CEG Stock Underperforms Industry in Past 3 Months: How to Play?
Constellation Energy Corporation (CEG) shares have underperformed the Zacks Alternate Energy – Other industry over the past three months, gaining only 0.6% compared to the industry's 6% rally. This underperformance is attributed to delays in transmission projects and a lack of new large data center contracts. However, the company is expected to benefit from the Calpine acquisition, its focus on clean energy, strategic investments in nuclear and renewable assets, and strong earnings growth estimates and dividend policies.
Constellation Energy Corp Stock (CEG) Moved Up by 3.70% on May 22: A Full Analysis
Constellation Energy Corp (CEG) stock rose 3.70% on May 22, driven by a U.S. Department of Energy directive extending the operation of its Eddystone Generating Station units until August 2026 for grid reliability. This, combined with strong Q1 2026 earnings, reaffirmed full-year guidance, and increasing electricity demand from AI data centers, contributed to positive investor sentiment. Despite some analyst price target adjustments, the company's financial outlook and strategic positioning in the energy sector remain strong.
DoE directs Constellation Energy to delay closure of two units at Eddystone power plant (CEG:NASDAQ)
The Department of Energy has directed Constellation Energy to delay the planned closure of Units 3 and 4 at its Eddystone Generating Station in Pennsylvania. These gas- and oil-fired units were scheduled for shutdown on May 31. This directive comes from the Trump administration.
Energy Department: Emergency order directs PJM Interconnection, in coordination with Constellation Energy Corporation to ensure certain units of Eddystone Generating Station remain online
The Energy Department has issued an emergency order directing PJM Interconnection, in coordination with Constellation Energy Corporation, to keep certain units of the Eddystone Generating Station online. This ensures continued operation of the power plant's specific units. The news was published on May 21, 2026, at 06:20 pm EDT.
We spoke to new TVA leaders about priorities, power and nuclear goals
The Tennessee Valley Authority's new CEO, Mike Skaggs, and board chair, Mitch Graves, discussed their priorities including new nuclear energy development, completing the Integrated Resources Plan, improving employee engagement, and strengthening governance. Skaggs emphasized his motivation to help TVA's employees, customers, and legacy rather than personal pay. The leaders also highlighted the alignment between TVA's goals, particularly around energy stability for data centers and manufacturing, and the Trump administration's National Energy Dominance Council.
US directs Constellation Energy to keep two units of Eddystone operational
The US government has directed Constellation Energy to maintain the operation of two units at its fossil fuel-fired power plant in Eddystone, Pennsylvania. This move comes as the Department of Energy issued an emergency order to PJM Interconnection to coordinate with Constellation Energy Corporation to ensure these units remain online. The article also notes that Morgan Stanley recently adjusted its price target for Constellation Energy to $359 from $361, while maintaining an Overweight rating.
Constellation (CEG) Starts Pin Oak Energy Facility
Constellation Energy Corporation announced the commercial operation of its 460 MW Pin Oak Creek Energy Center in Texas, designed to provide reliable power to the ERCOT grid during high demand. This project aims to bolster grid reliability and support economic growth in Texas. Additionally, Constellation recently commissioned the 105 MW Pastoria Solar Project, California's largest renewable energy project for the Department of Water Resources.
Morgan Stanley Maintains Constellation Energy(CEG.US) With Buy Rating, Cuts Target Price to $359
Morgan Stanley has reiterated its "Buy" rating for Constellation Energy (CEG.US) but has adjusted its target price downwards to $359. This indicates a continued positive outlook on the company despite the revised price target.
AES clean energy projects for US commercial customers
AES clean energy projects provide tailored solar, wind, and battery storage solutions for U.S. businesses and utilities. These projects allow customers to reduce emissions, stabilize energy costs, and improve resilience without owning power plants. AES has significantly expanded its renewable portfolio, offering long-term contracts for clean power and energy-as-a-service to a wide range of commercial, industrial, tech, and public sector clients.
Constellation and 3 More Energy Stocks Jump. Data-Center Deals Are Coming.
Shares of Constellation Energy, Talen Energy, Vistra, and NRG Energy surged after a grid network clarification on energy auctions. This development provides more immediate opportunities for these power producers to secure deals with data centers. The PJM grid network has moved its energy auction to September, offering these companies sooner access to these lucrative contracts.
Constellation Energy Corp Stock (CEG) Moved Up by 7.39% on May 20: Drivers Behind the Movement
Constellation Energy Corp (CEG) stock increased by 7.39% on May 20, driven by an announcement from PJM Interconnection regarding accelerated plans to pair data centers with energy producers, benefiting major power providers. The company also reported strong first-quarter 2026 earnings, exceeding forecasts, and affirmed its full-year guidance. Strategic initiatives like commissioning new energy centers and adding capacity for data centers further contributed to its positive market perception.
Entergy’s AI stock boost draws Wall Street’s attention—with a twist
Entergy (NYSE: ENT) has seen its stock climb 33.3% over the last 52 weeks, outperforming the S&P 500, driven by AI-fueled demand for power from data centers. The company has increased its four-year capital spending plan by 33% to $57 billion, largely due to projects like Meta data centers and a new steel mill for HYUNDAI-POSCO. Despite some recent stock retreat from its peak, analysts remain constructive, citing strong fundamentals and new revenue streams, though risks like financing costs and regulatory reviews exist.
Barclays Reaffirms Their Buy Rating on Talen Energy Corp (TLN)
Barclays has reiterated its Buy rating on Talen Energy Corp (TLN) with a price target of $411.00. This follows Talen Energy's recent financial results, which reported a quarterly revenue of $2.81 billion and a net profit of $63 million, significantly up from the previous year. The company maintains a "Strong Buy" analyst consensus with an average price target of $456.20.
Constellation Energy stock (US21037T1097): earnings, AI power demand and nuclear tailwinds in focus
Constellation Energy (CEG) is under investor scrutiny following its latest quarterly results, with focus on how AI data centers and nuclear capacity affect future earnings and U.S. power prices. The company's core business model revolves around its large U.S.-focused generation fleet, emphasizing low-carbon and nuclear generation to meet growing electricity demands. Constellation Energy offers investors exposure to grid reliability, decarbonization, and changing electricity demand, reflecting broader dynamics in the American economy.
Wells Fargo Sticks to Its Buy Rating for Constellation Energy Corporation (CEG)
Wells Fargo analyst Shahriar Pourreza maintained a Buy rating for Constellation Energy Corporation (CEG) with a price target of $516.00. This comes after CEG reported a quarterly revenue of $6.07 billion and a net profit of $432 million in its latest earnings release. Other analysts have also issued ratings, with BMO Capital giving a Buy and Mizuho Securities maintaining a Hold.
DTE’s 1-GW Clean Power Bid Puts Michigan Developers on the Clock
DTE Energy has launched a request for proposals for 1,000 megawatts of new wind and solar power in Michigan, aiming for projects to be online by the end of 2029. This initiative is part of DTE's broader CleanVision Integrated Resource Plan to meet Michigan's escalating renewable energy mandates, targeting 5,400 MW from solar and wind and 780 MW of storage by 2032. The utility is also pursuing significant standalone energy storage solutions, with a separate RFP for 480 MW of storage by early 2029.
Wells Fargo Sticks to Its Buy Rating for Constellation Energy Corporation (CEG)
Wells Fargo analyst Shahriar Pourreza maintained a Buy rating on Constellation Energy Corporation (CEG) with a price target of $516.00. This follows Constellation Energy reporting a quarterly revenue of $6.07 billion and a net profit of $432 million for the quarter ending March 31. Other analysts by BMO Capital also issued a Buy rating, while Mizuho Securities maintained a Hold rating.
Dominion to be acquired by NextEra Energy in $66.8 billion deal
NextEra Energy is set to acquire Dominion Energy in a record-breaking $66.8 billion all-stock transaction, creating the largest electric utility in the United States. This deal will establish a sprawling power company serving 10 million utility customers across multiple states and owning 110 gigawatts of power generation. The acquisition comes amidst a surge in electricity demand driven by the data center industry and the build-out of AI technology.
DTE Energy Seeks 1 GW Wind and Solar Projects for Michigan Grid by 2029 - News and Statistics
DTE Energy has issued a call for proposals to develop 1 GW of wind and solar projects in Michigan, to be completed by December 2029. These projects will support DTE Electric's Clean Vision Integrated Resource Plan, aiming to expand renewable energy capacity to serve 6 million households by 2042. A pre-proposal conference is scheduled for May 26, 2026, with bids due by August 13, 2026.
Executive VP & Chief Operating Officer of APS Of Pinnacle West Capital Sold 42% Of Their Shares
Jacob Tetlow, Executive VP & Chief Operating Officer of APS of Pinnacle West Capital, recently sold shares worth approximately US$650k, reducing his holding by 42%. While this was the largest insider sale in the last year, it occurred at a price close to the current market value, suggesting caution but not major alarm. The company shows profit growth, but insider ownership is not particularly high, leading to a cautious outlook from the analysis.
Riot Platforms’ AI Power Bet Is Now Too Big for Bitcoin Investors to Ignore
Riot Platforms is transitioning from Bitcoin mining to becoming an AI data-center landlord, a move prompting scrutiny from investors and analysts. The company's strategy hinges on leveraging existing power deals and exploring nuclear energy partnerships to attract AI clients, with AMD already expanding its contract. While the shift offers significant potential, it also carries risks related to execution, competition, and the long-term nature of its nuclear energy plans.
Virginia governor signs Dominion-backed bills. All eyes on regulators now.
Virginia Governor Abigail Spanberger has signed legislation that directs regulators to assign electricity costs to data centers and allows Dominion Energy to continue its strategic undergrounding program for distribution lines. While some of Spanberger's amendments aimed at increasing regulatory scrutiny were rejected by the legislature, others were accepted, requiring the State Corporation Commission (SCC) to ensure residential customers are not unfairly burdened with costs related to data centers. The bills aim to balance energy reliability and costs, with a focus now on how regulators will implement these new directives.
Vistra Corp. stock (US92840V1017): earnings momentum and nuclear deal reshape the outlook
Vistra Corp. is showing strong earnings momentum and advancing its acquisition of Energy Harbor, significantly expanding its nuclear and zero-carbon generation. This strategic move positions Vistra as a key player in the US power markets, balancing financial performance with a transition to lower-carbon resources. The company's diverse asset base and integrated retail-generation model are attracting investors interested in energy transition and grid reliability themes.
Nextera Energy Inc Stock (NEE) Moved Down by 3.06% on May 15: Key Drivers Unveiled
Nextera Energy Inc. (NEE) stock declined by 3.06% on May 15, influenced by a $9.5 million settlement for antitrust allegations and Q1 2026 revenue that missed estimates despite an earnings beat. Broader headwinds in the renewable energy sector, concerns about expiring tax credits, and higher interest costs also contributed to the investor caution. The stock's position near its yearly high might be making it susceptible to profit-taking.
Duke Energy (NYSE:DUK) - Stock Analysis
This report provides a comprehensive stock analysis of Duke Energy (NYSE:DUK), highlighting its current market valuation, future growth prospects, financial health, and dividend performance. It also includes recent insider transactions, news updates, and analyst narratives, noting the company's efforts in grid modernization and clean energy transition. While DUK shows good value and earnings growth, concerns exist regarding interest coverage and dividend coverage by free cash flows.
Constellation Energy (CEG) Posts a 64% Revenue Jump and Raises Its Full-Year Outlook
Constellation Energy (NASDAQ: CEG) reported strong Q1 FY2026 financial results, exceeding Wall Street expectations with adjusted operating earnings of $2.74 per share and a significant 64% year-over-year revenue jump to $11.1 billion. This growth was primarily fueled by the acquisition of Calpine Corporation and higher capacity prices. The company reaffirmed its full-year 2026 adjusted operating EPS guidance of $11 to $12 per share and projected substantial free cash flow and earnings growth through 2029.
Constellation Energy Corporation Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next
Constellation Energy Corporation (NASDAQ:CEG) significantly exceeded analyst expectations with its latest earnings report, posting revenues of US$11 billion and EPS of US$4.49, a 73% beat. Analysts have slightly increased revenue forecasts for 2026 to US$33.1 billion, but the price target remains unchanged at US$367. The company is expected to grow its revenue at 15% annually, outperforming the industry average of 7.0%.
Turning waste into fuel: Constellation backs Pine Creek RNG in 4 states
Constellation and Pine Creek RNG have announced a long-term agreement where Constellation will acquire a minority equity interest in five operating Pine Creek RNG production facilities, located in Washington, Utah, Iowa, and Illinois. These facilities currently produce approximately 1.5 million MMBtus of renewable natural gas annually, with plans to expand production by an additional 3.0 million MMBtus per year. This partnership aims to enhance Constellation's sustainable natural gas solutions and support its customers' decarbonization efforts.
Earnings live updates: Applied Materials stock rises on strong AI de, Figma stock surges
This article provides live updates on various companies' first-quarter earnings reports. Applied Materials and Figma both saw their stocks rise due to strong demand driven by AI spending. Other companies like Klarna, Cisco, On Holding, and Plug Power also reported positive results, while Birkenstock, Alibaba, and Hims & Hers experienced declines or losses.
TVA, emergency agencies meet in Lawrence County for nuclear preparedness planning
Lawrence County emergency officials, along with state and federal partners, convened for a nuclear emergency preparedness meeting focused on the Browns Ferry Nuclear Plant. This quarterly meeting, hosted by the Lawrence County EMA, involved various agencies to coordinate planning, training, and communication for potential radiological incidents. Officials emphasized that nuclear preparedness is a continuous, year-round responsibility crucial for the safety and confidence of residents in the plant's emergency planning zone.
NextEra Energy Agrees to $9.5 Million Settlement in Nuclear Industry Wage-Fixing Case
NextEra Energy Inc. has reached a $9.5 million settlement in an antitrust lawsuit alleging a conspiracy among nuclear power companies to suppress employee wages. This marks the first settlement in the ongoing litigation, which accused 26 nuclear plant operators and two consulting firms of unlawfully sharing wage data. NextEra has also agreed to provide "material cooperation" to the affected workers, though attorneys for the plaintiffs stated more details would be disclosed later.
Strategy Inc Stock (MSTR) Moved Up by 7.23% on May 14: A Full Analysis
MicroStrategy (MSTR) stock rose by 7.23% on May 14, primarily due to a surge in Bitcoin's price approaching $80,000 and the company's continuous Bitcoin accumulation strategy, now holding nearly 820,000 BTC. Strong analyst "Buy" ratings with a median price target of $347.50, significant trading in preferred shares, and successful capital raises also contributed to the positive movement, despite a Q1 2026 net loss driven by non-cash Bitcoin valuation declines.
Constellation and Pine Creek RNG Announce Equity Purchase Agreement in RNG Facilities
Constellation (Nasdaq: CEG) and Pine Creek RNG have announced a long-term agreement, involving Constellation's purchase of a minority equity interest in five of Pine Creek RNG's operating facilities. This acquisition strengthens Constellation's position in renewable natural gas (RNG) solutions and is expected to expand their RNG production capabilities by approximately 3.0 million MMBtus annually, in addition to the current 1.5 million MMBtus. The partnership aims to enhance sustainable natural gas options for customers and support decarbonization efforts by utilizing RNG derived from organic waste.
BMO Capital Sticks to Its Buy Rating for Constellation Energy Corporation (CEG)
BMO Capital analyst James Thalacker has reiterated a Buy rating for Constellation Energy Corporation (CEG) with a price target of $390.00. This comes after the company reported quarterly revenues of $5.46 billion and a net profit of $432 million for the quarter ending December 31. Other analysts from Scotiabank also issued a Buy rating, while Mizuho Securities maintained a Hold rating.
BMO Capital Sticks to Its Buy Rating for Constellation Energy Corporation (CEG)
BMO Capital analyst James Thalacker has reaffirmed a Buy rating for Constellation Energy Corporation (CEG), setting a price target of $390.00. This comes after the company reported quarterly revenues of $5.46 billion and a net profit of $432 million. Other firms like Scotiabank also issued a Buy rating, while Mizuho Securities maintained a Hold rating for CEG.
Constellation Energy Corporation Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next
Constellation Energy Corporation (NASDAQ:CEG) significantly exceeded Q1 earnings expectations, with revenue of US$11 billion and EPS of US$4.49, beating estimates by 28% and 73% respectively. Analysts have made a modest uplift to revenue forecasts for 2026, now projecting US$33.1 billion, and expect EPS to climb to US$11.74, while their consensus price target remains at US$367. The company's growth outlook is expected to accelerate to 15% annually through 2026, outperforming its historical growth and the wider industry.
Constellation Energy’s $13 Billion Cash Flow Outlook Shows AI’s Power Trade Is Just Beginning
Constellation Energy (CEG) is positioned as a key player in AI's power demand, with a significant cash flow outlook of $13 billion by 2028-2029. The company secured a 20-year power agreement with Microsoft and awaits regulatory approval for its Crane Clean Energy Center, while analysts maintain a "Strong Buy" rating with substantial upside potential despite recent stock underperformance. CEG exceeded Q1 2026 earnings expectations, showing strong revenue and EPS growth, and reaffirmed its full-year guidance.
Oklo’s Losses Deepen. Why the Nuclear Start-Up Still Has Wall Street’s Attention.
Oklo, a nuclear start-up, saw its losses deepen in the latest quarter after investing $32.8 million in infrastructure and equipment. Despite these financial setbacks, the company maintains its commitment to developing a first-of-its-kind nuclear powerhouse, especially after clearing a significant regulatory hurdle. This situation explains why the nuclear start-up continues to draw attention from Wall Street.
How Low Can EPAM Really Go In A Market Crash?
This article analyzes EPAM Systems (EPAM) stock's performance during past market downturns to assess its risk profile. EPAM has historically shown greater contraction than the S&P 500 during major market dislocations, with an average drop of -23% compared to the S&P 500's -13%. The analysis details EPAM's drawdowns in specific crisis events, such as the 2025 US Tariff Shock (-44%), the 2023 SVB Regional Banking Crisis (-43%), and the 2020 COVID-19 Crash (-33%), advising investors to view these potential contractions as baseline expectations rather than failures if the business thesis remains sound.
How Investors Are Reacting To Southern (SO) Massive DOE Loan And Customer Bill-Relief Moves
Southern Company (SO) recently reported its first-quarter 2026 results, announcing a significant US$26.50 billion Department of Energy loan and customer savings from Georgia regulatory agreements. These developments, along with its earnings, indicate Southern's strategy to combine large-scale infrastructure investment with efforts to manage long-term costs for customers. The article discusses how this loan impacts Southern's investment narrative regarding growth, risk, and returns, noting that while it supports the company's thesis, the need for funding an enlarged capital plan without over-pressuring equity or regulatory relationships remains a key risk.
Lewisburg School receives TVA energy grant
Lewisburg School in Kentucky has been awarded a $210,000 grant from the Tennessee Valley Authority’s School Uplift Program, thanks to efforts from its student energy team. The grant will fund energy-saving upgrades, like automatic light sensors, and allocate $10,000 for a new nature trail. The program aims to engage students and the community in energy conservation, with Lewisburg being one of three Kentucky schools to benefit.
Vistra Corp. stock (US92840V1017): Shares down 10.4% in past month amid utility sector shifts
Vistra Corp. (VST) shares have fallen 10.4% in the last month, underperforming the S&P 500, despite a 16.8% increase in stake by Empire Life Investments. The company, which operates in competitive US electricity markets, is positioned to benefit from rising power demand from data centers and electrification trends. Analysts maintain a 'Buy' consensus with a target price significantly above recent levels, reflecting confidence in its role in the US energy infrastructure.
Constellation Energy Corp. stock falls Wednesday, underperforms market
Constellation Energy Corp.'s stock (CEG) experienced a 6.37% decline on Wednesday, closing at $274.89, underperforming the broader market. This drop marked its fifth consecutive day of losses, even as the S&P 500 Index rose by 0.58% and the Dow Jones Industrial Average fell slightly by 0.14%.
S&P Global Inc Stock (SPGI) Moved Down by 4.61% on May 13: Facts Behind the Movement
S&P Global Inc. (SPGI) stock dropped by 4.61% on May 13, 2026, due to several factors including a "sell the news" reaction to its Mobility Global Investor Day and the planned spin-off of its Mobility division. Broader market weakness, influenced by geopolitical tensions and rising oil prices, also impacted financial stocks, including SPGI. Additionally, investor anxiety over AI disruption within the financial data sector and a prior downward revision of 2026 revenue guidance contributed to the stock's decline.
Constellation Energy Corp Stock (CEG) Moved Down by 5.87% on May 13: What Signal Does It Send?
Constellation Energy Corp (CEG) shares dropped by 5.87% on May 13, driven by an analyst downgrade from Argus, which suggested its valuation should align more with traditional utilities. Regulatory uncertainties regarding the PJM market and potential delays in restarting a key energy center, alongside concerns about the sustainability of its "AI-nuclear" growth narrative and macroeconomic factors like higher inflation, contributed to the decline. Despite strong Q1 2026 earnings, these external pressures overshadowed the positive financial results.
Constellation Energy Corporation 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:CEG) 2026-05-11
Constellation Energy Corporation (CEG) released its Q1 2026 earnings presentation, reporting an EPS of $2.74, beating estimates by $0.14, and revenue of $11.12 billion, surpassing expectations by $2.43 billion, representing a 63.85% year-over-year increase. The company published a slide deck in conjunction with its earnings call.
Analysts Conflicted on These Utilities Names: Oklo Inc (OKLO) and Constellation Energy Corporation (CEG)
Analysts are divided on two utilities companies: Oklo Inc (OKLO) and Constellation Energy Corporation (CEG). Oklo Inc received a "Hold" rating from Craig-Hallum with a price target of $91.65, while J.P. Morgan also initiated coverage with a "Hold" rating and an $83.00 target. Constellation Energy Corporation maintains a "Strong Buy" consensus, with Evercore ISI reiterating a "Buy" rating and a $380.00 price target, and TipRanks – Google upgrading it to "Buy" with a $337.00 target.
A Look At Cheniere Energy Partners (CQP) Valuation After Earnings And Reaffirmed Distribution Guidance
Cheniere Energy Partners (CQP) is under investor scrutiny following its Q1 2026 earnings report and reaffirmed 2026 distribution guidance of $3.10 to $3.40 per common unit. Despite a recent share price dip, its P/E ratio of 14.8x suggests it's reasonably priced compared to the broader US market, although slightly above the Oil and Gas industry average. However, a Discounted Cash Flow (DCF) model indicates the stock is trading significantly above its implied value, presenting mixed signals on its valuation.
Applovin Corp Stock (APP) Moved Down by 7.65% on May 13: A Full Analysis
AppLovin (APP) stock declined by 7.65% on May 13, continuing a negative trend despite strong Q1 2026 earnings that surpassed estimates. Investors are reportedly looking for more definitive evidence of accelerated growth in e-commerce and the impact of the upcoming Axon self-service platform, leading to a cautious market sentiment. Technical analysis suggests oversold conditions, while fundamental analysis points to solid revenue and profit within the Software & IT Services industry.
Sunshine Biopharma stock tumbles on $6 million dilutive offering
Sunshine Biopharma's shares dropped 17.2% in premarket trading after the company announced a dilutive securities offering aiming to raise up to $6 million. The offering includes common units with shares and warrants, and pre-funded units for larger purchasers. The actual proceeds may be less than $6 million as there is no minimum offering amount.
