Group 1: Nuclear Energy Industry Overview - President Trump issued four executive orders aimed at revitalizing the U.S. nuclear energy industry, addressing licensing processes and nuclear fuel recycling [1] - There is a growing enthusiasm for nuclear energy in Washington, leading investors to seek stocks that could benefit from this resurgence [2] Group 2: NuScale Power - NuScale Power is developing small modular reactors (SMRs) that require smaller footprints and have improved safety profiles compared to traditional nuclear plants [4][5] - The company has $491 million in cash and no debt, positioning it as a strong financial player in the market [6] - NuScale is the only near-term deployable SMR company with design approval from the U.S. Nuclear Regulatory Commission, giving it a competitive edge [6] Group 3: Constellation Energy - Constellation Energy's nuclear assets account for about 21 gigawatts (GWs) of its generating capacity, sufficient to power 16 million homes [8] - The company has secured long-term power purchase agreements (PPAs) with major tech firms like Microsoft and Meta Platforms, indicating strong demand for nuclear energy [9][10] - These agreements highlight the potential for further partnerships with AI companies that require substantial energy for their operations [11] Group 4: Cameco - Cameco is the largest uranium producer on American stock exchanges and operates throughout the nuclear fuel value chain [12] - The company reported uranium production of 23.4 million pounds in 2024 and has 457 million pounds of proven and probable reserves [14] - Cameco stands to benefit from regulatory changes that may expedite uranium production, as indicated by one of Trump's executive orders [13]

Group 1 - Cameco's stock decreased by 2.01% to $68.27, underperforming the S&P 500's daily loss of 0.22% [1] - Over the past month, Cameco's stock has increased by 31.93%, outperforming the Basic Materials sector's gain of 2.25% and the S&P 500's gain of 0.45% [1] Group 2 - The upcoming earnings report for Cameco is projected to show earnings per share (EPS) of $0.29, a 190% increase year-over-year, with revenue expected to be $681.82 million, reflecting a 56% increase [2] - For the entire year, Zacks Consensus Estimates forecast earnings of $1.06 per share and revenue of $2.51 billion, indicating increases of 116.33% and 10.16% respectively compared to the previous year [3] Group 3 - Recent modifications to analyst estimates for Cameco indicate shifting business dynamics, with positive changes reflecting analyst optimism regarding profitability [4] - Revisions in estimates are correlated with stock price performance, and investors can utilize the Zacks Rank for actionable insights [5] Group 4 - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has historically outperformed, with 1 stocks returning an average annual gain of +25% since 1988 [6] - Over the last 30 days, the Zacks Consensus EPS estimate for Cameco has increased by 13.96%, and the company currently holds a Zacks Rank of 3 (Hold) [6] Group 5 - Cameco's Forward P/E ratio is 65.64, which is a premium compared to the industry average Forward P/E of 20.08 [7] - The Mining - Miscellaneous industry, part of the Basic Materials sector, has a Zacks Industry Rank of 155, placing it in the bottom 37% of over 250 industries [7] Group 6 - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Group 1 - Cameco Corp. has seen a significant increase in its stock price, up over 30% year-to-date and matching a 30% gain over the past month, indicating a strong bullish trend [1][2] - The stock has surpassed its eight, 20, and 50-day simple moving averages (SMAs), with the current share price at $68.08 compared to the 50-day SMA of $52.72, highlighting the strength of the uptrend [2] - The Moving Average Convergence Divergence (MACD) is at 4.68, supporting a bullish outlook, while the Relative Strength Index (RSI) is at 71.20, indicating that buyers remain in control despite nearing overbought territory [3] Group 2 - There is a growing investor appetite for nuclear energy, driven by increasing global interest in low-carbon power solutions, which is positively impacting Cameco's market position [4] - As uranium demand rises and sentiment shifts towards nuclear as a clean-energy alternative, Cameco is increasingly recognized as a leading pure play in the nuclear energy sector [4]

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The uranium miner still has plenty of upside potential.Cameco (CCJ 0.69%), one of the world's top uranium miners, saw its stock surge more than 580% over the past five years. That rally was driven by a soaring demand for uranium in new nuclear projects in a post-pandemic market, as well as its partnership with Brookfield Asset Management to acquire Westinghouse Electric in late 2023. Uranium's rising spot price, which more than doubled over the past five years, and its new 49% stake in Westinghouse Electric ...

Core Insights - Energy Fuels Inc. (UUUU) achieved record uranium production at its Pinyon Plain mine in May, producing 258,745 pounds, surpassing April's record of 151,400 pounds [1][8] - The company has raised its 2025 uranium production guidance to between 875,000 and 1,435,000 pounds, up from the previous target of 730,000 to 1,170,000 pounds [3][8] - Despite increased production, lower sales volumes and declining uranium prices are expected to lead to a significant year-over-year revenue decline in 2025 [5][6] Production and Sales - From January to May, the Pinyon Plain mine produced approximately 12,461 tons of ore with an average grade of 1.92%, equating to 478,384 pounds of uranium [2] - The average production rate over five months stands at 96,000 pounds per month, with April and May averaging 205,000 pounds combined [2] - Energy Fuels plans to sell 220,000 pounds of uranium in 2025, down from the previously projected 200,000 to 300,000 pounds, and significantly lower than the 450,000 pounds sold in 2024 [5][8] Financial Outlook - The Zacks Consensus Estimate for 2025 revenues is $41.40 million, indicating a 47% year-over-year decline, with an expected loss of 28 cents per share [6][10] - For 2026, the revenue estimate is $137.6 million, suggesting a 232.4% year-over-year increase, with a projected earnings of 6 cents per share [7][10] Market Performance - Energy Fuels' stock has declined 13.6% over the past year, underperforming against the industry average drop of 16.3% [11] - The company's forward price/sales ratio is 12.74X, significantly higher than the industry average of 2.76X, indicating a stretched valuation [18][19] Long-Term Prospects - The increasing demand for uranium and rare earth elements (REEs) in clean energy technologies presents growth opportunities for Energy Fuels [21] - The company is positioned to ramp up uranium production and develop significant REE capabilities, with potential annual production reaching up to 6 million pounds of uranium [22]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2] Company Analysis: Cameco (CCJ) - Cameco currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [4] - Over the past week, CCJ shares increased by 3.23%, while the Zacks Mining - Miscellaneous industry rose by 4.21% [6] - In a longer timeframe, CCJ shares have appreciated by 50.1% over the past quarter and 26.49% over the last year, outperforming the S&P 500's gains of 8.49% and 13.75%, respectively [7] - The average 20-day trading volume for CCJ is 6,202,374 shares, indicating a bullish sentiment as the stock is rising with above-average volume [8] Earnings Outlook - In the last two months, 5 earnings estimates for CCJ have been revised upwards, while only 1 estimate was revised downwards, leading to an increase in the consensus estimate from $0.96 to $1.11 [10] - For the next fiscal year, all 5 estimates have moved upwards with no downward revisions, indicating positive earnings momentum [10] Conclusion - Given the strong momentum indicators and positive earnings outlook, CCJ is positioned as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for investors seeking short-term gains [12]

Cameco (CCJ) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of a ch ...

For those looking to find strong Basic Materials stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Cameco (CCJ) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Basic Materials sector should help us answer this question.Cameco is a member of our Basic Materials group, which includes 233 different companies and currently sits at #11 in the Zacks Sector Rank. The Zacks Sector Rank includes 1 ...

Cameco Corp. CCJ, the world’s largest publicly traded uranium miner, has been moving sharply up as the nuclear energy industry enters a renaissance. CCJ’s recent move is outsized, but this chart has a strong upward trajectory for the longer-term investor over time.That said, a fade to support may be on the horizon. Both short-term and long-term traders can benefit from a move like this with a simple calendar spread. The trade we’re going to use is a call calendar spread. A long calendar spread generally pre ...