Deep Alpha Copilot
CCJ  ·  DeepAlpha scorecard  ·  2026-06-19

Cameco Corporation

Energy · Uranium
DeepAlpha
7.6/10
Recommendation
Buy
Confidence
94%
Hold
Long-term (12-18 months horizon)

As of 2026-06-19, Deep Alpha Copilot rates CCJ (Cameco Corporation) Buy with an overall score of 7.6/10 at 94% confidence, with a long-term (12-18 months horizon). Cameco Corporation provides uranium for the generation of electricity in the Americas, Europe, and Asia It monetizes through diversified platforms and services across enterprise and consumer channels. Recent quarterly revenue was roughly $3.5B, growing 466.6% vs. the prior period as AI demand scales.

Pillar breakdown

DeepAlpha 7-pillar scorecard for CCJ.

Weighted pillar scores driving the overall CCJ rating. How weights work.

  • Financial
    25% 6.9

    Revenue CAGR 23.1%, net margin 16.9%, with free cash flow coverage 0.62x.

  • Business
    20% 6.7

    Operating in Uranium, revenue CAGR of 23.1% and gross margin of 27.9% signal a strong moat.

  • Sentiment
    15% 9.5

    News sentiment 0.33 across 10 items.

  • Critical Path
    10% 8.0

    CCJ operates in Uranium, weighted criticality score 8.0.

  • Leadership
    10% 7.5

    Led by Mr. Timothy S. Gitzel (CEO & Director).

  • Earnings
    10% 5.3

    EPS trend 131.2%, revenue trend -17.4%, with consistency score 4.0.

  • Technical
    10% 10.0

    RSI 45.5, MACD differential 0.09, closing price $105.67.

Quick facts

CCJ at a glance.

  • Market cap $46.0B
  • Revenue (TTM) $3.5B
  • Revenue growth YoY +7.1%
  • Profit margin 18.4%
  • EPS (TTM) $1.07
  • Forward P/E 55.5
  • HQ Saskatoon, SK

Business model. Development-stage mining company focused on exploration and development of gold, silver, and antimony deposits in the United States.

Bull case

Why buy CCJ.

Positive market sentiment and momentum Strong technical indicators showing upward momentum

Bear case

Main risks for CCJ.

Energy prices are volatile and subject to geopolitical factors Market volatility and sector rotation could affect short-term performance

Recent coverage

What’s in the news for CCJ.

Aggregated from major newswires and curated sources, sentiment-scored.

Frequently asked

About CCJ.

What is the DeepAlpha score for CCJ?

The DeepAlpha score for CCJ is 7.6/10, rated Buy, last updated 2026-06-19.

Is CCJ a buy right now?

As of 2026-06-19, Deep Alpha Copilot rates CCJ as Buy with an overall score of 7.6/10. Scores 8.0+ are Strong Buy, 6.0–8.0 Buy, 4.0–6.0 Hold, below 4.0 Sell.

How does Deep Alpha Copilot score CCJ?

Seven weighted pillars: Financial 25%, Business 20%, Sentiment 15%, Critical Path 10%, Leadership 10%, Earnings 10%, Technical 10%. Inputs include yfinance fundamentals, SEC filings, live news sentiment, Reddit and StockTwits social sentiment, EPS surprise history, and technical indicators. See the methodology for full detail.

What sector is CCJ in?

CCJ (Cameco Corporation) operates in the Energy sector, specifically the Uranium industry.

Want more

The live, interactive view for CCJ.

Charts, news feed, twelve investor personas, institutional flow, and the full memo on the dashboard.

Disclaimer. Deep Alpha Copilot provides informational analysis and does not constitute investment advice.

Expert commentary

What independent analysts are saying about CCJ

Curated summaries of independent video commentary covering CCJ. Source material is third-party; we summarize, attribute, and link out.

Uranium-01 — Post-Iran War Accelerates Uranium Stockpiling. CCJ & NXE Opportunity. Big Volatility. Risk?

2026-04-06 · paid tier
  • **Iran war reshaped global uranium dynamics.** Hormuz Strait conflict has alerted Asian (Japan, Korea, Taiwan, China) and European nations to **energy security risks of relying on Persian Gulf oil/gas**. Uranium is the only fuel that can be stored in physical form for years (vs months for oil/gas). **Expected demand growth: 3-4% CAGR.**
  • **Massive incoming demand:** France approved 25 reactor lifespan extensions (10 years each) in March = **~250M lbs incremental uranium demand** — exceeds the world's claimed 200M lb above-ground inventory. Japan post-Fukushima dormancy is ending; restarts and new construction accelerating.
  • **Supply side stuck.** At $85/lb spot price, supply response is "**surprisingly slow**" — Cameco, Kazatomprom both face restart difficulties. **Uranium fuel is only ~5% of nuclear plant operating costs**, so **price tolerance is enormous** (could double, plant economics barely change).
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