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CEG

Snapshot
mcap $98.7B · fwd P/E 20.9 · P/S 3.2 · rev +23% y/y · margin 11% · short 3.3% of float · beta 1.1 · 27% of 52w range

Active theses holding CEG

Recent news

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
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 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
Constellation Energy's fleet strength fuels growth
Constellation Energy, now operating a diversified 55-GW fleet after acquiring Calpine, is expanding to meet surging AI and data center demand. It plans nearly 10 GW of new capacity, including restarting the 835-MW Crane
Jul 21, 2026
Constellation Energy to Gain from Rising U.S. Electricity Demand
Constellation Energy is positioned to benefit from surging U.S. electricity demand driven by AI, data centers, electrification, and reshored manufacturing. The company plans to add nearly 10 GW of new capacity, restart t
Jul 13, 2026
AI-Driven Electricity Demand Boosts Constellation Energy Growth
Constellation Energy is capitalizing on surging electricity demand from AI data centers, which require reliable, around-the-clock power. The company has secured major clean-energy contracts, including a 15-year, 176 MW P
Jul 06, 2026

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