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CEG Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
323.950
Open
312.260
VWAP
318.66
Vol
2.73M
Mkt Cap
115.50B
Low
309.030
Amount
870.55M
EV/EBITDA(TTM)
20.79
Total Shares
361.99M
EV
121.18B
EV/OCF(TTM)
28.60
P/S(TTM)
3.92
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.
Show More

Events Timeline

(ET)
2026-02-24
07:00:00
Constellation Reports Q4 Revenue of $6.07B
select
2026-02-09 (ET)
2026-02-09
08:20:00
Constellation Signs 380 MW Agreement with CyrusOne
select

News

CNBC
7.5
21:03 PMCNBC
OpenAI Halts Expansion Plans with Oracle
  • Partnership Termination: OpenAI has decided to halt its expansion plans with Oracle at the Stargate data center in Abilene, Texas, due to a preference for newer Nvidia graphics processing units, indicating a rejection of older technology that could impact Oracle's market position.
  • Lagging Technology Updates: The current Abilene site is expected to utilize Nvidia's Blackwell processors, which are projected to come online next year, while OpenAI aims to access more powerful next-generation chips elsewhere, potentially affecting its product competitiveness.
  • Increased Financial Pressure: Oracle faces a daunting $100 billion debt financing challenge, compounded by its partner Blue Owl declining to fund an additional facility and planning to cut up to 30,000 jobs, which will further exacerbate Oracle's financial strain and market confidence.
  • Market Risks Emerge: Oracle's stock has dropped 23% this year and has lost over half its value since peaking in September, indicating a threat to its competitiveness in the AI infrastructure sector, especially as customer demand for the latest hardware continues to rise.
Benzinga
8.5
19:02 PMBenzinga
Surging Oil Prices Revive Interest in Nuclear Energy Market
  • Nuclear Economics Strengthened: As oil prices surge to $120 per barrel, utilities and policymakers are seeking stable alternatives, with nuclear power gaining renewed attention due to its relatively low fuel costs, likely prompting investors to rotate into uranium and nuclear-related companies.
  • Rising Power Demand: The surge in electricity demand from artificial intelligence infrastructure is pushing large data centers to require reliable power, leading tech companies and utilities to explore long-term power sources, with nuclear operators like Constellation Energy Corp positioned to benefit from this trend.
  • Market Dynamics Shifting: The nuclear sector has been overshadowed by cheap natural gas and renewable energy in recent years, but the rise in oil prices and increasing electricity demand may bring nuclear trading back into focus for investors, altering the market landscape.
  • Investor Interest Reignited: Companies linked to the nuclear fuel supply chain, such as Cameco Corp and Centrus Energy Corp, are gradually gaining investor attention due to their significant roles in the nuclear market, expected to benefit from the volatility in the energy market.
NASDAQ.COM
7.5
03-08NASDAQ.COM
Constellation and GE Vernova Positioned for Rising Electricity Demand
  • Long-Term Contract Advantage: Constellation Energy's 20-year power purchase agreement with Meta Platforms is expected to provide 1,121 megawatts of nuclear energy, supporting the continued operation of the Clinton nuclear facility, significantly enhancing the company's revenue visibility in the electricity market.
  • Strong Financial Performance: In Q4 of fiscal 2025, Constellation Energy reported revenues of $6.07 billion, surpassing market expectations of $5.6 billion, with adjusted earnings per share of $2.30, demonstrating robust operational momentum.
  • GE Vernova's Order Growth: GE Vernova ended 2025 with a contractual backlog of $150 billion, a 25% year-over-year increase, with equipment backlog worth $64 billion, up 50%, indicating strong demand in the power equipment market.
  • Optimistic Future Outlook: GE Vernova anticipates revenues of $44 billion to $45 billion in 2026, with free cash flow projected between $5 billion and $5.5 billion, showcasing the company's profitability and competitive edge amid rising electricity demand.
Fool
9.5
03-08Fool
Nvidia Reports Strong Earnings but Stock Drops Post-Report
  • Nvidia Earnings Report: Nvidia's earnings report on February 26 revealed revenues of $6 billion, exceeding market expectations; however, the stock dropped over 9% the following day, indicating investor concerns about the sustainability of AI capital expenditures and rising competitive pressures.
  • Surging Electricity Demand: Constellation Energy has become one of the largest electricity producers in the U.S. after acquiring Calpine, operating 55 gigawatts of generation capacity, and signing a 20-year nuclear energy purchase agreement with Meta, expected to start deliveries in 2027, further solidifying its market position.
  • GE Vernova Order Growth: GE Vernova ended 2025 with a contractual backlog of $150 billion, a 25% year-over-year increase, with equipment backlog worth $64 billion, up 50%, highlighting strong demand in its power and electrification businesses.
  • Optimistic Future Outlook: Despite both Constellation Energy and GE Vernova trading at high valuation levels of 23.8 and 37.4 times forward earnings respectively, their long-term revenue visibility and robust operational momentum make them attractive investment choices.
CNBC
6.5
03-05CNBC
Utility Stocks as a Hedge Against Geopolitical Risks and AI Growth
  • Defensive Investment Strategy: Wells Fargo analysts highlight that utility stocks like American Water Works and Exelon can serve as strong defensive plays amid escalating market volatility due to the U.S.-Iran conflict, with expectations of continued relative outperformance in both down and up markets.
  • Historical Performance Advantage: The utilities sector has historically outperformed the S&P 500 by approximately 780 basis points during global conflicts and recessions, indicating its stability and risk mitigation capabilities during uncertain times, a trend expected to persist amid the current conflict in Iran.
  • AI Demand Driving Growth: With a surge in data center construction, utility companies like American Water Works are poised to benefit as they provide essential water resources for AI facility operations, with the stock rising about 8% over the past month and a current dividend yield of 2.4%.
  • Exelon's Growth Potential: Exelon's business structure allows it to complete reliability upgrades in the coming years, with load growth expected to reach 3.3% from 2026 to 2029, while its stock has jumped 10% in the past month, currently yielding 3.5% in dividends.
NASDAQ.COM
8.0
03-05NASDAQ.COM
Alphabet and Others Set for Ex-Dividend Dates
  • GOOG Ex-Dividend Info: Alphabet Inc will go ex-dividend on March 9, 2026, with a quarterly dividend of $0.21, translating to an approximate yield of 0.07% based on its current stock price of $303.45, suggesting a potential 0.07% drop at market open, which could influence short-term investor decisions.
  • CEG Dividend Announcement: Constellation Energy Corp will pay a quarterly dividend of $0.4265 on March 20, 2026, with an expected price drop of 0.13% post-ex-dividend, reflecting the company's efforts in maintaining stable dividends, potentially attracting yield-seeking investors.
  • VTRS Dividend Dynamics: Viatris Inc will distribute a quarterly dividend of $0.12 on March 18, 2026, with an anticipated 0.82% decline at market open, indicating the company's ongoing commitment to dividend payments, which may enhance its market appeal.
  • Dividend History and Yields: Historical data shows an annualized yield of 0.28% for Alphabet, 0.53% for CEG, and a notable 3.26% for VTRS, providing investors with a basis for assessing future dividend stability, which could impact their investment strategies.
Wall Street analysts forecast CEG stock price to rise
7 Analyst Rating
Wall Street analysts forecast CEG stock price to rise
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
350.00
Averages
414.86
High
460.00
Current: 0.000
sliders
Low
350.00
Averages
414.86
High
460.00
TD Cowen
Buy
maintain
$440 -> $454
AI Analysis
2026-02-27
Reason
TD Cowen
Price Target
$440 -> $454
AI Analysis
2026-02-27
maintain
Buy
Reason
TD Cowen raised the firm's price target on Constellation Energy to $454 from $440 and keeps a Buy rating on the shares. The firm said although guidance remains outstanding, they continue to believe 2026 will see an acceleration of contracting. Positive developments in PJM, such as the reliability backstop auction and the new non-firm tariff structure, could bring more demand online than expected.
Mizuho
Neutral
downgrade
$390 -> $330
2026-02-25
Reason
Mizuho
Price Target
$390 -> $330
2026-02-25
downgrade
Neutral
Reason
Mizuho lowered the firm's price target on Constellation Energy to $330 from $390 and keeps a Neutral rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CEG
Unlock Now

Valuation Metrics

The current forward P/E ratio for Constellation Energy Corp (CEG.O) is 31.88, compared to its 5-year average forward P/E of 23.36. For a more detailed relative valuation and DCF analysis to assess Constellation Energy Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
23.36
Current PE
31.88
Overvalued PE
29.45
Undervalued PE
17.26

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.01
Current EV/EBITDA
14.43
Overvalued EV/EBITDA
16.64
Undervalued EV/EBITDA
9.37

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.32
Current PS
3.29
Overvalued PS
3.44
Undervalued PS
1.21

Financials

AI Analysis
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Whales Holding CEG

M
More Investment House Ltd.
Holding
CEG
+38.40%
3M Return
T
Tortoise Capital Advisors, L.L.C.
Holding
CEG
+17.14%
3M Return
F
Freemont Capital Pte. Ltd.
Holding
CEG
+16.94%
3M Return
C
Cushing Asset Management, LP
Holding
CEG
+16.00%
3M Return
C
CBRE Investment Management Listed Real Assets LLC
Holding
CEG
+12.07%
3M Return
A
Ausbil Investment Management Limited
Holding
CEG
+10.69%
3M Return

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Frequently Asked Questions

What is Constellation Energy Corp (CEG) stock price today?

The current price of CEG is 322.99 USD — it has increased 1.23

What is Constellation Energy Corp (CEG)'s business?

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.

What is the price predicton of CEG Stock?

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 is414.86 USD with a low forecast of 350.00 USD and a high forecast of 460.00 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.

What is Constellation Energy Corp (CEG)'s revenue for the last quarter?

Constellation Energy Corp revenue for the last quarter amounts to 6.07B USD, increased 12.86

What is Constellation Energy Corp (CEG)'s earnings per share (EPS) for the last quarter?

Constellation Energy Corp. EPS for the last quarter amounts to 1.38 USD, decreased -48.89

How many employees does Constellation Energy Corp (CEG). have?

Constellation Energy Corp (CEG) has 15291 emplpoyees as of March 09 2026.

What is Constellation Energy Corp (CEG) market cap?

Today CEG has the market capitalization of 115.50B USD.