CEGCEGUtilities · Utilities - Independent Power Producers

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

Last close, 3 Sept 2026
$285
−1.73% on the day

The 22 Wall Street analysts covering Constellation Energy Corp. hold a median 12-month price target of $351 — +23.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 2 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
$99.3B
Ticker Nerd rank
30 / 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
+0.9%
1M
+4.3%
YTD
−19.0%
1Y
−7.1%
From 52W high
−29.1%
From 52W low
+20.7%
$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 2 Sept 2026
30 / 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
80
Growth
69
Value
51
Accruals
22
Momentum
22
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 +23.0% 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 3 Sept 2026, Constellation Energy Corp. returned −7.1% against +21.4% 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
7
Analysts cutting
6
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
28.2×

Cheaper than 28% of US stocks

Price / sales
3.3×

Cheaper than 38% of US stocks

Price / book
3.2×

Cheaper than 32% of US stocks

EV / EBITDA
15.6×

Cheaper than 22% of US stocks

Growth & margins
Revenue growth (YoY)
23.0%

Higher than 73% 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 11% 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 $99.3B and an enterprise value of $123.7B.

  • 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: 28.2×; forward P/E: 21.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.59%, 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 2 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.$99.3B
30
VSTVistra Corp.$48.6B
26
NRGNRG Energy, Inc.$23.8B
27
TLNTalen Energy Corp.$13.8B
29
OKLOOklo, Inc.$7.4B
2
SOThe Southern Co.*$101.6B
39
DUKDuke Energy Corp.*$93.8B
47

* 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

Better Energy Play: NextEra vs. Constellation Energy

The Motley Fool · 3 Sept 2026negative

The Motley Fool compares NextEra and Constellation Energy as investment plays. The article notes that NextEra's announced acquisition of Dominion Energy is under regulatory scrutiny, while Constellation's stock has dropped 20% despite an optimistic growth trajectory.

Why it matters — CEG watchers would care because the article highlights a 20% decline in Constellation's stock amid a positive growth outlook, within a comparative assessment versus a rival utility.

Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power

24/7 Wall Street · 3 Sept 2026positive

Microsoft and Meta have signed multi-decade nuclear power supply agreements, and the article notes these contracts are changing how the the nuclear supply chain is valued. The piece highlights three companies that supply that power.

Why it matters — A CEG watcher would care because long-term nuclear power supply deals from major tech companies could affect how nuclear suppliers and the broader supply chain are valued.

Can Rising C&I Demand Drive Constellation Energy's Long-Term Growth?

Zacks Investment Research · 1 Sept 2026positive

Constellation Energy has secured long-term nuclear power demand from commercial and industrial customers, which is expected to strengthen its revenue visibility and support earnings per share growth. This development underpins the company's long-term growth prospects, according to Zacks Investment Research.

Why it matters — This matters to Constellation Energy watchers because long-term C&I customer commitments enhance revenue predictability and support sustained EPS growth over the long term.

Constellation Energy vs. NextEra Energy: Which Utilities Stock Is a Better Investment in 2026?

The Motley Fool · 31 Aug 2026neutral

The Motley Fool published a comparison of Constellation Energy and NextEra Energy as utility stock investments for 2026. The article notes that Constellation Energy is a major nuclear power generator with partnerships in the data center and AI space, while NextEra Energy is a dominant renewable energy player operating one of the largest regulated utilities in the US.

Why it matters — CEG watchers would find this relevant because it frames Constellation Energy's nuclear generation and data center and AI partnerships within an investment comparison against a leading renewable utility.

CEG vs. VST: Which Nuclear Utility Stock Stands Out for Investors?

Zacks Investment Research · 31 Aug 2026negative

A Zacks research item compares Constellation Energy (CEG) with Vistra (VST) among nuclear utility stocks. It notes that Vistra stands out with stronger earnings growth, higher return on equity and margins, and a cheaper valuation, despite carrying more debt.

Why it matters — CEG watchers would care because the report positions a rival nuclear utility as having stronger financial metrics and relative value, which may influence how investors view CEG against its peers.

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. 30 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CEG?

As at 2 Sept 2026, Constellation Energy Corp. ranks 30 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 +23.0% from the last close, and Ticker Nerd's factor model ranks Constellation Energy Corp. 30 out of 100 as at 2 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 -7.1% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Constellation Energy Corp. do?

Constellation Energy Corporation is a leading U.S. energy company focused on producing and supplying clean, reliable electricity.

What is the latest news on CEG?

The most recent item we track (The Motley Fool, 3 Sept 2026): "Better Energy Play: NextEra vs. Constellation Energy". The Motley Fool compares NextEra and Constellation Energy as investment plays. The article notes that NextEra's announced acquisition of Dominion Energy is under regulatory scrutiny, while Constellation's stock has dropped 20% despite an optimistic growth trajectory.

Company

About Constellation Energy Corp.

Constellation Energy Corporation is a leading U.S. energy company focused on producing and supplying clean, reliable electricity. Its operations center on nuclear generation, supported by wind, solar, natural gas, and hydroelectric assets, giving it a diversified power portfolio that serves the needs of modern grid reliability and emissions reduction. The company provides electricity, natural gas, and related energy products and services to wholesale, commercial, industrial, municipal, public sector, and residential customers. It also offers energy management, marketing, and trading solutions that help customers manage supply and usage across different markets. Headquartered in Baltimore, Maryland, Constellation Energy Corporation plays a significant role in the North American power sector as a major provider of carbon-free generation and energy supply services.

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