CEGUtilities · Utilities - Independent Power ProducersThe 25 Wall Street analysts covering Constellation Energy Corp. hold a median 12-month price target of $345 — +40.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 36 of 100 as at 4 Nov 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
Revisions (90): Analysts have, on balance, been raising their forecasts.
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 systematic trader with 15+ 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 +40.4% from it.
Of the 20 most recent actions, 5 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Oct 2026 | Morgan Stanley | Maintains | Overweight | $378 → $391 |
| 28 Oct 2026 | CIBC | Maintains | Outperformer | $358 → $343 |
| 28 Oct 2026 | Wells Fargo | Maintains | Overweight | $362 → $352 |
| 27 Oct 2026 | Barclays | Maintains | Overweight | $324 → $345 |
| 27 Oct 2026 | TD Cowen | Maintains | Buy | $368 → $374 |
| 22 Oct 2026 | HSBC | Initiates | Buy | — |
| 22 Oct 2026 | HSBC | Initiates | Buy | $335 |
| 21 Oct 2026 | Morgan Stanley | Maintains | Overweight | — |
| 21 Oct 2026 | Morgan Stanley | Maintains | Overweight | $369 → $378 |
| 16 Oct 2026 | CIBC | Initiates | Outperformer | — |
| 6 Oct 2026 | Bernstein | Reiterates | Outperform | — |
| 6 Oct 2026 | Bernstein | Reiterates | Outperform | $296 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | $364 → $369 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $366 → $364 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 11 Aug 2026 | Argus Research | Maintains | Buy | — |
| 11 Aug 2026 | Argus Research | Maintains | Buy | $350 → $325 |
| 28 July 2026 | Barclays | Maintains | Overweight | — |
| 28 July 2026 | Barclays | Maintains | Overweight | $358 → $324 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 10 pass every test this week.
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AI chips
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Constellation Energy Corp. returned −31.9% against +14.8% 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 33% of US stocks
Cheaper than 43% of US stocks
Cheaper than 34% of US stocks
Cheaper than 24% of US stocks
Higher than 72% of US stocks
Higher than 14% of US stocks
Higher than 16% of US stocks
Higher than 62% of US stocks
Higher than 71% of US stocks
Higher than 74% of US stocks
Higher than 70% of US stocks
Higher than 68% 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 $93.3B and an enterprise value of $117.7B.
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.
Trailing P/E: 22.9×; forward P/E: 17.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.71%, 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. | $93.3B | 36 |
| VSTVistra Corp. | $40.4B | 41 |
| NRGNRG Energy, Inc. | $17.9B | 27 |
| TLNTalen Energy Corp. | $14.9B | 18 |
| OKLOOklo, Inc. | $4.1B | 1 |
| DUKDuke Energy Corp.* | $100.8B | 52 |
| SOThe Southern Co.* | $107.1B | 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 →
Energy stocks, including Vistra, have been under pressure. Some analysts warn the selloff may be an excessive knee-jerk reaction, noting that newly elected officials may not slow the data-center boom as much as feared.
Why it matters — The outlook for data-center growth may shape sentiment toward energy stocks, including CEG.
Barrons reports that newly elected governors in states such as Texas are promising to pause data center development, amid backlash against AI data centers.
Why it matters — Data center development is facing potential policy constraints, a development relevant to CEG watchers assessing the energy sector.
A Seeking Alpha earnings preview says Constellation Energy is positioned to benefit from reliable assets and rising AI-driven electricity demand. It cites a 20-year Google agreement supporting 890 MW of new nuclear capacity and reiterates a buy rating ahead of the company’s November 9, 2026 earnings.
Why it matters — The preview highlights potential long-term revenue visibility linked to the Google agreement and electricity demand.
Zacks Investment Research says users of Zacks.com have recently paid close attention to Constellation Energy Corporation (CEG), prompting a review of the stock.
Why it matters — CEG watchers may note the recent attention from Zacks.com users as context for the article.
Constellation Energy Corporation (CEG) closed at $257.39, down 1.9% from the preceding trading day.
Why it matters — The item reports CEG’s daily share-price movement, which is relevant to investors following the stock.
The 25 Wall Street analysts covering Constellation Energy Corp. have a median 12-month price target of $345, with estimates ranging from $238 to $399. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Constellation Energy Corp., 20 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Constellation Energy Corp. 36 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Constellation Energy Corp. ranks 36 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 Revisions (90 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +40.4% from the last close, and Ticker Nerd's factor model ranks Constellation Energy Corp. 36 out of 100 as at 4 Nov 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: $238 to $399 over the next 12 months.
Constellation Energy Corp. returned -31.9% over the 12 months to 4 Nov 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 (Market Watch, 4 Nov 2026): "As Vistra and other energy stocks slide, some analysts warn of an ‘excessive knee-jerk' reaction". Energy stocks, including Vistra, have been under pressure. Some analysts warn the selloff may be an excessive knee-jerk reaction, noting that newly elected officials may not slow the data-center boom as much as feared.
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
