Constellation Energy Aktie

Constellation Energy shares slid about 6.2% in the afternoon to $275.35 after Argus reduced its price target from $425 to $350 while keeping the rating at "Buy." Weighing on the stock was a confirmed 2026 EPS forecast of $11.00–$12.00 (midpoint $11.50), which was below analyst consensus, and sharply higher interest costs (+73.3% to $253 million) due to debt financing of the $16.4 billion Calpine acquisition. Additional risks stem from regulatory uncertainty in the PJM market and potential delays in bringing the Crane Clean Energy Center back online, which could threaten future earnings and PPA opportunities. Higher long-term yields and an energy-driven rise in inflation also pressure utility valuations overall. » Więcej na de.investing.com

The board of directors of Constellation Energy has declared a quarterly dividend of $0.4265 per common share, payable on June 5, 2026; shareholders of record on May 15, 2026 (5:00 p.m. ET) are eligible. The dividend corresponds to a yield of 0.54% and follows 21% dividend growth over the past twelve months. InvestingPro currently rates the stock as overvalued; Constellation Energy operates about 55 GW of generation capacity and most recently reported annual revenue of $25.5 billion. » Więcej na de.investing.com

Constellation Energy shares are down about 28% from their 52-week high after strong 2025 gains, pressured by regulatory moves to cap capacity auction prices and a weaker EPS guidance of $11–$12 versus analysts' $12.11. PJM and FERC-backed price collars and proposed long-term PPAs with hyperscalers reduce potential upside from tight markets. The stock's forward valuation has cooled from ~40x to ~25x, and while Constellation's large nuclear fleet and hyperscaler deals could drive long-term demand, regulatory constraints pose near-term limits to recovery. » Więcej na finance.yahoo.com

Constellation Energy’s shares fell more than 7% after the company did not announce any new power supply contracts for data centers at an investor update. For 2026 Constellation forecasts adjusted EPS of $11 to $12, with the midpoint of the range slightly below the analyst consensus. Positive factors include a projected annual earnings growth of over 20% through 2029 and a announced $5 billion share buyback program, but increased competition and uncertainty around data centers weigh on the stock. » Więcej na deraktionaer.de

Calpine, a business unit of Constellation, agreed to provide 380 MW of power, grid connectivity and site infrastructure to support a new CyrusOne data center adjacent to the Freestone Energy Center in Freestone County, Texas. The deal is designed to maintain regional grid reliability and follows an exclusive agreement to supply an additional 380 MW for Phase 2 of the Freestone project. These agreements add to earlier 400 MW arrangements with CyrusOne for the Thad Hill Energy Center and leverage Constellation’s Powered Land Capabilities after its acquisition of Calpine. » Więcej na finance.yahoo.com