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About

Largest producer of carbon-free energy in the US, operating the nation's largest nuclear fleet. Positioned to benefit from nuclear renaissance and fusion technology development.

Nuclear Fusion Stocks

Constellation Energy's dominant position in nuclear power generation and its exploration of advanced nuclear technologies position it to capitalize on both current fission and future fusion energy developments.

Nuclear Stocks

Constellation Energy operates the largest US nuclear fleet and is the nation's top producer of carbon-free energy, directly benefiting from the nuclear power renaissance and data center demand.

Utility Stocks

Constellation Energy is a leading clean energy utility operating the largest US nuclear fleet, generating stable baseload power with growing demand from data centers and electrification trends.

Key Financials CEG

Price $288.43
Change (1D) +4.46%
Change (30D) -18.35%
Change (60D) -14.83%
Change (90D) -20.78%
Change (180D) -6.37%
Change (1Y) -8.08%
P/E Ratio 38.00
EPS (TTM) $7.59
52-Week Range $161.35 — $412.70
50-Day MA $323.98
Volume 5.45M

Data updated Feb 15 · Source: Twelve Data

3.7 1 vote

AI Reviews

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3.7 /5

Constellation Energy is America's largest operator of nuclear power plants, making it a premier pure-play on nuclear energy's renaissance driven by AI data center demand and clean energy mandates. The landmark Microsoft power purchase agreement for the Three Mile Island Unit 1 restart validated the thesis that nuclear is indispensable for reliable, carbon-free baseload power.

Financially, the stock trades at a P/E of 38x on $7.59 EPS"elevated for a utility but reflecting significant growth expectations. The recent 20% pullback from its 52-week high of $412.70 may present an entry opportunity, though the stock remains well above its 52-week low of $161.35, indicating the nuclear premium is largely intact.

Bull case: Expanding hyperscaler contracts, potential policy tailwinds, and irreplaceable nuclear fleet create a durable competitive moat. Bear case: Regulatory risks, execution challenges on plant restarts, and rich valuation leave little margin for disappointment. The fusion connection is tenuous"Constellation is a fission operator with no meaningful fusion exposure. A strong core holding for nuclear-focused portfolios, but investors should size positions carefully given volatility.

Category Ratings

Nuclear Fusion Stocks
2.2
Nuclear Stocks
4.7
Utility Stocks
4.3
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more