CCJ

Prezzo Cameco Corporation

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CCJ
$120,60
-$1,86(-1,51%)

*Data last updated: 2026-05-04 04:44 (UTC+8)

As of 2026-05-04 04:44, Cameco Corporation (CCJ) is priced at $120,60, with a total market cap of $52,51B, a P/E ratio of 92,77, and a dividend yield of 0,14%. Today, the stock price fluctuated between $117,89 and $123,45. The current price is 2,29% above the day's low and 2,30% below the day's high, with a trading volume of 1,96M. Over the past 52 weeks, CCJ has traded between $110,23 to $124,80, and the current price is -3,36% away from the 52-week high.

CCJ Key Stats

Yesterday's Close$123,04
Market Cap$52,51B
Volume1,96M
P/E Ratio92,77
Dividend Yield (TTM)0,14%
Dividend Amount$0,17
Diluted EPS (TTM)1,35
Net Income (FY)$589,09M
Revenue (FY)$3,47B
Earnings Date2026-05-05
EPS Estimate0,24
Revenue Estimate$598,63M
Shares Outstanding426,82M
Beta (1Y)1.009
Ex-Dividend Date2025-12-01
Dividend Payment Date2025-12-16

About CCJ

Cameco Corporation produces and sells uranium. It operates through two segments, Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, and milling, as well as purchase and sale of uranium concentrate. The Fuel Services segment engages in the refining, conversion, and fabrication of uranium concentrate, as well as the purchase and sale of conversion services. This segment also produces fuel bundles or reactor components for CANDU reactors. The company sells its uranium and fuel services to nuclear utilities in the Americas, Europe, and Asia. Cameco Corporation was incorporated in 1987 and is headquartered in Saskatoon, Canada.
SectorEnergy
IndustryUranium
CEOTimothy S. Gitzel
HeadquartersSaskatoon,SK,CA
Official Websitehttps://www.cameco.com

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Hot Posts su Cameco Corporation (CCJ)

BlockchainBard

BlockchainBard

04-30 18:10
Been watching the uranium sector pretty closely lately, and there's definitely an interesting dynamic playing out between LEU and CCJ right now. Both are riding the nuclear energy wave, but they're positioned quite differently. Let me break down what I'm seeing. Centrus Energy is doing something pretty unique with their HALEU production - they're basically the only licensed producer in the Western world, which is a big deal. Their Q4 numbers were mixed though. Total revenues hit $146M but that was down 4% YoY. The real story was in their SWU revenues, which absolutely exploded 128% to $111M. But uranium revenues took a hit, dropping 82% to $13.4M because they had a massive one-time uranium sale last year that didn't repeat. Margins compressed hard - gross profit fell 43% and operating margin went from 30% down to 9%. They're blaming a delayed shipment from Russia that pushed into Q1 2026. Here's what caught my attention though: they're sitting on a $3.8B revenue backlog with contracts locked through 2040, plus $2B in cash. They're spending $350-500M in 2026 on expansion. The HALEU opportunity alone is estimated at $8B annually by 2035, and they're targeting 12 metric tons yearly after 2030. That's the long-term thesis playing out. Cameco's a different animal entirely. They're massive - accounted for 15% of global uranium production in 2025. Q4 saw uranium production at 6M pounds (down 2%), but here's the thing: their Fuel Services segment is firing on all cylinders. Production up 6%, sales volume up 6%, segment revenues jumped 18%. Total revenues came in at CAD 1,201M (about $862M), up 1.5% YoY. Adjusted earnings per share hit 36 cents, up 38% YoY. Gross profit was up 9%. The uranium price dynamics are interesting here. CCJ's average realized uranium price was up 13% in Q4 due to the overall market strength, even though they sold lower volumes. Looking at their 2026 guidance, they're projecting uranium revenues of CAD 2.54-2.73B based on an average uranium price of CAD 85-89 per pound. That's down from CAD 2.874B in 2025, so they're expecting some pullback in uranium price from recent highs, which makes sense given the forward curve. LEU's guidance is more conservative. They're looking at $490.5M in 2026 revenues (7% growth), with earnings at $3.38 per share (up 3.5%). But analyst estimates have actually been moving down for LEU while they've been moving up for CCJ over the past 60 days. That's telling. Valuation-wise, LEU is trading at 8.66X forward price-to-sales while CCJ is at 20.31X. LEU gained 115% over the past year, CCJ gained 172%. Both have a Zacks Rank #3 (Hold). If I'm being honest, Cameco looks like the safer play right now. They've got scale, the integrated fuel cycle, Westinghouse exposure, and strong earnings visibility. Their 2026 earnings are expected to grow 52% YoY. LEU has the more exciting HALEU story, but they're smaller and margins are getting pressured. The uranium price environment is supporting both, but CCJ's diversification and production scale give them more downside protection. Cameco's premium valuation is justified by their earnings momentum and delivery capability. If you're looking for exposure to the nuclear energy shift, CCJ seems like the more compelling option at this moment, even if it costs you more on a price-to-sales basis.
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ServantOfSatoshi

ServantOfSatoshi

04-30 12:09
一直在关注核能这个赛道,最近确实有些值得注意的动作。随着全球对清洁能源的重视,核电这块儿的热度明显上升了,尤其是一些顶级核能公司的表现特别抢眼。 核能行业本质上就是围绕可靠的低碳电力做文章。与其他能源相比,核电的优势在于产能稳定、排放低,这对实现气候目标来说是个不小的加分项。当然,这个行业也有它的挑战,监管严格、建设成本高、公众认知度需要提升,这些都是长期要面对的问题。 我最近关注到 Cameco Corporation (CCJ) 这家公司,它是全球最大的铀生产商之一。最近被列入 TSX30 2024 排行榜第14位,这背后是它过去三年的亮眼成绩单——股价调整后涨了186%,市值增长210%。CEO Tim Gitzel 在采访中提到,这主要得益于核电需求的上升和公司自身的战略执行。从交易表现看,CCJ 在过去一个月涨了7%多,最近一次交易在 $4.43 左右。这样的表现说明市场对这类顶级核能公司的前景还是比较乐观的。 另一个不能不提的是 Constellation Energy Corporation (CEG)。这家公司是美国最大的无碳能源生产商,核电业务占大头。最近它宣布了一个相当重磅的项目:与微软签了20年的购电协议,要重启 Three Mile Island 的第一机组。这个 Crane Clean Energy Center 项目会新增835兆瓦的清洁电力,预计2028年投运,许可证还能延续到2054年。从股价反应看,CEG 上月涨了32%多,最近的交易日更是大涨21%,股价在 $253 上下,这说明市场对这个项目的前景很看好。 从投资角度看,这些顶级核能公司正在经历一个不错的周期。政策支持在升温,大科技公司也开始主动拥抱核电来支撑数据中心的电力需求。如果你对清洁能源和能源安全这块儿感兴趣,可以自己去 Gate 上看看这些核能板块的相关资产,了解一下行情。
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