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Constellation Energy Corporation Stock Price

NasdaqGS:CEG Community·US$96.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 482 Fair Values set on narratives written by author

CEG Share Price Performance

US$278.42
-38.16 (-12.05%)
US$350.00
Fair Value
US$278.42
-38.16 (-12.05%)
20.5% undervalued intrinsic discount
US$350.00
Fair Value
Price US$278.42
andrei9868 US$350.00
AnalystConsensusTarget US$352.91
AnalystLowTarget US$292.78

CEG Community Narratives

Fair Value
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Fair Value US$350 20.5% undervalued intrinsic discount

Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom

2users have liked this narrative
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14users have followed this narrative
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Fair Value US$352.91 21.1% undervalued intrinsic discount

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

4users have liked this narrative
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171users have followed this narrative
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Fair Value US$292.78 4.9% undervalued intrinsic discount

Decarbonization Policies Will Erode Nuclear Revenues

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17users have followed this narrative
US$350
20.5% undervalued intrinsic discount
Fair Value
Revenue
19.77% p.a.
Profit Margin
11.08%
Future PE
28.89x
Price in 2031
US$496.41
US$352.91
21.1% undervalued intrinsic discount
Revenue
8.69% p.a.
Profit Margin
15.9%
Future PE
31.44x
Price in 2029
US$433.17
US$431.43
35.5% 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
4.9% 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

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Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom

Fair Value: US$350 20.5% undervalued intrinsic discount
14 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: Long Dated Nuclear And PJM Capacity Will Power AI Demand

Fair Value: US$352.91 21.1% undervalued intrinsic discount
171 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 35.5% 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

Snowflake Analysis

Good value with moderate growth potential.

2 Risks
4 Rewards

Constellation Energy Corporation Key Details

US$31.3b

Revenue

US$24.4b

Cost of Revenue

US$6.9b

Gross Profit

US$3.4b

Other Expenses

US$3.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
9.78
22.11%
11.08%
76.4%
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 Aug 25

Constellation Energy: The Scarcity Platform The Market Still Underestimates

Summary Constellation Energy leverages its unmatched nuclear and gas portfolio to monetize reliability, carbon-free attributes, and location, targeting premium long-term contracts. CEG’s recent Calpine acquisition enhances flexibility, enabling clean-and-firm power offerings and positioning the company as a scarcity platform amid surging data center demand. Management raised 2026 adjusted EPS guidance to $11.50–$12.50, citing commercial outperformance, portfolio optimization, and accretive share repurchases as key drivers. Despite a premium valuation (22.7x 2026 EPS), I rate CEG a Buy, seeing underappreciated upside from premium contracts, Crane restart, and commercial margin expansion. Read the full article on Seeking Alpha
New Narrative Aug 16

Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom

The market is underappreciating how scarce true 24/7 carbon-free baseload has become just as AI data centers and electrification drive the sharpest sustained rise in U.S. power demand in decades. Most investors still treat CEG as a “utility with nuclear exposure.” It is better understood as the owner of the largest, highest-quality fleet of scarce, dispatchable zero-carbon generation that hyperscalers cannot easily replicate or replace.

Recent updates

No updates