Constellation Energy Corp (CEG)

$267.17 -0.83 (-0.31%)
Market Cap 94.21B
Revenue (ttm) 25.53B
Net Income (ttm) 2.32B
EPS (ttm) N/A
PE Ratio 25.40
Forward PE 21.63
Profit Margin 9.08%
Debt to Equity Ratio 0.76
Volume 3,349,500
Avg Vol 3,509,842
Day's Range N/A - N/A
Shares Out 359.10M
Stochastic %K 86%
Beta 1.08
Analysts Strong Sell
Price Target $372.00

Company Profile

Constellation Energy Corporation produces and sells energy products and services in the United States. The company operates through five segments: Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. It offers electricity, natural gas, energy-related products, and sustainable solutions. The company has approximately 31,676 megawatts of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. It serves distribution utilities, municipalities, coope...

Industry: Utilities - Independent Power Producers
Sector: Utilities
Phone: 833 883 0162
Address:
1310 Point Street, Baltimore, United States
discussionbo7
discussionbo7 Jun. 17 at 9:51 PM
$CEG or $VST which is better
1 · Reply
MorganHoratio
MorganHoratio Jun. 17 at 8:20 PM
If anyone is wondering why all of a sudden energy stocks are catching a bid today, this would be the headline. $UEC +1.54% $CEG +1.29% $CCJ +0.81% Pure-play champion $UEC successfully established a major right-side base above the $9 level following its strategic Q3 inventory withhold (deliberately holding 1.46M lbs of feedstock), with Wall Street firmly backing an aggressive $26.75 price target as production officially commences at Burke Hollow—the largest greenfield ISR asset in a decade. Concurrently, sector king $CCJ (Cameco) increased its unassailable ownership stake in the world-class Cigar Lake mine to 57.4%, insulating its massive 230M lb institutional backlog. Utility sovereign $CEG (Constellation Energy) completed its landmark $3.09B follow-on equity expansion, accelerating capital deployment for its mission-critical AI hyperscale contracts with Meta and Microsoft. Feel free to share your thoughts in the comments section.
0 · Reply
MisterSplashyPants
MisterSplashyPants Jun. 17 at 5:30 PM
$CEG $WULF $TLN $KEEL >hyperscalers to get clarity on how to speed access to US grids
0 · Reply
MorganHoratio
MorganHoratio Jun. 17 at 3:55 PM
Hot Stocks Right Now Not a guess — based on fundamentals, trend, and valuation. $GEV — 982 → 1,288 $CEG — 268 → 386 $QBTS — 24 → 46 $RGTI — 21 → 39 $SMR — 10 → 22 Massive AI data-center expansion has made delivery power the primary bottleneck. Infrastructure titan $GEV (GE Vernova) is displaying intense accumulation above the $980 mark. Nuclear sovereign $CEG (Constellation Energy) is triggering a rapid macro re-rating due to its unassailable zero-carbon grid dominance, while SMR pioneer $SMR capitalizes on rapid small modular reactor deployments. Quantum innovators $QBTS (D-Wave) and $RGTI are shifting from conceptual design into real-world scaling, establishing high-beta right-side multi-bagger setups to solve long-term compute limits. Are you exploiting this dip to accumulate the cash-rich utility moats of $GEV and $CEG, or backing the high-beta, asymmetric velocity of quantum disruptors like $QBTS and $SMR? Drop your entries below!
0 · Reply
Ro_Patel
Ro_Patel Jun. 17 at 3:27 PM
Bernstein initiated coverage on a dozen power, clean energy & LNG stocks, as the US finds itself in the middle of "a once-in-a-generation restructuring of how energy is produced, moved, & consumed" Berstein f/casts US power demand will grow at roughly a +3% annual rate thru 2030 vs just +0.35% from 2000 to 2024 Bernstein frames the opportunity across 3 sub-sectors: 1) Nat Gas which it says "funds the transition" in the US 2) Utilities & equipment makers which enable it by building out grid infrastructure 3) Clean energy which it calls "the ultimate destination" Top picks: $GEV $NEE $CEG $VST $LNG
1 · Reply
KryptonResearch
KryptonResearch Jun. 17 at 3:21 PM
Markets have been following a clear trajectory since the launch of ChatGPT and AI in late 2022, and that’s rotating themes. The Artificial Intelligence technological renaissance is the high level theme, driving a major bull market that likely lasts many more years. But within that, we have seen many sub themes come and go. We had NVDA lead the initial wave with compute and GPUs… obvious in hindsight that we needed immense amounts of compute to train these LLMs. Then came the power wave as we realized data centers needed immense electricity, names like $CEG and $VST soared, while spec names like $OKLO and now $BE $FCEL followed suit. Then came the massive memory crunch, Micron, Sandisk and more got bid to the moon and keep going higher. Photonics has been a major theme in recent months with the likes of AAOI and Lumentum. The next theme is bigger. Bringing AI to the physical world. 10 stocks for the robotics/automation trade: https://kryptonresearch.substack.com/p/the-iron-age
0 · Reply
AStrokeOfLuck
AStrokeOfLuck Jun. 17 at 2:29 PM
$NVDA $COHR $XLE $CEG $VST
0 · Reply
nth_effect
nth_effect Jun. 17 at 1:40 PM
$CEG Up 6.9% over five days while its closest small-reactor peer $SMR drops 8.1%, and the market's logic is legible: Constellation has operating capacity, a contracted revenue base, and none of the construction-timeline risk dragging the pre-revenue names. The divergence is a quality sort inside the nuclear trade rather than a macro call on power demand, which is still intact. The risk is that CEG's move has already priced the flight-to-quality premium, leaving the upside thin if the broader AI power demand thesis gets questioned.
0 · Reply
NeverFadeTheOracle
NeverFadeTheOracle Jun. 17 at 12:30 PM
$CEG New Outperform at Bernie Price Target 296
0 · Reply
TheStockShrewd
TheStockShrewd Jun. 17 at 5:57 AM
$CEG just wondering for input sakes because I like the value this is at. Nov 20 $170 calls at $104. Gonna be $10,000 down on a long contract but in the money value is basically already reached, just need some nice future growth. Thoughts or opinions?
1 · Reply
Latest News on CEG
Constellation Energy initiated with an Outperform at Bernstein

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Constellation Energy Corporation Announces Pricing of Secondary Public Offering of Common Stock

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2026-06-01T11:33:54.000Z - 16 days ago

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May 21, 2026, 6:29 PM EDT - 27 days ago

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2026-05-21T14:54:05.000Z - 27 days ago

Constellation Energy price target lowered to $359 from $361 at Morgan Stanley

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2026-05-12T12:48:40.000Z - 5 weeks ago

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Constellation Energy reports Q1 adjusted EPS $2.74, consensus $2.61

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Constellation Energy reports Q1 adjusted EPS $2.74, consensus $2.61

Constellation Energy backs FY26 adjusted EPS view $11-$12, consensus $11.62

2026-05-11T12:36:30.000Z - 5 weeks ago

Constellation Energy backs FY26 adjusted EPS view $11-$12, consensus $11.62

Constellation Energy tops profit estimates on strong power demand, Calpine boost

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Constellation Energy price target lowered to $381 from $390 at TD Cowen

2026-05-04T11:59:12.000Z - 6 weeks ago

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discussionbo7
discussionbo7 Jun. 17 at 9:51 PM
$CEG or $VST which is better
1 · Reply
MorganHoratio
MorganHoratio Jun. 17 at 8:20 PM
If anyone is wondering why all of a sudden energy stocks are catching a bid today, this would be the headline. $UEC +1.54% $CEG +1.29% $CCJ +0.81% Pure-play champion $UEC successfully established a major right-side base above the $9 level following its strategic Q3 inventory withhold (deliberately holding 1.46M lbs of feedstock), with Wall Street firmly backing an aggressive $26.75 price target as production officially commences at Burke Hollow—the largest greenfield ISR asset in a decade. Concurrently, sector king $CCJ (Cameco) increased its unassailable ownership stake in the world-class Cigar Lake mine to 57.4%, insulating its massive 230M lb institutional backlog. Utility sovereign $CEG (Constellation Energy) completed its landmark $3.09B follow-on equity expansion, accelerating capital deployment for its mission-critical AI hyperscale contracts with Meta and Microsoft. Feel free to share your thoughts in the comments section.
0 · Reply
MisterSplashyPants
MisterSplashyPants Jun. 17 at 5:30 PM
$CEG $WULF $TLN $KEEL >hyperscalers to get clarity on how to speed access to US grids
0 · Reply
MorganHoratio
MorganHoratio Jun. 17 at 3:55 PM
Hot Stocks Right Now Not a guess — based on fundamentals, trend, and valuation. $GEV — 982 → 1,288 $CEG — 268 → 386 $QBTS — 24 → 46 $RGTI — 21 → 39 $SMR — 10 → 22 Massive AI data-center expansion has made delivery power the primary bottleneck. Infrastructure titan $GEV (GE Vernova) is displaying intense accumulation above the $980 mark. Nuclear sovereign $CEG (Constellation Energy) is triggering a rapid macro re-rating due to its unassailable zero-carbon grid dominance, while SMR pioneer $SMR capitalizes on rapid small modular reactor deployments. Quantum innovators $QBTS (D-Wave) and $RGTI are shifting from conceptual design into real-world scaling, establishing high-beta right-side multi-bagger setups to solve long-term compute limits. Are you exploiting this dip to accumulate the cash-rich utility moats of $GEV and $CEG, or backing the high-beta, asymmetric velocity of quantum disruptors like $QBTS and $SMR? Drop your entries below!
0 · Reply
Ro_Patel
Ro_Patel Jun. 17 at 3:27 PM
Bernstein initiated coverage on a dozen power, clean energy & LNG stocks, as the US finds itself in the middle of "a once-in-a-generation restructuring of how energy is produced, moved, & consumed" Berstein f/casts US power demand will grow at roughly a +3% annual rate thru 2030 vs just +0.35% from 2000 to 2024 Bernstein frames the opportunity across 3 sub-sectors: 1) Nat Gas which it says "funds the transition" in the US 2) Utilities & equipment makers which enable it by building out grid infrastructure 3) Clean energy which it calls "the ultimate destination" Top picks: $GEV $NEE $CEG $VST $LNG
1 · Reply
KryptonResearch
KryptonResearch Jun. 17 at 3:21 PM
Markets have been following a clear trajectory since the launch of ChatGPT and AI in late 2022, and that’s rotating themes. The Artificial Intelligence technological renaissance is the high level theme, driving a major bull market that likely lasts many more years. But within that, we have seen many sub themes come and go. We had NVDA lead the initial wave with compute and GPUs… obvious in hindsight that we needed immense amounts of compute to train these LLMs. Then came the power wave as we realized data centers needed immense electricity, names like $CEG and $VST soared, while spec names like $OKLO and now $BE $FCEL followed suit. Then came the massive memory crunch, Micron, Sandisk and more got bid to the moon and keep going higher. Photonics has been a major theme in recent months with the likes of AAOI and Lumentum. The next theme is bigger. Bringing AI to the physical world. 10 stocks for the robotics/automation trade: https://kryptonresearch.substack.com/p/the-iron-age
0 · Reply
AStrokeOfLuck
AStrokeOfLuck Jun. 17 at 2:29 PM
$NVDA $COHR $XLE $CEG $VST
0 · Reply
nth_effect
nth_effect Jun. 17 at 1:40 PM
$CEG Up 6.9% over five days while its closest small-reactor peer $SMR drops 8.1%, and the market's logic is legible: Constellation has operating capacity, a contracted revenue base, and none of the construction-timeline risk dragging the pre-revenue names. The divergence is a quality sort inside the nuclear trade rather than a macro call on power demand, which is still intact. The risk is that CEG's move has already priced the flight-to-quality premium, leaving the upside thin if the broader AI power demand thesis gets questioned.
0 · Reply
NeverFadeTheOracle
NeverFadeTheOracle Jun. 17 at 12:30 PM
$CEG New Outperform at Bernie Price Target 296
0 · Reply
TheStockShrewd
TheStockShrewd Jun. 17 at 5:57 AM
$CEG just wondering for input sakes because I like the value this is at. Nov 20 $170 calls at $104. Gonna be $10,000 down on a long contract but in the money value is basically already reached, just need some nice future growth. Thoughts or opinions?
1 · Reply
iamunknown
iamunknown Jun. 17 at 5:15 AM
$CEG
0 · Reply
Nasdaq_Frontier
Nasdaq_Frontier Jun. 16 at 7:35 PM
The market rewards those who identify important themes early; these are the themes we spend the most time researching: • Energy → $CEG $VST $OKLO $TE Energy is becoming one of the most important hidden infrastructure themes of the AI era. Investors once focused on who could build the most powerful GPUs, but the conversation is increasingly shifting toward who can provide the power required to run them. CEG and VST are direct beneficiaries of rising electricity demand from AI data centers and grid expansion. OKLO offers exposure to next-generation nuclear energy and SMR technology, bringing higher risk but potentially greater upside. TE is often viewed as an industrial and connectivity company, but its products are deeply tied to energy systems, power management, and data-center infrastructure. The investment narrative is evolving from pure compute to a broader ecosystem of energy, power delivery, and infrastructure connectivity. As AI scales, solving power and transmission constraints could become just as valuable as building the chips themselves. Here's the debate: if AI data-center demand doubles over the next few years, which part of the energy chain will benefit the most—power generation, nuclear energy, or grid infrastructure?
0 · Reply
Game_Day
Game_Day Jun. 16 at 6:24 PM
$CEG 🏆 on the 5th if Near/ above 271.26 by eod may consider another day See below when it all started + 1st of 3 alerts
0 · Reply
LongJohnOption
LongJohnOption Jun. 16 at 6:13 PM
$CEG Back to 300’s you go where you belong
0 · Reply
AcceleratorModel
AcceleratorModel Jun. 16 at 6:12 PM
$CEG high 270s watching u
0 · Reply
MorganHoratio
MorganHoratio Jun. 16 at 5:50 PM
Jensen Huang just called nuclear energy "wonderful" for AI. These will be the next winners : $CEG $GEV $SMR $OKLO $CCJ Jensen Huang calling nuclear energy "wonderful" has ignited an institutional panic to lock down baseload capacity: the macro reality that "GPUs are abundant but grid connection is the true bottleneck" is forcing a massive re-rating of nuclear assets. Absolute utility leader $CEG (Constellation) secured a pivotal FERC waiver on June 2, accelerating its Three Mile Island restart to 2027 specifically to energize Microsoft AI infrastructure. Concurrently, grid champion $GEV (GE Vernova) maintaining strong momentum following its massive 2.5 GW gas-plus-nuclear joint venture to power Texas data centers. Uranium cartel $CCJ remains an unassailable structural long. Advanced play $OKLO continues to absorb right-side institutional volume on DOE safety clearance, while out-of-favor $SMR (NuScale) trades under $10, resetting into major Fibonacci technical support.
2 · Reply
capitalthinktank
capitalthinktank Jun. 16 at 5:21 PM
Jensen Huang just called nuclear energy “wonderful” for AI - and the next winners are likely already in motion: $CEG - already embedded in the grid through long-term PPAs with hyperscalers like Microsoft and Meta. Direct exposure to AI demand for stable baseload power. $GEV - grid infrastructure layer. As data centers scale, transmission + distribution upgrades become unavoidable bottlenecks. $SMR - small modular reactor angle with regulatory progress already priced as a long-duration option on future deployment. $OKLO - micro-reactor narrative tied to next-gen decentralized power supply, still early but heavily story-driven. $CCJ - upstream uranium exposure. If nuclear demand structurally rises, fuel supply becomes the first bottleneck. AI isn’t just about GPUs anymore-the real bottleneck shift is moving into energy and infrastructure capacity.
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jun. 16 at 5:10 PM
Jensen Huang calling nuclear “wonderful” for AI isn’t just commentary-it’s a signal on where the next constraint is forming. AI is no longer just compute-limited, it’s power-limited. And nuclear is re-emerging as the only scalable baseload solution for hyperscaler demand curves. Names increasingly tied to this shift: $CEG — nuclear operator with long-term PPAs tied to hyperscalers like Microsoft and Meta $GEV — grid + infrastructure backbone for AI data center expansion $SMR — small modular reactor leader with NRC-certified tech $OKLO — next-gen micro-reactor exposure with strong long-duration optionality $CCJ — world’s top uranium supply lever into the entire fuel cycle This isn’t a hype rotation—it’s a structural energy re-rating. Whoever controls electrons at scale controls AI growth.
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Game_Day
Game_Day Jun. 16 at 4:35 PM
Currently on watch $GILD $CRVO $AVAT $CEG
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Game_Day
Game_Day Jun. 16 at 4:32 PM
$CEG OUTSTANDING 🏆 lets cover 270
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navins
navins Jun. 16 at 3:09 PM
$CEG $VST the next wave just begins 🌋 Next 10x
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Zeroletdown
Zeroletdown Jun. 16 at 2:23 PM
$TLN $VST $CEG Trimmed another 6% here at $422, And sold the $560 calls for August for a nice premium. Congrats to all the longs out there. 🤑
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