TSE:CCO

Cameco Corporation (CCO.TO)

150.05
-8.39 (5.30%)
as of Jun 5, 2026, 3:14:03 pm Market Open.
546 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 44 opinions in the last 12 months.

Cameco Corporation (CCO) has emerged as a leading player in the uranium sector, buoyed by the resurgence of demand for nuclear energy. Experts highlight the company's strong positioning as a low-cost uranium producer, benefiting from geopolitical factors like supply constraints due to the Ukraine-Russia conflict. Despite its robust growth prospects and increasing involvement in nuclear infrastructure through acquisitions like Westinghouse, there are widespread concerns regarding its high valuation, with many analysts suggesting caution at current price levels. The general sentiment leans towards viewing CCO’s potential as positive for a long-term investment, particularly as the global energy landscape shifts towards cleaner energy sources, yet indicates that a pullback may be prudent for investors. The company's strong fundamentals have been overshadowed by market volatility, leading to mixed opinions about the right time for entry into this stock.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
NexGen,AEX
DON'T BUY
Uranium has fallen along with oil. This company also has other problems. Their Cigar Lake is still having operational problems. In energy, he would prefer oil/gas where there are some very solid companies.
COMMENT
(Market Call Minute.) Getting close to a Buy range. Watch it on a technical basis. Good company.
COMMENT
Just coming into a phase where China is starting to ease. Doesn't think you can bring 3 billion people into a global economy and have oil prices stay at their current level. Thinks you will see uranium stocks come back again. It could take a few years.
BUY
“Go to” name if you want uranium exposure. Has its problems and downgraded its production earlier this year. Still don't know if Cigar Lake is a new leak or remedial problems from its earlier leak and no timeframe as to when it will come in. Very good cost base. Highly liquid and strong assets.
HOLD
Outlook is OK
BUY
If interested in uranium, this would be his choice. They struggled with the flooding at the Cigar Lake mine. Down 41%.
SELL
Uranium out of favour. Terrible production problems and Cigar Lake never seems to go away. A law allowing foreigners to own more uranium might be a catalyst but that could be a ways off. If he had it in his portfolio it would be a Sell.
COMMENT
Check to see if you should Sell and take a tax loss. He does not know the financials on this one. It will slow with uranium prices and with what happened at Cigar Lake.
DON'T BUY
(Market Call Minute.) Uranium has performed like the rest of energy. Stay away.
COMMENT
Great company with great output. Biggest problem is correction of the water problems at Cigar Lake. This hurts their potential production.
DON'T BUY
He is very enthusiastic on uranium longer-term. There are enough question marks on this company that he would prefer Uranium Participation (U-T).
DON'T BUY
Uranium fundamentals appear to be looking pretty good. Unfortunately, this company has one misstep after another. He just can't get comfortable with the earnings profile so it is not an attractive investment to him yet.
HOLD
Participating in Kazakhstan. Had another flooding problem at Cigar Lake. Uranium buying is picking up again. Only decent size producer. Could look at a couple of smaller ones such as Hathor Exploration (HAT-X) and UEX Corp (UEX-T) on the premise that Cameco will buy them.
COMMENT
$32 is an extremely support level. If it breaks $32 you are looking at a major disaster on the price level. Holding here between now and the end of September will give a better outlook for the stock going higher.
DON'T BUY
His model price is almost right on the current price and has a -3% differential. Earnings have been coming down.
Showing 661 to 675 of 1,099 entries