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Cameco Corporation

Energy Updated August 11, 2026
$98.77
52W $68.96 – $135.24
50/100
$43.00B
168.2
1.05
AI Committee Verdict
Watch
50/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is CCJ Bullish or Bearish?

Mixed. Innellis AI committee rates Cameco Corporation (CCJ) Watch with a composite score of 50/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +10.28 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -9.72 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -2.7% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.14) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 167.1 is expensive by classic value standards — Value
  • Price-to-book of 8.0x prices in significant intangible value — Value
  • Revenue declining -2.7% YoY -- this is not a growth story right now — Growth
  • EPS declining -33.5% YoY despite any revenue growth — Growth
  • RSI at 72 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
50/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 97%
of 90 Energy peers
Value Analyst bearish
40 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 167.1 is expensive by classic value standards
Growth Analyst bearish
18 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -2.7% YoY -- this is not a growth story right now
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 72 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.14) -- balance sheet can absorb a shock
− Bollinger bandwidth of 18.8% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
72.3
Overbought
MACD Histogram
1.821
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$77.73
Resistance
$110.12
Bollinger %B
1.00
Above Upper Band
Price vs Moving Averages
EMA 9
$94.31 Above
EMA 21
$93.13 Above
EMA 50
$97.09 Above
EMA 200
$99.23 Below

Fundamental Analysis

Valuation
33
Profitability
42
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 168.2×
P/B Ratio 8.40×
PEG Ratio -5.05
Dividend Yield 0.17%
52W High $135.24
52W Low $68.96
Quality & Growth
ROE 854.0%
ROA 572.3%
Gross Margin 2757.4%
Operating Margin 1425.5%
Revenue Growth YoY
Debt / Equity 0.14
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 168.2 (rich relative to a 15-40x range); Price-to-book of 8.4x; PEG ratio of -5.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.5%; Return on assets of 5.7%; Net margin of 10.2%; Gross margin of 27.6%; Current ratio of 3.06 (healthy short-term liquidity); Debt-to-equity of 0.14; Free cash flow per share is positive (1.16); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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