CEGUtilities · Utilities - Independent Power ProducersThe 22 Wall Street analysts covering Constellation Energy Corp. hold a median 12-month price target of $342 — +24.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 29 of 100 as at 22 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Constellation Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (88): The business earns solid, repeatable profits on what it owns.
Volatility (7): The share price moves around a lot.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CEG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +24.9% from it.
Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $366 → $364 |
| 11 Aug 2026 | Argus Research | Maintains | Buy | $350 → $325 |
| 11 Aug 2026 | Argus Research | Maintains | Buy | — |
| 28 July 2026 | Barclays | Maintains | Overweight | — |
| 28 July 2026 | Barclays | Maintains | Overweight | $358 → $324 |
| 28 July 2026 | UBS | Maintains | Buy | $388 → $380 |
| 28 July 2026 | UBS | Maintains | Buy | — |
| 27 July 2026 | TD Cowen | Maintains | Buy | $381 → $368 |
| 27 July 2026 | TD Cowen | Maintains | Buy | — |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | $384 → $362 |
| 1 July 2026 | Citigroup | Maintains | Neutral | — |
| 1 July 2026 | Citigroup | Maintains | Neutral | $348 → $297 |
| 18 June 2026 | Goldman Sachs | Initiates | Neutral | — |
| 17 June 2026 | Bernstein | Initiates | Outperform | — |
| 12 May 2026 | Mizuho | Maintains | Neutral | — |
| 4 May 2026 | TD Cowen | Maintains | Buy | — |
| 29 Apr 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 28 Apr 2026 | Barclays | Maintains | Overweight | — |
| 21 Apr 2026 | Morgan Stanley | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CEG appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 30% of US stocks
Cheaper than 41% of US stocks
Cheaper than 35% of US stocks
Cheaper than 23% of US stocks
Higher than 73% of US stocks
Higher than 13% of US stocks
Higher than 16% of US stocks
Higher than 61% of US stocks
Higher than 72% of US stocks
Higher than 74% of US stocks
Higher than 70% of US stocks
Higher than 12% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| CEGConstellation Energy Corp. | $96.9B | 29 |
| VSTVistra Corp. | $46.2B | 28 |
| NRGNRG Energy, Inc. | $24.3B | 27 |
| TLNTalen Energy Corp. | $14.4B | 33 |
| OKLOOklo, Inc. | $7.8B | 2 |
| SOThe Southern Co.* | $102.3B | 38 |
| DUKDuke Energy Corp.* | $93.2B | 49 |
* Nearest Utilities names by size — few utilities - independent power producers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Constellation Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
ETF Trends reports that since Microsoft partnered with Constellation Energy to restart a reactor at Three Mile Island, publicly traded nuclear-sector companies have experienced significant stock price changes.
Why it matters — The article underscores Constellation Energy's central role in a landmark nuclear deal that is driving investor interest across the entire sector.
24/7 Wall Street published a listicle titled "3 Nuclear Energy Stocks for the AI Power Era," framing AI compute as fundamentally a power problem rather than a chip problem. The piece highlights nuclear energy companies as positioned to address that growing power demand.
Why it matters — Nuclear-focused names like Constellation could be seen as positioned to benefit from rising electricity demand tied to AI data-center growth.
A Motley Fool comparison examines Constellation Energy versus Vistra in the AI power revenue race. It finds that Constellation shows steadier, stronger revenue growth with consistent year-over-year gains and a larger revenue base, while Vistra's growth is slower and choppier.
Why it matters — CEG watchers would care because the piece positions Constellation as the stronger, more consistent revenue grower relative to Vistra amid AI-driven power demand.
Modern data centers powered by advanced Nvidia chips require significantly more power than traditional setups, prompting technology companies to sign major long-term power purchase agreements with independent power producers.
Why it matters — CEG watchers would care because rising data-center power demand and long-term power purchase agreements could affect demand for electricity from independent power producers like Constellation Energy.
Nuclear energy stocks sold off sharply into Tuesday's close, with Constellation Energy (CEG) falling about 4% to $267. The decline was part of a broad sector pullback that also hit Oklo and NuScale Power, which each slid roughly 6%.
Why it matters — The drop signals a broad negative trading day for the nuclear sector, which is directly relevant for Constellation Energy as one of the leading nuclear power companies.
The 22 Wall Street analysts covering Constellation Energy Corp. have a median 12-month price target of $342, with estimates ranging from $290 to $441. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering Constellation Energy Corp., 19 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Constellation Energy Corp. 29 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Constellation Energy Corp. ranks 29 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (88 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +24.9% from the last close, and Ticker Nerd's factor model ranks Constellation Energy Corp. 29 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Constellation Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CEG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $290 to $441 over the next 12 months.
Constellation Energy Corp. returned -11.4% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Constellation Energy Corporation is an American energy company headquartered in Baltimore, Maryland. It produces and sells electricity, natural gas, and other energy-related products and services across the United States, serving distribution utilities, municipalities, cooperatives, and customers in the commercial, industrial, public sector, and residential markets.
The most recent item we track (ETF Trends, 24 Aug 2026): "Why the Nuclear Sector Still Has Room to Grow". ETF Trends reports that since Microsoft partnered with Constellation Energy to restart a reactor at Three Mile Island, publicly traded nuclear-sector companies have experienced significant stock price changes.
Constellation Energy Corporation is an American energy company headquartered in Baltimore, Maryland. It produces and sells electricity, natural gas, and other energy-related products and services across the United States, serving distribution utilities, municipalities, cooperatives, and customers in the commercial, industrial, public sector, and residential markets. Constellation Energy Corporation operates through regional segments including the Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. Its generation portfolio includes nuclear, wind, solar, natural gas, and hydroelectric assets, supporting a broad mix of power supply and sustainable energy offerings. The company plays a central role in the U.S. utility sector by providing large-scale energy generation, retail supply, and energy management solutions to a wide range of end users.
CEO Mr. Joseph Dominguez · 15,291 employees · United States · https://www.constellationenergy.com