Update shared on30 Aug 2025
Fair value Increased 1.83%Cameco’s consensus revenue growth forecast has edged down from 2.8% to 2.6% per annum while net profit margin remains steady, resulting in a marginal increase in its analyst price target from CA$112.69 to CA$114.75.
What's in the News
- Cameco and Orano Canada signed a 15-year, $500 million workforce transportation agreement with Indigenous-owned Rise Air to support northern Saskatchewan operations, marking the largest and longest partnership with the airline.
- Q2 uranium production fell to 4.6 million lbs from 7.1 million lbs year-over-year; six-month production dropped to 10.6 million lbs from 12.9 million lbs, while fuel services volumes increased in both periods.
- Heidi Shockey will be appointed chief financial officer effective September 1, 2025, as part of a planned executive transition.
Valuation Changes
Summary of Valuation Changes for Cameco
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CA$112.69 to CA$114.75.
- The Consensus Revenue Growth forecasts for Cameco has fallen from 2.8% per annum to 2.6% per annum.
- The Net Profit Margin for Cameco remained effectively unchanged, moving only marginally from 31.20% to 31.58%.
Disclaimer
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