Constellation Energy Corp (CEG) is grappling with stock decline after issuing disappointing 2026 earnings guidance, projecting adjusted operating EPS between $11 and $12, below Wall Street expectations. Despite recent setbacks, including no new data center deals, the company is pursuing a $5 billion share buyback program and has secured significant long-term energy agreements with major clients like Meta Platforms. Analysts maintain a 'Strong Buy' rating on CEG, citing its strategic positioning in the nuclear energy sector and projected long-term earnings growth exceeding 20% per annum through 2029.
“Meta back in 2025 signed a 20-year deal with Constellation Energy to purchase energy from them.”
“Constellation Energy recently acquired natural gas company Kalpine for 26.6 billion, which means the combination of their two companies now looks like this.”
“I would say that about 55 to 60% of our power will be from nuclear.”
“In June 2025, Meta Platforms Inc. (META) signed a 20-year energy deal with CEG for supplying 1.1 gigawatts of nuclear power to its growing AI data centers in Illinois. Beginning in 2027, this agreement will ensure a steady supply of clean energy.”
“Key holdings include Vistra (VST) and Constellation Energy (CEG) as top names—both have crushed earnings on hyperscaler power deals.”
“Energy: CEG (Constellation Energy) dominates nuclear power for AI data centers, undervalued relative to surging demand projections.”
“Constellation Energy tops S&P 500 losers after no news on power deals for data centers $CEG #trading #markets #stocks”
“As a pro trader on $CEG, I'd buy this dip long above $280 for a swing, stop-loss under $270 support to limit risk, targeting $300-310 on rebound to daily highs. Net positive order flow, RSI room to run, and nuclear/AI growth intact outweigh the EPS guide miss.”
“Net positive order flow, RSI room to run, and nuclear/AI growth intact outweigh the EPS guide miss.”
“Drop tied to 2026 EPS guide $11-12 missing ~$11.7 ests.”
“Long-term growth >20% intact.”
“Dip looks buyable above 270 support.”