Constellation Energy Corporation (CEG) came out with quarterly earnings of $2.55 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $1.91 per share a year ago.
Power company Constellation Energy said on Thursday it will sell a gas plant in Texas to LS Power for $860 million, and also raised its current-year operating earnings forecast on the back of robust power demand.
CEG stock heads into Q2 earnings with double-digit growth estimates, demand tailwinds but weaker margins remain a concern.
Constellation Energy (CEG) remains a Buy as valuation has compressed ~17% despite stable earnings outlook and sector headwinds. FY2026 EPS guidance reaffirmed at $11-$12, below consensus, with Calpine integration on track for $2/share accretion. Key drivers include PJM auction revenue visibility, Walmart PPA broadening the client base, and improved management disclosures.
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.
Constellation Energy Corporation (CEG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Constellation Energy pairs high-return growth investments with dividends and buybacks to strengthen cash flow and long-term shareholder value.
Constellation Energy Corporation (CEG) reached $270 at the closing of the latest trading day, reflecting a -1.59% change compared to its last close.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Investors need to pay close attention to CEG stock based on the movements in the options market lately.
Constellation Energy's (CEG) venture arm has taken a stake in a reactor development company that is working around a gas-to-nuclear deployment model in coordination with GE Vernova (GEV). The transaction marks Constellation's first equity investment in a U.S. nuclear developer focused on advanced small modular reactors (SMRs).
Recently, Zacks.com users have been paying close attention to Constellation Energy Corporation (CEG). This makes it worthwhile to examine what the stock has in store.