Cameco Corporation CCJ

Zacks Investment Research 12 nov

Cameco Corporation reported a 20% year-over-year decline in uranium production to 3.5 million pounds in Q3 2026, primarily due to extended maintenance at Key Lake mill. The company narrowed its 2026 production outlook to 19.5-20.5 million pounds from 19.5-21.5 million pounds, down from 23.4 million pounds in 2025. Earnings estimates for 2026 and 2027 have declined over the past 60 days, and the stock carries a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 12 nov

Energy Fuels (UUUU) fell 4% after reporting Q3 2026 results with a 65% revenue surge to $29.18M driven by strong uranium sales, but posted a wider loss of 20 cents per share. Despite robust liquidity of $932.3M and expansion into rare earth elements through acquisitions, the company faces rising operating costs and is expected to remain unprofitable through 2027. The stock trades at a premium valuation of 12.18X forward price-to-sales and carries a Zacks Rank #5 (Strong Sell) rating.

Zacks Investment Research 9 nov

Energy Fuels (UUUU) reported Q3 2026 results with a loss of 20 cents per share, missing estimates despite a 64.8% revenue surge to $29.18 million driven by uranium sales at $88.90/pound. The company sold 320,000 pounds of uranium and expanded rare earth capabilities through the ASM acquisition. Non-cash investment losses and acquisition-related expenses weighed on profitability, though strong liquidity of $932.25 million supports expansion plans.

The Motley Fool 7 nov

The U.S. and South Korea have signed a framework agreement to invest up to $120 billion in building eight nuclear reactors on federal sites, with Westinghouse providing design, engineering, and procurement services. Unlike the previous AP1000 builds that cost over double their estimates and bankrupted Westinghouse, this time the company bears no fixed-price cost risk and receives service fees instead. Investors in Brookfield Renewable and Cameco, which co-own Westinghouse, should monitor whether definitive agreements materialize and how cost risks are structured.

Zacks Investment Research 6 nov

Centrus Energy (LEU) reported Q3 2026 earnings of $1.41 per share, beating estimates despite a 26% revenue decline to $55.5 million. A $46.4 million warrant gain boosted results, while higher operating costs widened losses. The company's enrichment backlog surged to $7 billion with commitments through 2040, and it reaffirmed its 2026 revenue guidance of $450-$500 million. Shares have declined 61.5% over six months.