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Quick Read

CEG and CCJ have dropped roughly 20% in the past month, creating potential entry points as hyperscaler contracts and government-backed demand strengthen the nuclear thesis. Four AI hyperscalers collectively plan over $710B in 2026 CapEx, making nuclear the only carbon-free 24/7 baseload source capable of meeting surging data center demand. NLR offers diversified nuclear exposure across utilities, miners, and services, up 133% over five years, though its basket structure caps upside versus high-conviction single-name picks. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cameco didn't make the cut. Grab the names FREE today.

AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA's Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more than 16 times the 2020 level. Nuclear is the only carbon-free, 24/7 baseload generation source that can scale into that demand curve.24/7 Wall St.

The recent selloff in nuclear names has reset entry points across the trade. The three picks below are down sharply from their May highs, even as the long-term thesis (locked-in hyperscaler contracts and government-backed growth) has gotten stronger. Here are three nuclear-linked names worth researching this month.

This infographic provides a tabular comparison of three nuclear energy investments, CEG, CCJ, and NLR, highlighting their current prices, 52-week positions, and analyst targets as of June 10, 2026. These stocks are presented as crucial for meeting the growing power demands of the AI boom.

Constellation Energy (CEG)

Constellation Energy (NASDAQ:CEG) is the largest nuclear operator in the US and, following its January 2026 Calpine acquisition, the largest private power producer in the world with approximately 55 gigawatts of generating capacity. Q1 FY2026 results delivered adjusted EPS of $2.74 against a $2.60 estimate, with revenue of $11.122 billion, beating consensus by 28% and growing 64% year over year.

The bull case sits on contracted demand. Constellation already has long-term PPAs with Microsoft, Meta, and CyrusOne, including a 380 MW signed at Freestone in February with exclusivity for an additional 380 MW. Management reaffirmed FY2026 adjusted operating EPS of $11.00 to $12.00 and is guiding base EPS growth of 20%+ through 2029, with the PJM Reliability Backstop Procurement framework set to enable bilateral data center contracting starting March 2027. CEO Joe Dominguez framed it directly: "America needs reliable, clean power and Constellation is built to meet this demand."

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Shares now trade at $242.30, down 19% over the past month and 31% year to date. Reddit sentiment in r/stocks has flipped from neutral post-earnings to bullish (sentiment score 66-68) as the valuation debate intensifies.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cameco didn't make the cut. Grab the names FREE today.

Risk: The nuclear fleet capacity factor slipped to 92% from 94% year over year, long-term debt jumped to $17.5 billion after Calpine, and integration execution is a real overhang.

Cameco (CCJ)

Cameco (NYSE:CCJ) is the world's largest publicly traded uranium miner and owns 49% of Westinghouse, the AP1000 reactor OEM. Q1 2026 EPS came in at $0.33 versus the $0.34 estimate, missing expectations by a hair, while revenue of $606.30 million missed consensus by 26%. Below the headline, adjusted net earnings nearly tripled to $145.59 million and Westinghouse adjusted EBITDA jumped 33% to $122 million.

The demand backdrop is unusually clean. 38 countries have pledged to triple nuclear capacity by 2050, the long-term uranium price has climbed to US$91.50/lb, and Meta has announced agreements for up to 6.6 GWe of nuclear capacity. The US DOE has flagged up to US$26.5B in loan guarantees for nuclear infrastructure, and the Brookfield-Westinghouse strategic partnership is targeting global AP1000 deployment. CEO Tim Gitzel called nuclear "uniquely positioned to meet these needs, providing long-term energy security."

The stock trades at $95.03, off 21% over the past month but still up 49% over the trailing year. The Alpha Vantage analyst target sits at $129.01, with 9 Strong Buy and 10 Buy ratings.

Risk: The valuation is rich at a forward P/E near 91, the Key Lake mill has an extended Q3 2026 maintenance shutdown, and there is an unresolved $559M CRA transfer pricing dispute plus US tariff uncertainty.

VanEck Uranium and Nuclear ETF (NLR)

For investors who want the theme without single-name concentration, the VanEck Uranium and Nuclear ETF(NYSEARCA:NLR) is the diversified vehicle. The fund holds a mix of nuclear utilities, uranium miners, and nuclear services companies, giving it exposure to both the power-generation side (similar to CEG) and the fuel-cycle side (similar to CCJ) in one basket.

NLR trades at $115.52, down 21% over the past month alongside the broader nuclear pullback, but still up 19% year over year and 133% over the trailing five years. The fund's recent drawdown roughly mirrors the moves in its largest single-name constituents, which is exactly the trade-off baskets create.

Risk: Diversification cuts both ways. The basket structure caps upside relative to a high-conviction single-name pick, top-holding concentration means CEG and CCJ weakness will weigh on the fund, and expense ratio drag erodes long-term returns. Current expense ratio and yield figures were unavailable from the fund snapshot at the time of writing, so investors should consult the VanEck prospectus directly before sizing a position.

What to Watch Next

The next catalysts are policy-driven. Cameco's Q2 2026 results are scheduled for July 31, the PJM Reliability Backstop Procurement framework activates in March 2027, and the EIA's High Electricity Demand case projects average annual electricity consumption growth of 2% through 2050. If hyperscaler CapEx holds, the contracted-demand thesis behind each of these names gets stronger, not weaker.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cameco didn't make the cut. Grab the names FREE today.

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Constellation Energy (NasdaqGS:CEG) is progressing regulatory steps to restart the Crane Clean Energy Center, including FERC approval for interconnection capacity. The NRC is conducting an environmental review for the former Three Mile Island Unit 1 facility as part of the restart process. Constellation has entered long term, carbon free power agreements with major technology companies, including Microsoft and Meta, aimed at supplying nuclear power for AI and data center growth.

Constellation Energy operates as a large private sector power producer with a focus on carbon free electricity, including nuclear generation. The Crane restart and the new tech sector contracts sit at the intersection of rising data center demand and interest in lower carbon, reliable baseload power. For readers, this news connects a regulated asset, nuclear policy steps, and long dated offtake deals in one development around NasdaqGS:CEG.

For investors watching the build out of AI infrastructure, these agreements illustrate how large technology companies are seeking long term power arrangements that emphasize reliability and carbon attributes. The outcome of the Crane regulatory process and the execution of these contracts could influence how NasdaqGS:CEG positions itself in supplying electricity to digital infrastructure in the future.

Stay updated on the most important news stories for Constellation Energy by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Constellation Energy.NasdaqGS:CEG Earnings & Revenue Growth as at Jun 2026

📰 Beyond the headline: 2 risks and 4 things going right for Constellation Energy that every investor should see.

The Crane restart and the long-term carbon-free power deals with Microsoft and Meta tie directly into how Constellation Energy is trying to turn its nuclear and clean-energy fleet into contracted, data-center-focused capacity. If the Nuclear Regulatory Commission and other regulators sign off on Crane on the current timeline, Constellation would have another large, carbon-free asset that can support growth in hyperscale computing. The recent follow-on equity offering of 11,000,000 shares for about US$3.09b also points to sizeable capital needs as the company funds nuclear restarts, grid connections and projects acquired with Calpine. For readers, the key question is whether these long-dated contracts with large technology companies are sufficient to offset the dilution from new equity, the integration of Calpine assets and the execution risks around major nuclear projects. Competitors such as NextEra Energy, Duke Energy and Southern Company are also targeting data-center demand, so contract structure, pricing and reliability could all matter for how Constellation converts this interest into durable cash flows.

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How This Fits Into The Constellation Energy Narrative

The Crane restart work and the exclusive, long-term power deals with Microsoft and Meta support the narrative that data-center demand and 24/7 carbon-free power can drive higher-margin, longer-duration contracts for Constellation. The reliance on regulatory approvals for Crane and on a small group of hyperscale clients also reinforces concerns in the narrative about regulatory exposure and customer concentration risk. The equity raise of about US$3.09b and the scale of new commitments around AI-related demand may not be fully captured in earlier views of Constellation's capital structure and contract pipeline.

Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Constellation Energy to help decide what it's worth to you.

The Risks and Rewards Investors Should Consider

⚠️ Heavy dependence on large, long-term contracts with a few technology companies increases exposure to any change in data-center buildout plans or energy procurement preferences. ⚠️ Execution risk around the Crane restart, including timing of Nuclear Regulatory Commission decisions and grid interconnection, could affect when planned nuclear capacity is available to serve contracted demand. 🎁 Long-duration, carbon-free power agreements with Microsoft and Meta can improve earnings visibility compared with selling more power into volatile wholesale markets. 🎁 Regulatory progress at Crane, together with Calpine assets and recent solar and gas projects, gives Constellation multiple ways to supply growing AI and data-center demand relative to peers such as NextEra Energy and Duke Energy.

What To Watch Going Forward

Investors may want to track three areas closely from here. First, the Nuclear Regulatory Commission timeline for Crane and any conditions that affect cost or timing. Second, additional data-center or corporate contracts that show whether Microsoft and Meta are the start of a broader book of long-term, carbon-free deals. Third, how Constellation balances funding needs for restarts, new projects and acquisitions after its recent equity raise, including any impact on leverage and returns compared with other large utilities targeting the same opportunity. Together, these factors will shape how effectively the company converts AI-related power demand into durable cash flows.

To ensure you're always in the loop on how the latest news impacts the investment narrative for Constellation Energy, head to the community page for Constellation Energy to never miss an update on the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CEG.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Major mergers and acquisitions within the utility sector are relatively rare; most of the dealmaking in this business to-date has been for fairly small, affordable names that easily "bolt on" to existing operations. That's what makes NextEra Energy's (NYSE: NEE) recently announced intention of acquiring fellow power provider Dominion Energy(NYSE: D) so interesting.

Both companies are already among the biggest names in the business. Combining them -- assuming regulators allow it -- will create the world's biggest utility company by a country mile.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

And this begs the question, now that other utility names have good reason to fear missing out on an acquisition opportunity, what name might be the next target? For that matter, which name might be the next buyer?Image source: Getty Images.

Not the first, but certainly the biggest (and for a good reason)

NextEra Energy's $67 billion effort to own Dominion isn't actually the first one of these mega mergers, even if it's the biggest. In March, Global Infrastructure Partners and EQT Infrastructure unveiled their plans to jointly buy AES Corp. Constellation Energy(NASDAQ: CEG) recently closed on a deal largely to combine its nuclear fleet with Calpine's geothermal and natural gas operations. Google parent Alphabet is even getting in on the action, deciding late last year to shell out nearly $5 billion for Intersect, which specializes in powering artificial intelligence (AI) data centers.

That's the chief driver for most of this recent dealmaking, of course -- the artificial intelligence industry needs more electricity than the nation's utility industry is capable of producing. Indeed, Goldman Sachs believes U.S. data center electricity consumption will double within a year. Providing it has become a very lucrative business, or in the case of Alphabet's purchase of Intersect, it helps assure you have it when needed.

That's also the chief reason NextEra is interested in Dominion, even if neither party explicitly said it. Dominion's core market is Virginia, which is home to roughly 700 data centers.

That's an important detail to keep in mind when predicting the next likely acquisition target within the utilities business.

The top prospective buyer and buyee

All predictions about any aspect of the stock market should be taken with a BIG grain of salt. Nobody has access to a functioning crystal ball. There's still value in the thought exercise, however, if only to compare and contrast different companies.

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To this end, Vistra(NYSE: VST) is arguably the next -- or at least one of the next -- likely acquisition targets within the utility sector.

It's not exactly a major household name, mostly because it's not much of a consumer-facing company. Through a handful of other brands, it directly serves approximately 5 million residential and business utility customers. The core of its business, however, is wholesaling electricity generated by its own fleet of natural gas, coal, nuclear, and renewable power plants to other utility companies. All told, it's got enough capacity to generate up to 44,000 megawatts of electricity. That's enough to power about 30 million homes, or, of course, several hundred data centers.

The crux of the bullish argument is simply that it's ready and able to create and deliver power to grids in Texas, California, and to most of the northeastern United States today, leveraging its long-established presence as a wholesaler with access to key portions of the nationwide grid.Image source: Vistra's Q1-2026 slide deck.

That's how it was able to secure direct deals with Amazon and the Facebook parent Meta Platforms to help both parties power their next-generation centers, ultimately justifying and supporting the establishment of new nuclear power facilities that could serve future customers beyond these two big ones.

The kicker: Vistra shares remain reasonably affordable at around 15 times this year's projected per-share earnings of $9.08, while the company's market cap itself is a fairly modest $50 billion. That's within reach for most prospective suitors.

To this end, which player might actually be interested enough to pull this trigger? Again, take any such prediction with a grain of salt. Nobody really knows.

If there was any outfit that would gain from such a deal simply because it doesn't have -- and can't necessarily build -- what Vistra brings to the table, it's the aforementioned Constellation Energy, which already has the biggest nuclear power fleet in the United States. In fact, it generates more nuclear power than the rest of the United States' utility companies combined, accounting for more than 80% of its total power production. It can most definitely find some synergies with Vistra's nuclear power development plans.

It's also worth noting that, following the Calpine tie-up, Constellation has a strong presence in Texas, California, and much of the Northeast, where Vistra also does. To the extent geography matters, the company would have little trouble integrating Vistra with its other operations, and vice versa, perhaps gaining access to a grid or connection it might not otherwise have.Image source: Constellation Energy/Calpine acquisition conference call slide deck.

There's also no denying that, as the nation's fifth-largest utility (by market cap and revenue), Constellation is better positioned financially than most to get such a deal done.

The one to beat

Once again, it can't be stressed enough that this is strictly a well-reasoned guess. This tie-up may or may not ever materialize. Others might materialize first. Anything's possible. And of course, betting on an acquisition alone is a lousy reason to own any stock.

This particular pairing does make a great deal of logical and logistical sense, though. It's a prospect that will be tough to top with any other proposed combination of utility companies anyway.

Should you buy stock in Vistra right now?

Before you buy stock in Vistra, consider this:

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James Brumley has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Constellation Energy, EQT, Goldman Sachs Group, Meta Platforms, and NextEra Energy. The Motley Fool recommends Dominion Energy and Vistra. The Motley Fool has a disclosure policy.

Prediction: NextEra Energy's $67 Billion Dominion Acquisition Could Spur More Utility Deals. This Tie-Up Could be Next. was originally published by The Motley Fool

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Is CEG a good stock to buy? We came across a bullish thesis on Constellation Energy Corporation on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on CEG. Constellation Energy Corporation's share was trading at $251.65 as of June 9th. CEG’s trailing and forward P/E were 21.86 and 21.37 respectively according to Yahoo Finance.How NuScale Is Expanding Its Nuclear Pitch Beyond Power Generation and Into Industrial Heat

Constellation Energy Corporation (CEG) is increasingly emerging as one of the most strategically important energy infrastructure companies in the United States, yet the market continues to value it like a traditional utility rather than a critical enabler of the global AI economy. The company operates the nation’s largest fleet of nuclear reactors, generating roughly 20% of U.S. nuclear electricity, while its recent acquisition of Calpine transformed it into the world’s largest private-sector power producer with significant natural gas and geothermal assets.

Read More: 15 AI Stocks That Are Quietly Making Investors Rich

Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential

This positioning allows Constellation to provide the uninterrupted, carbon-free baseload power required by hyperscale AI data centres, a capability intermittent renewable sources cannot currently match. The growing scarcity of reliable electricity across the U.S. grid has significantly strengthened Constellation’s pricing power, as evidenced by long-term agreements with Microsoft and Meta to secure nuclear energy for their expanding AI infrastructure.

Microsoft’s willingness to support the multi-billion-dollar restart of the former Three Mile Island facility demonstrates the increasing strategic value of Constellation’s assets. The Calpine acquisition further enhances the company’s ability to meet immediate data centre demand while creating substantial free cash flow and commercial synergies.

Additionally, tightening U.S. energy policy and nuclear incentives have reinforced Constellation’s regulatory advantages and widened barriers to entry for smaller competitors. Despite recent share price weakness following temporary earnings concerns and acquisition-related uncertainty, Constellation continues to generate strong cash flows, expand earnings, repurchase shares, and grow dividends, while remaining uniquely positioned at the centre of the accelerating AI-driven power demand cycle.

Previously, we covered a bullish thesis on Constellation Energy Corporation (CEG) by jackandjillonthehill in March 2025, which highlighted expanding nuclear margins, rising electricity prices, and undervaluation relative to traditional utilities despite superior ROE and growing AI-driven power demand. CEG’s stock price has appreciated by approximately 15.15% since our coverage. Darius Dark Investing shares a similar view but emphasizes Constellation’s AI infrastructure positioning and Calpine acquisition synergies.

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Constellation Energy Corporation is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 79 hedge fund portfolios held CEG at the end of the first quarter which was 76 in the previous quarter. While we acknowledge the risk and potential of CEG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CEG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Disclosure: None.

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The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Constellation Energy is now the #35 analyst pick, moving up by 1 spot.

This rank is formed by averaging the analyst opinions for each component from each broker, and then ranking the 500 components by those average opinion values.

Looking at the stock price movement year to date, Constellation Energy is lower by about 30.1%.

VIDEO: S&P 500 Analyst Moves: CEG

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Investors looking for energy exposure must choose between broad sector coverage and targeted thematic plays. Take, for example, the Vanguard Energy ETF (NYSEMKT:VDE)which offers a low-cost entry to traditional fossil fuel giants, and the VanEck Uranium and Nuclear ETF (NYSEMKT:NLR) focused on the specialized infrastructure and utilities of the nuclear power industry.

Comparing these two funds helps better understand how different energy subsectors behave, especially regarding price volatility and sector concentration, and make better investment decisions.

Snapshot (cost & size)

Metric NLR VDE Issuer VanEck Vanguard Expense ratio 0.52% 0.09% 1-yr total return (as of June 10, 2026) 19.16% 41.67% Dividend yield 2.40% 2.40% Beta 0.81 0.42 AUM $4.3 billion $12.7 billion

Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.

The Vanguard fund is significantly more affordable, sporting an expense ratio of 0.09% compared to 0.52% for the VanEck fund. While the costs differ, both ETFs currently offer an identical distribution yield of 2.40%. For many investors, the expense difference of 0.43 percentage points represents a significant factor in long-term performance compounding.

Performance & risk comparison

Metric NLR VDE Max drawdown (5 yr) (30.50%) (26.60%) Growth of $1,000 over 5 years (total return) $2,697 $2,533

What's inside

The Vanguard Energy ETF (NYSEMKT:VDE) provides a broad sweep of the traditional energy industry with 106 holdings. It is 100% focused on the energy sector, specifically targeting firms involved in the exploration and production of oil, natural gas, and coal. Its largest positions include Exxon Mobil (NYSE:XOM) at 21.06%, Chevron (NYSE:CVX) at 14.28%, and ConocoPhillips (NYSE:COP) at 5.93%. Launched in 2004, the fund has a trailing-12-month dividend of $3.93 per share.

The VanEck Uranium and Nuclear ETF (NYSEMKT:NLR) tracks the MVIS Global Uranium & Nuclear Energy Index, targeting companies involved in uranium mining and nuclear power. The fund holds 29 positions with a sector breakdown of energy (45%), utilities (38%), and industrials (16%). Its largest positions include Cameco (NYSE:CCJ) at around 8%, Constellation Energy (NASDAQ:CEG) at 7.8%, and Bwx Technologies (NYSE:BWXT) at 6.8%. Launched in 2007, the fund has a trailing-12-month dividend of $3.17 per share.

For more guidance on ETF investing, check out the full guide at this link.

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What this means for investors

The Vanguard Energy ETF is an energy pure-play that gives investors exposure primarily to oil and gas exploration and production companies and coal producers in the U.S. It's a low-cost way to bet on fossil fuels without having to research and select individual stocks. Because of a diversified portfolio, investors in energy also face lower risk than they would if they owned individual stocks.

After a muted, range-bound performance for several years, the ETF has gained significant momentum this year, rising nearly 28% as of this writing. Oil prices have risen sharply this year, driven largely by geopolitical tensions and supply disruptions in the Middle East.

Because a major portion of the Vanguard Energy ETF is concentrated in large integrated oil companies, it typically moves in tandem with commodity prices. Because of higher oil and gas prices, most traditional oil and gas companies have also delivered strong numbers in recent quarters, which has reflected in their share prices and driven the ETF value higher.VDE Total Return Level Chart

VDE Total Return Level data by YCharts

The VanEck Uranium and Nuclear ETF, on the other hand, has fallen by more than 10% so far this year as uranium prices cooled off. Artificial intelligence (AI) data centers are booming, and they require astronomical amounts of uninterrupted, 24/7 electricity. The existing grids are under immense pressure, and hyperscalers and data center developers are signing massive power purchase agreements with nuclear energy companies to secure clean baseload power.

The U.S. government is also aggressively supporting nuclear energy development, and all of these factors combined sent shares of nuclear and uranium companies. However, with stocks going parabolic and trading at extremely stretched valuations, and uranium prices dropping off in recent weeks, shares of nuclear energy and uranium companies have cooled off too. That has reflected in the VanEck Uranium and Nuclear ETF value.

Investors should take a long-term view before deciding which ETF to buy, or whether to buy both.

Should you buy stock in Vanguard World Fund - Vanguard Energy ETF right now?

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Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends BWX Technologies, Cameco, Chevron, and Constellation Energy. The Motley Fool recommends ConocoPhillips. The Motley Fool has a disclosure policy.

Vanguard Energy ETF or VanEck Uranium and Nuclear ETF: Which is a Smarter Bet Right now? was originally published by The Motley Fool

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It has been about a month since the last earnings report for Constellation Energy Corporation (CEG). Shares have lost about 14.3% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Constellation Energy Corporation due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.

Constellation Energy's Q1 Earnings and Revenues Beat Estimates

Constellation Energy Corporation reported first-quarter 2026 earnings of $2.74 per share, which surpassed the Zacks Consensus Estimate of $2.56 by 7.03%. The earnings per share increased 28% from the year-ago quarter’s figure of $2.14.

CEG’s Total Revenues

Revenues totaled $11.12 billion, which beat the Zacks Consensus Estimate of $8.2 billion by 35.5%. The top line also increased 63.8% from the year-ago figure of $6.78 billion.

Highlights of CEG’s Q1 Release

Total operating expenses were $8.8 billion, up 38.9% from $6.33 billion in the year-ago period. The year-over-year increase in operating expenses was due to higher purchased power and fuel, and higher operating and maintenance expenses compared with the year-ago period.

Operating income for the reported quarter was $2.33 billion compared with $0.45 billion in the year-ago period.

Net interest expenses increased 73.3% to $253 million from $146 million in the year-ago period.

Constellation Energy’s owned output from the Salem and South Texas Project Generating Stations produced 44,666 gigawatt-hours (GWhs) in the first quarter of 2026, compared with 45,582 GWhs in the first quarter of 2025.

Excluding Salem and STP, CEG’s owned nuclear plants recorded a 92.3% capacity factor in the first quarter of 2026, compared with 94.1% in the year-ago quarter. Sites operated by CEG experienced 99 planned refueling outage days in the first quarter of 2026, compared with 88 days in the first quarter of 2025.

Development post Q1

On April 16, 2026, CEG marked the commissioning of the 105-MW Pastoria Solar Project, the largest renewable energy project contracted by the California Department of Water Resources thus far as part of its goal to fully decarbonize operations by 2035.

On April 30, 2026, CEG’s Pin Oak Creek Energy Center commenced commercial operations. The 460-MW, advanced natural gas facility is built to deliver reliable, dispatchable power to the ERCOT grid.

CEG’s Financial Position

As of March 31, 2026, Constellation Energy had cash and cash equivalents of $0.8 billion compared with $3.64 billion as of Dec. 31, 2025.

The company had a long-term debt of $16.99 billion as of March 31, 2026, compared with $7.25 billion as of Dec. 31, 2025.

Cash provided in operating activities in first-quarter 2026 amounted to $425 million compared with $107 million in first-quarter 2025.

Total capital expenditures in the first three months of 2026 were $1.27 billion compared with $0.8 billion in first-quarter 2025.

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CEG’s Guidance

Constellation Energy reaffirmed its 2026 earnings per share estimate in the range of $11.00-$12.00 per share. The Zacks Consensus Estimate for 2026 earnings per share is currently pegged at $11.69, which is within the guided range.

CEG projects long-term earnings growth of more than 20% through 2029.

How Have Estimates Been Moving Since Then?

In the past month, investors have witnessed a downward trend in estimates review.

VGM Scores

At this time, Constellation Energy Corporation has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Charting a somewhat similar path, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook

Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Constellation Energy Corporation has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry Player

Constellation Energy Corporation is part of the Zacks Alternative Energy - Other industry. Over the past month, Clearway Energy (CWEN), a stock from the same industry, has gained 2.6%. The company reported its results for the quarter ended March 2026 more than a month ago.

Clearway Energy reported revenues of $354 million in the last reported quarter, representing a year-over-year change of +18.8%. EPS of -$1.35 for the same period compares with $0.03 a year ago.

For the current quarter, Clearway Energy is expected to post earnings of $0.36 per share, indicating a change of +28.6% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.5% over the last 30 days.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Clearway Energy. Also, the stock has a VGM Score of F.

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Constellation Energy Corporation (CEG) : Free Stock Analysis Report

Clearway Energy, Inc. (CWEN) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Der VanEck-Uranium-ETF bietet eine höhere Trailing-12-Monats-Dividendenrendite als der iShares Global Clean Energy ETF. Der iShares Global Clean Energy ETF bietet jedoch einen niedrigeren Kostenverhältnis für Investoren, die einen breiten Zugang zu erneuerbaren Energien benötigen. Der VanEck-Uranium-ETF hat in den letzten fünf Jahren höhere Gesamtrückgaben und geringere Preisschwankungen aufgewiesen. Die iShares Global Clean Energy ETF bietet dagegen einen breiteren, kostengünstigeren Zugang zu erneuerbaren Energien. Der VanEck-Uranium-ETF konzentriert sich ausschließlich auf den nuklearen Energiebereich und verfolgt ein Benchmark von Unternehmen, die in der Uranbergbau, Reaktorbaubetrieb und nukleare Stromerzeugung engagiert sind.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Constellation Energy Corporation (CEG) hat in den letzten Monaten auf der Liste der am meisten gesuchten Aktien bei Zacks.com gestanden. Daher möchten wir einige Schlüsselfaktoren nennen, die das Verhalten des Stocks in naher Zukunft beeinflussen könnten.

Der Wert dieses Unternehmens ist im Vergleich zum S&P 500 um -16,4% gefallen, während der Zacks-Alternative-Energie-Sektor um 6,7% zurückgegangen ist. Die Frage ist nun: Wohin könnte sich der Stock in naher Zukunft bewegen?

Obwohl Medienberichte oder Gerüchte über eine signifikante Änderung im Geschäftsprospekt eines Unternehmens normalerweise zu einem Trend im Wert des Stocks führen und zu einer sofortigen Preisanpassung führen, gibt es immer bestimmte grundlegende Faktoren, die letztendlich den Kauf- und Halteentscheid bestimmen.

Revisions der Gewinnprognosen

Wir bei Zacks priorisieren die Bewertung des Wandels in einer Unternehmensgewinnprognose. Dies liegt daran, dass wir glauben, dass der faire Wert eines Stocks durch den gegenwärtigen Wert seines zukünftigen Einkommensstroms bestimmt wird.

Wir sehen uns an, wie sich die von Analysten abgegebene Prognose für das Unternehmen ändert, um die Auswirkungen der neuesten Geschäftstrends zu berücksichtigen. Und wenn die Gewinnprognosen für ein Unternehmen steigen, steigt auch der faire Wert seines Stocks. Ein höherer faire Wert als der aktuelle Marktpreis treibt das Interesse von Investoren an dem Kauf des Stocks und führt zu einem Anstieg des Preises.

Dies ist der Grund, warum empirische Forschung zeigt, dass es eine starke Korrelation zwischen Trends in Gewinnprognosenrevisionen und den kurzfristigen Bewegungen des Aktienpreises gibt.

Constellation Energy Corporation wird für das laufende Quartal einen Gewinn von 2,30 US-Dollar pro Aktie erwarten. Dies entspricht einem Jahr-zu-Jahr-Wechsel von +20,4%. Im Laufe der letzten 30 Tage hat sich die Zacks-Konsensprognose um -1,4% geändert.

Die Konsensgewinnprognose für das laufende Geschäftsjahr beträgt 11,73 US-Dollar pro Aktie und weist einen Jahr-zu-Jahr-Wechsel von +24,9% auf. Diese Prognose hat sich im Laufe der letzten 30 Tage um +0,8% geändert.

Für das nächste Geschäftsjahr beträgt die Konsensgewinnprognose 13,71 US-Dollar pro Aktie und weist einen Wechsel von +16,9% gegenüber dem, was Constellation Energy Corporation im laufenden Jahr erwarten lässt. Im Laufe der letzten Monate hat sich die Prognose um +1,2% geändert.

Mit einem beeindruckenden externen Auditierungsverzeichnis ist unser proprietäres Bewertungstool - das Zacks-Ranking - ein überzeugender Indikator für den kurzfristigen Preisverhalten eines Stocks. Die Größe des jüngsten Wandels in der Konsensprognose, zusammen mit drei anderen Faktoren, die mit Gewinnprognosen verbunden sind, hat zu einem Zacks-Ranking #3 (Halten) für Constellation Energy Corporation geführt.

Zusammenfassung

Die Fakten, die hier besprochen werden, und andere Informationen auf Zacks.com könnten Ihnen helfen, zu entscheiden, ob es sich lohnt, dem Marktgerücht über Constellation Energy Corporation Beachtung zu schenken. Allerdings deutet sein Zacks-Ranking #3 darauf hin, dass er in naher Zukunft möglicherweise mit der breiteren Marktentwicklung Schritt halten wird.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Constellation hat eine 25 MW-Expansion an dem geothermischen Komplex The Geysers abgeschlossen. Die neue Kapazität unterstützt Kaliforniens erneuerbare Energieziele und folgt einem vorherigen Speicherprojekt am gleichen Standort. Die Erweiterung unterstreicht die laufenden Investitionen in geothermische Kraftwerke, nachdem Constellation Calpine für 16,4 Mrd. US-Dollar übernommen hat.