Raymond James Bullish on Cameco (CCJ) Due to Structural Appeal of Copper and Uranium

Cameco Corporation (NYSE:CCJ) is 1 of the best AI vigor stocks to bargain now.

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On January 15, 2026, Cameco Corporation (NYSE:CCJ) saw Raymond James rise its terms people from C$150 to C$165, reiterating an ‘Outperform’ rating. Issuing its broader mining outlook, the steadfast emphasized the structural entreaty of copper and uranium amid tightening supply-demand dynamics. The concern steadfast expects medium- to semipermanent deficits to enactment heightened prices, favoring producers with standard and low-cost assets. This outlook positions Cameco Corporation (NYSE:CCJ) good to payment from some marketplace trends and increasing argumentation enactment for atomic energy.

Meanwhile, connected January 7, 2026, Bernstein raised its terms people connected Cameco Corporation (NYSE:CCJ) from $100 to $101, reiterating an ‘Outperform’ rating. The concern steadfast attributed its bullish stance to uranium’s tightening supply, rising word prices, and policy-driven atomic expansion. Furthermore, the steadfast cited atomic arsenic a unchangeable AI proxy to powerfulness information centers. Analysts expect structurally higher uranium prices done 2029, with word prices already supra $85 per pound.

Amid this backdrop, the steadfast believes Cameco Corporation’s (NYSE:CCJ) wide fuel-cycle exposure, peculiarly its ample Canadian plus base, supports the company’s maturation narrative. In 2026, Bernstein expects reactor restarts, inferior contracting, and authorities engagement to supply further visibility for the company.

Cameco Corporation (NYSE:CCJ) focuses connected uranium exploration, mining, milling, and substance services. It offers low-cost, large-scale uranium accumulation and full-cycle atomic substance solutions to planetary utilities and vigor markets.

While we admit the imaginable of CCJ arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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