CEGCEGUtilities · Utilities - Independent Power Producers

CEG Stock Forecast: Constellation Energy Corp. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$255
−3.08% on the day

The 22 Wall Street analysts covering Constellation Energy Corp. hold a median 12-month price target of $351 — +37.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 31 of 100 as at 19 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$93.1B
Ticker Nerd rank
31 / 100
Median analyst target
$351
Analysts covering
22
Revenue$7.5B+23.0% y/y
Operating income−$47.0M
Net income$508.0M
Free cash flow−$118.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−10.5%
1M
−4.5%
YTD
−27.6%
1Y
−20.6%
From 52W high
−36.6%
From 52W low
+7.9%
$236
$402
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CEG stock analysis: one number for the whole business

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.

Where the model ranks itAs at 19 Sept 2026
31 / 100

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
Revisions
82
Growth
68
Value
56
Accruals
22
Momentum
18
Issuance
13
Volatility
8
Size
3

Quality (88): The business earns solid, repeatable profits on what it owns.

Volatility (8): 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.

Wall Street

CEG stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CEG, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$250$300$350$400$450Oct 25Jan 26Apr 26Jul 26CEGHigh $441Median $351Low $290

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

What Wall Street says22 analysts
19 Buy3 Hold0 Sell
Low $290Median $351High $441

The green dot is the last close — the median target sits +37.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
21 Aug 2026Morgan StanleyMaintainsOverweight$366$364
11 Aug 2026Argus ResearchMaintainsBuy$350$325
11 Aug 2026Argus ResearchMaintainsBuy
28 July 2026BarclaysMaintainsOverweight
28 July 2026BarclaysMaintainsOverweight$358$324
28 July 2026UBSMaintainsBuy$388$380
28 July 2026UBSMaintainsBuy
27 July 2026TD CowenMaintainsBuy$381$368
27 July 2026TD CowenMaintainsBuy
27 July 2026Wells FargoMaintainsOverweight
27 July 2026Wells FargoMaintainsOverweight$384$362
1 July 2026CitigroupMaintainsNeutral
1 July 2026CitigroupMaintainsNeutral$348$297
18 June 2026Goldman SachsInitiatesNeutral
17 June 2026BernsteinInitiatesOutperform
12 May 2026MizuhoMaintainsNeutral
4 May 2026TD CowenMaintainsBuy
29 Apr 2026ScotiabankMaintainsSector Outperform
28 Apr 2026BarclaysMaintainsOverweight
21 Apr 2026Morgan StanleyMaintainsOverweight

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

CEG vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, Constellation Energy Corp. returned −20.6% against +16.3% for the S&P 500, dividends included.

CEG vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120130Oct 25Jan 26Apr 26Jul 26CEGS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CEG analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+3.4%
Analysts raising
14
Analysts cutting
2
Fundamentals

Constellation Energy Corp. (CEG) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
25.4×

Cheaper than 29% of US stocks

Price / sales
3.0×

Cheaper than 41% of US stocks

Price / book
2.9×

Cheaper than 33% of US stocks

EV / EBITDA
14.8×

Cheaper than 23% of US stocks

Growth & margins
Revenue growth (YoY)
23.0%

Higher than 72% of US stocks

Earnings growth (YoY)
−38.9%

Higher than 13% of US stocks

Gross margin
16.4%

Higher than 16% of US stocks

Operating margin
8.7%

Higher than 62% of US stocks

Net margin
11.1%

Higher than 72% of US stocks

Returns & dividend
Return on equity
15.1%

Higher than 74% of US stocks

Return on assets
3.9%

Higher than 70% of US stocks

Dividend yield
0.6%

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.

Key statistics

Constellation Energy Corp. (CEG) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Constellation Energy Corp. has a market value of $93.1B and an enterprise value of $117.5B.

  • Revenue in the twelve months to 30 June 2026: $31.3B. The latest quarter grew 23.0% year on year.

  • Net income over the same four quarters: $3.5B, a 11.1% net margin.

  • Diluted earnings per share, trailing twelve months: $10.26.

  • Free cash flow in the twelve months to 30 June 2026: $309.0M, after $3.9B of capital spending.

  • Constellation Energy Corp. spent $551.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 355.3M.

  • Trailing P/E: 25.4×; forward P/E: 19.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.65%, paying out 16% of earnings.

  • Constellation Energy Corp. employs 15,291 people $2.0M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 18 Sept 2026

Data provided by Twelve Data

Peers

CEG vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelUtilities - Independent Power Producers
CompanyMarket capTKN rank
CEGConstellation Energy Corp.$93.1B
31
VSTVistra Corp.$47.7B
27
NRGNRG Energy, Inc.$22.3B
27
TLNTalen Energy Corp.$13.4B
27
OKLOOklo, Inc.$7.1B
2
DUKDuke Energy Corp.*$91.4B
46
SOThe Southern Co.*$98.4B
37

* 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 →

News

Latest CEG news & analysis

Most of what you know about data centers is wrong

Market Watch · 18 Sept 2026neutral

A Market Watch article argues that much of the prevailing narrative about data centers is misguided, urging readers to examine the evidence amid heightened AI excitement. The piece challenges widely held assumptions about data center demand and growth.

Why it matters — CEG watchers would care because data center demand is a key driver of the company's electricity business, and a reassessment of that demand could affect long-term outlooks.

3 Alternative-Energy Stocks That Could Withstand Fed's Rate Hike

Zacks Investment Research · 18 Sept 2026positive

Zacks Investment Research highlights that higher interest rates pressure renewable-energy projects, but reports that MNTK, CEG and TXNM appear better positioned to absorb the impact of the Fed's rate hike.

Why it matters — The report indicates CEG may show relative resilience to higher interest rates compared with other alternative-energy stocks.

Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet?

The Motley Fool · 17 Sept 2026neutral

The Motley Fool compares Constellation Energy, Vistra, and Talen Energy as potential AI-power investment picks, noting that Constellation operates the nation's largest nuclear fleet and holds long-term agreements with Microsoft and Meta Platforms, while Vistra also has substantial capacity and agreements with several major companies.

Why it matters — The piece highlights Constellation's position as a leading nuclear supplier with major tech partnerships, which could inform how CEG watchers assess its competitive standing in the growing AI-power market.

CEG Stock Trails Industry in 6 Months: Should You Buy, Hold or Sell?

Zacks Investment Research · 16 Sept 2026neutral

Zacks reports that Constellation Energy's shares have fallen 15.5% over six months, trailing its industry, but notes the company's nuclear strength, long-term contracts, and discounted valuation support its outlook.

Why it matters — CEG watchers would care because the report weighs the recent share-price decline against the company's underlying strengths to assess its forward outlook.

Can CEG's Expanding Clean-Energy Portfolio Support Future Growth?

Zacks Investment Research · 16 Sept 2026positive

Constellation Energy is expanding its clean-energy platform through nuclear uprates, reactor life extensions, and the addition of Calpine capacity. This expansion comes as growing demand from data centers supports increased power needs.

Why it matters — A CEG watcher would care because the company's portfolio growth in nuclear and clean-energy capacity positions it to benefit from rising electricity demand tied to data-center expansion.

FAQ

Frequently asked questions about CEG stock

What is the CEG stock price forecast for 2026-2027?

The 22 Wall Street analysts covering Constellation Energy Corp. have a median 12-month price target of $351, with estimates ranging from $290 to $441. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is CEG stock a buy right now?

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. 31 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CEG?

As at 19 Sept 2026, Constellation Energy Corp. ranks 31 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).

Will CEG stock go up?

No one can know that. What the data says: the median 12-month target from 22 analysts implies +37.6% from the last close, and Ticker Nerd's factor model ranks Constellation Energy Corp. 31 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CEG stock forecast for 2030?

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.

How has CEG stock performed over the past year?

Constellation Energy Corp. returned -20.6% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Constellation Energy Corp. do?

Constellation Energy Corporation is a U.S. energy company that generates, supplies, and markets electricity and natural gas, with a strong focus on clean and reliable power.

What is the latest news on CEG?

The most recent item we track (Market Watch, 18 Sept 2026): "Most of what you know about data centers is wrong". A Market Watch article argues that much of the prevailing narrative about data centers is misguided, urging readers to examine the evidence amid heightened AI excitement. The piece challenges widely held assumptions about data center demand and growth.

Company

About Constellation Energy Corp.

Constellation Energy Corporation is a U.S. energy company that generates, supplies, and markets electricity and natural gas, with a strong focus on clean and reliable power. The company serves a broad customer base that includes homes, businesses, public sector organizations, municipalities, and utilities. Its operations span several regional segments, including the Mid-Atlantic, Midwest, New York, ERCOT, and other power markets. Constellation Energy’s portfolio includes nuclear, wind, solar, natural gas, and hydroelectric assets, along with energy-related products and sustainable solutions. Headquartered in Baltimore, Maryland, Constellation Energy Corporation plays a significant role in the utility market as a major provider of emissions-free energy and integrated energy services across the United States.

CEO Mr. Joseph Dominguez · 15,291 employees · United States · https://www.constellationenergy.com