TSE:CCO

Cameco Corporation (CCO.TO)

146.84
-4.89 (3.22%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
545 watching
0
Investor Insights
star iconJun 25, 2026, 12:00 am

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

Cameco Corporation (CCO-T) is positioned as a prominent player in the uranium sector, benefiting from renewed interest in nuclear power as energy prices rise. Many experts highlight the strong demand for uranium driven by a broader shift towards clean energy and an increasing need for reliable power sources in data centers. While the stock has experienced significant appreciation over recent months, experts express concerns about its high valuation relative to earnings projections, with several suggesting a wait for a pullback before adding new positions. A consensus emerges that although the long-term outlook remains positive and CCO represents a strong player in the market, recent price gains may warrant caution for short-term investors. Overall, the combination of supply constraints and geopolitical factors supports a bullish sentiment for CCO's future performance, albeit tempered by valuation concerns.

consensus icon
Consensus
Bullish
valuation icon
Valuation
Overvalued
review icon
Similar
NXE
BUY
Expects the sell-off of uranium is now over. Stocks have started to move up. Would own the larger companies that are more liquid.
TOP PICK
British government is getting very close to turning on nuclear power stations. Thinks the pressure for uranium is back on.
DON'T BUY
Wouldn’t buy at today’s price. Like underlying commodity. Is expensive on a price-to-cash flow basis. Has had problems.
DON'T BUY
Uranium story is over for now and thinks uranium will settle out in the $40 to $50 range. Can't justify the current price of this stock.
BUY
Has a number of issues. Problems with their Cigar Lake mine, the price of uranium is falling, have some asset-backed paper on their books. However, they have more uranium in the ground than anybody. Actual demand for uranium will rise around 2011 and the world supply is not adequate enough to meet it.
BUY
Model price is $41.12, which is a 6.5% upside.
COMMENT
If you are going to own any in the uranium group, this is the one he would probably own. When push comes to shove, institutional investing will probably buy this one. He is not a fan of the sector at this time.
DON'T BUY
Still reporting some poor results. Cigar Lake recovery looks like it is going to be pushed out a little further. They're contracted price for uranium is a lot lower than spot.
DON'T BUY
Likes the longer-term outlook for uranium but this one is very expensive for a cyclical company. One of the few large cap plays in the sector. Trading at 28-30 X earnings.
DON'T BUY
In the long run, would prefer Paladin (PDN-T) better. Not sure where uranium prices are going. I've had a lot of things go wrong for them.
BUY
Had a big jump off its lows with huge volumes yesterday. Very attractive returns going forward.
COMMENT
The trend line was up from Nov/06 to Jun/07 and then the pattern was broken to the downside. Every time this has gone up, its competitors have gone down and vice versa. This is not happening now and money is getting nervous. If you must be in uranium, this would be the company.
DON'T BUY
The model prices $44.32, which is a positive 3% differential. This is the first positive differential he has seen on this company for some time.
PARTIAL BUY
If you are looking at uranium out over several years or decades, he cannot see it being out of favour. It is one of the few alternatives we have to middle eastern energy. Both for environmental and political reasons, we will be reducing our reliance on oil. Don't buy a full position, but perhaps only a third.
BUY
The senior producer in North America. Terrific entry price. Have had more problems at Cigar Lake mine.
Showing 736 to 750 of 1,102 entries