Constellation Energy (CEG) Resumen de Acciones
Constellation Energy Corporation produce y vende productos y servicios energéticos en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 2/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
Community Fair Values
Competidores de Constellation Energy Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$278.64 |
| Máximo en las últimas 52 semanas | US$412.70 |
| Mínimo de 52 semanas | US$228.63 |
| Beta | 1.12 |
| Cambio en 1 mes | 8.66% |
| Variación en 3 meses | 4.28% |
| Cambio de 1 año | -14.58% |
| Variación en 3 años | 165.83% |
| Variación en 5 años | n/a |
| Variación desde la OPV | 563.43% |
Noticias y actualizaciones recientes
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
Actualización de narrativa • Jul 28
CEG: Long Dated Nuclear And PJM Capacity Will Power AI Demand
Constellation Energy's analyst fair value estimate has edged down from about $360.24 to $352.91 as analysts trim price targets by roughly $8 to $51 across firms. This largely reflects updated power price forward curves and refreshed sector models while still citing solid capacity revenues and the company's role in ongoing energy market restructuring.Recent updates
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 AlphaActualización de narrativa • Jul 28
CEG: Long Dated Nuclear And PJM Capacity Will Power AI Demand
Constellation Energy's analyst fair value estimate has edged down from about $360.24 to $352.91 as analysts trim price targets by roughly $8 to $51 across firms. This largely reflects updated power price forward curves and refreshed sector models while still citing solid capacity revenues and the company's role in ongoing energy market restructuring.Actualización de narrativa • Jun 26
CEG: Long Dated Nuclear Contracts Will Anchor AI Data Center Demand
Analysts have modestly adjusted their view on Constellation Energy, with the updated fair value estimate moving from about $370.58 to $360.24. This revision reflects a slightly higher discount rate, lower revenue growth expectations, and a reduced future P/E multiple that aligns with a mix of recently raised and lowered price targets around the sector.
Actualización de narrativa • Jun 12
CEG: AI Power Demand And Calpine Deal Will Support Future Upside
Analysts have trimmed their fair value estimate for Constellation Energy by about $9.57 to roughly $431.43, reflecting a series of recent price target reductions across the Street as they adjust assumptions for revenue growth, profit margins, and future P/E ratios. Analyst Commentary Recent Street research on Constellation Energy has featured a cluster of price target cuts, but the overall tone has not been uniformly cautious.
Actualización de narrativa • May 29
CEG: Reset Street Expectations And PJM Delay Will Shape Medium Term Outlook
Analysts have trimmed the blended price target for Constellation Energy from about $330 to roughly $293. This reflects a series of recent target reductions across the Street as they factor in updated growth, profitability and sector performance assumptions.Artículo de análisis • May 14
Constellation Energy Corporation Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next
Constellation Energy Corporation ( NASDAQ:CEG ) investors will be delighted, with the company turning in some strong...Actualización de narrativa • May 14
CEG: PJM Reforms And 2026 Contracting Acceleration Will Support Future Upside
Analysts have trimmed the fair value estimate for Constellation Energy to $441 from $465.80, citing more cautious assumptions on revenue growth, profit margins and a slightly higher discount rate, even though longer term P/E expectations remain broadly in line with prior views. Analyst Commentary Recent Street research on Constellation Energy has centered on recalibrated price targets, with most adjustments reflecting more conservative modeling rather than a wholesale shift in long term views.Actualización de narrativa • Apr 29
CEG: Data Center Power Contracts Will Support Long Dated Nuclear Cash Flows
Analysts have collectively trimmed their price targets on Constellation Energy, with the fair value estimate moving from about $399.93 to $370.58 as they factor in updated earnings outlooks, revised contracting expectations and changes to long term P/E assumptions. Analyst Commentary Recent research shows a clear reset in expectations around Constellation Energy, with most updates centered on revised earnings trajectories, contracting assumptions and recalibrated long term P/E multiples.Actualización de narrativa • Apr 15
CEG: PJM Reliability Shifts And Contracting Acceleration Will Drive Future Upside
The analyst price target for Constellation Energy has been trimmed by about $15 to reflect updated views on long term earnings visibility and valuation, as analysts weigh slightly lower fair value estimates against revised expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Constellation Energy reflects a mix of trimmed and increased price targets, with many firms updating models around long term earnings visibility, contracting timelines, and regulatory developments in key power markets.Actualización de narrativa • Apr 01
CEG: PJM Contracting Acceleration Through 2026 Will Drive Bullish Outlook
Analysts now set a revised fair value estimate of $330.00 for Constellation Energy, up from $296.83. This reflects updated views on longer term earnings power, slightly higher assumed profit margins, and a richer future P/E multiple, despite more cautious revenue growth assumptions and a recent mix of target cuts and reaffirmed optimism across Street research.Actualización de narrativa • Mar 18
CEG: Nuclear Modernization And PJM Contracting Into 2026 Will Shape Balanced Outlook
Narrative Update on Constellation Energy The updated analyst price target framework for Constellation Energy reflects a fair value adjustment of about $12, along with revised assumptions for slower revenue growth, slightly higher profit margins, and a higher future P/E multiple. These changes come as analysts respond to mixed target moves and evolving demand expectations linked to PJM market developments and contracting activity into 2026.Actualización de narrativa • Mar 04
CEG: PJM Backstop And Contracting Momentum Will Drive Future Upside
Analysts have adjusted their price targets on Constellation Energy within a wide range, from $330 to $454. This reflects differing views on contracting momentum through 2026 and evolving PJM market developments.Actualización de narrativa • Feb 18
CEG: Nuclear Fleet And Calpine Data Center Deals Will Define Balanced Outlook
Narrative Update Overview The analyst price target for Constellation Energy has shifted by $32.98, as analysts balance Wells Fargo's $18 target cut with TD Cowen's new $440 target. The new target highlights both elevated regulatory risk and potential upside from the Calpine integration and gas PPA deals tied to the nuclear fleet.Artículo de análisis • Feb 05
Why We're Not Concerned Yet About Constellation Energy Corporation's (NASDAQ:CEG) 29% Share Price Plunge
Constellation Energy Corporation ( NASDAQ:CEG ) shareholders that were waiting for something to happen have been dealt...Actualización de narrativa • Feb 03
CEG: Nuclear License Extensions And Gas PPAs Will Support Future Upside
Analysts have adjusted their price target for Constellation Energy by about US$1.50, citing updated views on the Calpine integration, potential upside from gas PPA contracts and ongoing interest in the company’s nuclear portfolio. Analyst Commentary Recent research on Constellation Energy has centered on how the company’s mix of nuclear assets, gas PPA contracts and the Calpine integration could influence valuation over the next few years.Actualización de narrativa • Jan 20
CEG: Nuclear License Extensions And Calpine Integration Will Drive Future Upside
Analysts have made a modest upward revision to their Constellation Energy price target, lifting it by about US$4 to reflect slightly higher assumptions for fair value, revenue growth, profit margins and future P/E. This revision is supported by recent research that highlights the Calpine integration and gas PPA deals as potential upside drivers, alongside positive momentum in nuclear.Actualización de narrativa • Jan 06
CEG: Nuclear And Data Center Demand Will Drive Future Commercial Momentum
Analysts have raised their price expectations for Constellation Energy, with an updated implied fair value of about $476 compared with the prior $393, citing higher projected revenue growth, a modestly higher future P/E multiple, and supportive Street research that highlights commercial momentum in nuclear and data center linked demand. Analyst Commentary Recent Street research shows a cluster of price target increases and at least one rating upgrade on Constellation Energy, with several reports pointing to commercial momentum in nuclear generation, growing data center related demand, and supportive market conditions for power producers.Actualización de narrativa • Dec 22
CEG Will Balance Nuclear Momentum And Data Center Power Demand Opportunities
Constellation Energy's analyst fair value estimate has been raised sharply from $238.32 to $342.23 as analysts cite strengthening nuclear momentum, improving revenue growth and profit margins, and the company’s positioning to benefit from rising power demand and data center related deals. Analyst Commentary Recent Street research on Constellation Energy shows a notable series of upward price target revisions alongside a shift in stance from some previously neutral voices.Actualización de narrativa • Dec 08
CEG: Data Center Power Deals Will Drive Nuclear Cash Flows Higher
Analysts have raised their average price target on Constellation Energy by roughly $30 to $400, citing accelerating commercial momentum, growing nuclear and thermal cash flows, and the scarcity value of its generation assets in an environment of robust electricity demand and expanding data center power needs. Analyst Commentary Recent research updates reflect a broadly constructive stance toward Constellation Energy, with several firms lifting price targets in response to strengthening fundamentals and a more supportive power market backdrop.Actualización de narrativa • Nov 24
CEG: Data Economy Power Deals And Calpine Merger Will Drive Share Gains
Constellation Energy's analyst price target has increased by more than $50, as analysts cite continued commercial momentum, strengthening cash flows, and the company's strong positioning amid growing demand in the power sector. Analyst Commentary Recent updates from Street research firms reflect a continued focus on Constellation Energy's performance and prospects, as analysts adjust both price targets and ratings based on updated fundamentals.Actualización de narrativa • Nov 08
CEG: Expanding Power Deals Will Drive Commercial Momentum Forward
Constellation Energy’s analyst price target has been raised from approximately $386 to $404. This change is due to analysts expecting stronger revenue growth and continued commercial momentum, supported by expanding industry demand.Actualización de narrativa • Oct 25
AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead
Analysts have increased their average price target for Constellation Energy from $359 to $386 per share. They cite the company's commercial momentum, robust electricity demand, and strategic positioning as key factors, particularly amid expanding opportunities in data center power and generation assets.Actualización de narrativa • Oct 11
Bipartisan Support And Nuclear Restarts Will Unlock Markets
Analysts have raised their price target for Constellation Energy from $355.25 to $359.31 per share. This change reflects expectations of stronger profit margins and positive momentum following sector upgrades and an improving outlook for independent power producers.Actualización de narrativa • Sep 24
Bipartisan Support And Nuclear Restarts Will Unlock Markets
Consensus analyst price targets for Constellation Energy were raised to $355.25, with robust electricity demand, strong cash flow, accelerating AI-driven power needs, and anticipated growth from the Calpine acquisition cited as key drivers, partially offset by valuation concerns, resulting in a modest upward revision in fair value. Analyst Commentary Bullish analysts highlight robust electricity demand growth and strong cash flow generation as key drivers supporting the industry and Constellation’s leadership position.Actualización de narrativa • Sep 06
Bipartisan Support And Nuclear Restarts Will Unlock Markets
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".Seeking Alpha • Apr 09
Constellation Energy: A Growth Opportunity Amid Volatility (Rating Upgrade)
Summary Constellation Energy, a $58 billion market cap company paying a 0.84% dividend, is known for a recent data center deal with Microsoft involving the restart of TMI nuclear unit 1. In January 2025, Constellation announced the acquisition of a major natural gas electricity generator Calpine for $26.6 billion, subject to regulatory approvals and expected to close by January 2026. Constellation has the largest US fleet of nuclear power plants; nuclear and natural gas are preferred among electricity-generating fuels for providing base load (nuclear) and base load / quick turnaround/backup (natural gas). Read the full article on Seeking AlphaRentabilidad de los accionistas
| CEG | US Electric Utilities | Mercado US | |
|---|---|---|---|
| 7D | 6.7% | 0.4% | 1.0% |
| 1Y | -14.6% | 3.1% | 18.4% |
Rentabilidad vs. Industria: Los resultados de CEG fueron inferiores a los de la industria US Electric Utilities, que obtuvo un rendimiento del 3.1% el año pasado.
Rentabilidad vs. Mercado: CEG obtuvo unos resultados inferiores a los del mercado US, que fueron del 18.4% el año pasado.
Volatilidad de los precios
| CEG volatility | |
|---|---|
| CEG Average Weekly Movement | 6.0% |
| Electric Utilities Industry Average Movement | 3.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: CEG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CEG (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2021 | 15,315 | Joe Dominguez | www.constellationenergy.com |
Constellation Energy Corporation produce y vende productos y servicios energéticos en Estados Unidos. La empresa opera a través de cinco segmentos: Atlántico Medio, Medio Oeste, Nueva York, ERCOT y Otras Regiones Energéticas. Ofrece electricidad, gas natural, productos relacionados con la energía y soluciones sostenibles.
Resumen de fundamentos de Constellation Energy Corporation
| Estadísticas fundamentales de CEG | |
|---|---|
| Capitalización bursátil | US$98.74b |
| Beneficios(TTM) | US$3.47b |
| Ingresos (TTM) | US$31.27b |
28.5x
Ratio precio-beneficio (PE)3.2x
Ratio precio-ventas (PS)¿Está CEG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CEG | |
|---|---|
| Ingresos | US$31.27b |
| Coste de los ingresos | US$24.36b |
| Beneficio bruto | US$6.91b |
| Otros gastos | US$3.45b |
| Beneficios | US$3.47b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 9.78 |
| Margen bruto | 22.11% |
| Margen de beneficio neto | 11.08% |
| Ratio deuda/patrimonio | 76.4% |
¿Cómo se ha desempeñado CEG a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.6%
Rentabilidad actual por dividendo16%
Ratio de pagos¿Paga CEG dividendos fiables?
Ver historial de dividendos e índices de referencia de CEG| fechas de dividendos de Constellation Energy | |
|---|---|
| Fecha ex dividendo | Aug 18 2026 |
| Fecha de pago de dividendos | Sep 04 2026 |
| Días hasta ex dividendo | 4 days |
| Días hasta la fecha de pago de dividendos | 21 days |
¿Paga CEG dividendos fiables?
Ver historial de dividendos e índices de referencia de CEGAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/13 03:42 |
| Precio de las acciones al final del día | 2026/08/13 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Constellation Energy Corporation está cubierta por 27 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Eric Beaumont | Barclays |
| Nicholas Campanella | Barclays |
| Sunaina Ocalan | Bernstein |