Constellation Energy, the largest U.S. nuclear energy company, reported a 34% year-over-year rise in Q2 adjusted EPS to $2.55. The company benefits from increased electricity demand driven by data centers and holds long-term nuclear power agreements with major firms like Microsoft, Meta, and Walmart, securing 30% of its clean energy generation through 2032. Following strong cash flow and high plant utilization, management raised its 2026 adjusted EPS guidance to $11.50–$12.50. The stock's valuation has normalized to 20.6 times forward earnings, making it an attractive option as its fundamentals and growth outlook improve.
Constellation Energy (CEG) trades at USD 253.55 on Pluang as of Oct 01, 2026 01:32 WIB, down 4.17% for the day, closer to its 52-week low of USD 236.50 than its high of USD 403.95. Despite the recent pullback, the stock's valuation at 20.6 times forward earnings and a dividend yield of 0.64% may appeal to investors seeking exposure to the nuclear power sector. Pluang users show strong interest, with 97% of order activity on the buy side, reflecting confidence in the company’s growth outlook amid the nuclear energy boom.
