Constellation Energy Corporation

NasdaqGS:CEG 주식 리포트

시가총액: US$113.4b

Constellation Energy 경영진

경영진 기준 점검 4/4

Constellation Energy CEO는 Joe Dominguez, Oct2021 에 임명되었습니다 의 임기는 4.58 년입니다. 총 연간 보상은 $17.12M, 8.7% 급여 및 91.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $49.17M 가치에 해당하는 회사 주식의 0.043% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.3 년과 4.3 년입니다.

핵심 정보

Joe Dominguez

최고경영자

US$17.1m

총 보수

CEO 급여 비율8.65%
CEO 재임 기간4.6yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간4.3yrs

최근 경영진 업데이트

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

CEO 보수 분석

Joe Dominguez의 보수는 Constellation Energy의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Joe의 총 보수(USD17.12M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.54M) 수준입니다.

보상과 수익: Joe의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Joe Dominguez (61 yo)

4.6yrs
재임 기간
US$17,115,179
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 year데이터 없음0.0010%
$ 1.2m
Michael Koehler
Executive VP & Chief Administration Officer4.3yrsUS$4.25m0.015%
$ 16.7m
Tim Flottemesch
Vice President of Investor Relationsno data데이터 없음데이터 없음
Matthew Price
Executive VPno data데이터 없음데이터 없음
Susie Kutansky
Executive VP & Chief Human Resources Officerno data데이터 없음데이터 없음
Christopher Mudrick
Chief Nuclear Officerless than a year데이터 없음데이터 없음
David Rhoades
Chief Nuclear Officer6.3yrs데이터 없음데이터 없음
4.3yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: CEG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).


이사회 구성원

이름직위재임 기간보수지분
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$337.30k데이터 없음
Eileen Paterson
Independent Director1.4yrsUS$315.00k데이터 없음
Julie Holzrichter
Independent Director4.3yrsUS$295.00k데이터 없음
Dhiaa Jamil
Independent Director2.9yrsUS$315.00k0.000040%
$ 45.4k
Ashish Khandpur
Independent Director4.3yrsUS$295.00k데이터 없음
Nneka Rimmer
Independent Director3.5yrsUS$315.00k데이터 없음
John Richardson
Independent Director4.3yrsUS$335.00k데이터 없음
4.3yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: CEG의 이사회경험이 있음으로 간주됩니다(평균 재임 4.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 08:26
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Constellation Energy Corporation는 25명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Eric BeaumontBarclays
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research