Constellation Energy Corporation (CEG)
Trump administration backs Three Mile Island nuclear restart with $1 billion loan to Constellation
The Department of Energy is backing Constellation Energy's restart of Three Mile Island Unit 1 with a $1 billion loan. Constellation unveiled plans last year to restart the plant through a power purchase agreement with Microsoft to support the tech company's data center demand.
Nuclear Energy Earnings: Which Names Won and Lost in Q3
2025 has been characterized by several key investment themes, such as artificial intelligence (AI), quantum computing, and memory chip stocks. Not least among these themes is the market's attraction to nuclear energy stocks.
The 1 Thing That Can Slow AI's Growth — And 3 Stocks That Will Profit From It
Because artificial intelligence (AI) demand is growing so rapidly, and data centers are such power-hungry operations, the one thing that will slow AI's rapid ascent is energy supply.
How to Play With Constellation Energy Stock After Mixed Q3 Results?
CEG stock slips a bit after mixed third quarter as earnings miss but revenues rise, spotlighting its nuclear strength and renewables growth.
Here is What to Know Beyond Why Constellation Energy Corporation (CEG) is a Trending Stock
Constellation Energy Corporation (CEG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
AI Nuclear Energy Stocks to Now Buy On the Dip: CEG, GEV
The pullback across AI stocks and the broader nuclear-heavy AI energy trade offers investors a great chance to start buying best-in-class stocks on the dip, including GE Vernova and Constellation Energy.
Why Constellation Energy Corporation (CEG) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Constellation Energy: Sustainable Growth And Long-Term Drivers At A Fair Valuation
Constellation Energy can benefit from multiple tailwinds: Calpine acquisition on track for end of year close, continued bipartisan legislative support for nuclear energy and expansion of existing fleet. The main risk factors and challenges are related to the tariffs on energy products and materials, the Russia and Ukraine conflict and the evolution of environmental regulations. The analysis of the financial statements shows good fundamentals with expectations for rising revenues, earnings, cashflows and ROC and a continuation of the shares buyback program.
Constellation Energy: Getting Serious About Capacity Growth (Rating Upgrade)
Constellation Energy is rated a Buy, driven by strong EPS growth, capacity expansion, and best-in-class nuclear operations. Constellation is executing major growth initiatives, including the Calpine merger, nuclear plant upgrades, and new storage projects to meet rising data center demand. The company's balance sheet is strong, with low leverage pre-merger and available credit to cover further expansion projects.
Constellation Energy Corporation (CEG) Q3 2025 Earnings Call Transcript
Constellation Energy Corporation ( CEG ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Emily Duncan Joseph Dominguez - President, CEO & Director Daniel Eggers - Executive VP & CFO James McHugh - Executive VP & Chief Commercial Officer Conference Call Participants Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division Steven Fleishman - Wolfe Research, LLC Jeremy Tonet - JPMorgan Chase & Co, Research Division Andrew Weisel - Scotiabank Global Banking and Markets, Research Division David Arcaro - Morgan Stanley, Research Division Agnieszka Storozynski - Seaport Research Partners James West - Melius Research LLC Presentation Operator Good morning, ladies and gentlemen and welcome to the Constellation Energy Corporation Third Quarter Earnings Call. [Operator Instructions] As a reminder, this call may be recorded.
Constellation Energy: 20% Pullback Provides Golden GARP Opportunity (Upgrade)
I'm upgrading Constellation Energy to a "Buy" after a 20% correction, offering a GARP opportunity with strong AI exposure. CEG reported mixed Q3 results but maintains robust EPS growth forecasts, supported by favorable pricing, increased generation, and nuclear capacity additions. Valuation remains reasonable with a PEG ratio near 2x and an expected long-term EPS growth rate of 18%, despite some technical weakness and market risks.
Constellation Energy Q3 Earnings Lag Estimates, Revenues Rise Y/Y
CEG's third-quarter earnings miss estimates, but higher revenues, solid cash flow and a narrowed outlook reflect steady operational momentum.
