Feb. 24 at 8:51 PM
Constellation Energy shares jumped more than 5% Tuesday, heading for their highest close in nearly six weeks, even after the company delayed issuing 2026 guidance until March 31. The rally marked the stock’s biggest one-day gain since early January and helped trim recent losses. CEG is now about 18% above its 52-week low but still down 12% year to date, compared with a roughly 1% gain for the S&P 500 (SPX).
In Q4, Constellation beat expectations with adjusted EPS of
$2.30 on
$6.1 billion in revenue, topping forecasts of
$2.25 on
$4.8 billion. Management highlighted that it has delivered full-year profit above the midpoint of guidance for four consecutive years.
Analysts pointed to Constellation’s position as the largest independent U.S. power producer and a key beneficiary of rising electricity demand from AI data centers and advanced manufacturing.
$CEG $SPX