Added to YB: 2025-08-12
Pitch date: 2025-08-09
CEG [neutral]
Constellation Energy Corporation
+6.47%
current return
Author Info
No bio for this author
Company Info
Constellation Energy Corporation produces and sells energy products and services in the United States.
Market Cap
$106.0B
Pitch Price
$335.45
Price Target
280.00 (-20%)
Dividend
0.46%
EV/EBITDA
18.13
P/E
38.86
EV/Sales
4.48
Sector
Electric Utilities
Category
growth
$CEG | Constellation Energy Q2 2025 Highlights
CEG (earnings update): Q2 crushes expectations with $6.10B rev vs $5.06B est, EPS $2.67 vs $1.83 est. Historic 20-yr Meta PPA validates thesis: AI needs nuclear. 94.8% nuclear utilization rate provides crucial 24/7 clean baseload power. Reaffirmed FY guidance ($8.90-$9.60) likely conservative. FV $225-280 based on 20-25x 2026E EPS of $11.23 (19.6% growth).
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