NASDAQ:CEG

Constellation Energy (CEG)

257.57
+6.19 (2.46%)
as of Jul 13, 2026, 8:00:00 pm Market Open.
28 watching
0
Investor Insights
star iconJul 13, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Constellation Energy (CEG-Q) is positioned favorably in the utility sector, particularly as power demand surges amid the growth of AI and data centers. Analysts are optimistic about the company's stability and earnings visibility, highlighting its role as the largest clean power producer in the U.S. Despite being one of the worst performers early in the year, with a decline of 20.55%, experts believe it is a compelling buy on dips due to the lengthy process of building new power plants and its non-exploitative pricing model. With a projected price target approaching $405 and guidance for double-digit earnings growth through 2030, Constellation Energy is seen as a strong long-term investment. The company's partnerships with data centers and upcoming agreements also contribute to a solid growth outlook.

consensus icon
Consensus
Buy
valuation icon
Valuation
Undervalued
review icon
Similar
NEE
BUY

Would recommend buying. Quality company. Clean energy in demand. 

BUY
Will benefit from the Inflation Reduction Act's EV tax credits

Loves it. It's the closest America gets to pure-play nuclear power in America.

COMMENT
Spun off from Exxon right before the Russian invasion. They've since reported three good quarters.
BUY
It was spun off from Exxon right before the Russian invasion. (He supports nuclear energy, which is clean and safe, despite its popular image.) CEG has since reported three good quarters. Shares are up 70% since March and the second-best performer on the S&P this year. It benefits huge from Washington's legislation. They have more room to run.
BUY
It's fine. They produce the cleanest form of energy (which enjoys tailwinds).
DON'T BUY
Have recently been selling energy assets off to France. Has a troubled balance sheet and has cut its dividend once. There are better places to put your money.
TOP PICK
Preferreds (CEG.PR.A-N). Preferred spreads are now 6.5% above governments. An amazing opportunity. You don't have to buy financial services anymore to get remarkable yields.
Showing 16 to 22 of 22 entries