财务表现 - 公司GAAP净收益为每股2.58美元，调整后(非GAAP)经营收益为每股1.68美元[7] - 公司第二季度调整后(非GAAP)经营收益同比增加0.04美元/股[7] - 公司第二季度GAAP净收益同比增加0.02美元/股[7] - 2024年上半年营业收入为130.11亿美元[40] - 2024年上半年净收益为9.29亿美元[40] - 2024年第二季度营业收入为54.75亿美元[38] - 2024年第二季度净收益为8.14亿美元[38] - 2024年第二季度收入为116.37亿美元，同比下降2.58亿美元[41] - 2024年第二季度总运营费用为97.24亿美元[41] - 2024年第二季度净收益为16.92亿美元，同比增长[41] 业务发展 - 公司将2024年全年调整后(非GAAP)经营收益指引范围提高至每股7.60-8.40美元[7] - 公司在第二季度回购约5亿美元的普通股，自2023年以来累计回购20亿美元[9] - 公司发布了2024年可持续发展报告并举办了第二届青年能源峰会[10] - 公司连续第二年获得"2024年度优秀工作场所"认证[11] 运营情况 - 公司核电机组在第二季度发电量为45,314吉瓦时，同比增加8%[12] - 公司核电机组除Salem和STP外的机组第二季度平均利用率为95.4%，同比提高3个百分点[12] - 公司天然气、石油和可再生能源发电机组的调度匹配率为98.0%，可再生能源利用率为96.6%[13] - 2024年第二季度核电发电量为453.14亿千瓦时，同比增长8.14%[43] - 2024年第二季度天然气、石油和可再生能源发电量为61.05亿千瓦时，同比下降9.5%[45] - 2024年第二季度购电量为142.44亿千瓦时，同比下降4.8%[47] - 2024年第二季度总供电/销售量为656.63亿千瓦时，同比增长3.2%[48] - 2024年第二季度核电机组计划检修天数为52天，同比减少67天[49] 市场环境 - 2024年第二季度PJM西部地区电价为30.80美元/兆瓦时，同比上涨4.7%[54] - 2024年第二季度伊利诺伊州ZEC价格为1.81美元/兆瓦时，同比下降82.0%[51] 资产负债情况 - 2024年6月30日公司资产总额为513.40亿美元[32] - 2024年6月30日公司负债总额为395.59亿美元[33] - 2024年6月30日公司股东权益为117.81亿美元[33] - 2024年上半年经营活动产生的现金流为-13.36亿美元[35] - 2024年上半年投资活动产生的现金流为26.50亿美元[35] - 2024年上半年筹资活动产生的现金流为-13.85亿美元[35]

文章核心观点 - 人工智能的兴起带动了数据中心服务需求的上升 [1][2][3] - 核电公司可能是值得关注的数据中心投资机会 [4][5] 数据中心行业概况 - 数据中心是存储半导体芯片的设施,需要大量耗能 [6][7] - 一些公司正在考虑使用核能来满足数据中心的能源需求,核能更可靠、更清洁 [8][9] 康斯特利能源公司分析 - 康斯特利能源公司正在与科技巨头就核能合作进行洽谈 [10][11] - 亚马逊和微软等科技公司已经开始采用核能为数据中心供电 [12][13] - 随着数据应用的不断增加,对人工智能等新技术的投资不会放缓,核能在这一领域有广阔前景 [14] - 康斯特利能源目前估值较低,是一个不错的长期投资机会 [15][16]

Constellation Energy Corporation (CEG) is going to report its second-quarter 2024 results on Aug 6. The Zacks Consensus Estimate for CEG's second-quarter revenues is pegged at $5.30 billion, indicating a 2.67% decline from the year-ago reported figure. The consensus estimate for earnings is pegged at $1.43 per share. The Zacks Consensus Estimate for CEG's second-quarter earnings has declined 23.9% in the past 60 days. The estimate suggests a year-over-year decline of 44.1%. | --- | --- | --- | --- | --- | | ...

Constellation Energy Corporation (CEG) shares soared 12.5% in the last trading session to close at $189.80. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 18.2% loss over the past four weeks. Constellation Energy is the largest owner of nuclear plants in the US and produces clean electricity for its customers. It expects to invest nearly $5.1 billion during 2024-2025 period to strengthen its infrastructure and purchase of nuclea ...

Key Takeaways Nuclear energy stocks soared Wednesday after the largest electrical grid operator in the U.S. said prices at its power market auction increased ninefold year-over-year. Constellation Energy, which operates the largest collection of nuclear plants in the country, saw its shares jump more than 12%, while Vistra shares gained nearly 15%. Both companies are expected to report second-quarter earnings next week. Shares of nuclear energy stocks soared Wednesday after the largest electrical grid opera ...

This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.' In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's ...

A downtrend has been apparent in Constellation Energy Corporation (CEG) lately with too much selling pressure. The stock has declined 16.8% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround. Guide to Identifying Oversold Stocks We use Relative Strength Index (RSI), one of the most commonly used techni ...

Alternative energy operators, in order to maintain, upgrade and expand operations, approach capital markets for loans as the funds generated from internal sources are not always sufficient. Therefore, a low interest rate regime is beneficial for the electric power industry. The CME FedWatch tool currently shows that market participants are highly optimistic about two rate cuts of 25 basis points each in 2024. Consequently, operators planning to invest large amounts in infrastructure upgrades and add renewab ...

The upcoming earnings release of Constellation Energy Corporation will be of great interest to investors. The company's earnings report is expected on August 6, 2024. The company is expected to report EPS of $1.57, down 38.67% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $5.3 billion, down 2.67% from the year-ago period. Investors should also note any recent changes to analyst estimates for Constellation Energy Corporation. Recent revisions tend ...

Shares of Constellation Energy (CEG -1.56%) rocketed 71.3% in the first half of 2024, according to data from S&P Global Market Intelligence. That easily outperformed the S&P 500, which got off to a strong start by rallying 14.5% in the first half. The clean-energy producer's stock surged because of its strong financial outlook and a growing belief that technology companies will use nuclear energy to power their AI data centers. What powered Constellation Energy's first-half surge? The power company also set ...