Update shared on06 Sep 2025
Fair value Increased 5.17%Constellation Energy’s consensus price target was raised from $333.84 to $346.19 as analysts see the company well-positioned to benefit from rising AI-driven power demand, strong earnings growth, and accretive acquisitions.
Analyst Commentary
- Analysts highlight that AI-driven demand is transforming the "Energy & Power" sector, positioning Constellation Energy as a key beneficiary of this emergent "Power revolution".
- Bullish analysts cite Constellation Energy's strong Q2 performance, reporting 14% year-over-year adjusted earnings growth as a catalyst for higher price targets.
- Market expectations for accelerated secular growth in energy demand, driven especially by AI and data center buildouts, are boosting sentiment on the company's outlook.
- The planned acquisition of Calpine is viewed positively as it is expected to enhance the company's gas generation capabilities and support long-term growth.
- Bullish analysts are raising their price targets in response to both operational execution and strategic positioning in an evolving energy landscape.
What's in the News
- Constellation Energy completed a $404 million share buyback of 1,099,580 shares, totaling 17,179,145 shares repurchased for $2.36 billion under the program announced February 2023.
- The company received New York PSC approval for its acquisition of Calpine Corporation; the deal has also cleared Texas regulatory review and awaits Federal and DOJ approval, with closing expected in Q4 2025.
- Constellation Energy was dropped from several Russell growth indexes, including the Russell Top 200 Growth, Russell 1000 Growth, and Russell 3000 Growth benchmarks and indices.
Valuation Changes
Summary of Valuation Changes for Constellation Energy
- The Consensus Analyst Price Target has risen slightly from $333.84 to $346.19.
- The Future P/E for Constellation Energy has risen slightly from 35.33x to 36.64x.
- The Consensus Revenue Growth forecasts for Constellation Energy remained effectively unchanged, at 2.4% per annum.
Disclaimer
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