Stifel Canada Issues Pessimistic Outlook for Cameco Earnings

Cameco Corporation (NYSE:CCJ) (TSE:CCO) – Stifel Canada decreased their Q4 2025 earnings per share estimates for Cameco in a report released on Tuesday, October 21st. Stifel Canada analyst R. Profiti now forecasts that the basic materials company will post earnings per share of $0.28 for the quarter, down from their previous estimate of $0.37. The consensus estimate for Cameco’s current full-year earnings is $1.27 per share.

Several other analysts have also recently commented on CCJ. Weiss Ratings reiterated a “hold (c+)” rating on shares of Cameco in a report on Wednesday, October 8th. Raymond James Financial reiterated an “outperform” rating on shares of Cameco in a report on Friday, October 10th. Wall Street Zen upgraded Cameco from a “hold” rating to a “buy” rating in a research report on Sunday. UBS Group set a $102.00 price target on Cameco in a research note on Tuesday, September 9th. Finally, Scotiabank reaffirmed an “outperform” rating on shares of Cameco in a research report on Tuesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $89.55.

Cameco Stock Up 0.9%

Shares of NYSE:CCJ opened at $83.52 on Thursday. The business has a fifty day simple moving average of $81.62 and a 200 day simple moving average of $68.25. Cameco has a 12-month low of $35.00 and a 12-month high of $97.79. The firm has a market cap of $36.37 billion, a P/E ratio of 96.00 and a beta of 0.99. The company has a quick ratio of 2.00, a current ratio of 2.96 and a debt-to-equity ratio of 0.15.

Cameco (NYSE:CCJ) (TSE:CCO) last released its quarterly earnings data on Thursday, July 31st. The basic materials company reported $0.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $0.22. Cameco had a return on equity of 8.21% and a net margin of 14.97%.The company had revenue of $467.72 million during the quarter, compared to the consensus estimate of $819.79 million. During the same quarter in the prior year, the firm posted $0.14 earnings per share. The firm’s revenue was up 46.7% compared to the same quarter last year. Cameco has set its FY 2025 guidance at EPS.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. Manchester Capital Management LLC raised its holdings in shares of Cameco by 100.0% in the first quarter. Manchester Capital Management LLC now owns 600 shares of the basic materials company’s stock valued at $25,000 after purchasing an additional 300 shares during the last quarter. Financial Consulate Inc. bought a new stake in Cameco in the 3rd quarter valued at about $25,000. Dagco Inc. purchased a new stake in shares of Cameco during the 1st quarter valued at approximately $28,000. SVB Wealth LLC purchased a new stake in shares of Cameco during the first quarter worth $29,000. Finally, Trust Co. of Vermont lifted its holdings in Cameco by 1,029.4% during the 2nd quarter. Trust Co. of Vermont now owns 384 shares of the basic materials company’s stock worth $29,000 after purchasing an additional 350 shares in the last quarter. Institutional investors own 70.21% of the company’s stock.

Cameco Company Profile

Cameco Corporation provides uranium for the generation of electricity. It operates through Uranium, Fuel Services, Westinghouse segments. The Uranium segment is involved in the exploration for, mining, and milling, purchase, and sale of uranium concentrate. The Fuel Services segment engages in the refining, conversion, and fabrication of uranium concentrate, as well as the purchase and sale of conversion services.