CCJ
CamecoDNYSE / Energy
Last Price
At close
2026-07-20
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
Sentiment remains the lead driver in the composite, 7D delta +9.8.
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
18
Value
43
Sentiment
76
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $123.00 · Bull $136.00 · Bear $104.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $130.38
Why
Momentum18 · Δ7d -10.9
Value43 · Δ7d +0.0
Sentiment76 · Δ7d +9.8
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
18
26% active weight
Current posture
7d trendSoftening
Δ7d
-10.9
Δ21d
-7.2
Value
43
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.3
Sentiment
76
34% active weight
Current posture
7d trendImproving
Δ7d
+9.8
Δ21d
+22.9
Why this grade
Composite grade D. Momentum 18.1 / Value 43.1 / Sentiment 76.3
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$38.58B
Beta
1.19
Shares Out
435.53M
P/E (TTM)
114.2
P/S (TTM)
17.32
P/FCF (TTM)
61.71
Rev YoY
+12.0%
EPS YoY
+96.0%
Gross Margin
+27.4%
Op Margin
+18.1%
Net Debt
-$148.23M
Current Ratio
3.08
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology