Constellation Energy Corporation

NasdaqGS:CEG 株式レポート

時価総額：US$86.5b

Constellation Energy 将来の成長

Future 基準チェック /26

Constellation Energy利益と収益がそれぞれ年間12.9%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21% 14.1%なると予測されています。

主要情報

12.9%

収益成長率

14.14%

EPS成長率

Electric Utilities 収益成長10.5%
収益成長率6.6%
将来の株主資本利益率20.99%
アナリストカバレッジ

Good

最終更新日10 Jun 2026

今後の成長に関する最新情報

分析記事 • May 14

Constellation Energy Corporation Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next

Constellation Energy Corporation ( NASDAQ:CEG ) investors will be delighted, with the company turning in some strong...

Recent updates

Seeking Alpha • May 29

Constellation Energy: Buy The Pullback Before Data Center Deals Arrive

Summary Constellation Energy Corporation is a Buy after a 20% YTD decline, with fundamentals improving and unique nuclear assets underpinning long-term value. Q1 2026 saw strong results: $2.74 adjusted EPS (vs. $2.53 consensus) and $11.1B revenue (vs. $8.6B), boosted by the Calpine acquisition. 2026 EPS guidance was reaffirmed at $11.00–$12.00, with 2027 base EPS guidance appearing conservative and not reflecting potential data center PPAs. CEG authorized a $5B buyback and guided $8.4B FCF (2026–27); valuation is not cheap, but upside exists if data center contracts materialize. Read the full article on Seeking Alpha
ナラティブの更新 • May 29

CEG: Reset Street Expectations And PJM Delay Will Shape Medium Term Outlook

Analysts have trimmed the blended price target for Constellation Energy from about $330 to roughly $293. This reflects a series of recent target reductions across the Street as they factor in updated growth, profitability and sector performance assumptions.
分析記事 • May 14

Constellation Energy Corporation Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next

Constellation Energy Corporation ( NASDAQ:CEG ) investors will be delighted, with the company turning in some strong...
ナラティブの更新 • May 14

CEG: PJM Reforms And 2026 Contracting Acceleration Will Support Future Upside

Analysts have trimmed the fair value estimate for Constellation Energy to $441 from $465.80, citing more cautious assumptions on revenue growth, profit margins and a slightly higher discount rate, even though longer term P/E expectations remain broadly in line with prior views. Analyst Commentary Recent Street research on Constellation Energy has centered on recalibrated price targets, with most adjustments reflecting more conservative modeling rather than a wholesale shift in long term views.
ナラティブの更新 • Apr 29

CEG: Data Center Power Contracts Will Support Long Dated Nuclear Cash Flows

Analysts have collectively trimmed their price targets on Constellation Energy, with the fair value estimate moving from about $399.93 to $370.58 as they factor in updated earnings outlooks, revised contracting expectations and changes to long term P/E assumptions. Analyst Commentary Recent research shows a clear reset in expectations around Constellation Energy, with most updates centered on revised earnings trajectories, contracting assumptions and recalibrated long term P/E multiples.
ナラティブの更新 • Apr 15

CEG: PJM Reliability Shifts And Contracting Acceleration Will Drive Future Upside

The analyst price target for Constellation Energy has been trimmed by about $15 to reflect updated views on long term earnings visibility and valuation, as analysts weigh slightly lower fair value estimates against revised expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Constellation Energy reflects a mix of trimmed and increased price targets, with many firms updating models around long term earnings visibility, contracting timelines, and regulatory developments in key power markets.
ナラティブの更新 • Apr 01

CEG: PJM Contracting Acceleration Through 2026 Will Drive Bullish Outlook

Analysts now set a revised fair value estimate of $330.00 for Constellation Energy, up from $296.83. This reflects updated views on longer term earnings power, slightly higher assumed profit margins, and a richer future P/E multiple, despite more cautious revenue growth assumptions and a recent mix of target cuts and reaffirmed optimism across Street research.
ナラティブの更新 • Mar 18

CEG: Nuclear Modernization And PJM Contracting Into 2026 Will Shape Balanced Outlook

Narrative Update on Constellation Energy The updated analyst price target framework for Constellation Energy reflects a fair value adjustment of about $12, along with revised assumptions for slower revenue growth, slightly higher profit margins, and a higher future P/E multiple. These changes come as analysts respond to mixed target moves and evolving demand expectations linked to PJM market developments and contracting activity into 2026.
ナラティブの更新 • Mar 04

CEG: PJM Backstop And Contracting Momentum Will Drive Future Upside

Analysts have adjusted their price targets on Constellation Energy within a wide range, from $330 to $454. This reflects differing views on contracting momentum through 2026 and evolving PJM market developments.
ナラティブの更新 • Feb 18

CEG: Nuclear Fleet And Calpine Data Center Deals Will Define Balanced Outlook

Narrative Update Overview The analyst price target for Constellation Energy has shifted by $32.98, as analysts balance Wells Fargo's $18 target cut with TD Cowen's new $440 target. The new target highlights both elevated regulatory risk and potential upside from the Calpine integration and gas PPA deals tied to the nuclear fleet.
分析記事 • Feb 05

Why We're Not Concerned Yet About Constellation Energy Corporation's (NASDAQ:CEG) 29% Share Price Plunge

Constellation Energy Corporation ( NASDAQ:CEG ) shareholders that were waiting for something to happen have been dealt...
ナラティブの更新 • Feb 03

CEG: Nuclear License Extensions And Gas PPAs Will Support Future Upside

Analysts have adjusted their price target for Constellation Energy by about US$1.50, citing updated views on the Calpine integration, potential upside from gas PPA contracts and ongoing interest in the company’s nuclear portfolio. Analyst Commentary Recent research on Constellation Energy has centered on how the company’s mix of nuclear assets, gas PPA contracts and the Calpine integration could influence valuation over the next few years.
ナラティブの更新 • Jan 20

CEG: Nuclear License Extensions And Calpine Integration Will Drive Future Upside

Analysts have made a modest upward revision to their Constellation Energy price target, lifting it by about US$4 to reflect slightly higher assumptions for fair value, revenue growth, profit margins and future P/E. This revision is supported by recent research that highlights the Calpine integration and gas PPA deals as potential upside drivers, alongside positive momentum in nuclear.
ナラティブの更新 • Jan 06

CEG: Nuclear And Data Center Demand Will Drive Future Commercial Momentum

Analysts have raised their price expectations for Constellation Energy, with an updated implied fair value of about $476 compared with the prior $393, citing higher projected revenue growth, a modestly higher future P/E multiple, and supportive Street research that highlights commercial momentum in nuclear and data center linked demand. Analyst Commentary Recent Street research shows a cluster of price target increases and at least one rating upgrade on Constellation Energy, with several reports pointing to commercial momentum in nuclear generation, growing data center related demand, and supportive market conditions for power producers.
ナラティブの更新 • Dec 22

CEG Will Balance Nuclear Momentum And Data Center Power Demand Opportunities

Constellation Energy's analyst fair value estimate has been raised sharply from $238.32 to $342.23 as analysts cite strengthening nuclear momentum, improving revenue growth and profit margins, and the company’s positioning to benefit from rising power demand and data center related deals. Analyst Commentary Recent Street research on Constellation Energy shows a notable series of upward price target revisions alongside a shift in stance from some previously neutral voices.
ナラティブの更新 • Dec 08

CEG: Data Center Power Deals Will Drive Nuclear Cash Flows Higher

Analysts have raised their average price target on Constellation Energy by roughly $30 to $400, citing accelerating commercial momentum, growing nuclear and thermal cash flows, and the scarcity value of its generation assets in an environment of robust electricity demand and expanding data center power needs. Analyst Commentary Recent research updates reflect a broadly constructive stance toward Constellation Energy, with several firms lifting price targets in response to strengthening fundamentals and a more supportive power market backdrop.
ナラティブの更新 • Nov 24

CEG: Data Economy Power Deals And Calpine Merger Will Drive Share Gains

Constellation Energy's analyst price target has increased by more than $50, as analysts cite continued commercial momentum, strengthening cash flows, and the company's strong positioning amid growing demand in the power sector. Analyst Commentary Recent updates from Street research firms reflect a continued focus on Constellation Energy's performance and prospects, as analysts adjust both price targets and ratings based on updated fundamentals.
ナラティブの更新 • Nov 08

CEG: Expanding Power Deals Will Drive Commercial Momentum Forward

Constellation Energy’s analyst price target has been raised from approximately $386 to $404. This change is due to analysts expecting stronger revenue growth and continued commercial momentum, supported by expanding industry demand.
ナラティブの更新 • Oct 25

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

Analysts have increased their average price target for Constellation Energy from $359 to $386 per share. They cite the company's commercial momentum, robust electricity demand, and strategic positioning as key factors, particularly amid expanding opportunities in data center power and generation assets.
ナラティブの更新 • Oct 11

Bipartisan Support And Nuclear Restarts Will Unlock Markets

Analysts have raised their price target for Constellation Energy from $355.25 to $359.31 per share. This change reflects expectations of stronger profit margins and positive momentum following sector upgrades and an improving outlook for independent power producers.
ナラティブの更新 • Sep 24

Bipartisan Support And Nuclear Restarts Will Unlock Markets

Consensus analyst price targets for Constellation Energy were raised to $355.25, with robust electricity demand, strong cash flow, accelerating AI-driven power needs, and anticipated growth from the Calpine acquisition cited as key drivers, partially offset by valuation concerns, resulting in a modest upward revision in fair value. Analyst Commentary Bullish analysts highlight robust electricity demand growth and strong cash flow generation as key drivers supporting the industry and Constellation’s leadership position.
ナラティブの更新 • Sep 06

Bipartisan Support And Nuclear Restarts Will Unlock Markets

Constellation Energy’s consensus price target was raised from $333.84 to $346.19 as analysts see the company well-positioned to benefit from rising AI-driven power demand, strong earnings growth, and accretive acquisitions. Analyst Commentary Analysts highlight that AI-driven demand is transforming the "Energy & Power" sector, positioning Constellation Energy as a key beneficiary of this emergent "Power revolution".
分析記事 • Jul 14

Constellation Energy (NASDAQ:CEG) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jun 30

At US$320, Is It Time To Put Constellation Energy Corporation (NASDAQ:CEG) On Your Watch List?

Constellation Energy Corporation ( NASDAQ:CEG ) saw a significant share price rise of 87% in the past couple of months...
分析記事 • Jun 17

Subdued Growth No Barrier To Constellation Energy Corporation's (NASDAQ:CEG) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha • Apr 09

Constellation Energy: A Growth Opportunity Amid Volatility (Rating Upgrade)

Summary Constellation Energy, a $58 billion market cap company paying a 0.84% dividend, is known for a recent data center deal with Microsoft involving the restart of TMI nuclear unit 1. In January 2025, Constellation announced the acquisition of a major natural gas electricity generator Calpine for $26.6 billion, subject to regulatory approvals and expected to close by January 2026. Constellation has the largest US fleet of nuclear power plants; nuclear and natural gas are preferred among electricity-generating fuels for providing base load (nuclear) and base load / quick turnaround/backup (natural gas). Read the full article on Seeking Alpha
Seeking Alpha • Mar 26

Constellation Energy: Price Drop And Robust Results Make It Attractive

Summary Constellation Energy Group's stock dropped 18% since October on broader concerns around nuclear energy's expected growth, despite strong Q4 and full-year 2024 results, with EPS exceeding expectations by 2.7%. There's much going for CEG, though. The company's 2025 guidance suggests a 6.7% EPS increase, but past trends indicate potential for a higher rise, possibly up to 23.1%. Market multiples are also attractive now, with forward P/E at 23.6x, down from 32.9x in October 2024, reflecting improved valuation. Despite potential risks from reduced data center demand, CEG remains a strong long-term buy, with forward P/E expected to drop further by 2030. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Constellation Energy: Powering Up, Preparing For Electrification

Summary Constellation Energy Corporation's shares have experienced significant volatility, driven by AI-related growth and the acquisition of Calpine, enhancing its fundamentals and long-term outlook. The $29.1 billion Calpine acquisition diversifies Constellation's energy portfolio and is expected to be highly accretive to earnings, boosting 2026 non-GAAP EPS by 20%. Despite recent share price declines, Constellation's strong fundamentals and growth prospects make it an attractive investment, particularly if shares fall below $200. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Constellation Energy Is Spending Big Now To Win Big Later

Summary Constellation Energy is spending big on nuclear and clean energy to fuel future growth. Cash flow looks messy now, but it's mostly timing and planned investments. They have plenty of cash and manageable debt, so no real financial risk. The market is too focused on short-term spending and missing the bigger picture. Once these investments start paying off, the stock should move higher. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:CEG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202836,4885,9296,4908,67310
12/31/202734,9824,6754,9697,46411
12/31/202634,6854,2853,7286,73211
3/31/202629,8673,7911,1234,555N/A
12/31/202525,5332,3191,2744,237N/A
9/30/202524,8412,739-2942,416N/A
6/30/202524,8203,009-2,420456N/A
3/31/202524,1952,984-4,285-1,634N/A
12/31/202423,5683,749-5,061-2,464N/A
9/30/202423,9822,860-8,844-4,630N/A
6/30/202423,5442,391-9,566-5,511N/A
3/31/202423,5142,410-9,277-5,090N/A
12/31/202324,9181,623-9,413-5,301N/A
9/30/202326,4551,694-6,925-4,541N/A
6/30/202326,395774-7,016-4,742N/A
3/31/202326,414-170-6,623-4,638N/A
12/31/202224,440-160-4,071-2,353N/A
9/30/202222,639-152-3,576-2,243N/A
6/30/202220,993644-1,128282N/A
3/31/202219,6816942681,625N/A
12/31/202119,649-205-2,697-1,338N/A
9/30/202118,448-228-1,426195N/A
6/30/202118,702-786-2,590-1,054N/A
3/31/202118,429-249-3,219-1,648N/A
12/31/202017,603589-1,163584N/A
9/30/202017,916967-121,763N/A
6/30/202018,0311,1748412,726N/A
3/31/202018,3618071,0192,911N/A
12/31/201918,9241,125N/A2,873N/A
9/30/201919,349551N/A2,923N/A
6/30/201919,853528N/A3,226N/A
3/31/201920,221597N/A3,588N/A
12/31/201820,437370N/A3,861N/A
9/30/201820,0252,770N/A4,440N/A
6/30/201819,4972,840N/A4,388N/A
3/31/201819,1342,428N/A3,734N/A
12/31/201718,5002,710N/A3,299N/A
9/30/201718,231445N/A2,991N/A
6/30/201718,515378N/A3,031N/A
3/31/201717,890604N/A4,082N/A
12/31/201617,757483N/A4,442N/A
9/30/201617,657692N/A4,716N/A
6/30/201617,390833N/A4,163N/A
3/31/201618,0321,239N/A4,144N/A
12/31/201519,1351,372N/A4,199N/A
9/30/201519,6431,127N/A3,248N/A
6/30/201519,2881,521N/A3,507N/A

アナリストによる今後の成長予測

収入対貯蓄率: CEGの予測収益成長率 (年間12.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CEGの収益 ( 12.9% ) US市場 ( 17.9% ) よりも低い成長が予測されています。

高成長収益: CEGの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CEGの収益 ( 6.6% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: CEGの収益 ( 6.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CEGの 自己資本利益率 は、3年後には高くなると予測されています ( 21 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/11 16:12
終値2026/06/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Constellation Energy Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Eric BeaumontBarclays
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research