Severe Cold Strain on Electric Grid: Nuclear Power and Batteries Proved Reliable.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy CEG?
Source: Barron's
- Extreme Cold Weather: A significant period of extreme cold has impacted the United States over the past two weeks.
- Impact on Electrical Grid: This severe weather has put considerable strain on the country's electrical grid.
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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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See More
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- AI Demand Driving Energy Growth: With the surge in AI workloads, electricity demand is expected to double by 2030, benefiting companies like Bloom Energy and Constellation Energy, further solidifying their positions in the energy market.
See More
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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.
- Investment Risks and Opportunities: While Nano's smaller market cap leads to higher volatility, its potential in emerging markets attracts investors; conversely, Constellation is viewed as a safer investment due to its stable revenue and growth track record.
See More
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- Extreme Cold Weather: A significant period of extreme cold has impacted the United States over the past two weeks.
- Impact on Electrical Grid: This severe weather has put considerable strain on the country's electrical grid.
See More
Nuclear Power Resurgence Driven by Big Tech Demand
- Nuclear Market Growth: The rising demand for artificial intelligence is driving a resurgence in nuclear power, which currently accounts for nearly 20% of U.S. electricity generation, with the Trump administration advocating for further nuclear development, potentially creating new growth opportunities for related companies.
- 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.
- Constellation's Strength: As the largest nuclear energy company in the U.S., Constellation Energy reported $19.1 billion in revenue for the first nine months of 2025, a nearly 7% year-over-year increase, although its earnings per share fell by 34%, its diversified energy portfolio provides stable revenue sources.
- Investment Choice Analysis: While Nano's stock has surged over 595% in the past three years, its lack of profitability makes it riskier; in contrast, Constellation is viewed as a safer investment due to its stable revenue and diversified energy structure, appealing to investors seeking long-term growth.
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