Constellation Energy Corporation (NASDAQ:CEG) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Constellation Energy (CEG) Price Target Raised to $420 Constellation Energy Corporation (NASDAQ:CEG) is the largest producer of carbon-free energy in the US, with over 32.4 GW of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. Constellation Energy Corporation (NASDAQ:CEG) received a boost on December 17 when UBS raised its price ...

Key Takeaways CEG is expanding nuclear capacity with major tech contracts to supply nuclear power to AI data centers.TLN will deliver 1,920 MW of nuclear energy to Amazon data centers through 2042 under a long-term deal.D is exploring small modular reactors and serving rising data center demand under long-term agreements. Artificial intelligence (AI)-powered data centers are now booming. The AI infrastructure space remains rock solid, supported by an extremely bullish demand scenario. Research firm McKinsey ...

Investors rushed to dump tech and AI-linked stocks on Wednesday, fueling a broad sector selloff reminiscent of the red days in October and November, when traders fretted over the risk of an AI bubble.By midday trading in New York, the Nasdaq 100 slid 1.3%, while the iShares Semiconductor ETF (NYSE:SOXX) sank nearly 3%, marking its fourth consecutive session of losses.Chipmakers have now fallen 9% over the past four days, the sector's worst stretch since the tariff-driven selloff in April.Nvidia Corp. (NASDA ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【12月17日星座能源获美核监管机构核电站运营许可续期】12月17日，星座能源公司透露，美国核监管 机构已批准其克林顿和德累斯顿清洁能源中心运营许可证续期20年。 该美国电力公司将投资超3.7亿美 元用于核电站重新许可，旨在提高效率并确保可靠性。 此次批准后，克林顿核电站运营期限延至2047 年，德累斯顿核电站延至2049年和2051年。 ...

The key to this stability is the Nuclear Production Tax Credit (PTC). This program functions as a price floor for the company's nuclear fleet, the largest in the nation. If wholesale electricity prices fall, the PTC provides a federal tax credit that protects revenue. For 2025, that threshold is set around $44.75 per megawatt-hour. This mechanism provides significant downside protection and predictable cash flow, a rarity in the energy sector. This investor certainty was solidified in July 2025 with the pas ...

Constellation Energy has delivered a powerful performance since its separation from Excelon.Constellation Energy (CEG +1.47%) is the country's largest producer of carbon-free energy. It's the leader in generating nuclear energy. Constellation also operates a mix of hydro, wind, and solar energy assets. It sells the power it produces to other utilities, commercial and industrial customers, and residential users. The power company went public in February 2022 following its spinoff from utility Exelon. Here's ...

Constellation Energy (Nasdaq: CEG) and NextEra Energy (NYSE: NEE) both missed Q3 2025 revenue expectations, but the stories reveal fundamentally different business models competing for the AI-driven energy boom. ...

BALTIMORE--(BUSINESS WIRE)--Constellation Energy Generation, LLC ("Constellation†), a Pennsylvania limited liability company, announced today that it has commenced private offers to exchange any and all of the outstanding (i) 4.625% Senior Unsecured Notes due 2029 ("Existing Unsecured 2029 Notes†), (ii) 5.000% Senior Unsecured Notes due 2031 ("Existing Unsecured 2031 Notes†) and (iii) 3.750% Senior Secured Notes ("Existing Secured 2031 Notes†and, together with the Existing Unsecured 2029 Notes. ...

This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. Constellation Energy has agreed to sell six power plants and a minority stake in a seventh power plant to settle an antitrust complaint filed by the U.S. Department of Justice and the state of Texas, clearing the way for the company’s $26.6 billion deal to buy Calpine, the parties said Friday. Constellation’s purchase of Calpine — which will make it the largest U.S. ...

公司业务模式与市场定位 - 公司并非典型的受监管电力公用事业公司 而是领先的竞争性能源供应商 其电力在公开市场销售 主要通过与公用事业公司、商业和工业客户及个人零售客户签订长期购电协议进行 [4] - 公司是美国最大的低碳能源生产商 拥有行业领先的核电机组 其发电资产还包括水电、风电、太阳能、天然气和石油 发电量足以支持超过2000万户家庭和企业 约90%的电力来自无碳能源 占全国总量的10% [3] - 公司在向商业和工业客户售电领域是市场领导者 占有21%的市场份额 [4] 近期股价表现与增长动力 - 过去一年公司股价飙升超过40% 大幅跑赢标普500指数近13%的回报率 [1] - 近期大型科技公司对核能需求复苏 公司已与微软和Meta Platforms签订了利润丰厚的购电协议 这一催化剂推动了其过去一年的股价 [6] - 公司收益有望以超过10%的年增长率增长至2028年 这尚未包括待完成的收购可能带来的增长加速 [10] 收购Calpine带来的扩张与多元化 - 公司已同意以266亿美元收购Calpine 交易可能于2026年初完成 [7] - Calpine是美国最大的天然气和地热资源发电商 收购将显著扩大和多元化公司的投资组合 合并后的业务将遍及美国 并在德克萨斯州、弗吉尼亚州和加利福尼亚州等关键电力增长市场大幅扩大业务版图 [8] - 收购将在短期内大幅提升公司收益 并增强其长期增长前景 天然气也正因科技公司为其AI数据中心供电而需求复苏 公司将拥有更广泛的电力组合以满足科技行业激增的电力需求 [9] 关键财务与市场数据 - 公司当前股价为359.82美元 市值达1120亿美元 股息收益率为0.43% [5][6] - 公司股票52周价格区间为161.35美元至412.70美元 日均成交量约为260万股 [6] - 公司毛利率为19.30% [6]