Constellation Energy Corporation (CEG)
3 Nuclear Energy Stocks for the AI Power Era
AI compute is a power problem before it is a chip problem.
3 Nuclear Energy Stocks Riding the AI Power Surge in August
Artificial intelligence workloads are pulling forward a decade of electricity demand growth, and nuclear power is emerging as the always-on backbone hyperscalers actually want to buy.
Is CEG's Nuclear Fleet Positioned to Support Long-Term Growth?
Constellation Energy expands long-term nuclear contracts, license extensions and uprates as carbon-free power demand rises.
The Mag 7's $10 Trillion Blind Spot
Tom Yeung here with your Sunday Digest . Imagine that you own a Formula One race car.
CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals
Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its growth outlook.
Constellation Energy: The Nuclear Fleet Cash Machine Is Just Waking Up
Constellation Energy is rated BUY, with fair valuation, strong fundamentals, and a robust long-term growth outlook driven by AI-driven electricity demand. Constellation Energy's acquisition of Calpine creates a hybrid nuclear-gas fleet, enhancing operational flexibility and profitability as data centers drive base load demand. The fully amortized nuclear fleet, with extended licenses, acts as a cash flow generator, benefiting directly from rising electricity prices and contract renewals.
Constellation Energy Corporation (CEG) Q2 2026 Earnings Call Transcript
Constellation Energy Corporation (CEG) Q2 2026 Earnings Call Transcript
CEG Q2 Earnings Top Estimates on Calpine Contribution, View Raised
CEG's Q2 adjusted earnings rise 33.5% and beat estimates as Calpine and portfolio gains lift results, prompting a higher 2026 outlook.
Constellation Energy Corporation (CEG) Q2 Earnings and Revenues Beat Estimates
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.
Constellation to sell gas plant to LS Power, raises operating earnings forecast
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.
Should You Stay Invested in Constellation Energy Before Q2 Earnings?
CEG stock heads into Q2 earnings with double-digit growth estimates, demand tailwinds but weaker margins remain a concern.
Constellation Energy: Cheaper But Same Nuclear Tailwinds
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.
