Constellation Energy Corporation (CEG)

NMS – Цена в реальном времени. Валюта: USD

279.18

+0.83 (0.30%)

Рынок открыт: Aug 12, 2026, 1:09 PM EDT

278.97

+0.61 (0.22%)

Предыдущая сессия: Aug 11, 2026, 7:59 PM EDT

11.08.2026

Constellation Energy: Higher Guidance And Nuclear Scarcity Are Starting To Pay Off

I'm reiterating Constellation Energy as a Strong Buy with a raised price target of $449. AI-driven power demand is translating into long-duration nuclear contracts, with 920 MW of new agreements and 1,100 MW of potential uprates providing significant forward optionality. Calpine's earnings contribution and aggressive share repurchases are accelerating EPS growth, supporting a 20%+ base EPS CAGR through 2029 and reducing dilution risk.

09.08.2026

The Mag 7's $10 Trillion Blind Spot

Tom Yeung here with your Sunday Digest . Imagine that you own a Formula One race car.

07.08.2026

Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA. Here's What It Means for CEG Stock.

Constellation Energy just raised its guidance for fiscal year 2026. The power and nuclear energy giant has made crucial progress on a major contract.

07.08.2026

CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals

Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its growth outlook.

07.08.2026

Constellation Energy: The Nuclear Fleet Cash Machine Is Just Waking Up

Constellation Energy is rated BUY, with fair valuation, strong fundamentals, and a robust long-term growth outlook driven by AI-driven electricity demand. Constellation Energy's acquisition of Calpine creates a hybrid nuclear-gas fleet, enhancing operational flexibility and profitability as data centers drive base load demand. The fully amortized nuclear fleet, with extended licenses, acts as a cash flow generator, benefiting directly from rising electricity prices and contract renewals.

07.08.2026

3 Nuclear Energy Stocks Powering the AI Boom in August

Artificial intelligence has an electricity problem, and nuclear is the answer investors keep circling back to.

06.08.2026

Constellation Energy Corporation (CEG)

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Constellation Energy Corporation (CEG)

Constellation Energy: Higher Guidance And Nuclear Scarcity Are Starting To Pay Off

The Mag 7's $10 Trillion Blind Spot

Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA. Here's What It Means for CEG Stock.

CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals

Constellation Energy: The Nuclear Fleet Cash Machine Is Just Waking Up

3 Nuclear Energy Stocks Powering the AI Boom in August

Constellation Energy Corporation (CEG) Q2 2026 Earnings Call Transcript

Constellation Energy: Higher Guidance And Nuclear Scarcity Are Starting To Pay Off

The Mag 7's $10 Trillion Blind Spot

Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA. Here's What It Means for CEG Stock.

CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals

Constellation Energy: The Nuclear Fleet Cash Machine Is Just Waking Up

3 Nuclear Energy Stocks Powering the AI Boom in August

Constellation Energy Corporation (CEG) Q2 2026 Earnings Call Transcript

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Пресс-релизы

Constellation Reports Second Quarter 2026 Results

Constellation Announces Board Chairman Transition and New Board Appointment

Constellation Energy Corporation Declares Dividend

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Constellation Energy Corporation (CEG)

Получите доступ ко всем премиум-функциям лучшего инструмента для анализа акций

Finranks

Компания

Контакты

Мы в соцсетях

Constellation Energy Corporation (CEG)

Constellation Energy: Higher Guidance And Nuclear Scarcity Are Starting To Pay Off

The Mag 7's $10 Trillion Blind Spot

Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA. Here's What It Means for CEG Stock.

CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals

Constellation Energy: The Nuclear Fleet Cash Machine Is Just Waking Up

3 Nuclear Energy Stocks Powering the AI Boom in August

Constellation Energy Corporation (CEG) Q2 2026 Earnings Call Transcript

Constellation Energy: Higher Guidance And Nuclear Scarcity Are Starting To Pay Off

The Mag 7's $10 Trillion Blind Spot

Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA. Here's What It Means for CEG Stock.

CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals

Constellation Energy: The Nuclear Fleet Cash Machine Is Just Waking Up

3 Nuclear Energy Stocks Powering the AI Boom in August

Constellation Energy Corporation (CEG) Q2 2026 Earnings Call Transcript

Видео

No Data

Пресс-релизы

Constellation Reports Second Quarter 2026 Results

Constellation Announces Board Chairman Transition and New Board Appointment

Constellation Energy Corporation Declares Dividend