TSE:CCO

Cameco Corporation (CCO.TO)

134.01
-0.81 (0.60%)
as of Sep 11, 2026, 8:00:01 pm Market Open.
548 watching
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Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 38 opinions in the last 12 months.

Cameco Corporation (CCO-T) continues to attract attention as a leading player in the uranium sector, benefiting from increasing demand for nuclear energy amid global transitions toward cleaner energy sources. Experts mention the mixed recent results but highlight substantial growth potential, particularly driven by factors such as AI requirements for electricity and the ongoing nuclear renaissance. Many analysts observe short-term volatility and price corrections; however, the long-term outlook remains bullish given the expected uranium supply-demand tightness and Cameco's strategic investments, like its stake in Westinghouse. Despite analysts pointing to high valuations currently, with price earnings multiples generally above 70, CCO-T is still viewed as a solid option for growth in an evolving energy landscape.

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Consensus
Bullish
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Valuation
Overvalued
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Similar
Uranium, U.UN
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%.
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.
Showing 826 to 840 of 1,110 entries