Constellation Energy

CEG

Market cap $120B

MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, and beaten-down REITs that offer solid income and turnaround potential. Part 3 of this series includes Ceragon Networks, Celldex Therapeutics, Constellation Energy, Coppernico Metals, Costco, and Dynex Capital, among others.

BALTIMORE--(BUSINESS WIRE)--Constellation Energy Generation, LLC (“Constellation”), a Pennsylvania limited liability company, announced today the expiration and final results of (A) the previously announced private offers to exchange any and all of the outstanding (i) 4.625% Senior Unsecured Notes due 2029 (“Existing Unsecured 2029 Notes”), (ii) 5.000% Senior Unsecured Notes due 2031 (“Existing Unsecured 2031 Notes”) and (iii) 3.750% Senior Secured Notes (“Existing Secured 2031 Notes” and, toge.

Constellation Energy Corporation (CEG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

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.

Big tech companies are increasingly striking direct deals with utility companies to secure reliable, long-term energy supplies as their power needs surge, mainly driven by data centers, cloud computing, and artificial intelligence.

Artificial intelligence (AI) operations could consume as much energy as 22% of American households combined by 2028. Nuclear power is one way to help meet AI's growing electricity needs, and companies like Microsoft are investing heavily in it.

Beyond obvious AI plays like Nvidia, experts see opportunity in shares of infrastructure companies, some of which remain cheap.

CEG trades above its 200-day SMA as nuclear strength, clean-energy growth and rising earnings drive momentum.

Meta announced expanded commitment to nuclear energy this morning. Even before that happened, TD Cowen was saying Constellation stock was a buy.

Constellation began 2025 by announcing the $26.6 billion acquisition of Calpine. The acquisition will add a massive amount of natural gas and geothermal capacity to Constellation's leading nuclear fleet.