Sprott Uranium Miners ETF

Cameco Reports Strong Q1 2026 Earnings, Forecasts $4.6 Billion Revenue by 2029

Denison Mines released FY2026 Q1 earnings on May 12 After-Market EST, actual revenue USD 793.97 K (forecast USD 806.55 K), actual EPS USD -0.0933 (forecast USD -0.0211)

US Department of Energy Plans to Provide Financing for Long-Lead Items for Large Nuclear Reactors

US Bank Securities Reiterates Buy Rating on Cameco

Cameco Halts Production at Key Lake Plant and Cuts Back McArthur River Mine Activities

Cameco's Annual Meeting Emphasizes Growing Global Support for Nuclear Energy

Cameco Announces Plans to Build Up to 20 AP1000 Nuclear Reactors

Shaw and Partners Maintains Buy Rating on NexGen Energy

Energy Fuels reports quarterly EPS below expectations with revenue growth

NexGen Energy Receives Final Federal Permit for Rook I Project

Energy Fuels released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 35.84 M (forecast USD 31.17 M), actual EPS USD -0.04 (forecast USD -0.015)

Nexgen Energy released FY2026 Q1 earnings on May 5 After-Market (EST), actual revenue USD 0 (forecast USD --), actual EPS USD -0.1722 (forecast USD -0.0264)

FactSet Raises 2026 EPS Forecast for Cameco

Cameco released FY2026 Q1 earnings on May 5 Pre-Market EST, actual revenue USD 606.87 M (forecast USD 585.16 M), actual EPS USD 0.2153 (forecast USD 0.2706)

Canadian Uranium Producer Cameco Reports 7% Q1 Revenue Growth, Maintains 2026 Production Guidance

Denison Mines to release FY2026 Q1 earnings on May 12 After-Market EST, forecast revenue USD 806.55 K, EPS USD -0.0215

Government Pushes Restart of Nuclear Three Reactor with Self-Inspection Underway

Robertson Stephens Reduces Holdings in Energy Fuels Inc

FactSet: NexGen Energy's 2026 EPS Forecast Median Remains Unchanged

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

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AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

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MetaVia

OceanPal

Cameco Corporation reported a strong Q1 2026, with net income rising to CA$130.75 million and earnings per share at CA$0.30. The company is enhancing its role in the nuclear value chain through uranium supply agreements with India and partnerships for Westinghouse reactor deployments. Despite positive earnings, investors must consider risks related to reactor decision delays. Cameco projects CA$4.6 billion in revenue and CA$1.6 billion in earnings by 2029, indicating a potential 21% upside to its current stock price.

Simplywall

Cameco

Is Cameco (TSX:CCO) Quietly Recasting Its Nuclear Value Chain Role With Stronger Q1 Earnings?

URNJ

URNM

Goldman's latest report highlights the acceleration of nuclear power buildouts, including small modular reactors (SMRs), amid a looming uranium supply deficit. Key developments include agreements in Canada for large reactor technologies and extended operational approvals for U.S. nuclear plants. The addition of SMRs to Goldman's forecasts predicts a 6% increase in nuclear generation by 2045, raising uranium demand significantly. Analysts warn of a cumulative uranium supply deficit of 2.3 billion pounds by 2045, with prices expected to rise.

ZeroHedge

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Sprott Junior Uranium Miners ETF

VanEck Uranium + Nuclear Energy ETF

Global X Uranium

Goldman Sachs

Duke Energy

Brookfield

Brookfield Asset

Oklo

Centrus Energy

NANO Nuclear Energy

ASP Isotopes

GS Hldg R

DUKE ENERGY CORP 5.75% DEP SHS REPSTG 1/1000TH PREP PFD A

Duke Energy Pref Shares DUKB 5.625 09/15/2078

Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast

UUUU

Energy Fuels (AMEX:UUUU) has outperformed the market over the past decade with an annualized return of 24.1%, exceeding the market by 10.28%. A $100 investment in UUUU stock 10 years ago would now be worth $819.33, highlighting the impact of compounded returns on investment growth.

benzinga_article

Energy Fuels

Here's How Much You Would Have Made Owning Energy Fuels Stock In The Last 10 Years

Electricity demand is expected to grow five times faster than in the past decade, fueled by AI, EVs, and industrial expansion. Leading companies like Cameco, Nextpower, Brookfield Renewable, Enbridge, and NextEra are positioned for success in nuclear, solar, and infrastructure sectors. Both traditional and renewable energy investments are set to yield strong returns as global power needs increase.

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Enbridge

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Energy investors' guide to future power growth

The U.S. plans to increase nuclear capacity from 100 GW in 2024 to 400 GW by 2050, indicating strong policy support. Cameco, producing 17% of global uranium, is well-positioned to benefit from rising fuel demand due to its scale and stake in Westinghouse. NuScale, with the only NRC-approved U.S. SMR design, has a competitive edge in the small reactor market.

Cameco and NuScale seen as top picks in US nuclear push

BLBD

WRBY

FRMI

CHWY

HSAI

DXYZ

FLNC

POET

MMYT

Blue Bird(BLBD) fell 11.12%, with a trading turnover 56.1 Million USD, and a year-to-date rose 37.6%. Warby Parker(WRBY) fell 10.96%, with a trading turnover 311.3 Million USD, and a year-to-date rose 17.1%. Fermi(FRMI) fell 10.38%, with a trading turnover 115.6 Million USD, and a year-to-date fell 26.6%.

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URAA

Generation Uranium Inc. has engaged Plutus Invest & Consulting GmbH for a twelve-month marketing services agreement, effective May 12, 2026. Plutus will assist with advertorial marketing and public relations strategies, focusing on the European investment market. The company will pay Plutus between €100,000 and €250,000 for media buying. The agreement is subject to approval by the TSXV Venture Exchange. Generation Uranium is focused on advancing uranium assets, particularly its flagship Yath Project in Nunavut.

TheNewswire

Direxion Daily Uranium Industry Bull 2X Shares

Generation Uranium Engages Plutus Invest & Consulting GMBH For Marketing Services

LBSR

URAX

UraniumX Discovery Corp. has entered into an option agreement with Gold'n Futures Mineral Corp. for the NeoCore Uranium Property in Saskatchewan. Gold'n can acquire a 100% interest by issuing 12 million shares, making cash payments of $550,000, and spending $2.75 million on exploration over 36 months. UraniumX retains a 2% net smelter returns royalty and will operate the property during this period. CEO Esen Boldkhuu stated this aligns with their project generator strategy, allowing focus on their flagship Murphy Lake property while advancing the NeoCore project.

StockTitan

Liberty Star Uranium & Metals Corp.

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UraniumX Discovery Corp Announces Option Agreement with Gold'n Futures | STMXF Stock News

Bank of America Securities has reaffirmed its Buy rating for Cameco (CCJ), setting a price target of C$195.00. Analyst Lawson Winder, noted for his 5-star status and an average return of 18.1%, highlights a Strong Buy consensus for Cameco, with an average price target of C$176.53 according to TipRanks.

- A report released on May 10 by Lawson Winder of Bank of America Securities maintains a buy rating for Cameco with a target price of CAD 195.00.  
- According to TipRanks, Winder is a five-star analyst with an average return of 18.1% and a success rate of 59.36%, covering materials sector stocks.  
- The consensus rating for Cameco among analysts is a strong buy, with an average target price of CAD 176.53.

Tip Ranks

Bank of America

Newmont

Pan American Silver

Royal Gold

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Bank of America Securities Sticks to Its Buy Rating for Cameco (CCJ)

Cameco has halted production at its Key Lake mill and reduced activity at the McArthur River mine due to flooding in northern Saskatchewan, which disrupted road access after the collapse of the Smoothstone River Bridge. While the Cigar Lake mine continues to operate, prolonged road restrictions may impact 2026 output from the affected operations. Analysts rate Cameco stock (TSE:CCO) as a Buy with a price target of C$185.00, citing strong financial performance but noting concerns over high valuation and mixed technical momentum.

Cameco Halts Key Lake Output, Cuts McArthur River Activity After Saskatchewan Flooding

Sprott Uranium Miners ETF(URNM.US)