DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Utilities
Author Program NEWCreate Narrative
CEG logo

Constellation Energy Corporation Stock Price

NasdaqGS:CEG Community·US$97.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 491 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CEG Share Price Performance

US$280.31
-26.88 (-8.75%)
​
US$352.91
Fair Value
US$280.31
-26.88 (-8.75%)
20.6% undervalued intrinsic discount
US$352.91
Fair Value
Price US$280.31
AnalystConsensusTarget US$352.91
andrei9868 US$350.00
AnalystHighTarget US$431.43
Tue, 28 Jul 26
Fair ValueUS$352.91
Share Pricen/a

CEG Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$352.91 20.6% undervalued intrinsic discount

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

4users have liked this narrative
0users have commented on this narrative
177users have followed this narrative
AN
andrei9868
andrei9868's
Fair Value
·
Fair Value US$350 19.9% undervalued intrinsic discount

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

2users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$431.43 35.0% undervalued intrinsic discount

IRA Support And Global Decarbonization Will Advance Zero-Carbon Leadership

0users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
CEG logo
Constellation Energy
19.9% undervalued intrinsic discount

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

View narrative
AN
andrei9868
Emerging Author
andrei9868
Published 16 Aug
Read Narrative
CEG logo
Constellation Energy
20.6% undervalued intrinsic discount

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 28 Jul
Read Narrative
CEG logo
Constellation Energy
35.0% undervalued intrinsic discount

IRA Support And Global Decarbonization Will Advance Zero-Carbon Leadership

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 12 Jun
Read Narrative
CEG logo
Constellation Energy
4.3% undervalued intrinsic discount

Decarbonization Policies Will Erode Nuclear Revenues

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 29 May
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
andrei9868
CEG logo

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

Fair Value: US$350 19.9% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CEG logo

CEG: Long Dated Nuclear And PJM Capacity Will Power AI Demand

Fair Value: US$352.91 20.6% undervalued intrinsic discount
177 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CEG logo

CEG: AI Power Demand And Calpine Deal Will Support Future Upside

Fair Value: US$431.43 35.0% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with moderate growth potential.

2 Risks
4 Rewards
View Full Analysis

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

Seeking Alpha • Aug 25

Constellation Energy: The Scarcity Platform The Market Still Underestimates

Summary Constellation Energy leverages its unmatched nuclear and gas portfolio to monetize reliability, carbon-free attributes, and location, targeting premium long-term contracts. CEG’s recent Calpine acquisition enhances flexibility, enabling clean-and-firm power offerings and positioning the company as a scarcity platform amid surging data center demand. Management raised 2026 adjusted EPS guidance to $11.50–$12.50, citing commercial outperformance, portfolio optimization, and accretive share repurchases as key drivers. Despite a premium valuation (22.7x 2026 EPS), I rate CEG a Buy, seeing underappreciated upside from premium contracts, Crane restart, and commercial margin expansion. Read the full article on Seeking Alpha
User avatar
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.

Recent updates

No updates

Constellation Energy Corporation Competitors

NEE logo

NextEra Energy

Symbol: NYSE:NEE
Market cap: US$171.7b
SO logo

Southern

Symbol: NYSE:SO
Market cap: US$101.2b
DUK logo

Duke Energy

Symbol: NYSE:DUK
Market cap: US$93.5b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide