CEGUtilities · Utilities - Independent Power ProducersThe 22 Wall Street analysts covering Constellation Energy Corp. hold a median 12-month price target of $346 — +23.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 33 of 100 as at 14 Oct 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 (87): 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 +23.6% from it.
Of the 20 most recent actions, 1 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Oct 2026 | Bernstein | Reiterates | Outperform | $296 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | $364 → $369 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $366 → $364 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 11 Aug 2026 | Argus Research | Maintains | Buy | $350 → $325 |
| 11 Aug 2026 | Argus Research | Maintains | Buy | — |
| 28 July 2026 | Barclays | Maintains | Overweight | $358 → $324 |
| 28 July 2026 | Barclays | Maintains | Overweight | — |
| 28 July 2026 | UBS | Maintains | Buy | $388 → $380 |
| 28 July 2026 | UBS | Maintains | Buy | — |
| 27 July 2026 | TD Cowen | Maintains | Buy | — |
| 27 July 2026 | TD Cowen | Maintains | Buy | $381 → $368 |
| 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 | — |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Constellation Energy Corp. returned −27.9% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 28% of US stocks
Cheaper than 38% of US stocks
Cheaper than 30% of US stocks
Cheaper than 20% of US stocks
Higher than 72% of US stocks
Higher than 13% of US stocks
Higher than 16% of US stocks
Higher than 62% of US stocks
Higher than 72% of US stocks
Higher than 74% of US stocks
Higher than 70% of US stocks
Higher than 67% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $104.8B and an enterprise value of $129.1B.
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.
Trailing P/E: 27.4×; forward P/E: 21.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.61%, paying out 16% of earnings.
Constellation Energy Corp. employs 15,291 people — $2.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| CEGConstellation Energy Corp. | $104.8B | 33 |
| VSTVistra Corp. | $51.4B | 27 |
| NRGNRG Energy, Inc. | $21.7B | 26 |
| TLNTalen Energy Corp. | $16.4B | 26 |
| OKLOOklo, Inc. | $5.4B | 2 |
| SOThe Southern Co.* | $102.8B | 45 |
| DUKDuke Energy Corp.* | $93.0B | 48 |
* 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 →
Constellation Energy Corporation (CEG) closed at $279.54 in the latest trading session, down 5.49% from the prior day. The headline says the decline was steeper than the broader market.
Why it matters — CEG watchers may note the stock’s session decline and its comparison with the broader market.
Constellation completed the sale of its 606-MW Brazos Valley natural gas-fired combined-cycle facility near Houston to LS Power. The company said the transaction advances regulatory commitments related to its acquisition of Calpine, which closed in January 2026.
Why it matters — CEG watchers may note the sale as progress on regulatory commitments tied to the Calpine acquisition.
The headline highlights a reported 12% jump in Constellation shares following Google's 20-year nuclear deal. The excerpt notes that shares are down more than 17% this year and that Constellation has signed a power purchase agreement with Amazon.
Why it matters — The deal and the company's other power purchase agreement are relevant to CEG watchers assessing its nuclear-power business, alongside its year-to-date share decline.
Zacks Investment Research highlights Constellation Energy’s expanding renewable assets, battery storage capacity, and corporate clean energy agreements as supporting diversification and long-term growth.
Why it matters — These developments are relevant to CEG watchers assessing the company’s business diversification and longer-term growth profile.
Alphabet committed to a long-term purchase of electricity from nuclear facilities that Constellation Energy has yet to build. The commitment reflects renewed interest in established nuclear power.
Why it matters — The agreement signals potential demand for electricity from Constellation's future nuclear facilities.
The 22 Wall Street analysts covering Constellation Energy Corp. have a median 12-month price target of $346, with estimates ranging from $290 to $395. 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. 33 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Constellation Energy Corp. ranks 33 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 (87 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +23.6% from the last close, and Ticker Nerd's factor model ranks Constellation Energy Corp. 33 out of 100 as at 14 Oct 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 $395 over the next 12 months.
Constellation Energy Corp. returned -27.9% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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 most recent item we track (Zacks Investment Research, 14 Oct 2026): "Constellation Energy Corporation (CEG) Falls More Steeply Than Broader Market: What Investors Need to Know". Constellation Energy Corporation (CEG) closed at $279.54 in the latest trading session, down 5.49% from the prior day. The headline says the decline was steeper than the broader market.
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
