S&P 500 Nuclear Leader Constellation Energy Tops Earnings; Will Shares Continue To Rally From Lows?| Investor's Business DailyBREAKING: [Nuclear Stock Flashes Buy Signal On Strong Earnings, Outlook]--- S&P 500 nuclear component Constellation Energy ([CEG]) on Tuesday reported better-than-expected fourth- quarter profit and revenue but did not announce guidance for 2026. CEG shares angled higher before the stock market open on Tuesday and have been rallying since hitting recent lows.Constellation Energy repo ...

格隆汇2月24日｜美国电力公司星座能源(Constellation Energy)公布，2025年第四季度调整后每股收益为 2.3美元，略低于分析师普遍预期的2.31美元；营收同比增长13%至60.7亿美元，超过分析师预期的49.5 亿美元。该公司于2026年1月7日完成对Calpine Corporation的收购，成为美国最大的电力生产商。此 外，公司董事会宣布派发每股42.65美分的季度股息。 ...

Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait.ByMackenzie T ...

Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait.ByMackenzie T ...

CONSTELLATION REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS Earnings Release Highlights Baltimore (Feb. 24, 2026) — 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 ...

U.S. rate futures have priced in a 95.9% probability of no rate change and a 4.1% chance of a 25 basis point rate cut at the March FOMC meeting.Fed Governor Christopher Waller said on Monday that his decision on whether to back an interest rate cut at the central bank’s March meeting will depend on upcoming labor-market data. “If these data support the idea of an improvement in the labor market in January that continued in February, along with additional progress toward 2% inflation, that could result in my ...

7,740,013-$13.5411.70%$102.13[CrowdStrike][CRWD]• Vol: 11,752,403-$44.2111.38%$344.39[IBM] [IBM]• Vol: 9,776,304-$26.2210.19%$230.95[KKR][KKR]• Vol: 11,043,404-$8.758.65%$92.43[American Express][AXP]• Vol: 4,805,463-$27.487.94%$318.70 Nuclear Stocks: Cameco Shares Jump 5% & Constellation Energy Reports Tomorrow Morning - 24/7 Wall St. [S&P 5006,833.10 -1.17%][Dow Jones48,829.20 -1.62%][Nasdaq 10024,659.20 -1.47%][Russell 20002,615.95 -1.86%][FTSE 10010,682.40 -0.49%][Nikkei 22556,770.50 -0.61%][Stock Market ...

Core Viewpoint - Constellation Energy Corporation (CEG) has experienced a 2% share price increase over the past month, underperforming compared to the Zacks Alternate Energy – Other industry's growth of 13% [1] Group 1: Company Performance and Strategy - CEG is positioned to benefit from the increasing demand for data centers, leveraging its nuclear fleet to provide reliable and clean power [1][4] - The company generates nearly 90% of its annual energy output from carbon-free sources, with a goal to achieve 95% carbon-free electricity by 2030 and 100% by 2040 [5] - The recent acquisition of Calpine enhances CEG's growth prospects by expanding its presence in competitive power markets and adding efficient gas-fired assets, which improves earnings diversification and cash flow stability [6][20] Group 2: Financial Metrics and Estimates - The Zacks Consensus Estimate for CEG's 2026 earnings per share (EPS) has improved by 0.62% over the past 60 days, with a long-term earnings growth rate projected at 15.42% [10] - CEG has a trailing 12-month return on equity of 21.59%, significantly higher than the industry average of 6.39%, indicating effective utilization of shareholder funds [12][14] - The company has an ongoing capital return program, with a board authorization for up to $3 billion in share repurchases, of which approximately $593 million remains as of September 30, 2025 [16] Group 3: Market Position and Valuation - CEG trades at a premium price-to-earnings (P/E) ratio compared to its industry, reflecting its strong market position and growth potential [18] - The company aims to increase its annual dividend by 10%, subject to board approval, further enhancing shareholder value [17]

Core Insights - The article discusses Gregory Beard's leadership of the Office of Energy Dominance Financing (EDF), emphasizing its role as the largest energy lender globally with a loan authority of approximately $289 billion [2][3] - Beard aims to reshape the EDF by focusing on affordability, reliability, and a diversified energy portfolio, moving away from the previous administration's green energy emphasis [8][9] Group 1: Leadership and Objectives - Gregory Beard transitioned from the private sector to lead the EDF, motivated by a strong belief in the agency's mission under Secretary Chris Wright [3] - Beard's immediate focus includes a comprehensive review of loans approved during the Biden administration, impacting over 80% of the portfolio, valued at around $83.6 billion [4][5] - The EDF plans to dispense capital at a record rate, with a focus on projects that align with the Trump administration's energy goals [5][8] Group 2: Loan Portfolio and Strategy - The review process led to the cancellation or withdrawal of approximately $30 billion in conditional loan commitments and the restructuring of about $53 billion in loans [5] - The EDF is now concentrating on six key areas: nuclear, fossil fuels, critical materials, geothermal, grid and transmission, and manufacturing and transportation [8][9] - Beard indicated that the agency is "open for business" and has about 80 active loan applications, with expectations for a significant upcoming loan announcement [10][11] Group 3: Energy Market Dynamics - Rising electricity prices are becoming a critical issue for consumers, outpacing overall inflation [12] - The demand for power is increasing due to factors such as the energy needs of artificial intelligence and the reshoring of manufacturing [13] - Reliability concerns are highlighted, particularly regarding the power grid's ability to meet demand amid climate change-related challenges [14] Group 4: Nuclear Energy Focus - The EDF has historically supported nuclear projects and aims to prioritize this sector, with plans to quadruple U.S. nuclear capacity by 2050 [20] - The agency is willing to finance up to 80% of project costs, indicating a strong commitment to nuclear energy as a stable power source [21] - Recent loans include a $1 billion commitment to restart the Three Mile Island reactor and significant funding for other nuclear projects [22] Group 5: Critical Minerals Strategy - A key focus for the EDF is to reduce dependence on foreign critical minerals, particularly from China, which has previously restricted exports [23][24] - The EDF plans to support domestic projects that can disrupt China's dominance in metal supply chains essential for various industries [24][25] - Beard emphasizes the importance of replicable projects that benefit Americans and ensure repayment, streamlining the agency's operations [25]

Group 1 - The company Constellation (CEG) has transformed from a nuclear energy operator to a significant supplier of AI economy infrastructure [1] - The focus of the analysis is on uncovering high-upside opportunities in overlooked sectors, particularly in small-cap, energy, commodities, and special situations [1] - The investment strategy emphasizes growth, looking for fundamental momentum indicators such as EPS, ROE, and revenue [1] Group 2 - The analyst has been managing personal capital since 2020 and has been advising under MiFID II after obtaining a license [1] - The educational background includes a bachelor's degree in Business Administration and Economics, with a master's thesis focused on the impact of financial results announcements on stock returns and trading volumes of micro-cap gold mining companies [1]