Why did Constellation Energy (CEG) stock move recently?

On 9/2/2026, Constellation Energy moved +3.5% — No specific catalyst identified in today's credible coverage or filings; the gain appears to reflect broader sector sentiment around nuclear power demand and AI-related contracts. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Constellation Energy (CEG) overvalued or fairly valued?

MarketChacha shows Constellation Energy's valuation in context — a trailing P/E of about 22.8, a forward P/E of about 20.4, a price-to-book of about 3.0 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Constellation Energy's revenue?

Constellation Energy reported revenue of $22.7B for FY2025, with net profit of $2.3B, per official filings.

What is the share price of Constellation Energy (CEG)?

Constellation Energy last traded at $263.19 (-3.0% on the day), as of 10/19/2026 — a delayed quote shown for education, not investment advice.

Constellation Energy

CEG · NASDAQ · Power/Nuclear · United States

Snapshot

TickerCEG

ExchangeNASDAQ

SectorPower/Nuclear

IndustryUtilities - Independent Power Producers

CountryUnited States

Employees15,291

HeadquartersBaltimore, United States

Websitewww.constellationenergy.com

Filings tracked25

About Constellation Energy

Constellation Energy Corporation produces and sells energy products and services in the United States. The company operates through five segments: Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. It offers electricity, natural gas, energy-related products, and sustainable solutions. The company has approximately 31,676 megawatts of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. It serves distribution utilities, municipalities, cooperatives, and commercial, industrial, public sector, and residential customers. The company was incorporated in 2021 and is headquartered in Baltimore, Maryland.

Who owns it

Insiders0.3%
Institutions82.9%
Public & other16.8%

2,455 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.6.93%
Vanguard Capital Management LLC5.94%
State Street Corporation5.48%
Vanguard Portfolio Management LLC4.47%
ECP ControlCo, LLC4.06%
Capital International Investors3.57%
Invesco Ltd.3.14%
Morgan Stanley2.55%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Over 3 years only -0.46× of reported profit became operating cash — the classic sign that headline earnings may be running ahead of the cash actually generated. Often explained by working capital funding growth; worth a closer look.

Cash conversion-0.46×

Net margin trend7.8% → 10.2%

Margin has expanded by about 2.4 points — the business is getting more profitable.

Return on equity16.0%

Latest ROE of 16.0% — capital is generating a healthy return.

Growth qualityrev 4% · PAT 20%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $8.8B · EPS 3.13

Est. earnings growth +35.9%

Next fiscal year

Rev $37.4B · EPS 13.29

Est. earnings growth +9.6%

Analyst consensus estimates — not the company's own guidance.

New to these terms?

P/E ROE ROCE Margins Market cap

Browse the Learn hub →

Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$22.7B

Net margin

10.2%

ROE

16.0%

Revenue CAGR (2y)

+4.3%

Profit CAGR (2y)

+19.5%

EPS (FY2025)

7.40

Net profit (FY2025)

$2.3B

Ask MarketChacha about CEG

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 2, 2026
No specific catalyst identified in today's credible coverage or filings; the gain appears to reflect broader sector sentiment around nuclear power demand and AI-related contracts.
· confidence: low
Jul 28, 2026
CEG declined as multiple analysts cut price targets on July 28 (Barclays to $324 from $358; UBS to $380 from $388) while maintaining ratings, with no offsetting positive company-specific news or filing.
source 1 ↗source 2 ↗· confidence: medium
Jul 22, 2026
CEG rose on continued positive investor sentiment around nuclear power's role in meeting surging AI data center electricity demand, with the stock outperforming the broader market amid ongoing clean energy growth narrative.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 21, 2026
Constellation Energy shares rose with ongoing market sentiment around nuclear power demand from AI data centers and clean energy growth prospects, as no specific new company catalyst or filing was reported for July 21.
source 1 ↗source 2 ↗· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about CEG

Constellation Energy just filed an 8-K: CEO named Chairman, MassMutual's CEO joins the boardc/us-daily · 8/5/2026▲ 0

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$22.7B	$2.3B	7.40	10.2%	16.0%
FY2024	$19.0B	$3.7B	11.89	19.8%	28.5%
FY2023	$20.8B	$1.6B	5.01	7.8%	14.9%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$5.8B	$513.0M	1.42	8.8%
2026Q1	$7.5B	$1.6B	4.49	21.1%
2025Q3	$5.7B	$930.0M	2.97	16.3%
2025Q2	$5.2B	$839.0M	2.67	16.3%
2025Q1	$6.1B	$118.0M	0.38	1.9%
2024Q3	$4.8B	$1.2B	3.82	25.1%
2024Q2	$4.4B	$814.0M	2.58	18.5%
2024Q1	$5.3B	$883.0M	2.78	16.8%
2023Q3	$5.3B	$731.0M	2.26	13.8%
2023Q2	$4.7B	$833.0M	2.56	17.7%
2023Q1	$5.8B	$96.0M	0.29	1.6%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/6/2026material
10-Q filing
SEC8/6/2026
8-K — Executive/director change, Exhibits
SEC8/5/2026material
8-K — Other events
SEC7/14/2026material
8-K — Other events, Exhibits
SEC6/2/2026material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC5/11/2026material
10-Q filing
SEC5/11/2026
8-K — Shareholder vote results
SEC5/1/2026material
8-K/A — Other events, Exhibits
SEC4/20/2026
8-K — Reg FD disclosure, Exhibits
SEC3/31/2026material
8-K — Executive/director change, Exhibits
SEC3/26/2026material
8-K — Other events, Exhibits
SEC3/20/2026material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/24/2026material
10-K filing
SEC2/24/2026
8-K/A — Executive/director change, Exhibits
SEC2/10/2026
8-K — Material agreement, Material financial obligation, Exhibits
SEC1/15/2026material
8-K — Other events, Exhibits
SEC1/13/2026material
8-K — Material agreement, Completion of acquisition/disposition, Material financial obligation, Unregistered equity sale, Executive/director change, Reg FD disclosure, Exhibits
SEC1/7/2026material

2025

8-K — Other events, Exhibits
SEC12/23/2025material
8-K — Other events
SEC12/17/2025material
8-K — Other events, Exhibits
SEC12/9/2025material
8-K — Other events, Exhibits
SEC12/9/2025material
8-K — Executive/director change, Exhibits
SEC11/21/2025material
8-K — Material agreement, Material financial obligation, Reg FD disclosure, Exhibits
SEC11/18/2025material
8-K — Executive/director change, Exhibits
SEC11/12/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.