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
Very expensive on a fair market value basis. Equally expensive on a price to book value.
DON'T BUY
Ahead of itself. It is really representing a much higher price for uranium.
DON'T BUY
In terms of earnings, it is extremely high multiples. They are still selling their product on contract at much lower prices than the spot price. Overpriced.
TOP PICK
Valuation looks high at 53 X PE but it does not reflect the full value. Owns uranium power plants, a uranium pellet maker, a gold mine in Kurdistan.
DON'T BUY
This stock is wildly overvalued. His model price is $25.97 which is a negative 42% differential.
HOLD
Holds the world's greatest uranium area in Saskatchewan. Has had a bit of a setback, but the stock is still strong.
BUY
Uranium is going to play a huge role in the future of energy. This is the largest producer of uranium in the world. The lowest cost producer. If you are a longer-term investor, this is a stock you want in your portfolio.
BUY
Production difficulties, because of water problems. In a very difficult geology area for mining. Latest mining development is going to take longer and cost more than expected. A lot of their uranium prices were hedged. 2008 you will see the full impact of higher spot prices. Likes their exposure to the Bruce Power plant. There will be a global demand for uranium power plants in the near future.
DON'T BUY
Uranium is still tight. It will be hard bringing on new supplies. This company doesn't benefit as much because of the way their contracts are rolling over. Valuation is high. Would look for a smaller play.
BUY
Run very efficient mines. The world's largest producer of uranium. In a pause right now but it will be going higher.
DON'T BUY
Very expensive. Trading at about 50 X this year's earnings and 35 X next year's earnings. Expenses on Cigar Lake will be a 10/20%.
DON'T BUY
Very difficult to get a pure uranium play in a high quality company. Because of the scarcity, this stock has been bid up beyond its fundamentals. Expensive.
WEAK BUY
There are a lot of junior uranium mining stocks with more upside. Would prefer International Uranium (IUC-T). This is the big one that is probably more fully valued.
DON'T BUY
At 28 X to cash flow is too expensive for him. However, if global investors recognise it as a class act, it could go much higher.
DON'T BUY
And expensive stock, but uranium continues to do well as an alternative energy source. Any company that has anything at all to do with uranium has gone up. Too expensive for him.
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