| Date | Quarter | Session | EPS (est → actual) | Revenue (est → actual) |
|---|---|---|---|---|
| Nov 4, 2026Next | Q3 2026 | — | 3.81 | 9.41 B |
Sep 1, 2026
CEG secures long-term nuclear demand from C&I customers, boosting revenue visibility and supporting EPS growth.
Aug 31, 2026
One generates 9% net margins with nuclear-powered data center deals; the other pulls 25% margins from regulated utilities and renewables.
Vistra stands out among nuclear utility stocks with stronger earnings growth, higher ROE and margins, and a cheaper valuation, despite more debt.
Constellation Energy stock has had a strong three year run, yet current valuation checks suggest the market price may still sit below what its cash flows and earnings imply. Both an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and traditional earnings multiples currently point to an undervalued profile, even after recent share price gains. Constellation Energy has delivered a 163.0% return over the past three years, which puts the recent share price in sharp focus...
Aug 26, 2026
Constellation keeps racking up the deals, but its stock is trading more than 51% below its 52-week high.
Constellation Energy's 3.1% monthly rally reflects rising clean-energy demand, nuclear strength and Calpine gains, but margin pressures remain.
Constellation Energy has been a stand-alone public company for just five years, but it's quickly asserting itself as a credible dividend grower.
Constellation's massive power generation capacity helped it secure major deals in recent years, and it's beginning to reap the benefits.
Aug 25, 2026
CEG's rising revenues, long-term nuclear PPAs and fleet extensions support stronger earnings and more predictable growth.
Constellation Energy (CEG) buy thesis: nuclear+gas portfolio, Calpine deal, raised 2026 EPS guidance, data center demand tailwinds.
Aug 24, 2026
Global AI electricity demand is set to explode, straining an already struggling power grid, with the U.S. absorbing most of it.
Aug 21, 2026
Constellation Energy and Vistra are both top bets on the AI nuclear power demand, but their revenue divergence reveals an interesting story.
