Constellation Energy

CEG

時価総額 $961億

Bloom Energy provides on-site fuel cell technology that serves high-growth industries like artificial intelligence and data centers. Constellation Energy is the largest producer of carbon-free nuclear power in the United States with a massive utility-scale footprint.

Vistra and Constellation Energy Group surged on major nuclear-related deals, reinforcing their long-term Buy cases. CEG's long-term power agreements with tech giants and upgraded EPS guidance support a 5-6% near-term upside and potential for shares to double in five years. VST appears fairly valued short term, with forward EV/EBITDA and P/E ratios near historical averages, but offers 70% upside by 2031 if nuclear growth persists.

Constellation Energy Corporation (CEG) closed at $279.54 in the latest trading session, marking a -5.49% move from the prior day.

BALTIMORE--(BUSINESS WIRE)--Constellation (Nasdaq: CEG) today announced that it has completed the sale of the Brazos Valley Energy Center to LS Power. The 606-megawatt (MW) natural gas-fired combined-cycle facility is located outside Houston and operates in the ERCOT market.The transaction represents continued progress in satisfying regulatory commitments related to Constellation's acquisition of Calpine, which closed in January 2026.Constellation entered into an agreement to sell Brazos Valley.

Constellation's shares are down more than 17% this year. The company is the largest nuclear energy provider in the U.S. It has also signed a power purchase agreement with Amazon.

Constellation Energy's expanding renewable assets, battery storage capacity and corporate clean energy agreements support diversification and long-term growth.

Google's parent, Alphabet, has made a long-term commitment to purchase electricity from nuclear power facilities that Constellation Energy has yet to build. This confident commitment underscores a broader, renewed interest in well-proven nuclear power.

Utility company Constellation Energy can now comfortably make investments in its own nuclear power capacity. Rival Vistra has also potentially secured funding to expand and prolong its existing nuclear energy production.

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Google and Constellation's 3.59-GW nuclear deal signals a long-term industry shift, putting nuclear ETFs in focus as AI drives demand for reliable power.