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

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Cameco Corporation (CCO.TO)

148.77

-2.96 (1.95%)

as of Jun 25, 2026, 2:27:19 pm Market Open.

545 watching

Investor Insights

Jun 25, 2026, 12:00 am

This summary was created by AI, based on 42 opinions in the last 12 months.

Cameco Corporation (CCO-T) has gained significant attention as energy prices rise and the demand for uranium from nuclear power increases. While experts express a bullish sentiment toward the long-term potential of uranium, they are also cautious about the stock's current elevated valuation and recent volatility. Some experts suggest that the price run-up might lead to profit-taking, with recommendations to wait for a pullback before considering additional investments. Despite these concerns, there are strong indicators of a structural shift toward nuclear power due to growing energy needs and geopolitical factors underscored by supply constraints. The acquisition of Westinghouse enhances Cameco's position in the industry, and many experts highlight the importance of nuclear energy in the future clean energy landscape.

Consensus

Bullish

Valuation

Overvalued

Similar

URC, UEX

HOLD

Like any commodity producer, you are on a roller coaster because of the commodity price. We are in the sweet spot for Uranium so you may want to hold on to it for a while longer. The whole world cannot reply on wind and solar. He thinks you will see a bit of a resurgence. It is okay valued here.

DON'T BUY

It is part of the solution for the planet going forward. It's become a bit of a Reddit favourite. He wouldn't buy any stock that's the flavour de jour.

DON'T BUY

It's been a surprising year for uranium with the price jumping from $29 to $44. Uranium funds have been buying a lot of uranium. But he is perplexed by this metal; it has a lot of politics around it with intentions to build reactors, but always in the future. Not sure if uranium prices will hold. CCO stock is too high now. He avoids this space.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is debt free with around $200M in cash. The uranium price changes the company’s outlook. Cashflow is recovering nicely. The price could run some more off of supply and demand. Unlock Premium - Try 5i Free

DON'T BUY

Why has this jumped in the past week? Reason: Sprott Uranium Physical Trust (U.UN-T which he owns) which buys spot uranium which Sprott recently took over and recently raised $300 million in an at-the-market offering in order to buy spot uranium. This is an illiquid market, so spot uranium is a self-fulfilling price move. Utilities will get caught short on this move. He doesn't like Cameco because it's expensive, volatile with spotty earnings. Balance sheet is fine, but missed its last quarter. The stock has moved up with the price of spot uranium. Watch the uranium move, which is in its early days, but he prefers U.UN itself.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has seen some broker upgrades recently. Uranium prices have rallied and this has pushed the stock price up as well. Uranium futures hit six-year highs on September 1. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

He is looking to add to it on weakness. We have to go back to nuclear. China is building new plants and India is beginning in their schedule. This is a five to ten year investment.

TOP PICK

One of the largest uranium producer in the world. As the world decarbonizes, nuclear power will come to the forefront as a high quality alternative. The smart environmentalists are embracing it. There are a number of new reactors being built that will increase demand. (Analysts’ price target is $23.42)

BUY

Largest uranium play in the world. A patience play where some times the stock does not do well, and others it does very well. Recently hit new highs. There is a long term transition away from fossil fuels to alternative energy. Nuclear will be an option. Outlook is favourable.

DON'T BUY

Has always been wary. Price of uranium is not only based on supply/demand, but also politics. Cigar Lake has had its problems. Stock looks expensive. He wouldn't participate, but others are true believers in nuclear energy.

DON'T BUY

Many countries are decreasing their uranium footprint. Uranium prices have been slow to recover. Severe consequences of accidents offset any clean energy benefits. She prefers solar, wind, hydro.

TOP PICK

We are moving into a period when there has been very little new uranium mines and contracts are coming up for renewal. There are 55 reactors under construction around the world. Eventually supply constraints will catch up. (Analysts’ price target is $186.67)

DON'T BUY

You don't get new production coming in until $50-60 a lb for the commodity. The valuation for CCO-T is a little rich, though. He would rather play U-T to play the commodity directly. He likes Uranium but would take U-T over CCO-T.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Raymond James raised its target from $17 to $20. There is no news to account for the drop today. It is important to note that it is down less than 3% after running up 48% yoy. Unlock Premium - Try 5i Free

TOP PICK

He's bought and sold this at a profit. It's broken out in recent weeks. Carries almost no debt. It's profitable, even at the bottom of the cycle. The uranium market should rise from $30 to $40/lb. He expects the ESG wave to hit Cameco, but Cameco offers carbon-free energy through nuclear energy. This could make a $1 billion a year. (Analysts’ price target is $17.24)

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Cameco Corporation (CCO.TO)