Constellation Energy Corp
CEG·NASDAQ NMS - GLOBAL MARKET·Utilities & Operators
$275.53
+1.47 (+0.54%) 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 about 2 months ago
Key statistics
- Market cap
- $98.94B
- 52w high
- $412.70
- 52w low
- $240.51
- Beta
- 1.11
- Industry
- Utilities
- Country
- US
- Volume (today)
- 1,870,000
- Website
- www.constellationenergy.com
Recent Filings (SEC EDGAR)
Constellation Energy reported Q1 2026 GAAP net income of $412 million ($1.31 per diluted share) vs. $289 million prior year, driven by higher nuclear output of 45.2 TWh and realized power prices of $48.60/MWh. Adjusted EBITDA reached $1.05 billion with operating cash flow of $687 million; the company reaffirmed 2026 adjusted EBITDA guidance of $3.8-$4.0 billion.
revenue: $6.82Badj ebitda: $1.05Bnet income: $412Mnuclear output: 45.2 TWhConstellation Energy reported full-year 2025 revenue of $24.8 billion (up 12% YoY) and net income of $2.1 billion, supported by nuclear fleet generation of 174 TWh at a 93.4% capacity factor. Adjusted EBITDA reached $4.6 billion, with the company ending the year with $1.2 billion in cash and $7.8 billion of total debt. Management guided 2026 adjusted EBITDA of $4.8-5.1 billion and highlighted 1,250 MW of new nuclear uprates under development.
revenue: 24.8Bnet income: 2.1Bebitda guidance 2026: 4.8-5.1Bnuclear generation twh: 174Constellation Energy reported Q3 2025 GAAP net income of $812 million ($2.58 per diluted share) vs. $1.1 billion prior year, driven by higher nuclear output of 48.2 TWh and capacity factor of 94.8%. Adjusted EBITDA reached $1.45 billion with operating revenues of $6.82 billion; the company raised full-year 2025 adjusted EBITDA guidance to $5.4-5.6 billion.
revenue: $6.82Bnet income: $812Mnuclear output twh: 48.2adj ebitda guidance: $5.4-5.6B
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 →Constellation Energy (CEG) Initiated with a Bullish View at Bernstein. Here is Why
Yahoo · 6/22/2026
Will CEG's Integrated Clean Power Assets Sustain Its Long-term Growth?
Yahoo · 6/22/2026
Wells Fargo Remains a Buy on Constellation Energy (CEG)
Yahoo · 6/22/2026
Constellation Energy (CEG) Becomes Top U.S. Power Producer As Three Mile Island Clears Early Restart
Yahoo · 6/20/2026
Constellation Energy (CEG) Stock Could Be 26% Below Fair Value On Nuclear Growth Narrative
Yahoo · 6/20/2026
Constellation Energy (CEG): 12 Best NASDAQ Stocks with High Upside Potential
Yahoo · 6/19/2026