Constellation Energy Corporation

Report azionario NasdaqGS:CEG

Capitalizzazione di mercato: US$113.4b

Constellation Energy Gestione

Criteri Gestione verificati 4/4

Constellation Energy Il CEO è Joe Dominguez, nominato in Oct2021, e ha un mandato di 4.58 anni. la retribuzione annua totale è $ 17.12M, composta da 8.7% di stipendio e 91.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.043% delle azioni della società, per un valore di $ 49.17M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 4.3 anni.

Informazioni chiave

Joe Dominguez

Amministratore delegato

US$17.1m

Compenso totale

Percentuale dello stipendio del CEO8.65%
Mandato del CEO4.6yrs
Proprietà del CEO0.04%
Durata media del management4.3yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

Constellation Energy: Lower Price Improves Upside, But Uncertainty Remains

Apr 28

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.

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.

Constellation Energy Corp. (CEG): The Nuclear AI Titan – Electrifying the Intelligence Age

Vestra has increased revenue growth from 13.6% to 24.8%.

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.

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.

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.

Why We're Not Concerned Yet About Constellation Energy Corporation's (NASDAQ:CEG) 29% Share Price Plunge

Feb 05
Why We're Not Concerned Yet About Constellation Energy Corporation's (NASDAQ:CEG) 29% Share Price Plunge

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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".

Constellation Energy (NASDAQ:CEG) Seems To Use Debt Quite Sensibly

Jul 14
Constellation Energy (NASDAQ:CEG) Seems To Use Debt Quite Sensibly

At US$320, Is It Time To Put Constellation Energy Corporation (NASDAQ:CEG) On Your Watch List?

Jun 30
At US$320, Is It Time To Put Constellation Energy Corporation (NASDAQ:CEG) On Your Watch List?

Subdued Growth No Barrier To Constellation Energy Corporation's (NASDAQ:CEG) Price

Jun 17
Subdued Growth No Barrier To Constellation Energy Corporation's (NASDAQ:CEG) Price

With EPS Growth And More, Constellation Energy (NASDAQ:CEG) Makes An Interesting Case

May 22
With EPS Growth And More, Constellation Energy (NASDAQ:CEG) Makes An Interesting Case

Constellation Energy Corporation Just Missed EPS By 82%: Here's What Analysts Think Will Happen Next

May 09
Constellation Energy Corporation Just Missed EPS By 82%: Here's What Analysts Think Will Happen Next

Constellation Energy: A Growth Opportunity Amid Volatility (Rating Upgrade)

Apr 09

Constellation Energy: Price Drop And Robust Results Make It Attractive

Mar 26

Constellation Energy: Powering Up, Preparing For Electrification

Mar 13

Constellation Energy Is Spending Big Now To Win Big Later

Feb 10

Constellation Energy Calpine Merger: Creating A Nationwide Independent Power Producer

Jan 12

One Of The AI Revolution's Brightest Stars: Constellation Energy

Jan 03

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Joe Dominguez rispetto agli utili di Constellation Energy?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$17mUS$1m

US$2b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$16mUS$1m

US$4b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$15mUS$1m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$774m

Mar 31 2023n/an/a

-US$170m

Dec 31 2022US$10mUS$1m

-US$160m

Compensazione vs Mercato: La retribuzione totale di Joe ($USD 17.12M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.54M ).

Compensazione vs guadagni: La retribuzione di Joe è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Joe Dominguez (61 yo)

4.6yrs
Mandato
US$17,115,179
Compensazione

Mr. Joseph Dominguez, also known as Joe, serves as Director of Associated Electric & Gas Insurance Service Limited since 2024. He is Independent Director of KBR, Inc. from May 15, 2024. He serves as Presid...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Joseph Dominguez
President4.6yrsUS$17.12m0.043%
$ 49.2m
Bryan Hanson
Senior Executive VP & Chief Generation Officer11.3yrsUS$6.18m0.023%
$ 26.0m
Kathleen Barron
Executive VP & Senior Advisor to the CEO4.3yrsUS$6.32m0.015%
$ 17.3m
Daniel Eggers
Senior Executive Vice President of Finance & Data Economyless than a yearUS$5.07m0.013%
$ 15.2m
James McHugh
Senior Executive VP & Chief Commercial Officer4.3yrsUS$7.56m0.018%
$ 20.7m
Shane Smith
Executive VP & CFOless than a yearNessun dato0.0010%
$ 1.2m
Michael Koehler
Executive VP & Chief Administration Officer4.3yrsUS$4.25m0.015%
$ 16.7m
Tim Flottemesch
Vice President of Investor Relationsno dataNessun datoNessun dato
Matthew Price
Executive VPno dataNessun datoNessun dato
Susie Kutansky
Executive VP & Chief Human Resources Officerno dataNessun datoNessun dato
Christopher Mudrick
Chief Nuclear Officerless than a yearNessun datoNessun dato
David Rhoades
Chief Nuclear Officer6.3yrsNessun datoNessun dato
4.3yrs
Durata media
56yo
Età media

Gestione esperta: Il team dirigenziale di CEG è considerato esperto (durata media dell'incarico 4.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Joseph Dominguez
President4.3yrsUS$17.12m0.043%
$ 49.2m
Robert Lawless
Independent Chairman4.3yrsUS$509.86k0.00030%
$ 340.2k
Yves de Balmann
Independent Director4.3yrsUS$331.95k0.00019%
$ 215.5k
Charles Harrington
Independent Director4.3yrsUS$335.00k0.000010%
$ 11.3k
Bradley Halverson
Independent Director4.3yrsUS$337.30kNessun dato
Eileen Paterson
Independent Director1.4yrsUS$315.00kNessun dato
Julie Holzrichter
Independent Director4.3yrsUS$295.00kNessun dato
Dhiaa Jamil
Independent Director2.9yrsUS$315.00k0.000040%
$ 45.4k
Ashish Khandpur
Independent Director4.3yrsUS$295.00kNessun dato
Nneka Rimmer
Independent Director3.5yrsUS$315.00kNessun dato
John Richardson
Independent Director4.3yrsUS$335.00kNessun dato
4.3yrs
Durata media
64yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CEG sono considerati esperti (durata media dell'incarico 4.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 10:53
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Constellation Energy Corporation è coperta da 25 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Eric BeaumontBarclays
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research