TSE:CCO

Cameco Corporation (CCO.TO)

127.69
-1.18 (0.92%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 15, 2026, 12:00 am

This summary was created by AI, based on 41 opinions in the last 12 months.

Cameco Corporation (CCO) has garnered a mixture of optimistic and cautious sentiment among experts in recent reviews. Overall, the company is perceived as a strong player in the uranium sector, thanks in large part to its status as the largest low-cost producer of uranium, with increasing demand from the nuclear power sector and the looming energy needs driven by the AI infrastructure buildout. Despite recent volatility and profit-taking in the stock price, many analysts express confidence in its long-term growth trajectory, suggesting that it has significant potential for appreciation. However, a consensus on valuation reveals concerns, with several experts claiming that its current price is quite elevated relative to its earnings projections. For investors looking to participate in this promising sector, careful timing and a focus on long-term fundamentals appear essential.

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Consensus
Cautious
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Valuation
Overvalued
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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%.
BUY
If you want a uranium play, he would stay with a senior.
DON'T BUY
Can see uranium prices going higher, but this company has not benefited from this. Have been constrained in their production recently. Cigar Lake is going to be delayed coming back on. Have had some cost problems. A lot of their contracts are still at the old price of uranium.
DON'T BUY
The alternative energy sources theme is not going away anytime soon. Question is, how far in the future earnings are being discounted. The chart gives him a bit of concern. Would buy at the lower end of the trading range.
SELL
A very expensive stock. Trades at 52 X this year's earnings and 35 X next years. There is a lot of risk in the price. Would take profits here.
SELL
The uptrend has been violated and he thinks we are just playing with tops. Maybe uranium is going to go higher and this is probably a great long-term investment, but he would trade out of this and into a dog such as Denison Mines (DEN-T).
COMMENT
Uranium will be a very strong commodity over the long-term. As the economy starts to roll over, commodity prices do fall, so the question is, how far do you think the economy is going.
BUY
The “Gold Standard” in the uranium market.
PAST TOP PICK
(A Top Pick May 3/06. Down 5.5%.) The value of Centerra Gold is not included in the price. Also, there will be increased need for uranium in Ontario. Still likes.
HOLD
A good resource. Ahead of the price of uranium. Expect it will continue to do well.
TOP PICK
Feels that US money managers will be looking for a blue chip way of playing uranium.
BUY
Has had a spectacular performance in the face of uranium price increases. Have had very good earnings and cash flow results. A slight negative is that it’s pricey, but the outlook for uranium is higher prices.
DON'T BUY
Bullish on the uranium market in general. The annual supply is about half of the annual demand. However, this company has other areas besides uranium and they are struggling a little bit. There are a better plays.
BUY
The safest uranium play. If you want to go into a smaller company, it is better to have a basket of juniors such as Energy Metals (EMC-X), Tournigan Gold (TVC-X) and Palladon Ventures (PLL-X).
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