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Home/News Feed/Constellation Energy rated Buy, driven by nuclear fleet and AI/data center demand, with 20% EPS growth forecast for 2026.
CEG
$258.43
+$2.00 +0.78%

Constellation Energy rated Buy, driven by nuclear fleet and AI/data center demand, with 20% EPS growth forecast for 2026.

Analyst Insights
28 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Constellation Energy is rated Buy due to its strong position in the U.S. nuclear energy market and growing demand from AI and data centers. The company's acquisition of Calpine adds 23 GW of capacity and expands its presence in Texas and California, supporting a projected 20% earnings per share growth by 2026. Long-term contracts with major clients like Microsoft, Meta, and the U.S. government provide stable revenue, while nuclear production tax credits support multi-year earnings growth. Despite some policy and integration risks, Constellation balances growth with shareholder returns through a $5 billion buyback program and 10% dividend growth.

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