Utilities · Utilities - Independent Power Producers · United States
Constellation Energy Corporation produces and sells energy products and services in the United States.
Trade ideas
CEG isn't in any strategy's Top Picks or Good Opportunities today.
Analysts
No sell-side consensus for this name.
Value vs sector peers
- Fwd P/E19.80
- P/B2.957
- Yield0.6%0
- P/E25.90
- Rev growth+23.0%86
Fundamentals
Performance
AI Infrastructure · Power
The AI tradeIn the briefing and the feed
Briefing for 11 SeptVertiv and CoreWeave crossed below their 200 EMA today, and Constellation Energy joined them, while dc-infrastructure and power breadth remain stuck at 50%.
These are trend-line breaks in the physical build-out (power, cooling, data centers) side of the trade, the two subsectors that have shown zero improvement in breadth this week even as compute and semicap breadth rose sharply -- a divergence between chip/hardware momentum and the power/infrastructure layer that ultimately gates AI capacity.
Data-centre infrastructure · Power · Neoclouds· VRT, CRWV, CEG
Catalysts
Next earnings: 9 Nov
- 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs — the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers
Trade idea history
No trade idea has fired on CEG since the ledger opened.
Get it by email
The board CEG sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.