CEG
Snapshot
mcap $93.3B · fwd P/E 19.8 · P/S 3.0 · rev +23% y/y · margin 11% · short 3.7% of float · beta 1.1 · 19% of 52w range
Active theses holding CEG
Recent news
Constellation Energy's Clean Portfolio May Boost Future Growth
Constellation Energy is expanding its clean-energy portfolio, combining nuclear and renewable assets to meet rising electricity demand. Its 55-gigawatt diversified generation portfolio supplies about 10% of U.S. clean en
Sep 16, 2026
Constellation Energy to buy RISEC from Shell for $715M
On September 10, 2026, Constellation Energy agreed to acquire the 609-MW Rhode Island State Energy Center (RISEC) from Shell Energy North America for $715 million in cash, or about $580 million net of expected first-year
Sep 11, 2026
Rising C&I demand to drive Constellation Energy's long-term growth
Constellation Energy is poised for long-term growth driven by rising Commercial & Industrial demand, particularly from data centers and large businesses seeking reliable, carbon-free power. In Q2 2026, the company signed
Sep 01, 2026
Constellation Revenue Up 23%, Nuclear PPAs Bolster Long-Term Growth
Constellation Energy raised its full-year adjusted operating earnings guidance by $0.50 per share to a range of $11.50–$12.50 after reporting strong Q2 2026 results. Adjusted operating earnings rose 33% year over year to
Aug 25, 2026
PPI Report Looms as Inflation Jolts HIMS, CEG, PLUG Stocks
April's CPI surged 3.8% year-over-year, exceeding forecasts and rattling markets, with the NASDAQ down 1.2%, S&P 500 down 0.7%, and Dow Jones down 0.6%. The inflation spike, driven by energy costs tied to the Strait of H
Aug 04, 2026
Constellation Energy Ties to AI Data Center Power Demand
AI data centers are driving a surge in electricity demand, as running advanced computing systems requires substantial power. Constellation Energy, a major electricity generator, is directly benefiting from this trend by
Aug 04, 2026
Constellation Energy best-performing nuclear stock amid peer losses
Constellation Energy shares rose over 11% in July, making it the best-performing nuclear stock while peers like Duke Energy and Vistra posted losses. The company, the world's largest private-sector power producer with 55
Aug 03, 2026
Constellation Energy's Capital Allocation Boosts Shareholder Value
Constellation Energy is boosting shareholder value through a disciplined capital allocation strategy that balances growth investments with cash returns. The company increased its share repurchase authorization to $5 bill
Jul 28, 2026
Think you know where CEG goes next? Post the thesis and the AI scores it against live news.
Sign up free