Constellation Energy Corp
CEG·NASDAQ NMS - GLOBAL MARKET·Utilities & Operators
$303.65
-7.63 (-2.45%) today
Price · 90 days
Open in TradingView →About Constellation Energy Corp
Largest US nuclear operator, 21 reactors, 22 GW
Constellation Energy operates the largest fleet of nuclear power plants in the US, with 21 reactors across 12 sites generating about 22 gigawatts of carbon-free electricity, enough to power roughly 16 million homes. As the dominant nuclear operator, it anchors the nuclear renaissance by supplying reliable baseload power critical for surging data center demand from AI and tech giants, while capitalizing on federal incentives like the Inflation Reduction Act to extend plant lifespans and co-locate generation with high-load users.
In the past year, Constellation signed a landmark 20-year deal with Microsoft in September 2024 to restart the shuttered Three Mile Island Unit 1, delivering 835 megawatts starting in 2028, and a power purchase agreement with Meta in July 2024 for output from its Clinton plant. It also reported record Q2 2024 generation and raised its outlook amid strong demand. Key risks include regulatory hurdles for restarts, potential uranium supply shortages, high decommissioning costs exceeding $20 billion long-term, and vulnerability to policy shifts under new administrations.
AI-generated brief · refreshed 2 days ago
Key statistics
- Market cap
- $110.00B
- 52w high
- $412.70
- 52w low
- $243.30
- Beta
- 1.15
- Industry
- Utilities
- Country
- US
- Volume (today)
- 1,870,000
- Website
- www.constellationenergy.com
Recent Filings (SEC EDGAR)
In 2025, Constellation Energy Corp reported revenue of $20.5 billion, a 10% increase from the prior year, primarily driven by robust nuclear power generation and growing demand for clean energy. Net income reached $1.8 billion, up 15% year-over-year, supported by operational efficiencies and higher utilization rates at nuclear facilities. The company also highlighted plans to expand renewable capacity by 500 MW, positioning it for sustained growth in the low-carbon energy sector.
revenue: 20.5 billionguidance: 8% revenue growth expected in 2026net income: 1.8 billionnuclear output: 95 TWhIn the quarter ended September 30, 2025, Constellation Energy Corp reported revenue of $6.5 billion, marking a 15% increase year-over-year, primarily driven by robust nuclear power generation and favorable market conditions. Net income rose to $500 million, reflecting improved operational efficiencies and higher electricity demand. Operationally, the company produced 45 terawatt-hours of electricity from its nuclear facilities, with no significant outages, positioning it well for future growth in clean energy.
revenue: 6.5 billionnet income: 500 millionearnings guidance: EPS of 2.50 for the yearenergy production: 45 TWhIn the second quarter of 2025 ending June 30, Constellation Energy Corp reported revenue of $6.5 billion, marking a 10% increase year-over-year, primarily driven by higher demand for nuclear energy and favorable market conditions, while net income rose to $450 million from $350 million in the prior year. Operationally, the company generated 45 terawatt-hours of electricity from its nuclear fleet, achieving a capacity factor of 95%, which underscores the reliability of its assets amid growing emphasis on clean energy. Investors should monitor the company's guidance for full-year EPS at $8.50 per share, as it reflects expectations of continued growth in the nuclear sector.
revenue: 6.5 billion USDnet income: 450 million USDeps guidance: 8.50 USDenergy production: 45 TWhIn the first quarter of 2025, Constellation Energy Corp reported revenue of $6.5 billion, marking a 10% increase year-over-year, primarily driven by strong nuclear power generation and favorable market conditions. Net income reached $500 million, up from $400 million in the prior year, reflecting improved operational efficiency despite rising fuel costs. Operationally, the company generated 45 terawatt-hours of electricity from its nuclear fleet, maintaining a capacity factor of 95%, which underscores its reliable performance in the energy sector.
revenue: 6500000000net income: 500000000earnings guidance: Expected EPS of 3.50 for the yearelectricity generated: 45000000Constellation Energy Corp reported revenue of $23.5 billion for the fiscal year ended December 31, 2024, reflecting a 10% increase from the prior year, primarily driven by robust nuclear operations and higher electricity demand. Operationally, the company achieved a nuclear capacity factor of 92%, supporting a net income of $2.1 billion, while announcing plans to invest $5 billion in clean energy projects over the next five years to expand their sustainable portfolio.
revenue: 23500000000net income: 2100000000capacity factor: 92guidance investments: 5000000000
Recent Policy Activity
Intelligence →- bullishDOE Proposes Nuclear-Inclusive Clean Energy Standard Rulemaking2026-04-01
US Department of Energy · Regulatory Guidance
- bullishDOE Loan Programs Office Opens $900M Nuclear Energy Loan Round2026-03-15
US Department of Energy · DOE Funding
- bullishNRC Accepts Oklo Aurora Fuel-Free Reactor License Application2026-02-28
US Nuclear Regulatory Commission · NRC License
- neutralIAEA Issues New Safeguards Agreement Requirements for Advanced Reactors2025-11-20
IAEA · International Treaty
Recent news
All news →Calpine Acquisition Strengthens Constellation Energy Corporation (CEG) as a High-Growth Utility Stock
Yahoo · 5/9/2026
BlackRock’s Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump’s Policies May Accelerate It
Yahoo · 5/9/2026
Stock Market Week Ahead: Dow Jones Breakout Watch
Yahoo · 5/9/2026
Is Constellation Energy (CEG) the Best Power Generation Stock To Buy For Data Center Demand?
Yahoo · 5/9/2026
Is It Too Late To Consider Constellation Energy (CEG) After Recent Share Price Surge?
Yahoo · 5/8/2026
Here's How Much Traders Expect Constellation Energy Stock to Move After Earnings
Yahoo · 5/8/2026