Constellation Energy Corporation

NasdaqGS:CEG Voorraadrapport

Marktkapitalisatie: US$110.8b

Constellation Energy Inkomsten in het verleden

Verleden criteriumcontroles 1/6

Constellation Energy heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 54.4%, terwijl de Electric Utilities-industrie de winst zag groeien met 6.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 6.5%. Het rendement op eigen vermogen van Constellation Energy is 15.6%, en het heeft een nettomarge van 9.1%.

Belangrijke informatie

54.39%

Groei van de winst

52.36%

Groei van de winst per aandeel

Electric Utilities Groei van de industrie6.28%
Inkomstengroei6.49%
Rendement op eigen vermogen15.64%
Nettomarge9.08%
Volgende winstupdate11 May 2026

Recente prestatie-updates uit het verleden

Recent updates

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

Constellation Energy: Leading The Clean Energy Revolution

Dec 01

Constellation Energy: Don't Fear The Change In Government (Rating Downgrade)

Nov 12

Opbrengsten en kosten

Hoe Constellation Energy geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

NasdaqGS:CEG Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 2525,5332,319550
30 Sep 2524,8412,739390
30 Jun 2524,8203,009270
31 Mar 2524,1952,984190
31 Dec 2423,5683,74990
30 Sep 2423,9822,860-40
30 Jun 2423,5442,391-210
31 Mar 2423,5142,410-380
31 Dec 2324,9181,623-580
30 Sep 2326,4551,694-720
30 Jun 2326,395774-850
31 Mar 2326,414-170-1060
31 Dec 2224,440-16000
30 Sep 2222,639-152-790
30 Jun 2220,993644-520
31 Mar 2219,681694-180
31 Dec 2119,649-20500
30 Sep 2118,448-22800
30 Jun 2118,702-78600
31 Mar 2118,429-24900
31 Dec 2017,60358900
30 Sep 2017,91696700
30 Jun 2018,0311,17400
31 Mar 2018,36180700
31 Dec 1918,9241,12500
30 Sep 1919,34955100
30 Jun 1919,85352800
31 Mar 1920,22159700
31 Dec 1820,43737000
30 Sep 1820,0252,77000
30 Jun 1819,4972,84000
31 Mar 1819,1342,42800
31 Dec 1718,5002,71000
30 Sep 1718,23144500
30 Jun 1718,51537800
31 Mar 1717,89060400
31 Dec 1617,75748300
30 Sep 1617,65769200
30 Jun 1617,39083300
31 Mar 1618,0321,23900
31 Dec 1519,1351,37200
30 Sep 1519,6431,12700
30 Jun 1519,2881,52100

Kwaliteitswinsten: CEG heeft een grote eenmalige winst van $2.0B wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st December, 2025.

Groeiende winstmarge: De huidige netto winstmarges (9.1%) CEG } zijn lager dan vorig jaar (15.9%).

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: De winst van CEG is de afgelopen 5 jaar aanzienlijk gegroeid met 54.4% per jaar.

Versnelling van de groei: De winstgroei CEG is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: CEG had het afgelopen jaar een negatieve winstgroei ( -38.1% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Electric Utilities ( 11.5% ).

Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 15.6% ) van CEG wordt als laag beschouwd.

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden

7D

1Y

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Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/29 12:47
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Constellation Energy Corporation wordt gevolgd door 25 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Eric BeaumontBarclays
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research