Constellation Energy Performance degli utili passati
Criteri Il passato verificati 3/6
Constellation Energy ha registrato una crescita degli utili a un tasso medio annuo di 55%, mentre il settore Electric Utilities ha registrato utili in crescita a un tasso medio annuo di 6.1%. I ricavi sono stati in crescita a un tasso medio annuo di 6.6%. Il ritorno sul capitale proprio di Constellation Energy è 11.2% e ha margini netti di 12.7%.
Informazioni chiave
54.99%
Tasso di crescita degli utili
49.33%
Tasso di crescita dell'EPS
| Electric Utilities Crescita del settore | 6.28% |
| Tasso di crescita dei ricavi | 6.63% |
| Rendimento del capitale proprio | 11.23% |
| Margine netto | 12.69% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • 2h
The AI Power Bottleneck Makes Constellation Energy A Strong Buy
Summary I am rating Constellation Energy a Strong Buy because I believe the market is underestimating how valuable reliable power has become in the AI era. The major growth drivers include the Calpine acquisition, the META nuclear agreement, and the Crane restart project with MSFT support. Together these drivers represent nearly $2Bn of potential annual revenue. My Price target is $424 and is based on an estimated $14.20, 2028 EPS and using a 30x FWD earnings multiple. Power constraints are emerging as the key bottleneck for AI growth, and CEG is building foundational infrastructure for the AI era. Read the full article on Seeking AlphaArticolo di analisi • 16h
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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • Mar 20
Constellation Energy Corp. (CEG): The Nuclear AI Titan – Electrifying the Intelligence Age
Vestra has increased revenue growth from 13.6% to 24.8%.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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".Articolo di analisi • Jul 14
Constellation Energy (NASDAQ:CEG) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jun 30
At US$320, Is It Time To Put Constellation Energy Corporation (NASDAQ:CEG) On Your Watch List?
Constellation Energy Corporation ( NASDAQ:CEG ) saw a significant share price rise of 87% in the past couple of months...Articolo di analisi • Jun 17
Subdued Growth No Barrier To Constellation Energy Corporation's (NASDAQ:CEG) Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Articolo di analisi • May 22
With EPS Growth And More, Constellation Energy (NASDAQ:CEG) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...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 AlphaSeeking Alpha • Mar 26
Constellation Energy: Price Drop And Robust Results Make It Attractive
Summary Constellation Energy Group's stock dropped 18% since October on broader concerns around nuclear energy's expected growth, despite strong Q4 and full-year 2024 results, with EPS exceeding expectations by 2.7%. There's much going for CEG, though. The company's 2025 guidance suggests a 6.7% EPS increase, but past trends indicate potential for a higher rise, possibly up to 23.1%. Market multiples are also attractive now, with forward P/E at 23.6x, down from 32.9x in October 2024, reflecting improved valuation. Despite potential risks from reduced data center demand, CEG remains a strong long-term buy, with forward P/E expected to drop further by 2030. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Constellation Energy: Powering Up, Preparing For Electrification
Summary Constellation Energy Corporation's shares have experienced significant volatility, driven by AI-related growth and the acquisition of Calpine, enhancing its fundamentals and long-term outlook. The $29.1 billion Calpine acquisition diversifies Constellation's energy portfolio and is expected to be highly accretive to earnings, boosting 2026 non-GAAP EPS by 20%. Despite recent share price declines, Constellation's strong fundamentals and growth prospects make it an attractive investment, particularly if shares fall below $200. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Constellation Energy Is Spending Big Now To Win Big Later
Summary Constellation Energy is spending big on nuclear and clean energy to fuel future growth. Cash flow looks messy now, but it's mostly timing and planned investments. They have plenty of cash and manageable debt, so no real financial risk. The market is too focused on short-term spending and missing the bigger picture. Once these investments start paying off, the stock should move higher. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Constellation Energy Calpine Merger: Creating A Nationwide Independent Power Producer
Summary Constellation Energy's merger with Calpine will nearly double its generation capacity to around 60 GW and enhance geographic and asset diversification. Calpine is attractively priced, using highly valued Constellation stock and avoiding new debt issuance, making it immediately accretive to EPS. After a 25% stock price jump post-announcement, the combined company's valuation is high; new investors should wait for a pullback to around $250. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Constellation Energy guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 29,867 | 3,791 | 70 | 0 |
| 31 Dec 25 | 25,533 | 2,319 | 55 | 0 |
| 30 Sep 25 | 24,841 | 2,739 | 38 | 0 |
| 30 Jun 25 | 24,820 | 3,009 | 28 | 0 |
| 31 Mar 25 | 24,195 | 2,984 | 20 | 0 |
| 31 Dec 24 | 23,568 | 3,749 | 9 | 0 |
| 30 Sep 24 | 23,982 | 2,860 | -4 | 0 |
| 30 Jun 24 | 23,544 | 2,391 | -21 | 0 |
| 31 Mar 24 | 23,514 | 2,410 | -38 | 0 |
| 31 Dec 23 | 24,918 | 1,623 | -58 | 0 |
| 30 Sep 23 | 26,455 | 1,694 | -72 | 0 |
| 30 Jun 23 | 26,395 | 774 | -85 | 0 |
| 31 Mar 23 | 26,414 | -170 | -106 | 0 |
| 31 Dec 22 | 24,440 | -160 | 0 | 0 |
| 30 Sep 22 | 22,639 | -152 | -79 | 0 |
| 30 Jun 22 | 20,993 | 644 | -52 | 0 |
| 31 Mar 22 | 19,681 | 694 | -18 | 0 |
| 31 Dec 21 | 19,649 | -205 | 0 | 0 |
| 30 Sep 21 | 18,448 | -228 | 0 | 0 |
| 30 Jun 21 | 18,702 | -786 | 0 | 0 |
| 31 Mar 21 | 18,429 | -249 | 0 | 0 |
| 31 Dec 20 | 17,603 | 589 | 0 | 0 |
| 30 Sep 20 | 17,916 | 967 | 0 | 0 |
| 30 Jun 20 | 18,031 | 1,174 | 0 | 0 |
| 31 Mar 20 | 18,361 | 807 | 0 | 0 |
| 31 Dec 19 | 18,924 | 1,125 | 0 | 0 |
| 30 Sep 19 | 19,349 | 551 | 0 | 0 |
| 30 Jun 19 | 19,853 | 528 | 0 | 0 |
| 31 Mar 19 | 20,221 | 597 | 0 | 0 |
| 31 Dec 18 | 20,437 | 370 | 0 | 0 |
| 30 Sep 18 | 20,025 | 2,770 | 0 | 0 |
| 30 Jun 18 | 19,497 | 2,840 | 0 | 0 |
| 31 Mar 18 | 19,134 | 2,428 | 0 | 0 |
| 31 Dec 17 | 18,500 | 2,710 | 0 | 0 |
| 30 Sep 17 | 18,231 | 445 | 0 | 0 |
| 30 Jun 17 | 18,515 | 378 | 0 | 0 |
| 31 Mar 17 | 17,890 | 604 | 0 | 0 |
| 31 Dec 16 | 17,757 | 483 | 0 | 0 |
| 30 Sep 16 | 17,657 | 692 | 0 | 0 |
| 30 Jun 16 | 17,390 | 833 | 0 | 0 |
| 31 Mar 16 | 18,032 | 1,239 | 0 | 0 |
| 31 Dec 15 | 19,135 | 1,372 | 0 | 0 |
| 30 Sep 15 | 19,643 | 1,127 | 0 | 0 |
| 30 Jun 15 | 19,288 | 1,521 | 0 | 0 |
Guadagni di qualità: CEG ha un grande una tantum guadagno di $2.0B che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di CEG (12.7%) CEG sono più alti rispetto allo scorso anno (12.3%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: CEG è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 55% all'anno.
Accelerare la crescita: La crescita degli utili di CEG nell'ultimo anno ( 27% ) è inferiore alla media quinquennale ( 55% all'anno).
Guadagni vs Settore: La crescita degli utili CEG nell'ultimo anno ( 27% ) ha superato la percentuale del settore Electric Utilities 10.3%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 11.2% ) di CEG è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/14 00:26 |
| Prezzo dell'azione a fine giornata | 2026/05/14 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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.
| Analista | Istituzione |
|---|---|
| Eric Beaumont | Barclays |
| Nicholas Campanella | Barclays |
| James Thalacker | BMO Capital Markets Equity Research |