Oct 31, 2025
Aecon (ARE) ran another 7% on a Q3 beat, anchored by nuclear revenue which rose ~$150M Y/Y and is showing no signs of slowing down.
Between the print, its recent nuclear contract win, and Brookfield & Cameco’s $80B nuclear partnership with the U.S. government… Aecon is up 30% in the past week and trades near peak valuation.
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