Cameco Corporation (CCO.TO) Buy, Sell or Hold

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Cameco Corporation (CCO.TO)

128.45

-0.42 (0.33%)

as of Jul 15, 2026, 2:56:21 pm Market Open.

545 watching

Investor Insights

Jul 15, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

Cameco Corporation (CCO-T) has seen renewed interest due to rising energy prices and increased demand for nuclear power, leading to significant stock performance in the past year. Despite a recent dip, many experts highlight the overall upward trend in uranium demand as a positive long-term indicator. However, valuations are a primary concern, with several analysts citing the stock as overvalued despite its essential role in the clean energy transition and AI infrastructure buildout. While some experts recommend trimming positions or awaiting pullbacks, others emphasize the strong fundamentals and future growth potential in uranium. Overall, the sentiment on CCO is cautiously optimistic with a focus on long-term growth stories amid market volatility.

Consensus

Cautious

Valuation

Overvalued

Similar

URAn, UUUU

PAST TOP PICK

(A Top Pick Feb 08/21, Up 42%) Uranium facing a supply shortage, which creates a large opportunity. Shift back to nuclear power is raising demand. Has recently sold position as stock price was too high. If share price falls to ~$20, will buy again.

SELL

Overshot on valuation. Sold recently. Uranium price went up, but the next move needs demand in the market to move the price higher. Commodity prices will stall for the time being. If the valuation and commodity price were favourable, he'd revisit.

PAST TOP PICK

(A Top Pick Dec 15/20, Up 61%) Stock got way ahead of the commodity price, and the commodity price might stall out. It could be really volatile. Hopefully, the supply and demand will line up at a point in the future.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock moved up 10% on good revenues and earnings. The latest quarter beat estimates. Dividends were increased by 50%. EPS beat significantly. Can buy it today. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is down roughly 30% since highs. However, no real news has been reported. It broke their 200-day moving average, that could have brought out more sellers. Comfortable buying here. Unlock Premium - Try 5i Free

COMMENT

A uranium producer. Shares have done quite well. Nuclear is a viable, non-carbon energy producer, but can nuclear overcome negative impacts when things go terribly wrong (a nuclear accident). She doesn't know. To buy Cameco, you must have a positive, long-term outlook for uranium.

COMMENT

The biggest problem with nuclear power is no one wants it in their back yard. Germany, Japan and others are backing out of expansion, despite the benefit from a climate change perspective

WATCH

It's very hard to make nuclear investment which lasts 50-100 years when government policy can change in 5-10. He feels nuclear will be a growing part of power demand, because there's not enough green energy to offset carbon power. CCO is up on uranium prices climbing. Watch, but don't buy this. It pays only a modest dividend, and shares have doubled this year. Watch.

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BUY ON WEAKNESS

Shortage of consumption vs. production, but there are massive inventories on the sidelines, which is holding back gains. Japan turning reactors back on in the next 2-3 years will bump the price. Good long-term story. Wait for it to drift into the $20s before you buy.

HOLD

Across the world, politicians are recognizing the importance of nuclear as part of the total energy picture. Depressed prices have been tough on the sector. But now the price is up. Outlook for nuclear is positive going forward. He's more comfortable owning CCO than the commodity. He's owned CCO since December, has lightened up since it's had a great run, but retains a small position.

HOLD

Equity vs. covered calls. Buying uranium on the spot market had been lower than the cost of mining it. But now the price has increased. At what price do they start bring production back online? He thinks around $60 or higher. He lightened up, as the position got north of 3% of his portfolio and he wanted to lock in profits. As the share price goes higher, it gets a lot more volatile. Covered calls are a smart way to play the position, but you have to be aware that you could get taken out. It's not something he'd do, but he understands the argument for getting some extra yield pickup.

BUY

The sector will start to be more volatile as more eyes start to look at it. However, uranium is a key way to greening the world. Before the Fukushima incident, Cameco was higher so there is probably still more upside to be captured.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The earnings miss was mostly related to cost creep. Underlying supply and demand remains positive for the company. There are also two mines that are shuttered, further adding to supply issues. Unlock Premium - Try 5i Free

RISKY

Miles and miles ahead of even remotely reasonable value. FMV is 90% below current stock price. Plans for new and refurbished reactors suggests there will be spectacular demand in the future. Pure speculation, but not like Bitcoin. Powerful potential. 2-4% of your portfolio and hold, but don't watch it every day or you'll go nuts.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The space has seen more interest and the supply demand picture is positive for CCO. It has been losing money but this could change quickly depending on the new pricing regime. The company is debt free and has $200M in cash. Unlock Premium - Try 5i Free

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Cameco Corporation (CCO.TO)