Added to YB: 2026-05-08
Pitch date: 2026-05-07
CCJ [bullish]
Cameco Corporation
-13.5%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Cameco Corporation provides uranium for the generation of electricity in the Americas, Europe, and Asia.
Market Cap
N/A
Pitch Price
CAD 120.26
Price Target
202.40 (+96%)
Dividend
0.16%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
18.19
Sector
Oil, Gas and Consumable Fuels
Category
growth
8.1 Cameco (CCO-TSX): Top Idea #1
CCJ (Top Idea #1): Largest, highest-quality nuclear exposure w/ tier-1 uranium assets (McArthur River, Cigar Lake) + 49% Westinghouse stake. Q1 2026 adj EBITDA C$509M. Rev est C$3.4B (2025) to C$4.0B+ (2027). FCF dip in 2026 from C$445M capex, then surge to C$1.57B in 2027. Realized U price $67/lb (2026), $74/lb (2027); spot >$80 = high-margin upside. PT C$202.40
Read full article (4 min)