机构观点 以上内容基于公开资料整理，不构成投资建议。 截至2025年11月，多数券商给予该公司买入或持有评级。 经济观察网 卡梅科（CCJ.US）近期无重大事件公告。公司最新财务数据显示，2025年第三财季（截至 2025年9月）净利润亏损约10.24万美元，营业收入为4.46亿美元。 ...

Nuclear energy is enjoying a revival, as multiple countries look to nuclear power to help fuel their future. In the United States, President Donald Trump has set an ambitious goal to quadruple the country's nuclear energy capacity by 2050. Not only are there strong tailwinds from demand, but supplies are also tightening due to geopolitical risk, as Russia is a major uranium supplier. Nuclear stocks have surged over the past year but have recently pulled back amid recent market volatility, creating an oppo ...

Cameco (NYSE: CCJ) struggled for a decade after the Fukushima disaster of 2011. From 2011 to 2021, the Canadian uranium miner's revenue plummeted from $2.4 billion to $1.5 billion as more countries throttled or paused their nuclear expansion plans. Uranium's spot price plunged from a peak of $136 per pound in June 2007 to $18 per pound in November 2016, forcing Cameco and its peers to suspend their mining operations. But over the past few years, the growth of the power-hungry cloud and AI markets, new dec ...

This year is shaping up to be an interesting one for investors. The commodity bull markets we've seen in the past have in some ways paled in comparison with the sorts of moves we've seen in certain commodity sectors over the course of the past year. ...

Core Insights - Kazakhstan's uranium production is peaking, which is expected to lead to a significant decline in output over the next two decades, impacting global supply [1][2] - The structural supply shock is exacerbated by the lengthy timeline of nearly 20 years from discovery to production, making it difficult for new supply to compensate for Kazakhstan's decline [2] - Rising demand for nuclear energy, driven by energy security, grid stability, and carbon reduction efforts, is creating a favorable environment for uranium producers [3] Cameco Corp - Cameco is a major player in the uranium market, possessing tier-one assets in Canada's Athabasca Basin and long-term contracts that benefit from rising prices [4] - The company has a significant interest in Westinghouse Electric Company, enhancing its integration across the nuclear fuel cycle and positioning it as a strategic fuel supplier rather than a speculative miner [5] Energy Fuels Inc - Energy Fuels is the leading U.S. uranium producer, with a unique position due to its White Mesa mill, the only conventional uranium mill in America, aligning with U.S. efforts to boost domestic supply [6] - The company is pursuing growth through M&A, including a proposed acquisition of Australian Strategic Materials for approximately $299 million, which aims to diversify into rare earths and critical minerals [7] Market Outlook - The tightening supply from Kazakhstan and the resurgence of nuclear energy create a favorable market for Cameco and Energy Fuels, positioning them as key beneficiaries in a market that cannot quickly adjust to supply changes [8]

Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. For decades, the country has supplied about 40% of global uranium, keeping fuel plentiful and prices tame. Now its biggest mines are nearing peak output, with existing production set to fall sharply over the next two decades.In a market where it takes nearly 20 years to move from discovery to production, that isn't just bad timing — it's a structural supply shock in s ...

Core Viewpoint - Analysts are optimistic about Cameco Corporation's future, raising price targets due to increasing uranium prices and potential long-term supply agreements [1][3]. Group 1: Analyst Ratings and Price Targets - Raymond James analyst Brian MacArthur raised the price target on Cameco Corporation to C$165 from C$150 while maintaining an Outperform rating [1]. - Bernstein also increased its price target on Cameco to $101 from $100, reiterating an Outperform rating, citing higher uranium prices as a key factor [1]. Group 2: Market Dynamics - The growth in nuclear generation has tightened the uranium market, leading to rising uranium prices, with the Uranium Spot Price reaching $81.55 by the end of 2025, over 10% higher year-on-year [2]. - Cameco sold 33.6 million pounds of uranium in 2024, positioning itself among the largest uranium suppliers globally [2]. Group 3: Strategic Developments - Canada and India are nearing a 10-year uranium supply agreement valued at $2.8 billion, which would enhance Cameco's role as a long-term supplier to India's nuclear fleet [3]. - Cameco Corporation is recognized as one of the world's largest uranium suppliers, supported by high-grade reserves and low-cost production, and has strategic investments in the nuclear fuel cycle [4].

Cameco (NYSE: CCJ), the world's second-largest uranium miner, is attracting significant attention as the nuclear energy market expands again. Over the past five years, its stock surged nearly 750% as the S&P 500 rose less than 80%. The rally was driven by surging uranium prices, which finally recovered from a decade-long slump following the Fukushima disaster of 2011. Cameco's market-crushing gains were impressive, but most investors probably didn't pay too much attention to its paltry forward dividend yi ...

Cameco Corporation (NYSE:CCJ) is one of the stocks that should double by 2030. On January 7, Bernstein raised the price target on Cameco to $101 from $100 and kept an Outperform rating. The firm cited a higher uranium price deck for the price target change. In Q3 2025, Cameco Corporation (NYSE:CCJ) reported increased momentum in the nuclear energy sector. The company highlighted a landmark agreement with the US government to purchase Westinghouse reactors, a move expected to establish Westinghouse as a gl ...

Group 1: Oracle Corporation - Oracle Corporation continues to expand its cloud services, reporting a 25% year-over-year increase in cloud revenue, reaching $3.2 billion [1] - The company is focusing on artificial intelligence integration within its cloud offerings, which is expected to drive further growth [1] - Oracle's overall revenue for the last quarter was reported at $12.4 billion, reflecting a 10% increase compared to the previous year [1] Group 2: Cameco Corp - Cameco Corp has announced plans to increase uranium production, targeting a 40% increase by 2025 to meet rising global demand [1] - The company reported a net income of $200 million for the last quarter, a significant increase from $50 million in the same period last year [1] - Cameco's stock has seen a 15% increase in value over the past six months, driven by favorable market conditions for uranium [1] Group 3: Oklo Inc - Oklo Inc is advancing its small modular reactor technology, with plans to begin commercial operations by 2026 [1] - The company has secured $100 million in funding to support its development and regulatory processes [1] - Oklo's innovative approach aims to provide a more sustainable and efficient energy solution, appealing to both investors and policymakers [1] Group 4: Nuscale Power Corp - Nuscale Power Corp has received regulatory approval for its small modular reactor design, marking a significant milestone in its development [1] - The company is projected to generate $1 billion in revenue by 2030, driven by increasing interest in nuclear energy as a clean power source [1] - Nuscale's technology is positioned to play a crucial role in the transition to low-carbon energy systems [1]