stellation Energy (US:CEG)2025-08-14 06:22Group 1: Investment Recommendation - Constellation Energy (CEG.US) is recommended for purchase at a price of 325.00 HKD, with a target price of 360.00 HKD and a stop-loss at 300.00 HKD[2][4] Group 2: Market Trends and Demand - The demand for electricity is expected to increase significantly due to the rapid development of the AI industry, which relies heavily on power supply for data centers[2] - Traditional energy sources may struggle to meet this growing demand, leading to a surge in the clean energy market[2] Group 3: Company Performance - Constellation Energy reported Q2 revenue of 6.101 billion USD, an increase of 11.43% year-on-year, exceeding market expectations by 25.09%[3] - Earnings per share (EPS) for the same period was 2.67 USD, up 3.49% year-on-year, and surpassing market expectations by 41.81%[3] Group 4: Financial Strategy - The company has a strong cash position and is expected to increase dividends by 10% in 2025 while continuing share buybacks, highlighting its investment value[3]