Constellation Energy

CEG

Market cap $104B

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.

Keith Kaplan, CEO of TradeSmith, has spent recent months mapping what he calls the "choke points" of the AI build-out—the physical bottlenecks where trillion-dollar demand is running into a world that can't supply fast enough. His argument: the largest fortunes of this AI cycle won't go to the visible players.

The amount of electricity hyperscalers can reliably access is proving a critical bottleneck to their expansion plans. Nuclear power companies and battery storage suppliers may both benefit from accelerating AI growth.

Constellation Energy's shares slip on delay in power plant restart and no new data-center deals, even as the Calpine acquisition adds capacity.

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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.