Workflow
stellation Energy (CEG)
icon
Search documents
stellation Energy (CEG) - 2025 Q1 - Quarterly Results
2025-05-06 10:50
Exhibit 99.1 News Release Contact: Linsey Wisniewski Corporate Communications 667-218-7700 Emily Duncan Investor Relations 833-447-2783 CONSTELLATION REPORTS FIRST QUARTER 2025 RESULTS Earnings Release Highlights Baltimore (May 6, 2025) — Constellation Energy Corporation (Nasdaq: CEG) today reported its financial results for the first quarter of 2025. "Constellation delivered another strong quarter, driven by the unmatched capabilities of our people and the strength of our fleet. We provide American familie ...
CSE Bulletin: Delist - Cerro Grande Mining Corporation (CEG)
Newsfile· 2025-05-05 19:19
Group 1 - Cerro Grande Mining Corporation's common shares will be delisted from the CSE at market close on May 5, 2025 [1][2][3] - The company is currently suspended, as indicated in Bulletin 2025-0202 [1][2]
Constellation's Q1 Earnings Coming Up: Buy, Sell or Hold the Stock?
ZACKS· 2025-05-02 16:30
Core Viewpoint - Constellation Energy Corporation (CEG) is anticipated to show improvements in earnings per share for the first quarter of 2025, despite a projected decline in revenues compared to the previous year [1][2]. Earnings Estimates - The Zacks Consensus Estimate for CEG's first-quarter revenues is $5.92 billion, reflecting a decline of 3.87% year-over-year [1]. - The first-quarter earnings estimate is $2.14 per share, indicating a 17.58% increase from the same quarter last year [2]. - For the current quarter (March 2025), the earnings estimates range from a low of $2.05 to a high of $2.23, with an average estimate of $2.14 [3]. Earnings Performance - CEG has consistently surpassed earnings expectations in the past four quarters, with an average surprise of 10.16% [4]. - The company reported earnings of $2.44, $2.74, $1.68, and $1.82 in the last four quarters, with respective surprises of 11.42%, 0.74%, 17.48%, and 10.98% [5]. Earnings Prediction Model - The Zacks model indicates a likely earnings beat for CEG, supported by a positive Earnings ESP of +2.18% [6]. - CEG currently holds a Zacks Rank of 3 (Hold), which suggests a stable outlook [7]. Strategic Factors Influencing Earnings - CEG's strong nuclear fleet and high nuclear operating capacity factor are expected to positively impact first-quarter earnings by ensuring a consistent supply of clean energy [8]. - The company is actively expanding its renewable energy portfolio, which is anticipated to support long-term earnings growth and diversify its energy mix [9]. Stock Performance - CEG's shares have increased by 7.3% over the past six months, outperforming the industry average of 5.4% [10]. - The stock is currently trading at a premium compared to its industry on a forward 12-month P/E basis [12]. Investment Thesis - CEG's strategic investments and focus on expanding its renewable portfolio are key drivers of its earnings performance [14]. - The company is benefiting from systematic acquisitions that enhance its clean energy generation capacity [14]. Market Positioning - CEG is well-positioned to meet the rising demand for clean energy, particularly driven by the expansion of AI-powered data centers [15]. - Existing shareholders can expect benefits from ongoing dividends, share repurchase programs, and increasing earnings projections, contributing to a strong financial outlook [16].
Why Nuclear Stocks Soared Today
The Motley Fool· 2025-05-01 19:42
Core Viewpoint - The recent rally in shares of nuclear power providers is driven by positive financial results and capital spending guidance from AI leaders, indicating strong future demand for nuclear power due to the increasing electricity needs from AI data centers [1][2]. Group 1: Company Performance - Constellation Energy, Vistra Energy, and Oklo saw significant share price increases of 8%, 5.8%, and 8.5% respectively [1]. - Constellation Energy has the largest nuclear capacity among U.S. utilities and plans to reopen Three Mile Island by 2028 to support Microsoft data centers [5]. - Microsoft reported a revenue and earnings beat, with its Azure cloud platform growing 35% in constant currency terms, and reiterated its capital expenditure plans despite supply constraints [7][8]. - Meta Platforms also exceeded revenue and earnings expectations and raised its capital expenditure guidance for 2025 from $60 billion to a range of $64 billion to $72 billion [9]. Group 2: Industry Trends - The demand for electricity is projected to soar due to the needs of AI data centers, making nuclear power a viable solution for meeting this demand in a carbon-neutral manner [3][4]. - Despite recent volatility in utility stocks, the positive outlook from Microsoft and Meta has reassured investors about the sustainability of AI spending and its impact on electricity demand [6][10]. - The growth opportunities in AI infrastructure spending are significant, and leading companies in this space are expected to continue investing heavily in data centers, thereby driving electricity demand [10].
纳斯达克100指数涨超2%,微软涨超9%,CEG涨超8.7%,Meta涨超6%,英伟达涨超4%
news flash· 2025-05-01 15:09
纳斯达克100指数涨超2%,成分股IDEXX Laboratories Inc.涨9.19%,微软涨9.13%,核电概念股Constellation Energy涨8.74%,AppLovin和Meta涨超6%,迈威 尔科技、"比特币持仓大户"Strategy(MSTR,原名MicroStrategy)涨超4%,英伟达涨超4.1%表现靠前,亚马逊涨3.1%;再生元制药、安进、吉利德科学仍 然至多跌超1.7%,GE Healthcare Technologies和阿斯利康ADR跌约2%,科磊跌超3.1%,高通跌超8.7%。 标普500指数涨1.5%,道指涨360点涨幅0.9%,纳指涨2.5%。 | SYMBOL # | NAME $ | PRICE # | CHANGE $ | 96 | | --- | --- | --- | --- | --- | | | | .. | | | | IDXX | IDEXX Laboratories Inc | 472.43 | +39.78 | | | MSFT | Microsoft Corp | 431.34 | +36.08 | | | CEG | Constella ...
CEG Stock Outperforms its Industry in a Month: How to Play?
ZACKS· 2025-04-29 16:45
Core Viewpoint - Constellation Energy Corporation (CEG) has experienced a significant share price increase of 12.1% over the past month, outperforming the Zacks Alternate Energy – Other industry growth of 4.9% and the Zacks S&P 500 Composite [1][2] Group 1: Performance and Growth Factors - CEG is enhancing its clean energy contributions through efficient nuclear plant operations and extending the lifespan of existing plants via new licenses [1] - The company has developed a diverse procurement strategy for nuclear fuel, securing long-term uranium supply agreements extending into the 2030s to mitigate market disruptions [6] - Planned capital expenditures are nearly $3 billion for 2025 and around $3.5 billion for 2026, with approximately 35% allocated to nuclear fuel acquisition [7] - CEG is actively expanding its renewable energy portfolio, balancing investments between nuclear capabilities and renewables to support long-term earnings growth [8] - The operational efficiency of CEG's nuclear fleet is a key strength, maintaining a fleetwide capacity factor above 94%, which is about 4% higher than the industry average [10] Group 2: Earnings and Financial Performance - CEG has a consistent earnings history, with positive surprises reported in the last four quarters, indicating strong financial performance [11] - The Zacks Consensus Estimate for CEG's earnings per share has increased by 0.97% for 2025 and 4.32% for 2026 over the past 60 days, with long-term earnings growth projected at 12.4% [14] - CEG's trailing 12-month return on equity stands at 21.96%, significantly higher than the industry average of 8.39%, reflecting effective utilization of shareholders' funds [19] Group 3: Capital Return and Valuation - The company has authorized a share repurchase program of up to $3 billion, with $991 million remaining as of December 31, 2024 [17] - CEG aims to increase its quarterly dividend by 10% annually, subject to board approval, enhancing shareholder value [18] - CEG is currently trading at a premium compared to its industry on a forward 12-month P/E basis, indicating strong market positioning [21] Group 4: Market Positioning - CEG is well-positioned to meet the growing demand for clean energy, particularly driven by the expansion of AI-powered data centers [24] - The company’s robust generation capacity equips it to effectively address rising energy demands across its service areas [24]
Constellation Energy Corporation (CEG) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-04-29 15:07
Wall Street expects a year-over-year increase in earnings on lower revenues when Constellation Energy Corporation (CEG) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 6, 2025, might help the stock move higher if these key numbers are b ...
The Nuclear Era: 3 Stocks To Consider Today
Seeking Alpha· 2025-04-15 13:46
Group 1 - The article discusses the success of nuclear stocks, highlighting that Constellation Energy (CEG) nearly doubled in value during 2024 [1] - Vistra is also mentioned as a successful investment in the nuclear sector [1] Group 2 - The Financial Prophet's All-Weather Portfolio achieved a 69% return in 2024, indicating strong performance compared to the market [2] - The report emphasizes the importance of timely information, providing crucial insights before market openings [2] - A Covered Call Dividend Plan is suggested, with potential earnings of 50% on certain investments [2]
Constellation Energy Corporation (CEG) Rises But Trails Market: What Investors Should Know
ZACKS· 2025-04-11 22:50
Constellation Energy Corporation (CEG) ended the recent trading session at $208.12, demonstrating a +1.77% swing from the preceding day's closing price. This move lagged the S&P 500's daily gain of 1.81%. Elsewhere, the Dow gained 1.56%, while the tech-heavy Nasdaq added 2.06%.The company's stock has dropped by 2.56% in the past month, exceeding the Oils-Energy sector's loss of 10.8% and the S&P 500's loss of 6.14%.Market participants will be closely following the financial results of Constellation Energy C ...
2 Stocks Rising on Upgrades: Apple, Constellation Energy
Schaeffers Investment Research· 2025-04-09 15:28
Big tech stock Apple Inc (NASDAQ:AAPL) was last seen up 4.2% to trade at $179.62, after an upgrade from Jefferies to "hold" from "underperform" due to the possibility a tariff exemption. The firm also lowered its price target to $167.88 from $202.33, however, amid global recession risks and a softer view on artificial intelligence (AI) growth. Mirroring the broader market, today's pop has AAPL looking to snap a dramatic four-day losing streak. The stock is down 28.7% this year, but still sports a 5.3% year- ...