Core Insights - Uranium stocks are gaining attention following U.S. Energy Secretary Chris Wright's announcement to increase the national strategic uranium stockpile, with Cameco Corp (CCJ), Uranium Energy Corp (UEC), and NuScale Power Corp (SMR) highlighted as key players in the sector [1] Group 1: Cameco Corp (CCJ) - CCJ's stock has risen 10% to $85.94, reaching a new record high, and is up 65.4% year-to-date in 2025, forming a bull flag pattern from previous highs in July [2] - Options traders show low volatility expectations with a Schaeffer's Volatility Index (SVI) of 43%, ranking in the 11th percentile over the past year, while the stock has historically outperformed these expectations with a Volatility Scorecard (SVS) of 74 out of 100 [3] Group 2: Uranium Energy Corp (UEC) - UEC's shares are up 10.7% to $13.14, also hitting a record high, and have more than tripled from their April 7 low of $3.85, marking a 94.5% increase year-to-date [4] - The stock has potential for a short squeeze, with short sellers decreasing by 8.6% in recent reporting periods, yet 35.93 million shares sold short still represent 11.7% of UEC's total float [4] Group 3: NuScale Power Corp (SMR) - SMR is trading at $38.74, up 6.6% for the day, following RBC's initiation of coverage with a "sector perform" rating and a $35 price target, despite a 9% decline from its July 28 record high of $53.50 [5] - Support has been observed at the 100-day moving average, and analyst revisions may provide additional momentum, with nine out of 14 brokerages maintaining "hold" or worse ratings, and a consensus 12-month price target of $39.44, reflecting a 1.6% premium to its current price [6]

Core Insights - Cameco (CCJ) has signed a long-term agreement to supply natural uranium hexafluoride (UF6) to Slovenské elektrárne (SE), Slovakia's largest electricity producer, through 2036, marking its entry into the Slovak market and aligning with its strategy to expand globally in nuclear fuel [1][7]. Group 1: Company Operations - SE generates over 60% of Slovakia's electricity and has transitioned to carbon-free electricity production by shutting down its last coal-fired power plant in Q1 2024, currently operating five nuclear reactors, 31 hydropower plants, and two photovoltaic plants [2]. - Cameco will provide uranium and conversion services to support SE's Bohunice and Mochovce nuclear facilities starting in 2028, with conversion being a critical stage in the nuclear fuel cycle [3]. - As of December 31, 2024, Cameco had contracts to sell approximately 220 million pounds of uranium and about 85 million kilograms of UF6 conversion services to 41 and 34 customers worldwide, respectively [4]. Group 2: Market Position and Performance - Cameco controls roughly 20% of the world's primary UF6 conversion capacity, positioning it among industry leaders alongside Orano, Rosatom, and ConverDyn [5]. - In 2024, Cameco's fuel services segment produced 13.5 million kgU, including 10,781 tonnes of UF6, with a target of 13–14 million kgU in 2025, indicating strategic importance for growth and long-term contracts [5]. - Year-to-date, Cameco shares have increased by 52%, outperforming the industry growth of 21.5%, while other uranium producers like Energy Fuels and Centrus Energy have seen gains of 138.3% and 240.3%, respectively [6]. Group 3: Financial Estimates - The Zacks Consensus Estimate for Cameco's earnings for fiscal 2025 indicates a year-over-year growth of 130.6%, with a 31.3% growth estimate for 2026 [11]. - The consensus estimate for Cameco's earnings has seen upward revisions over the past 60 days, while the estimate for 2026 has decreased [12].

Group 1 - Cameco has finalized a long-term agreement to supply natural uranium hexafluoride (UF6) to Slovenské elektrárne (SE) for its nuclear power plants in Slovakia [1] - The agreement includes uranium and conversion services, ensuring a diversified and secure source of natural UF6 for SE through 2036 [1] - The supplied material will support operations at SE's Bohunice and Mochovce nuclear facilities, starting in 2028 [1]

Group 1 - Cameco Corporation (NYSE:CCJ) is recognized as one of the best uranium stocks to invest in currently [1][4] - BMO Capital has raised its price target for Cameco Corporation from $79.49 to $86.72 while maintaining an 'Outperform' rating, despite a warning of a 19% production cut at McArthur River [2] - The investment firm highlights a deepening uranium supply deficit, which is expected to lead to stronger prices and increased contracting activity, enhancing investor confidence in uranium producers like Cameco [3] Group 2 - Cameco Corporation is engaged in the exploration, mining, refining, conversion, and fabrication of uranium concentrate, serving the global nuclear energy markets through its Uranium and Fuel Services segments [4]

Group 1 - Cameco (CCJ), a uranium miner, is showing potential as its shares bounce from a key support level after a significant rally of 130% since early April [1] - The stock has been consolidating sideways since mid-July, indicating a period of digestion of previous gains [1] - Cameco's stock formed a cup-with-handle base, with a notable buy point at 62.27 [1] Group 2 - The S&P 500 index reached another high following Nvidia's earnings report, with stocks like Rubrik and Micron contributing to this bullish trend [2] - Nuclear stocks, including Cameco, have surged following a key earnings report, highlighting increased interest in the sector [4] - Dutch Bros and APi have also made significant gains, appearing on top stock lists, indicating a broader market interest in various sectors [4]

Group 1 - The small states are pushing for expedited nuclear deals, indicating a potential shift in energy policy and investment opportunities in the nuclear sector [1] - CCJ is currently producing, suggesting operational activity that could impact its stock performance [1] - There is a notable decrease in the price-to-sales ratio, which has dropped by five turns, indicating a potential undervaluation of the company [1] Group 2 - Tesla is experiencing a good technical setup despite negative sentiment and low expectations, presenting a potential investment opportunity [1] - The housing market is directly influenced by interest rates, which could affect related companies like Home Depot [2] - Home Depot is positioned to benefit from lower financing rates, as it sells many appliances that are often financed, suggesting a correlation between interest rates and its stock performance [2]

Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Cameco Corporation (NYSE: CCJ ) has performed well as growing power demand has buoyed nuclear power demand. As we'll see throughout this article, nuclear ...

Cameco is one of the world's largest publicly traded uranium companies."Cameco is the most comprehensive play for the nuclear rejuvenation theme," CLSA analyst Max Hopkins told clients in a note. "Its businesses could span the full nuclear fuel value chain from mine to reactor."CSLA on Monday initiated coverage of Cameco with an outperform rating. It sees the company's stock hitting $102 over the next 12 months, implying 32% upside from the last close of $77.74 per share. Cameco has gained more than 50% thi ...

Key Takeaways Cameco's Q2 revenues rose 47% to $634M, with EPS surging 410% to $0.51.Uranium sales jumped 40% to 8.7M pounds despite weaker spot prices.Cameco cut McArthur River 2025 output outlook, while Cigar Lake remains steady.Cameco (CCJ) remains fundamentally strong, supported by the long-term outlook for uranium and its strategic investments in increasing production. As a key player in the global nuclear energy supply chain, the company is well-positioned to benefit from the growing demand for clean ...