CCJ

Uranium Energy UEC is expected to report a loss when it reports third-quarter fiscal 2026 results next week. The Zacks Consensus Estimate for UEC’s revenues for the quarter under review is pegged at $8.5 million compared with nil revenues in the year-ago quarter. The estimate for earnings is pegged at a loss of five cents per share, wider than the loss of six cents in the year-ago quarter. The estimate has remained unchanged over the past 30 days. Image Source: Zacks Investment Research UEC’s earnings missed the consensus estimate in two of the trailing four quarters and beat it in the remaining two quarters. The company has an average surprise of negative 20.83% over this period. Image Source: Zacks Investment Research Our proven model does not conclusively predict an earnings beat for Uranium Energy this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is not the case here. You can uncover the best stocks before they’re reported with our Earnings ESP Filter. Earnings ESP: The Earnings ESP for Uranium Energy is 0.00%. Zacks Rank: UEC currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Uranium Energy is primarily involved in uranium mining and related activities, including exploration, pre-extraction, extraction and processing of uranium projects located in the United States, Canada and the Republic of Paraguay. The company has identified the existence of mineralized materials for certain uranium projects, including the Palangana Mine, Christensen Ranch Mine (collectively the ISR Mines), Red Desert, Green Mountain, Roughrider and Christie Lake Projects.UEC has, however, not yet established proven or probable reserves. Despite having commenced uranium extraction at its ISR Mines, it remains classified in the “Exploration Stage” (as defined by the United States Securities and Exchange Commission) and will continue to hold this status until proven or probable reserves are confirmed. In the second quarter of fiscal 2026, the company generated revenues of $20.2 million from selling 200,000 pounds of purchased uranium concentrate inventory at an average price of $101 per pound. Uranium Energy ended the quarter with 1,456,000 pounds of purchased uranium concentrate inventory. With average uranium prices i...

Cameco Corporation reported past first‑quarter 2026 results, with net income rising to C$130.75 million and basic earnings per share from continuing operations at C$0.30, alongside uranium production of 6.2 million lbs and fuel services output of 3.3 million Kgu. Beyond the higher profit, Cameco’s recent uranium supply agreement with India and its U.S. partnership on Westinghouse reactor deployments highlight expanding demand for its nuclear fuel capabilities. Next, we’ll examine how Cameco’s stronger earnings and growing reactor-related partnerships influence its existing investment narrative and risk-reward profile. Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. Cameco’s appeal rests on a simple idea: you have to believe nuclear power will keep requiring reliable, Western-aligned uranium and fuel services, and that Cameco can secure long term contracts to support that role. The latest quarter’s higher profit and steady uranium output help the near term story, but do not materially change the key catalyst of contracting momentum or the main risk around potential operational and supply chain disruptions at core assets like McArthur River and JV Inkai. The recent long term agreement to supply nearly 22 million pounds of U3O8 to India over 2027–2035 is especially relevant here. It reinforces the contract-backed demand that underpins Cameco’s uranium segment and complements the expanding reactor related work through Westinghouse. Together with the India deal, the Q1 2026 results give more detail around how Cameco is trying to balance disciplined supply with visible, multi year demand commitments in its core markets. But in contrast to the appealing growth story, investors should be aware that Cameco’s reliance on complex global transport routes and JV output could... Read the full narrative on Cameco (it's free!) Cameco's narrative projects CA$4.6 billion revenue and CA$1.6 billion earnings by 2029. This requires 8.9% yearly revenue growth and an earnings increase of about CA$949 million from CA$650.6 million today. Uncover how Cameco's forecasts yield a CA$179.41 fair value, a 21% upside to its current price. Some of the lowest analysts were assuming fairly flat revenue and CA$1.3 billion of earnings by 2...

Energy Fuels UUUU reported first-quarter 2026 results on Wednesday. The stock gained 11% despite reporting mixed results. Revenues more than doubled and topped the Zacks Consensus Estimate. However, UUUU posted a loss of four cents per share, slightly wider than the expected loss of three cents. The figure, however, marked an improvement over the loss of 13 cents reported in the year-ago quarter. Total revenues surged 112% year over year to $35.8 million, primarily driven by uranium sales. During the quarter, UUUU sold 510,000 pounds of uranium at an average realized price of $70.04 per pound. This included 100,000 pounds sold in the spot market and the remaining 410,000 pounds under long-term contracts. Energy Fuels had not sold any uranium concentrates in the year-ago quarter. Last year, revenues were mainly supported by heavy mineral sands (HMS) operations from the Kwale Project. Since mining at Kwale concluded in December 2024, the project no longer contributes to UUUU’s results. Costs applicable to revenues increased 18.5% to $21.5 million due to higher uranium sold at elevated per-pound costs, partially offset by the absence of HMS sales and related costs. Exploration, development and processing expenses rose 24% year over year to $8.4 million owing to higher development costs at the mill for increased headcount and higher exploration costs at the Bahia Project. Standby costs surged 79% year over year to $3.3 million due to advancing permitting and development on its Roca Honda Project and higher general maintenance costs. Selling, general and administration were up 8% year over year, reflecting increases in general headcount, salaries and benefits. The loss of four cents per share in the quarter came in narrower than the year-ago loss of 13 cents per share. This was driven by higher uranium revenues and an increase in other income, partially offset by higher operating costs. Uranium Business Gaining Momentum: During the quarter, Energy Fuels mined ore containing approximately 425,000 pounds of uranium. From the Pinyon mine alone, UUUU extracted ore containing approximately 375,000 pounds of uranium at an average grade of 1.12%. Grades were lower as mining transitioned between high-grade zones. Management expects grades to improve in the upcoming quarters. The company produced 790,000 pounds of finished uranium in the quarter and hit the 1 million poun...

Stifel Canada on Wednesday maintained its buy rating on the shares of Cameco (CCO.TO, CCJ) and its C

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Cameco (TSX:CCO) has drawn fresh attention after reporting first quarter 2026 earnings and operating results, reaffirming full year guidance and highlighting strong interest in its nuclear technology and services. See our latest analysis for Cameco. Cameco’s share price is CA$156.24 after a modest pullback in the last week and quarter. However, its year to date share price return of 15.43% and one year total shareholder return of 136.15% point to strong momentum that investors are reassessing in light of the latest earnings and reaffirmed guidance. If the renewed focus on nuclear power has your attention, it may be helpful to see what else is moving across the sector with the Simply Wall St 91 nuclear energy infrastructure stocks With earnings and guidance both in line with management’s plan and the share price already up sharply over the past year, investors now have to ask whether Cameco still offers value or if the market is already pricing in future growth. Compared with Cameco’s last close at CA$156.24, the most widely followed narrative points to a fair value of CA$176.12, putting a spotlight on what is driving that gap. Read the complete narrative. Read the complete narrative. Want to see what sits underneath that premium growth story? The narrative leans heavily on future earnings power, richer margins and a punchy profit multiple. The details matter. Result: Fair Value of CA$176.12 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on key assumptions, and setbacks such as nuclear project delays or operational issues at major mines could quickly weaken that undervaluation story. Find out about the key risks to this Cameco narrative. The popular narrative sees Cameco about 11.3% undervalued at a fair value of CA$176.12, yet the current P/E of 115.4x tells a very different story. That is far above the fair ratio of 25.6x, the Canadian Oil and Gas industry at 19.5x, and the peer average of 23.9x. This points to a lot of optimism already in the price and a smaller margin for error if expectations change. See what the numbers say about this price — find out in our valuation breakdown. With sentiment clearly split, it makes sense to move quickly, review the facts for yoursel...

Cameco (CCJ) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +18.26%. A quarter ago, it was expected that this uranium producer would post earnings of $0.29 per share when it actually produced earnings of $0.36, delivering a surprise of +24.14%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Cameco, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $616.01 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 24.46%. This compares to year-ago revenues of $549.58 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Cameco shares have added about 29.3% since the beginning of the year versus the S&P 500's gain of 5.2%. While Cameco has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Cameco was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks he...

Energy Fuels Inc. UUUU is anticipated to report a loss when it announces first-quarter 2026 results on May 7. The Zacks Consensus Estimate for UUUU’s revenues for the quarter is $33.25 million, indicating 97% growth from the $16.9 million reported in the year-ago quarter. The estimate for earnings has remained unchanged at a loss of three cents per share over the past 60 days. It indicates a narrower loss than the loss of 13 cents reported in the first quarter of 2025. Image Source: Zacks Investment Research Over the trailing four quarters, Energy Fuels’ earnings beat the Zacks Consensus Estimate once while missing thrice. The company has a trailing four-quarter negative earnings surprise of 77.95%, on average. Image Source: Zacks Investment Research Our proven model does not conclusively predict an earnings beat for Energy Fuels this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. Earnings ESP: UUUU has an Earnings ESP of 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Zacks Rank: The company currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Energy Fuels produced more than 1.6 million pounds of uranium through 2025 from the Pinyon Plain Mine in Arizona and the La Sal Complex in Utah. For 2026, the company is targeting production of 2–2.5 million pounds, with more than 2 million pounds expected from Pinyon Plain alone. Energy Fuels commenced processing low-cost Pinyon Plain mine ores in the fourth quarter, which is expected to continue through the second quarter of 2026. Overall, Energy Fuels anticipates processing 1.5–2.5 million pounds of finished uranium in 2026. For 2026, uranium sales are estimated at 1.5–2 million pounds through a mix of existing contracts and spot market transactions, higher than the uranium sales of 0.65 million pounds in 2025. Higher volumes are expected to have reflected on the quarterly performances this year. In the first quarter of 2025, the company had produced 150,000 pounds of finished uranium from stockpiled alternate feed materials and newly mined ore, but did not sell any uranium concentrates. Uranium revenues were reported at $1.35 million, comprising revenues from alternate feed materials, processi...

Nuclear stocks Cameco and BWX Technologies both traded near buy points on Tuesday morning after reporting better-than-expected first-quarter earnings. Cameco is the "sole vertically integrated nuclear company," from uranium mining and refining to providing the reactor core via its 49% stake in Westinghouse Electric, William Blair analyst Jed Dorsheimer wrote in an April 20 coverage initiation. BWX is the U.S. Navy's main nuclear reactor supplier though its recent growth is being fueled by its commercial business.

Cameco (CCJ) reported Q1 adjusted earnings Tuesday of 0.47 Canadian dollars ($0.35) per diluted shar

SASKATOON, Canada (AP) — SASKATOON, Canada (AP) — Cameco Corp. (CCJ) on Tuesday reported first-quarter earnings of $95.5 million. On a per-share basis, the Saskatoon, Canada-based company said it had net income of 22 cents. Earnings, adjusted for non-recurring costs, came to 34 cents per share. The results surpassed Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 29 cents per share. The uranium producer posted revenue of $616 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CCJ at https://www.zacks.com/ap/CCJ

Cameco (CCO.TO) reported that its first-quarter adjusted net earnings more than doubled year over ye

All amounts in Canadian dollars unless specified otherwise SASKATOON, Saskatchewan, May 05, 2026--(BUSINESS WIRE)--Cameco (TSX: CCO; NYSE: CCJ) today reported its consolidated financial and operating results for the first quarter ended March 31, 2026, in accordance with International Financial Reporting Standards (IFRS). "Our results for the first quarter of 2026 remained consistent with our annual expectations across the business," said Tim Gitzel, Cameco’s chief executive officer. "We are on track in our uranium, fuel services and Westinghouse segments, reinforcing the value of our disciplined contracting and operating strategy that aligns marketing, production and capital decisions with strengthening industry fundamentals. "Operationally, we delivered solid performance in the quarter, with on-track production at our uranium mining operations in Canada and Kazakhstan. We’re in a strong position ahead of the extended third quarter maintenance shutdown at the Key Lake mill that we mentioned at the beginning of the year, during which we will tie in new infrastructure to enhance future supply flexibility. And financially, our strong balance sheet, which allows us to be patient as the market evolves, remains a key strength. "Across the global energy space, ongoing geopolitical tensions and volatility in fossil fuel supply chains are reinforcing the importance of secure, reliable and resilient baseload power. Governments, utilities and energy‑intensive industries are recognizing that nuclear energy is uniquely positioned to meet these needs, providing long‑term energy security and reinforcing national security, while advancing efforts to meet decarbonization targets. Against that backdrop, Cameco and Westinghouse are seeing significant interest in the proven AP1000® reactor technology: it’s the modern reactor that stands out as the most deployed Generation III+ technology in operation today, and we’re excited to see it being valued for its advanced passive safety features, standardized and repeatable design, construction-ready certainty and proven world-class operating performance. "With tier‑one mining assets, a disciplined approach to supply, and an integrated fuel and reactor life cycle strategy, we believe Cameco is uniquely positioned to take advantage of opportunities as the market evolves, while continuing to navigate market uncertainty and create long‑te...