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Constellation Energy Corporation Stock Price

NasdaqGS:CEG Community·US$97.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 426 Fair Values set on narratives written by author

CEG Share Price Performance

US$273.71
-81.18 (-22.87%)
US$352.91
Fair Value
US$273.71
-81.18 (-22.87%)
22.4% undervalued intrinsic discount
US$352.91
Fair Value
Price US$273.71
AnalystConsensusTarget US$352.91
AnalystLowTarget US$292.78
AnalystHighTarget US$431.43

CEG Community Narratives

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Fair Value US$352.91 22.4% undervalued intrinsic discount

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

4users have liked this narrative
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159users have followed this narrative
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Fair Value US$292.78 6.5% undervalued intrinsic discount

Decarbonization Policies Will Erode Nuclear Revenues

0users have liked this narrative
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16users have followed this narrative
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Fair Value US$431.43 36.6% undervalued intrinsic discount

IRA Support And Global Decarbonization Will Advance Zero-Carbon Leadership

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19users have followed this narrative
US$431.43
36.6% undervalued intrinsic discount
Revenue
14.67% p.a.
Profit Margin
17.73%
Future PE
29.34x
Price in 2029
US$529.56
US$292.78
6.5% undervalued intrinsic discount
Revenue
-5.63% p.a.
Profit Margin
17.37%
Future PE
36.46x
Price in 2029
US$359.37

Trending Discussion

No trending discussion available.

Updated Narratives

CEG logo

CEG: Long Dated Nuclear And PJM Capacity Will Power AI Demand

Fair Value: US$352.91 22.4% undervalued intrinsic discount
159 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CEG: AI Power Demand And Calpine Deal Will Support Future Upside

Fair Value: US$431.43 36.6% undervalued intrinsic discount
19 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CEG: Reset Street Expectations And PJM Delay Will Shape Medium Term Outlook

Fair Value: US$292.78 6.5% undervalued intrinsic discount
16 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value with acceptable track record.

2 Risks
4 Rewards

Constellation Energy Corporation Key Details

US$29.9b

Revenue

US$22.9b

Cost of Revenue

US$6.9b

Gross Profit

US$3.2b

Other Expenses

US$3.8b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
10.62
23.26%
12.69%
66.4%
View Full Analysis

About CEG

Founded
2021
Employees
15315
CEO
Joseph Dominguez
WebsiteView website
www.constellationenergy.com

Constellation Energy Corporation produces and sells energy products and services in the United States. The company operates through five segments: Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. It offers electricity, natural gas, energy-related products, and sustainable solutions. The company has approximately 31,676 megawatts of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. It serves distribution utilities, municipalities, cooperatives, and commercial, industrial, public sector, and residential customers. The company was incorporated in 2021 and is headquartered in Baltimore, Maryland.

Recent CEG News & Updates

Seeking Alpha 10h

Constellation Energy: A Strong Buy For The Largest Nuclear Fleet

Summary Constellation Energy is the largest U.S. producer of carbon-free electricity, uniquely positioned to supply hyperscalers with 24/7, reliable, long-term power. I initiate CEG with a Strong Buy rating and a $355 price target, reflecting a +35% upside, supported by robust DCF, multiple, and Street cross-checks. CEG’s moat is underpinned by irreplicable nuclear assets, long-term PPAs with top hyperscalers, and a legislated price floor that limits downside risk. Key catalysts include new datacenter PPAs, the Three Mile Island/Crane restart, Calpine synergies, and capacity-market price gains, balanced against power-price cyclicality and execution risks. Read the full article on Seeking Alpha
Narrative Update 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

No updates