
CEG vs. AEP: Which Utility Offers Better Long-Term Potential?
Constellation Energy and American Electric Power stack up on nuclear scale, capital plans, ROE and stock gains as clean power demand from data centers and EVs reshapes utility prospects.
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Constellation Energy and American Electric Power stack up on nuclear scale, capital plans, ROE and stock gains as clean power demand from data centers and EVs reshapes utility prospects.

Nvidia earnings just dismantled the 'peak AI' thesis with accelerating revenue, record margins, and expanding AI capex.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

The largest producer of carbon-free energy in the United States, Constellation Energy ( NASDAQ:CEG ) is trading near $293, down 17% year-to-date after starting 2026 at on a high.

Constellation Energy is keeping investors waiting for its yearly guidance, saying it will provide it in March. But that hasn't dented the independent power producer's stock, which zoomed toward its highest level in nearly six weeks on Tuesday, regaining some of its past luster.

Constellation Energy exceeded analysts' expectations on both the top and bottom lines. Shares of Constellation Energy are trading at a reasonable cash flow multiple.

Pre-market futures are busy climbing out of the deep hole Monday's market dug for itself, particularly on the blue-chip Dow index. Tariff concerns and possible military conflict with Iran are issues that have not gone away, but neither have they poisoned the well.

CEG posts Q4 earnings beat and 12.8% revenue growth, completes Calpine deal and wins 20-year NRC renewals to expand clean power.

BALTIMORE--(BUSINESS WIRE)--Add after second table: About Constellation, Non-GAAP Financial Measures and Cautionary Statements Regarding Forward-Looking Information. The updated release reads: Constellation Reports Fourth Quarter and Full Year 2025 Results Earnings Release Highlights GAAP Net Income of $1.38 per share and Adjusted (non-GAAP) Operating Earnings of $2.30 per share for the fourth quarter of 2025. GAAP Net Income of $7.40 per share and Adjusted (non-GAAP) Operating Earnings of $9.3.

Constellation Energy Corporation (CEG) came out with quarterly earnings of $2.3 per share, beating the Zacks Consensus Estimate of $2.2 per share. This compares to earnings of $2.44 per share a year ago.

Constellation Energy holds off on issuing a 2026 outlook, saying it will provide one late next month.

BALTIMORE--(BUSINESS WIRE)--Constellation Energy Corporation (Nasdaq: CEG) today reported its financial results for the fourth quarter and full year 2025. “Constellation enters 2026 well positioned to meet the nation's growing demand for reliable, clean electricity. This past year, we welcomed Calpine to our company – expanding our generation portfolio, strengthening our commercial platform and enhancing our ability to serve customers nationwide,” said Joe Dominguez, president and CEO of Conste.

This week has started out poorly for nuclear stocks with Vistra down 3.1%, Constellation down 1.2%, and Cameco 2.4% as of 2:40 p.m.

Constellation Energy rides on nuclear-powered, carbon-free growth and a new 380-MW data center deal, but premium valuation may give investors pause.

Former Apollo executive Gregory Beard was recently tapped to run the Office of Energy Dominance Financing, the largest energy lender in the world, with some $289 billion in loan authority. In an exclusive interview, Beard told CNBC about the recent changes at the agency and discussed its new priorities.

In the closing of the recent trading day, Constellation Energy Corporation (CEG) stood at $294.84, denoting a +1.09% move from the preceding trading day.

Constellation Energy Corporation (CEG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Constellation Energy is evolving into a critical AI infrastructure energy provider, not just a traditional utility. Calpine integration and PJM capacity price surge underpin a new, higher-reliability revenue model with a $2.2B annual revenue floor. Regulatory clarity enables direct nuclear-powered data center colocation, unlocking long-term contracts with tech giants and extending asset longevity.

Energy stocks have been a crapshoot for investors over the past five years, partly because of a disconnect between where consumer dollars are going and where investor capital has been flowing.

Exploring the Latest 13F Filing and Investment Adjustments Daniel Loeb (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, pr