Cheniere Energy vs Cameco
This page compares Cheniere Energy and Cameco, examining each company's business models, financial performance, and market context in a neutral, accessible way. Learn how they approach growth, risk, and value in their respective sectors, without speculation or promotion. Educational content, not financial advice.
This page compares Cheniere Energy and Cameco, examining each company's business models, financial performance, and market context in a neutral, accessible way. Learn how they approach growth, risk, a...
Why It's Moving
Cheniere Energy eyes 10 bcf/d LNG milestone by 2026, fueling investor optimism on U.S. export boom.
- CEO Fusco highlighted potential for continued U.S. LNG growth, boosting confidence in Cheniere's expansion trajectory.
- Recent 1 mtpa supply deal with Japan's JERA signals strong international appetite for U.S. LNG, locking in stable future revenues.
- Analysts see the stock as undervalued with fair value estimates around $270, driven by long-term contracts and capacity ramps.
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.
Cheniere Energy eyes 10 bcf/d LNG milestone by 2026, fueling investor optimism on U.S. export boom.
- CEO Fusco highlighted potential for continued U.S. LNG growth, boosting confidence in Cheniere's expansion trajectory.
- Recent 1 mtpa supply deal with Japan's JERA signals strong international appetite for U.S. LNG, locking in stable future revenues.
- Analysts see the stock as undervalued with fair value estimates around $270, driven by long-term contracts and capacity ramps.
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.
Investment Analysis
Pros
- Cheniere Energy reported strong third quarter 2025 results with increased revenues and net income, reflecting robust operational performance.
- The company raised its quarterly dividend by over 10% in Q3 2025, demonstrating confidence in its cash flow generation.
- Cheniere has made a positive final investment decision on new liquefaction trains, supporting future capacity growth and long-term earnings visibility.
Considerations
- Cheniere's stock price is currently trading below its 50-day and 200-day moving averages, indicating near-term bearish sentiment.
- The company faces exposure to volatile global LNG demand and pricing, which can impact earnings stability.
- Cheniere's high beta relative to broader energy peers suggests greater sensitivity to market fluctuations and macroeconomic risks.
Cameco
CCJ
Pros
- Cameco Corporation benefits from strong long-term demand for uranium, driven by global nuclear energy expansion and supply constraints.
- The company maintains a solid balance sheet with low debt and significant liquidity, supporting resilience in volatile commodity markets.
- Cameco has secured long-term contracts with utilities, providing revenue visibility and reducing exposure to spot price swings.
Considerations
- Cameco's current price-to-earnings ratio is significantly higher than industry peers, raising concerns about valuation sustainability.
- The company's earnings are highly sensitive to uranium price movements, which can be unpredictable and subject to regulatory changes.
- Cameco faces operational risks related to mining activities, including regulatory scrutiny and potential production disruptions.
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Cheniere Energy (LNG) Next Earnings Date
Cheniere Energy (LNG) has not confirmed its next earnings release date, but it is estimated for February 19, 2026, aligning with historical patterns following quarter-end filings. This report will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor official announcements for any updates, as releases typically occur within 40 days of quarter close per SEC requirements.
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.
Cheniere Energy (LNG) Next Earnings Date
Cheniere Energy (LNG) has not confirmed its next earnings release date, but it is estimated for February 19, 2026, aligning with historical patterns following quarter-end filings. This report will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor official announcements for any updates, as releases typically occur within 40 days of quarter close per SEC requirements.
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.
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 LNG or CCJ in Nemo
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