Constellation Energy Corporation 's (NASDAQ: CEG ) stock price was $254.98/share at my last review on September 22, 2024, and its market capitalization at that time was $79.7 billion. At close on April 8, 2025, Constellation’s stock price was -27.5% lower at $184.94/share and market capitalization was similarly lowerLaura Starks is the founder and CEO of Starks Energy Economics, LLC (since 2007). She has a degree in chemical engineering and an MBA with a concentration in finance which she has used for many ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Constellation Energy Corporation (CEG) , which belongs to the Zacks Alternative Energy - Other industry, could be a great candidate to consider.This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 6.08%.For the last reported quarter, Co ...

Key Takeaways GEV is a pure-play energy transition firm working across nuclear, natural gas, wind, and beyond GEV trades 28% below its January highs Constellation is a nuclear giant and the nation's 'largest clean energy company' CEG trades 40% below its record highsThe artificial intelligence revolution requires a ton of power, placing energy companies at the top of the list of those poised to benefit from the AI boom for decades to come.Generative AI platforms like ChatGPT can use at least 10 times the ...

Constellation Energy Corporation’s (CEG) shares have failed to keep pace with the Zacks Alternative Energy - Other industry’s rally in the past year. While the CEG stock has gained 13.7%, it has lagged the industry’s impressive 42.9% jump.GE Vernova Inc. (GEV) , operating in the same industry, has gained 118.8% in the past year. GE Vernova is focused on developing and deploying nuclear technologies, including small modular reactors like the BWRX-300, which is becoming popular and is poised for rapid growth. ...

If you enjoyed this analysis, consider subscribing to Green Growth Giants for timely access to the article. Besides news updates on segments within the decarbonisation economy, community members get access to a host of other research that includes top-down sectoral coverage, in-depth stock analysis, educational pieces and rankings of ETFs based on proprietary methodology.When I last covered the nuclear energy utility Constellation Energy Group (NASDAQ: CEG ) in October last year, caution appeared prudent. T ...

Clean energy solutions continue to be a global priority, while various sources and companies strive for power. Nuclear energy stands out as one of the most promising options for achieving large-scale, low-carbon power generation. Technological advancements have brought nuclear energy backI am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical an ...

Group 1: Market Overview - The CBOE Market Volatility Index (VIX) reached its highest level in 2025 on March 4, coinciding with the implementation of tariffs by the Trump administration, indicating increased market fear [1] - Following Warren Buffett's investment philosophy, the current market conditions may present an attractive opportunity for value investors to consider buying stocks [1] Group 2: F5 Inc. (FFIV) - F5 Inc. is recognized for its cybersecurity solutions as well as distributed cloud services, networking, and application management [3] - The company reported strong quarterly earnings, exceeding expectations, with 72% of its recurring revenue derived from subscriptions, SaaS, managed services, and maintenance [3] - F5 raised its guidance for both the current quarter and the full year, with growth driven by its BIG-IP Next Cloud-native Network Functions (CNFs) that cater to on-device AI demands [4] - Despite a drop in stock price in February, FFIV stock has increased by 49% in 2025, and analysts are raising their price targets [5] Group 3: Constellation Energy (CEG) - Constellation Energy's stock surged following a partnership with Microsoft to restart the Three Mile Island nuclear power plant, reflecting investor enthusiasm for nuclear energy [7] - The company is positioned for long-term growth, with increasing electric demand anticipated for the rest of the decade, necessitating updates to the national electric grid [8] - Constellation's diversified energy portfolio includes natural gas, hydroelectric, nuclear, wind, and solar operations, providing a stable foundation for its stock [9] - Analysts maintain a Moderate Buy rating on CEG stock, with a consensus price target of $293.43, indicating a potential 27% upside from its March 5, 2025 closing price [9] Group 4: CrowdStrike (CRWD) - CrowdStrike is recovering from a significant incident in summer 2024, with its stock up 52% since hitting a 52-week low in August 2024 [11] - The company's recent earnings reports indicate strong demand for its products and services, despite a recent pullback in stock price [12] - Analysts have raised their price targets for CRWD stock following positive earnings results, although it is currently not among the top recommended stocks by leading analysts [13]

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Core Viewpoint - Constellation Energy Corporation (CEG) has experienced a significant decline of 26.9% in its stock price over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to improved earnings expectations from analysts [1]. Group 1: Stock Performance and Technical Indicators - CEG's Relative Strength Index (RSI) is currently at 23.74, indicating that the heavy selling pressure may be exhausting, which could lead to a price rebound [5]. - The RSI is a momentum oscillator that helps identify oversold conditions, typically when the reading falls below 30, signaling potential entry opportunities for investors [2][3]. Group 2: Earnings Estimates and Analyst Consensus - There is a strong consensus among sell-side analysts regarding an increase in CEG's earnings estimates, with a 0.8% rise in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [6]. - CEG holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [7].

Core Viewpoint - The emergence of DeepSeek in January 2025 has significantly impacted the AI and nuclear energy sectors, leading to substantial market capitalization losses for companies like Nvidia and Constellation Energy [1][2]. Company Analysis: Constellation Energy - Constellation Energy's stock experienced a 21% decline in market capitalization following the introduction of DeepSeek, and it is currently trading 29% below its previous share price [2]. - The company remains committed to nuclear energy, announcing a $100 million investment to upgrade its Calvert Cliffs nuclear power plant in Maryland, aiming to renew operating licenses and increase future power output [4][5]. - The planned upgrades include replacing critical components and installing $68 million worth of new electrical breakers to enhance power output by 10%, with each unit expected to produce approximately 950 megawatts of continuous nuclear power [5]. Market Position and Growth Potential - Constellation's existing licenses allow operation into the 2030s, with potential extensions enabling operation into the 2050s [6]. - Despite a trailing price-to-earnings ratio of 20.7, which appears attractive compared to the S&P 500 average of 29.8, analysts project a long-term annual growth rate of only 7.4% for Constellation, which is below the average expected growth of 9.5% for S&P stocks [7]. - The company is viewed as a bellwether for the AI-nuclear energy trend, but it faces competition from other utilities that may also benefit from this trend [8]. Competitive Landscape - Other nuclear operators such as Duke Energy, Dominion Energy, and Southern Co. have lower P/E ratios (20.4, 20.8, and 22.3 respectively) and offer better dividend yields compared to Constellation's 0.6% [9]. - Dominion Energy is highlighted as a preferable investment option, with a P/E ratio of about 21, a projected long-term earnings growth rate of 17.5%, and a superior dividend yield of 4.7% [10][11].