Constellation Energy shares trade 29% below highs as the firm secures long-term nuclear contracts and raises full-year guidance following a robust Q2 earnings beat.
Constellation Energy raised full-year guidance after a strong Q2 2026 beat and continues to sign long-term nuclear PPAs, with the stock trading 29% below peak amid bullish analyst targets.
Constellation Energy (CEG) raised its full-year guidance following a strong Q2 2026 earnings beat, with adjusted EPS reaching $2.55. Despite a 29% pullback from its peak, the company continues to secure long-term nuclear power purchase agreements, including a recent deal with Walmart, as it capitalizes on rising AI-driven energy demand.
As the largest nuclear power producer in the U.S., Constellation provides the reliable, around-the-clock clean energy required by data center operators to support AI infrastructure buildout.