Constellation Energy Corp. (NASDAQ:CEG) is included among the 12 Best Nuclear Energy Stocks to Buy Now Wells Fargo Maintains Overweight Rating on Constellation Energy Corp. (CEG) On January 20, 2026, Wells Fargo analyst Shahriar Pourreza lowered the firm’s price target on Constellation Energy Corp. (NASDAQ:CEG) to $460 from $478 while still maintaining an Overweight rating. The firm continues to highlight the stock as its Best IPP Idea, pointing to a pipeline of asset opportunities and multiple data-cent ...

We came across a bullish thesis on Constellation Energy Corporation on Crack The Market’s Substack by Ozeco and The Black Line. In this article, we will summarize the bulls’ thesis on CEG. Constellation Energy Corporation's share was trading at $250.46 as of February 4th. CEG’s trailing and forward P/E were 30.75 and 23.87 respectively according to Yahoo Finance. Albemarle (ALB) Rallies on 5th Day on Price Target Upgrade Copyright: vencavolrab78 / 123RF Stock Photo Constellation Energy (CEG) is uniquely ...

The needs of big tech and the growth of artificial intelligence (AI) are driving a resurgence of nuclear power, as countries scramble to keep up with rising energy demand. Nano Nuclear Energy (NASDAQ: NNE) and Constellation Energy (NASDAQ: CEG) fall within the nuclear-investment spectrum, but they are at far ends of that scale. Nuclear power is already responsible for nearly 20% of the electricity generated in the U.S. and the Trump administration is pushing for more nuclear power. Where to invest $1,000 ...

Constellation Energy Corporation (NASDAQ:CEG) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. Cramer was bullish on the stock in light of its valuation, as he remarked: Next, the fifth worst performer last month was Constellation Energy. It’s the independent power producer with a ton of nuclear exposure. Stock’s lost more than 20% last month. Trump administration announced a plan to make energy more affordable in the Mid-Atlantic region by calling for $15 billion in investments in new powe ...

Founded in 2021, Baltimore, Maryland-based Constellation Energy Corporation (CEG) produces and sells energy products and services in the United States. The company has a market capitalization of $101.7 billion and operates through Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions segments. Shares of the company have lagged behind the broader market over the past year and in 2026. CEG stock has declined 12.4% over the past 52 weeks and 24% on a YTD basis. In comparison, the S&P 500 Index ($S ...

Core Insights - The utility sector is not homogeneous, and Constellation Energy is positioned to capitalize on the growing demand for electricity driven by artificial intelligence [1][2] Industry Overview - The demand for electricity from data centers is projected to increase by 165% from 2023 to 2030, primarily due to the expansion of AI [1] - Utilities are well-positioned to meet this rising demand, with significant growth expected in the sector [2] Company Analysis - Constellation Energy is the largest producer of carbon-free electricity in the U.S., operating 21 nuclear reactors that account for 86% of its output [4] - The company has the potential to quickly ramp up electricity production, which is expected to accelerate its revenue growth in the coming years [5] - Constellation's nuclear capabilities position it as a key player in the evolving energy landscape, with global nuclear production anticipated to grow over 50% by 2040 [7] Financial Metrics - Current market capitalization of Constellation Energy is $88 billion, with a recent stock price of $280.57 [8] - The stock has experienced volatility, with a recent decline attributed to government threats of capping electricity rates, presenting a potential buying opportunity [9]

Industry Overview - Nuclear energy is gaining interest due to soaring energy demands in the United States, with significant planned investments expected in the coming decades [2][4] - The U.S. government has set ambitious targets for nuclear energy production, aiming for 400 gigawatts (GW) of electricity capacity by 2050, which is nearly four times the current levels [4] Company Position - Constellation Energy is the largest producer of carbon-free energy in the U.S., with a nuclear asset capacity of 22.1 GW, more than double that of its closest competitor [5] - The company has established partnerships with leading AI firms, including a 20-year power supply agreement with Microsoft and a similar deal with Meta Platforms [6] Financial Outlook - Constellation Energy's current dividend yield is just over 0.5%, but the company has a low dividend payout ratio of 17% based on full-year 2025 earnings estimates [7][8] - Analysts project that Constellation Energy's earnings per share will grow by 15% annually over the next three to five years, allowing for potential double-digit dividend increases without significantly stretching the payout ratio [8]

Core Insights - Constellation Energy is strategically positioned to benefit from the increasing demand for energy from new data centers, particularly those focused on artificial intelligence [1][8] Company Overview - Constellation Energy has a market capitalization of $88 billion and a current stock price of $280.68, with a 52-week range of $161.35 to $412.70 [3] - The company has a gross margin of 19.30% and a dividend yield of 0.55% [3] Industry Dynamics - The rise of artificial intelligence has led to significant capital expenditures by hyperscalers, which are expanding their data center capacities [2] - AI-focused data centers consume more energy than traditional ones, primarily due to the use of graphics processing units that generate substantial heat and require extensive cooling [3] Strategic Partnerships - Constellation Energy has secured long-term power purchase agreements (PPAs) with major companies like Microsoft and Meta Platforms, ensuring a stable revenue stream [4][7] - The company is the largest producer of carbon-free electricity, aligning with the energy needs of hyperscalers [4] Recent Developments - The acquisition of Calpine Corp. for $26.6 billion has expanded Constellation's capacity to 55 gigawatts, enhancing its ability to provide reliable and dispatchable power [5] - Despite a recent stock sell-off of 30% from its peak of $412 per share, the company has successfully cleared all its PJM capacity in the latest auction, securing revenue at a clearing price of $333.44 per megawatt-day for the 2027-2028 delivery year [6][7]

Core Viewpoint - The article suggests that certain nuclear energy companies may present attractive investment opportunities as the initial excitement surrounding AI technologies has diminished [1] Group 1: Industry Insights - The nuclear energy sector is being revisited for potential investments following a cooling off period in AI-driven hype [1]

Group 1 - Constellation Energy Corporation (NASDAQ:CEG) is viewed positively by hedge funds, with TD Cowen initiating coverage with a Buy rating and a price target of $440, highlighting the benefits from the Calpine Corporation acquisition and potential power contract growth through 2026 [1][3] - The demand for power in the United States is expected to exceed supply for several years, with TD Cowen predicting that this will lead to higher spark spreads and capacity pricing, driven primarily by data center capital spending [2] - The acquisition of Calpine is a significant factor in TD Cowen's optimistic outlook, noting that the settlement with the U.S. Department of Justice was more favorable than anticipated, with minimal divestitures relative to the transaction's scale [3]