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 ...

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]

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 ...

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) 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 ...

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- ...

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 ...

Core Insights - Constellation Energy Corporation (CEG) has consistently beaten earnings estimates, particularly in the last two quarters, with an average surprise of 6.08% [1][5] - For the last reported quarter, CEG reported earnings of $2.44 per share, exceeding the Zacks Consensus Estimate of $2.19 per share by 11.42% [2] - The previous quarter also saw CEG outperform expectations, reporting $2.74 per share against an estimate of $2.72, resulting in a surprise of 0.74% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for CEG, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong potential for an earnings beat [5][8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - CEG currently has an Earnings ESP of +0.82%, suggesting analysts are optimistic about its near-term earnings potential [8] Zacks Rank and Market Behavior - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) indicates a strong likelihood of another earnings beat for CEG [8] - It is important for investors to check a company's Earnings ESP prior to quarterly releases to enhance the probability of successful investment decisions [9]

Group 1: AI and Energy Industry Dynamics - The artificial intelligence revolution is expected to significantly increase energy demand, benefiting energy companies for decades [1] - Generative AI platforms consume at least 10 times more energy than a typical Google search, with large data centers using as much electricity as a midsize city [1][2] - Major technology companies are reducing reliance on coal and fossil fuels, with nuclear, natural gas, and renewables driving energy industry expansion [2] Group 2: Market Opportunities and Stock Performance - The recent stock market correction provides long-term investors with opportunities to buy strong energy stocks at lower prices [3] - GE Vernova (GEV) is a key player in the energy transition, generating approximately 25% of the world's electricity and trading 28% below its January highs [4][5] - Constellation Energy (CEG) is the largest U.S. nuclear power plant operator and is set to become the largest clean energy company through a $26.6 billion acquisition of Calpine [14][15] Group 3: Company Growth Projections - GE Vernova is projected to grow adjusted earnings by 15% in 2025 and 73% in FY26, with revenue growth of 5% in 2025 and 9% in 2026 [7] - Constellation expects to increase its dividend per share by 10% in 2025, following a 25% increase last year, and has a strong earnings growth outlook [17][20] - Constellation's earnings outlook has improved significantly, with estimates showing 8% growth in 2025 and 18% in 2026 [20] Group 4: Financial Strategies and Market Sentiment - GE Vernova declared its first dividend at the end of 2024 and initiated a $6 billion share repurchase plan, indicating strong financial health [12] - Constellation's stock has surged 270% over the past three years, reflecting its position as a winner in the nuclear energy revival [21] - Both companies are well-positioned to capitalize on the growing demand for reliable energy sources to support the AI boom [21]

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. ...