Constellation Energy's Stock Declines Despite Strong Nuclear Demand Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 28 2025
0mins
Should l Buy CEG?
Source: SeekingAlpha
Constellation Energy Corp's stock fell by 3.00% and hit a 20-day low amid a broader market rally, with the Nasdaq-100 up 0.75% and the S&P 500 up 0.41%.
Despite the stock's decline, Constellation Energy is well-positioned to benefit from a surge in electricity demand, particularly from AI data centers, as Goldman Sachs predicts a 165% increase in global electricity demand by 2030. The company's significant nuclear production capacity, accounting for 86% of its output, and the restart of the Three Mile Island nuclear plant further enhance its competitive edge in the energy sector.
The current stock price adjustment is viewed as a short-term noise, presenting a potential buying opportunity for investors, especially given the expected acceleration in revenue growth driven by the company's nuclear assets.
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Analyst Views on CEG
Wall Street analysts forecast CEG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CEG is 412.82 USD with a low forecast of 350.00 USD and a high forecast of 520.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
8 Buy
3 Hold
0 Sell
Moderate Buy
Current: 247.060
Low
350.00
Averages
412.82
High
520.00
Current: 247.060
Low
350.00
Averages
412.82
High
520.00
About CEG
Constellation Energy Corporation is a producer of emissions-free energy and an energy supplier to businesses, homes and public sector customers nationwide. The Company’s nuclear, hydro, wind, and solar generation facilities have the generating capacity to power the equivalent of 16 million homes, providing about 10% of the nation's clean energy in the United States. Its segments include Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. Through its integrated business operations, it sells electricity, natural gas, and other energy-related products and sustainable solutions to various types of customers, including distribution utilities, municipalities, cooperatives, and commercial, industrial, public sector, and residential customers in markets across multiple geographic regions. Its nuclear fleet has a generating capacity of approximately 22 gigawatts (GWs). It operates approximately 10 GWs of natural gas, oil, hydroelectric, wind, and solar generation assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Nano Performance: Since its IPO in 2024, Nano Nuclear Energy's shares have skyrocketed nearly 600%, and despite a net loss of $40.1 million in 2025, its cash position improved to $203.3 million, indicating potential in the micro-reactor market.
- Constellation Diversification: As the largest nuclear power company in the U.S., Constellation generated $19.1 billion in revenue in the first nine months of 2025, a nearly 7% year-over-year increase, although its earnings per share fell by 34%, yet its diverse energy portfolio provides stability amid fluctuating nuclear demand.
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- Nano Overview: Founded in 2020 and going public in 2024, Nano Nuclear Energy specializes in micro reactors and portable nuclear batteries; despite having no revenue, it has improved its cash position to $203.3 million, indicating sustainability for the next few years.
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