The global nuclear renaissance is gaining momentum, with 75 reactors currently under construction and another 120 planned, according to the World Nuclear Association. This surge presents a long-term investment opportunity, particularly through Cameco (CCJ), the world’s second-largest uranium producer. In 2025, Cameco accounted for 15% of global uranium production, generating $3.48 billion in revenue—an 11% increase from the previous year—while its earnings per share skyrocketed 237% to $1.35.
The rising demand for nuclear energy has driven uranium prices up 33% over the past year, stabilizing in the mid-$80s recently. This favorable pricing environment has significantly benefited Cameco, which also boasts a robust balance sheet, with a debt-to-equity ratio of 0.14 and a net profit margin of 16.9%.
For market professionals, Cameco represents a compelling, low-risk entry point into the expanding nuclear sector, making it a strategic choice for long-term portfolio growth.
Source: fool.com