CCJ Cameco Corporation Loading... : Bullish and Bearish Analyst Opinions
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13:58
Aug 30
Aug 30
The author provides a detailed research retrospective on energy bottleneck beneficiaries.
The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.
06:54
Aug 27
Aug 27
"Power, grid, datacenter names listed"
"AI-infrastructure value-chain names across power, cooling, grid, generation, construction, and powered land are listed as beneficiaries; no explicit directional commitment or trade call."
LOW
17:04
Aug 26
Aug 26
CCJ cited as nuclear favorite.
Speaker cites CCJ as another favorite name in the nuclear group, adjacent to BWXT and LEU, with no trade thesis.
LOW
03:16
Aug 26
Aug 26
Weak dollar drives gold, Bitcoin, and commodities.
The 'debasement trade' is gaining momentum due to a weakening dollar and distrust in the bond market, driving strength in gold, Bitcoin, and commodities like uranium and copper.
MED
22:00
Aug 25
Aug 25
Tariffs and debasement trade boost uranium and aluminum.
The Canadian tariff dispute with the US, combined with the broader debasement trade, is driving up uranium stocks like Cameco and Centrus Energy, as well as aluminum stocks like Alcoa.
MED
22:04
Aug 23
Aug 23
Gold and miners hedge weak dollar.
Gold is stair-stepping higher and commodity-linked miners such as Newmont, Freeport-McMoRan, and Cameco are rallying because investors are using gold, copper, uranium, and related equities as inflation and weak-dollar hedges. Park notes that mining equities often amplify the underlying commodity move.
MED
03:14
Aug 07
Aug 07
Uranium prices to keep rising, Cameco positive
Bank of America expects continued uranium price appreciation and maintains positive investment view on Cameco, citing rising demand for nuclear energy.
MED
22:15
Aug 06
Aug 06
Uranium up-cycle persists, Cameco positive.
Bank of America forecasts the uranium price up-cycle will continue and maintains a positive investment view on Cameco despite slightly lowering the price target. Nuclear-related stocks, including Oklo which reached criticality on its test reactor, performed well overall. The uranium sector outlook remains constructive.
MED
12:09
Aug 06
Aug 06
The author provides a broad market briefing highlighting fragile positioning.
The author provides a broad market briefing highlighting fragile positioning, vol control selling, and binary NFP risk without making any explicit personal directional calls.
11:15
Aug 06
Aug 06
BofA raised its 2027 uranium price forecast to 130 dollars per pound implying 52 percent upside.
BofA raised its 2027 uranium price forecast to 130 dollars per pound implying 52 percent upside while maintaining a Buy rating on Cameco with a trimmed price target of 133 dollars.
15:47
Aug 03
Aug 03
The author is monitoring uranium and nuclear stocks as they attempt to form price lows.
The author is monitoring uranium and nuclear stocks as they attempt to form price lows, but expresses no directional position or trade call.
LOW
11:54
Aug 01
Aug 01
Uranium remains dead in a distribution cycle.
The uranium market has completely flatlined and remains in a distribution cycle with zero evidence of a new bull phase, as demonstrated by Cameco giving back its post-earnings gap higher.
HIGH
22:17
Jul 31
Jul 31
Buy Cameco as a direct uranium/nuclear fuel beneficiary of the nuclear renaissance theme.
Buy Cameco as a direct uranium/nuclear fuel beneficiary of the nuclear renaissance theme, with the Westinghouse IPO filing serving as a concrete catalyst validating renewed institutional interest in nuclear power infrastructure.
MED
14:09
Jul 22
Jul 22
Technical setup suggests nuclear stocks are basing after a months-long downtrend.
Technical setup suggests nuclear stocks are basing after a months-long downtrend; coiling pattern may resolve higher if bulls defend support.
MED
12:00
Jul 21
Jul 21
Cameco undervalued on nuclear buildout necessity
Large-scale nuclear is the only viable long-term solution to the gas deficit in the 2030s. Cameco, which owns 49% of Westinghouse, is deeply undervalued as Westinghouse's AP1000 reactors become essential. The US government is lining up procurement, and Cameco will benefit significantly from the coming nuclear cycle.
HIGH
18:47
Jul 16
Jul 16
Cameco and Brookfield are positioned to lead New Jersey's 24 billion dollar nuclear build out.
Cameco and Brookfield are positioned to lead New Jersey's 24 billion dollar nuclear build out according to the report.
06:55
Jun 23
Jun 23
Buy CCJ as a nuclear play with actual revenues, distinguishing it from speculative nuclear.
Buy CCJ as a nuclear play with actual revenues, distinguishing it from speculative nuclear names; speaker expresses a clear preference for revenue-generating exposure in the sector.
MED
14:45
Jun 16
Jun 16
Cameco well-run, massive uranium reserves
Cameco is a premier, well-run uranium producer in Canada with disciplined management and enough high-quality uranium reserves to last far beyond the lifetimes of anyone listening. It provides direct leverage to the nuclear renaissance.
HIGH
16:24
Jun 15
Jun 15
Author flags CCJ as underperforming, in context of a prior bearish thesis on nuclear names.
Author flags CCJ as underperforming, in context of a prior bearish thesis on nuclear names citing regulatory/cost/timeline risks and competition from solar+batteries and SOFCs.
MED
04:04
Jun 03
Jun 03
Author categorizes nuclear/energy plays by risk: high in OKLO/SMR, low in CEG.
Author categorizes nuclear/energy plays by risk: high in OKLO/SMR, low in CEG, intermediate in CCJ/SOLS/LEU. No personal position language.
MED
04:01
Jun 03
Jun 03
Named as a mid-weight position in nuclear thematic basket.
Named as a mid-weight position in nuclear thematic basket; author cites supply chain moat and proven operations with margin visibility.
MED
03:59
Jun 03
Jun 03
Co-mentioned in comparative nuclear supply chain thesis; author cites supply chain moats.
Co-mentioned in comparative nuclear supply chain thesis; author cites supply chain moats, proven operations, and margin visibility as differentiating factors.
MED
21:37
May 30
May 30
Buy CCJ as the large-cap uranium bellwether benefiting from global nuclear demand re-rating.
Buy CCJ as the large-cap uranium bellwether benefiting from global nuclear demand re-rating driven by AI data center power requirements and government-mandated reactor buildout, offering lower-risk exposure across the full nuclear fuel cycle.
MED
19:16
May 23
May 23
Speaker references past high-conviction buy in CCJ and highlights its role in powering AI.
Speaker references past high-conviction buy in CCJ and highlights its role in powering AI, but does not state a current personal position.
MED
14:00
May 05
May 05
Clear long-term nuclear beneficiary.
Uranium and nuclear power are the clearest long-term beneficiaries of the energy crisis and the Gulf conflict. The need for energy security will accelerate the restart of Japan's nuclear fleet and increase acceptance globally. He recommends the Sprott Physical Uranium Trust (SRUUF/SPU) for direct uranium exposure and Cameco (CCJ) as the largest miner. This is a multi-year thesis, not a short-term trade.
HIGH
13:00
Apr 30
Apr 30
WTW's win of a major surety program for a nuclear technology supplier supporting an $80 billion pipeline highlights a significant, specialized growth vector tied to the nuclear energy sector. — The mandate signals a strong flow of nuclear-related projects which will require specialty insurance, surety, and risk management services, benefiting firms like WTW but also indicating large-scale capital deployment in the sector.
MED
18:49
Apr 29
Apr 29
India secures fuel supply through Cameco
Notes that India has secured fuel supplies through Cameco, with no directional view stated.
LOW
23:56
Apr 28
Apr 28
CCJ is a real uranium winner.
Cameco (CCJ) is a real uranium company, unlike many other uranium plays. It is a winner.
MED
23:31
Apr 26
Apr 26
Evan_ss6 expresses a bullish outlook on Sol Strategies and Cameco.
Evan_ss6 expresses a bullish outlook on Sol Strategies and Cameco, suggesting positive forward expectations for both securities.
HIGH
14:33
Apr 23
Apr 23
Long CCJ as a uranium producer that benefits from increased nuclear demand from SMR and policy.
Long CCJ as a uranium producer that benefits from increased nuclear demand from SMR and policy support.
HIGH
About CCJ Analyst Coverage
Buzzberg tracks CCJ (Cameco Corporation) across 31 sources. 33 bullish vs 0 bearish calls from 43 analysts. Sentiment: predominantly bullish (54%). 61 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: demian_ai, photoncap, thematictrader.