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
HOLD
Difficult not to hold this one if you're into uranium. Doesn't get enough money for its uranium and won't for 2 or 3 years.
DON'T BUY
Really likes uranium but feels this one is too expensive.
DON'T BUY
Was well ahead of the price of uranium and still is. One bad event will cause these stocks to collapse.
BUY
The biggest and best uranium producer in the world. Uranium is still in a very strong demand situation. Probably a good time to buy.
BUY
The stock has had a falling off but it is coming back. Believes it is a good buy. Buy at $45.00.
TOP PICK
People are looking at nuclear energy more. This company is well placed. It is a long term play. He has held it for 3 years and plans to hold the stock for 10.
DON'T BUY
So expensive. Take all the good news from the balance sheet and he has a model price of $26 which is a 40% over evaluation.
COMMENT
The king of the uranium stocks. The highest grade in the world. They have their prices hedged for two more years and, even then, they won't be getting the full price of uranium.
TOP PICK
Trading 44 X current earnings. Really likes the outlook for uranium. The outlook for production is not even going to be able to meet the demand in the near/medium term. They are not only in mining, but looking for other facets of nuclear energy.
DON'T BUY
The price of uranium continues to go higher. This company has a lot of long-term contracts that are signed at very much lower prices. At 20 X cash flow, it is way too high for him.
DON'T BUY
Stock has become too expensive and he sold his position. Expects uranium to continue to do very well.
DON'T BUY
Outlook for uranium is terrific however; this stock is very, very expensive and will not fully benefit from the rise in uranium prices because of fixed price contracts. By ‘08/09 these contracts will have rolled off. Trading at 50 X earnings.
DON'T BUY
Feels that uranium is going to be one of the key resources that allows the US to break its hegemony on oil. He has chosen to use Uranium Participation (U-T) instead. This one is far too expensive.
DON'T BUY
Likes uranium, but think it's getting near to the top of its price range. Because Cameco is the biggest, most liquid uranium company, it's the one that everyone goes to which has pushed the stock price up. Too expensive.
DON'T BUY
Model price is around $25.73. A negative differential of 43%.
Showing 811 to 825 of 1,102 entries