Energy Constellation today
The energy of the constellation
As of 9/9/2025 203: 58
- 52-week range
- $ 155.60
▼
$ 352,00
- Dividend yield
- 0.57%
- P/e ratio.
- 22.80
- Value is valuable
- $ 282.50
The energy of the constellation NASDAQ: CEG recently attracted considerable attention in the market, as its shares have risen More than 45% last monthPositioning it as The best performer in the S&P 500 indexField
This noticeable rally was a direct market reaction to a decisively enhanced strategy of the company: to become a key Electricity supplier For energy artificial intelligence (AI) Data processing centers industryField
When engines of technological progress require a constantly higher share in world electricity, the stock market quickly Notifications which participants of the energy sector are ready to satisfy demandField
Condotallation specific AI strategy
The main factor standing behind the rise in the Constellation Energy shares was his decisive. “Grives“In its strategy to provide mass and rapidly growing energy needs in the AI sector, a vision formulated during Constellation wages in 2025, May 6.
The management team emphasized that business updates from large technological companies emphasize the critical role Reliable powerespecially nuclear energyAt a meeting with predicted demand. Recognizing a significant long -term opportunity, the leadership also warned against some “huge“Market claims regarding the huge scale of new demand, emphasizing a more rational, but still significant prognosis of growth, which is ready to serve constellations.
The key element of this supported strategy includes A strategic approach to the provision of hungry data centersThe field was noted that “Sales in the grid are becoming more attractive to us and for our customers“Referring to the difficulties and potential delays associated with the direct”Behind the hole“(BTM) joint accommodation projects. This preference on the grid provides greater flexibility, which allows the constellations to work with different utilities Regional organization of the transfer (RTO) territory. Nevertheless, Constellation believes that BTM configurations are still considered as viable for specific, potentially very large requirements of customers.
The force of the constellation uses its existing nuclear fleet As a key advantage in the AI data center market. The company emphasizes several advantages of nuclear energy for this sector: Economic efficiencyIN Exceptional reliability For continuous work, the opportunity Long -term contracts with a fixed price (up to 20 years), Fast deployment using current infrastructureAnd him SustainableThe field of management believes that these factors position nuclear energy as an optimal choice for customers of the data center.
Strategic growth initiatives further strengthen this commitment. A In anticipation of the acquisition of CalpinaIt is expected that it ends by the end of 2025 and, at least, will add at least $ 2 US per share And $ 2 billion in the form of a free cash flow annually After closing, it is considered decisive to expand the possibilities of generating and providing “Opportunities from the coast to the coast. »Organic growth, including Restarting the center of the pure energy of the crane And Flash of the entire fleet brought 1150 megavatts The new company online is directly solving increased energy demand.
The prospects of the constellation and the confidence of investors
Financial results Constellation Energy in the first quarter of 2025 He provided the background for his strategic ads of artificial intelligence. The company announced the adjusted (not GAAP) arrived at the action (EPS) $ 2.14The field although it missed the expectations of the community of analysts Constellations, The revenue for the quarter amounted to 3.79 billion US dollars.exceeding Consensus expectations of 5.44 billion dollars And representing 10.18% in annual calculusThe market, in the visible field, weighed a convincing strategic narrative, and income exceeds large results than a small EPS miss.
The forecast of the energy reserve of the constellation today
$ 282.50
4.19% growthModerate purchase
Based on 15 analyst ratings
| The current price | $ 271,13 |
|---|---|
| High forecast | $ 375.00 |
| Average forecast | $ 282.50 |
| Low forecast | $ 223.00 |
Constellation Energoenergetic Forecast Details
It is important to note that the constellation confirmed it Long 2025, adjusted operational management EPS In the range From 8.90 to $ 9.60The leadership expressed confidence by saying “We are exactly where we want to be in the first quarter, and we will fulfill our obligations this year.“
Several factors confirm this leadership. The management explained that while higher expected gross revenues for the whole year did not mean no Tax benefits for nuclear production (PTCS) They were booked in the first quarter of 2025 (unlike the first quarter of 2024), this result is positive on an annual basis. The PTC program continues to function as a valuable insufficient liquid. Besides, Inflation adjustment for PTK 2025 Assessed between 2.3% and 2.6% (above 2% of the basic assumption), which can add approximately Revenues of $ 500 million for basic income by 2028Field
The management also sees The current price of shares is underestimated regarding its predictable Double growth of income until the end of the decadeField with approximately 1 billion dollars remained in permission to ransom sharesThe company pointed out the intention to resume the ransom in “convincing shares of shares“After it is no longer limited to material non -public information. Although the specific quantitative guide for the 2nd quarter of 2025 was not provided, a stable operational impulse caused by the artificial intelligence strategy caused by the annual forecast confirmed and the positive tone of management.
Maintaining an impulse in the energy race of AI
Haster Rally Constellation Energywhich began after the release of the income report became a clear approval of the market of its resolutely formulated strategy to be The main supplier of energy for the Revolution of AIThe company is a company Q1 2025 income call detailed a A multilateral approachUsing it Terrible nuclear fleet And pursue Strategic growth initiatives How The acquisition of Calpina And Crane Plant RestationEveryone is aimed at taking enormous demand for energy in centers of processing of artificial intelligence data.
Although the market reacted with significant optimism, the continuation Elastic performance about this strategy oriented on AI and Consistent delivery against his financial leadership will be of paramount importance for the energy of the constellation maintain investors’ confidence and potentially contributes to the further assessment of the value of its action, since it Powers of a new era of technological promotionField
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