CCJ
CamecoFNYSE / Energy
Last Price
At close
2026-06-02
Current thesis
The post-earnings bull read is straightforward: Q1 confirmed stronger uranium pricing capture, higher uranium sales volumes, resilient liquidity, and better Westinghouse contribution while management kept 2026 guidance intact. AP/Zacks-syndicated coverage indicated the reported adjusted EPS exceeded the small published consensus, so the release did not break the constructive nuclear-demand narrative.
Posture
Defensive
Lead driver
Sentiment
What changed
4 setup hits (3d) with net bullish as of 2026-06-03.
What can break
Fuel services earnings before tax fell to C$44 million from C$68 million and adjusted EBITDA fell to C$54 million from C$75 million as average realized price declined year over year.
Momentum
20
Value
43
Sentiment
55
Setup hits (3d)
4 · Net Bullish
AI TargetsBase $123.00 · Bull $136.00 · Bear $104.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Bullish
Target $124.80
Why
Momentum20 · Δ7d -1.9
Value43 · Δ7d -0.1
Sentiment55 · Δ7d -5.1
So what
Weak posture (Net Bullish). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
20
34% active weight
Current posture
7d trendImproving
Δ7d
-1.9
Δ21d
-18.3
Value
43
32% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
+0.2
Sentiment
55
33% active weight
Current posture
7d trendSoftening
Δ7d
-5.1
Δ21d
+14.9
Why this grade
Composite grade F. Momentum 20.0 / Value 42.7 / Sentiment 55.0
Fundamentals (TTM)As of 2026-06-02
Fundamentals (TTM)
As of 2026-06-02
Market Cap
$52.51B
Beta
1.19
Shares Out
435.41M
P/E (TTM)
114.2
P/S (TTM)
17.32
P/FCF (TTM)
61.71
Rev YoY
-14.7%
EPS YoY
-101.9%
Gross Margin
+27.3%
Op Margin
+18.1%
Net Debt
$497.11M
Current Ratio
2.99
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology