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Cameco production guidance cut ‘immaterial,’ says Cantor Fitzgerald

After Cameco (CCJ) reduced 2025 production guidance at its McArthur River mine and lowered consolidated 2025 production guidance, Cantor Fitzgerald called the news “immaterial” on the view that the shortfall in 2025 production is “minor” and will be recouped in 2026. Incorporating the revised production guidance drives no change to the firm’s Buy rating and $85 price target on Cameco shares, the analyst noted.

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