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Constellation Energy Corporation Stock Price

NasdaqGS:CEG Community·US$100.1b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 459 Fair Values set on narratives written by author

CEG Share Price Performance

US$278.20
-44.57 (-13.81%)
US$352.91
Fair Value
US$278.20
-44.57 (-13.81%)
21.2% undervalued intrinsic discount
US$352.91
Fair Value
Price US$278.20
AnalystConsensusTarget US$352.91
andrei9868 US$350.00
AnalystLowTarget US$292.78

CEG Community Narratives

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Fair Value US$352.91 21.2% undervalued intrinsic discount

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

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162users have followed this narrative
Fair Value
·
Fair Value US$350 20.5% undervalued intrinsic discount

Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom

2users have liked this narrative
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6users have followed this narrative
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Fair Value US$292.78 5.0% undervalued intrinsic discount

Decarbonization Policies Will Erode Nuclear Revenues

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16users have followed this narrative
US$352.91
21.2% undervalued intrinsic discount
Revenue
8.69% p.a.
Profit Margin
15.9%
Future PE
31.44x
Price in 2029
US$433.17
US$431.43
35.5% undervalued intrinsic discount
Revenue
14.67% p.a.
Profit Margin
17.73%
Future PE
29.34x
Price in 2029
US$529.56
US$292.78
5.0% undervalued intrinsic discount
Revenue
-5.63% p.a.
Profit Margin
17.37%
Future PE
36.46x
Price in 2029
US$359.37

Trending Discussion

No trending discussion available.

Updated Narratives

CEG logo

Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom

Fair Value: US$350 20.5% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CEG: Long Dated Nuclear And PJM Capacity Will Power AI Demand

Fair Value: US$352.91 21.2% undervalued intrinsic discount
162 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CEG: AI Power Demand And Calpine Deal Will Support Future Upside

Fair Value: US$431.43 35.5% undervalued intrinsic discount
19 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Good value with moderate growth potential.

2 Risks
4 Rewards

Constellation Energy Corporation Key Details

US$31.3b

Revenue

US$24.4b

Cost of Revenue

US$6.9b

Gross Profit

US$3.4b

Other Expenses

US$3.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
9.78
22.11%
11.08%
76.4%
View Full Analysis

About CEG

Founded
2021
Employees
15315
CEO
Joseph Dominguez
WebsiteView website
www.constellationenergy.com

Constellation Energy Corporation produces and sells energy products and services in the United States. The company operates through five segments: Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. It offers electricity, natural gas, energy-related products, and sustainable solutions. The company has approximately 31,676 megawatts of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. It serves distribution utilities, municipalities, cooperatives, and commercial, industrial, public sector, and residential customers. The company was incorporated in 2021 and is headquartered in Baltimore, Maryland.

Recent CEG News & Updates

New Narrative Aug 16

Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom

The market is underappreciating how scarce true 24/7 carbon-free baseload has become just as AI data centers and electrification drive the sharpest sustained rise in U.S. power demand in decades. Most investors still treat CEG as a “utility with nuclear exposure.” It is better understood as the owner of the largest, highest-quality fleet of scarce, dispatchable zero-carbon generation that hyperscalers cannot easily replicate or replace.
Seeking Alpha Aug 11

Constellation Energy: Higher Guidance And Nuclear Scarcity Are Starting To Pay Off

Summary I'm reiterating Constellation Energy as a Strong Buy with a raised price target of $449. AI-driven power demand is translating into long-duration nuclear contracts, with 920 MW of new agreements and 1,100 MW of potential uprates providing significant forward optionality. Calpine’s earnings contribution and aggressive share repurchases are accelerating EPS growth, supporting a 20%+ base EPS CAGR through 2029 and reducing dilution risk. The company's growth-adjusted valuation remains attractive, with a FWD PEG of 1.48x which remains about 39% below the sector median despite materially faster expected EPS growth. Read the full article on Seeking Alpha

Recent updates

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