's 54.1% gain [24] - Energy Fuels trades at a forward price-to-sales multiple of 19.34X, while Cameco's is at 13.21X [26] Group 5: Conclusion - Both companies face short-term revenue challenges due to weak uranium prices, but Energy Fuels offers diversification through rare earth elements, while Cameco benefits from its fuel services business [27] - Energy Fuels has a stronger balance sheet and stock momentum, making it a more compelling investment choice compared to Cameco [28]

Cameco (CCJ) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are better than expectations. On ...

Key Takeaways CCJ's Q1 2025 revenues rose 17% to CAD 789M, led by gains in uranium pricing and fuel services growth Fuel services revenues surged 88% on stronger pricing, sales volumes and favorable currency impact. CCJ expects 2025 revenues of CAD 3.3-3.55B, projecting a 30.8% CAGR from 2021 at the forecast midpoint.Cameco Corporation (CCJ) , one of the world’s leading providers of uranium fuel, has maintained a robust growth trajectory over the past few years. From 2021 to 2024, the company posted a com ...

In a financial landscape characterized by volatile energy markets and a tech sector in flux, investment guru Jim Cramer‘s latest recommendations on CNBC’s “Mad Money Lightning Round” reflect keen insights into both traditional and emerging industries.On Thursday, Cramer recommended buying ConocoPhillips COP.Supporting his view, Piper Sandler analyst Ryan Todd maintained a ConocoPhillips rating of Overweight on July 15 and raised the price target from $113 to $123.When asked about Advanced Micro Devices AMD, ...

Company Performance - Cameco (CCJ) closed at $77.91, reflecting a +2.26% increase from the previous day, outperforming the S&P 500's daily gain of 0.54% [1] - The stock has risen by 9.36% over the past month, contrasting with the Basic Materials sector's slight loss of 0.05% and the S&P 500's gain of 4.2% [1] Upcoming Earnings - Analysts expect Cameco to report earnings of $0.36 per share, indicating a year-over-year growth of 260% [2] - The consensus estimate for revenue is $681.82 million, representing a 56% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, analysts anticipate earnings of $1.09 per share and revenue of $2.51 billion, reflecting changes of +122.45% and +10.16% respectively from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Cameco are important as they reflect short-term business trends, with positive revisions indicating confidence in business performance [4] Zacks Rank and Stock Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), shows Cameco currently holds a rank of 3 (Hold) [6] - Over the past month, there has been a 2.42% rise in the Zacks Consensus EPS estimate [6] Valuation Metrics - Cameco is trading with a Forward P/E ratio of 70.08, which is a premium compared to the industry average Forward P/E of 21.65 [7] - The Mining - Miscellaneous industry, part of the Basic Materials sector, currently ranks in the bottom 41% of all industries according to the Zacks Industry Rank [7]

Cameco TodayCCJCameco$76.19 +0.39 (+0.52%) 52-Week Range$35.00▼$76.86Dividend Yield0.16%P/E Ratio190.49Price Target$80.65Add to WatchlistThe market has clearly signaled its confidence in uranium producer Cameco NYSE: CCJ. The company’s stock has delivered a strong three-month performance, climbing over 80% as of mid-July 2025. This momentum is supported by a unanimous Buy rating from 13 analysts who all see the stock reaching an average price target of approximately $80, which would provide some upside at ...

The artificial intelligence (AI) boom has a dirty little secret: The technology is an energy hog of epic proportions. Training an advanced frontier large language model can consume as much electricity as 1,000 U.S. homes use in a year, depending on model size and run time. As Microsoft (MSFT 0.62%), Amazon (AMZN 0.38%), and Alphabet (GOOGL 0.35%) race to build ever-larger AI systems, they're hitting a wall that has nothing to do with computing power -- it's the electrical grid. The math is brutal. Data cent ...

Core Insights - Cameco (CCJ) has achieved a year-to-date gain of 41.5%, significantly outperforming the industry growth of 17.3% and the S&P 500's increase of 5.9% [1][5]. Performance Comparison - CCJ has outperformed peers such as Energy Fuels (UUUU), which gained 27.4%, while Ur Energy (URG) remained flat and Uranium Energy (UEC) saw a decline of 0.5% [3][5]. Production and Operational Insights - Cameco maintains its 2025 production targets despite a temporary suspension at joint venture Inkai, with a projected total production of 22.4 million pounds of uranium in 2025 [12][16]. - The company produced 6 million pounds of uranium in Q1 2025, reflecting a 3% increase year-over-year [12]. - Production at McArthur River and Key Lake is projected to be 18 million pounds, with Cameco's share estimated at 12.6 million pounds [13]. - Cigar Lake's full-year production is expected to reach up to 18 million pounds, with Cameco's share at 9.8 million pounds [14]. Financial Performance and Estimates - The Zacks Consensus Estimate for CCJ's 2025 earnings is $1.09 per share, indicating a 122% year-over-year increase, while the estimate for 2026 is $1.62, suggesting 48.9% growth [19]. - The stock is trading at a forward price-to-sales ratio of 12.16, significantly higher than the industry's 1.24, indicating a stretched valuation [21]. Market Dynamics - Uranium prices have faced volatility, currently at $74.5 per pound, down 16.7% year-over-year due to oversupply and uncertain demand [26]. - Despite price pressures, Cameco continues to invest in production capacity and aims to extend the mine life at Cigar Lake to 2036 [28]. Strategic Positioning - Geopolitical events and rising low-carbon energy demand are creating favorable conditions for the nuclear power industry, positioning Cameco well to capitalize on these trends [29].

Core Insights - Cameco Corporation (CCJ) produced 6 million pounds of uranium in Q1 2025, a 3% increase from the previous year, with a projected total production of 22.4 million pounds for 2025 [1][11] Production Overview - Cameco operates two mines: Cigar Lake (54.547% stake) and McArthur River (69.805%), along with Key Lake mill (83.33% stake). Cigar Lake is the highest-grade uranium mine globally, while McArthur River is the largest high-grade uranium mine [2] - In Q1 2025, production from McArthur River and Key Lake was 3.2 million pounds, a 9% decrease year-over-year due to changes in mine plans. Total production for these sites is projected at 18 million pounds for 2025, with Cameco's share at 12.6 million pounds [3] - Cigar Lake's production increased by 22% in Q1 2025, reaching 2.8 million pounds, compared to 2.3 million pounds in Q1 2024. Full-year production from Cigar Lake is expected to be up to 18 million pounds, with Cameco's share at 9.8 million pounds [4] - Production at Joint Venture Inkai was temporarily suspended but resumed on January 23, 2025, resulting in 1.1 million pounds produced in Q1 2025, down from 1.6 million pounds in the previous year. The revised production target for 2025 is 8.3 million pounds, with Cameco's allocation at 3.7 million pounds [5][6] Industry Performance - Energy Fuels (UUUU) mined approximately 12,000 tons of ore containing around 115,000 pounds of uranium in Q1 2025, with total production reaching 150,000 pounds [7] - The Pinyon Plain mine has shown significant production increases, contributing 230,661 pounds in June, leading to a total of 638,700 pounds for Q2 [8] - Ur Energy (URG) produced 83,066 pounds of uranium in Q1 2025 and received approval for the expansion of its Lost Creek project, which has an annual capacity of 1.2 million pounds [9] Financial Performance - Cameco shares have increased by 37.8% over the past six months, outperforming the industry growth of 12.4% and the broader Zacks Basic Materials sector [10] - The forward price-to-sales ratio for Cameco is 11.85, significantly higher than the industry's 1.24 and above its five-year median of 6.53 [12] - The Zacks Consensus Estimate for Cameco's earnings for fiscal 2025 indicates a year-over-year growth of 122.45%, with a projected growth of 49% for 2026 [13]

Finding the next big thing is easier said than done when it comes to the most significant and powerful themes in the global economy. Those who were early enough to the semiconductor boom born out of the artificial intelligence race are familiar with the effort and courage it takes to back an idea, or commercialize it, before it pops in the entire stock market. However, one area in the energy sector has all the characteristics of being one of the next booms in the global economy. The rate of fossil fuel depe ...