Recent discussions on X about Cameco Corporation (CCJ) have been buzzing with interest, particularly following reports of unusually large options trading activity. Many users are pointing to a significant increase in put options as a sign of heightened market speculation, with some suggesting it reflects uncertainty about the stock's near-term trajectory. The conversation is fueled by the stock's recent price surge, which has climbed notably over the past few months.
Additionally, there is a strong focus on the broader nuclear energy sector, with posters highlighting Cameco's strategic position as a leading uranium producer amid growing global demand for clean energy. Several voices on X express optimism about the company's long-term growth potential, citing analyst consensus and rising stock targets as evidence of market confidence. The tone of these discussions often ties back to the critical role nuclear power may play in future energy infrastructure.
Note: This discussion summary was generated from an AI condensation of post data.
Cameco Corporation Hedge Fund Activity
We have seen 388 institutional investors add shares of Cameco Corporation stock to their portfolio, and 335 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 7,805,180 shares (-34.5%) from their portfolio in Q1 2025, for an estimated $321,261,208
- CALEDONIA (PRIVATE) INVESTMENTS PTY LTD added 4,529,780 shares (+inf%) to their portfolio in Q1 2025, for an estimated $186,445,744
- ALLIANCEBERNSTEIN L.P. added 3,959,837 shares (+39.3%) to their portfolio in Q1 2025, for an estimated $162,986,890
- MILLENNIUM MANAGEMENT LLC added 2,206,266 shares (+8852.7%) to their portfolio in Q1 2025, for an estimated $90,809,908
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,204,313 shares (+425.2%) to their portfolio in Q1 2025, for an estimated $90,729,523
- ARISTOTLE CAPITAL MANAGEMENT, LLC added 2,181,948 shares (+95.0%) to their portfolio in Q1 2025, for an estimated $89,808,979
- BANK OF AMERICA CORP /DE/ added 1,972,764 shares (+32.0%) to their portfolio in Q1 2025, for an estimated $81,198,966
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cameco Corporation Analyst Ratings
Wall Street analysts have issued reports on $CCJ in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 06/20/2025
- GLJ Research issued a "Buy" rating on 06/12/2025
- Goldman Sachs issued a "Buy" rating on 06/11/2025
To track analyst ratings and price targets for Cameco Corporation, check out Quiver Quantitative's $CCJ forecast page.
Cameco Corporation Price Targets
Multiple analysts have issued price targets for $CCJ recently. We have seen 3 analysts offer price targets for $CCJ in the last 6 months, with a median target of $78.0.
Here are some recent targets:
- Andrew Wong from RBC Capital set a target price of $100.0 on 06/20/2025
- Gordon Johnson from GLJ Research set a target price of $75.27 on 06/12/2025
- Brian Lee from Goldman Sachs set a target price of $78.0 on 06/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
