Cameco vs EQT
Cameco vs EQT: This page compares the two companies, offering a clear look at their business models, financial performance, and market context. Explore how each organisation approaches growth, risk, and strategy in a shared framework for neutral understanding. Educational content, not financial advice.
Cameco vs EQT: This page compares the two companies, offering a clear look at their business models, financial performance, and market context. Explore how each organisation approaches growth, risk, a...
Why It's Moving
Cameco surges as uranium powerhouse rides nuclear revival wave with blockbuster earnings growth ahead.
- Analysts project adjusted earnings to double in FY25 and grow 55% in 2026, driven by high-grade mines like Cigar Lake and McArthur River that outpace global competitors.
- Zacks awards CCJ a #1 Strong Buy rank after recent upward revisions, with 2026 estimates 13% above consensus, underscoring its role in the nuclear-AI nexus.
- 49% stake in Westinghouse bolsters long-term upside, as U.S. ramps up AP1000 reactors with government backing, shielding Cameco from tariff risks via Canadian imports.
EQT surges on natural gas price rally and fresh LNG deal, fueling bullish momentum.
- Stock jumped 5.07% as it broke above the 5-day SMA, driven by rising natural gas prices that enhance revenue potential for top U.S. producers.
- Secured 1.5 MTPA of LNG capacity from Rio Grande LNG Train 5 for 20 years, positioning EQT to capitalize on surging global export demand.
- Heightened options trading with 53,403 contracts signals investor bets on upside, amid hedging strategy limiting exposure to capture spot market gains.
Cameco surges as uranium powerhouse rides nuclear revival wave with blockbuster earnings growth ahead.
- Analysts project adjusted earnings to double in FY25 and grow 55% in 2026, driven by high-grade mines like Cigar Lake and McArthur River that outpace global competitors.
- Zacks awards CCJ a #1 Strong Buy rank after recent upward revisions, with 2026 estimates 13% above consensus, underscoring its role in the nuclear-AI nexus.
- 49% stake in Westinghouse bolsters long-term upside, as U.S. ramps up AP1000 reactors with government backing, shielding Cameco from tariff risks via Canadian imports.
EQT surges on natural gas price rally and fresh LNG deal, fueling bullish momentum.
- Stock jumped 5.07% as it broke above the 5-day SMA, driven by rising natural gas prices that enhance revenue potential for top U.S. producers.
- Secured 1.5 MTPA of LNG capacity from Rio Grande LNG Train 5 for 20 years, positioning EQT to capitalize on surging global export demand.
- Heightened options trading with 53,403 contracts signals investor bets on upside, amid hedging strategy limiting exposure to capture spot market gains.
Investment Analysis
Cameco
CCJ
Pros
- Cameco benefits from a diversified portfolio of long-term uranium supply contracts, providing stable cash flow and downside protection during periods of low spot prices.
- The company has curtailed production capacity that can be reactivated if uranium prices rise, offering operational flexibility and growth optionality.
- Heightened global policy focus on nuclear energy as a clean power source has driven renewed investor interest and upward momentum in Cameco’s share price.
Considerations
- Recent quarterly earnings significantly missed analyst expectations, with lower profitability due to reduced sales volumes, particularly in the Westinghouse segment.
- Cameco’s return on equity has historically been low compared to larger mining peers, reflecting past operational challenges and capital intensity.
- The stock currently scores poorly on common valuation metrics, trading at levels that suggest limited margin of safety based on traditional financial yardsticks.
EQT
EQT
Pros
- EQT Corporation is the largest natural gas producer in the United States, achieving significant economies of scale and cost advantages in the Appalachian Basin.
- The company has a strong balance sheet and liquidity profile, allowing flexibility to navigate commodity price cycles and pursue strategic opportunities.
- EQT has demonstrated consistent operational execution and has actively managed its asset portfolio to focus on high-return, low-cost production areas.
Considerations
- EQT faces direct exposure to volatile natural gas prices, with profitability heavily influenced by cyclical swings in energy markets.
- The company operates in a region with increasing regulatory scrutiny and potential environmental policy shifts that could impact future operations.
- Despite scale advantages, EQT’s returns on capital remain modest compared to diversified energy majors, reflecting the challenging economics of pure-play gas production.
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Cameco (CCJ) Next Earnings Date
Cameco (CCJ) is scheduled to report its next earnings on February 13, 2026, covering the Q4 2025 period. This follows the Q3 2025 release on November 5, 2025, aligning with the company's typical quarterly cadence. Investors should monitor for the conference call shortly thereafter to assess uranium market dynamics and production updates.
EQT (EQT) Next Earnings Date
EQT Corporation's next earnings release is scheduled for February 17, 2026, covering the fourth quarter and full year 2025 results. This date aligns with the company's official announcement and consensus estimates from major financial platforms. Investors should monitor EQT's investor relations site for any updates prior to the report.
Cameco (CCJ) Next Earnings Date
Cameco (CCJ) is scheduled to report its next earnings on February 13, 2026, covering the Q4 2025 period. This follows the Q3 2025 release on November 5, 2025, aligning with the company's typical quarterly cadence. Investors should monitor for the conference call shortly thereafter to assess uranium market dynamics and production updates.
EQT (EQT) Next Earnings Date
EQT Corporation's next earnings release is scheduled for February 17, 2026, covering the fourth quarter and full year 2025 results. This date aligns with the company's official announcement and consensus estimates from major financial platforms. Investors should monitor EQT's investor relations site for any updates prior to the report.
Which Baskets Do They Appear In?
Post-IRA Energy Shift
A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.
Published: June 30, 2025
Explore BasketWhich Baskets Do They Appear In?
Post-IRA Energy Shift
A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.
Published: June 30, 2025
Explore BasketBuy CCJ or EQT in Nemo
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