CEG dips below 50 and 200-day SMAs amid project delays, but nuclear strength, Calpine deal and buybacks keep the bull case alive.
Constellation Energy is positioned as a critical enabler of the AI-driven energy revolution, supplying 10% of the nation's clean energy. CEG's Q1 2026 revenue soared 63.85% YoY to $11.12B, with EPS of $2.74 beating expectations by $0.14. The company's nuclear fleet achieved a 92.3% capacity factor, underscoring its ability to deliver reliable, around-the-clock power for high-demand sectors.
Constellation Energy Corporation is a Buy after a 20% YTD decline, with fundamentals improving and unique nuclear assets underpinning long-term value. Q1 2026 saw strong results: $2.74 adjusted EPS (vs. $2.53 consensus) and $11.1B revenue (vs. $8.6B), boosted by the Calpine acquisition. 2026 EPS guidance was reaffirmed at $11.00–$12.00, with 2027 base EPS guidance appearing conservative and not reflecting potential data center PPAs.
Both GEV and CEG are well positioned to benefit from surging electricity demand from AI data centers.
Zacks.com users have recently been watching Constellation Energy Corporation (CEG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Wind energy growth and rising clean power demand are putting CEG, DUK, PCG and DTE in focus for investors.
Constellation Energy's shares slip on delay in power plant restart and no new data-center deals, even as the Calpine acquisition adds capacity.
U.S. Energy Secretary Chris Wright has directed Constellation Energy Corp to keep two units of the Eddystone Generating Station in Pennsylvania operational, the Energy Department said on Thursday.
Constellation Energy Corporation (CEG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Two great long-term AI energy stocks--Vistra and Constellation--to buy now in May, down 30% or more and hold forever.
Constellation Energy is set to report earnings Monday morning, with the energy stock seen making a sizable swing after the results.
CEG tops first-quarter 2026 estimates as EPS jumps 28% and revenues surge 64%, while new solar and gas projects come online.