Calpine Acquisition News: Recent chatter on social media has been buzzing about Constellation Energy Corporation's completion of the Calpine acquisition on January 7, 2026. Many users are discussing how this move expands the company's generation fleet and strengthens its position in the clean energy market. The deal is seen as a potential catalyst for future contract wins.
Analyst Coverage Impact: Another hot topic is the recent initiation of coverage by a major financial firm, assigning a positive outlook with a significant price target increase. Social media conversations highlight optimism around growth opportunities, though some caution about elevated regulatory risks. This has sparked renewed interest in the stock’s trajectory.
Nuclear Energy Focus: Discussions also center on Constellation Energy’s role in nuclear power, especially with AI data center demand and digital modernization projects gaining attention. Enthusiasm is evident as users point to the company’s strategic importance in meeting future energy needs. Some, however, question if demand forecasts might be overstated.
Note: This discussion summary was generated from an AI condensation of post data.
Constellation Energy Corporation Revenue
Constellation Energy Corporation had revenues of $6.6B in Q3 2025. This is an increase of 0.31% from the same period in the prior year.
You can track CEG financials on Quiver Quantitative's CEG stock page.
Constellation Energy Corporation Congressional Stock Trading
Members of Congress have traded $CEG stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CEG stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Constellation Energy Corporation Hedge Fund Activity
We have seen 971 institutional investors add shares of Constellation Energy Corporation stock to their portfolio, and 597 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 2,060,995 shares (-7.3%) from their portfolio in Q3 2025, for an estimated $678,211,624
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,751,252 shares (-29.8%) from their portfolio in Q3 2025, for an estimated $576,284,495
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,221,750 shares (+65.8%) to their portfolio in Q3 2025, for an estimated $402,041,272
- FMR LLC removed 966,729 shares (-6.8%) from their portfolio in Q3 2025, for an estimated $318,121,512
- JPMORGAN CHASE & CO added 676,482 shares (+25.9%) to their portfolio in Q3 2025, for an estimated $222,609,931
- WELLS FARGO & COMPANY/MN added 676,302 shares (+19.9%) to their portfolio in Q3 2025, for an estimated $222,550,699
- FRANKLIN RESOURCES INC added 628,522 shares (+49.5%) to their portfolio in Q3 2025, for an estimated $206,827,734
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Constellation Energy Corporation Analyst Ratings
Wall Street analysts have issued reports on $CEG in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 12/16/2025
- Wells Fargo issued a "Overweight" rating on 10/28/2025
- Seaport Global issued a "Buy" rating on 10/08/2025
- Scotiabank issued a "Sector Outperform" rating on 09/22/2025
- Melius Research issued a "Buy" rating on 08/20/2025
- Raymond James issued a "Outperform" rating on 08/11/2025
- Keybanc issued a "Overweight" rating on 08/08/2025
To track analyst ratings and price targets for Constellation Energy Corporation, check out Quiver Quantitative's $CEG forecast page.
Constellation Energy Corporation Price Targets
Multiple analysts have issued price targets for $CEG recently. We have seen 12 analysts offer price targets for $CEG in the last 6 months, with a median target of $404.0.
Here are some recent targets:
- Ross Fowler from UBS set a target price of $420.0 on 12/17/2025
- Jeremy Tonet from JP Morgan set a target price of $410.0 on 12/16/2025
- Ryan Levine from Citigroup set a target price of $368.0 on 11/10/2025
- Shahriar Pourreza from Wells Fargo set a target price of $478.0 on 10/28/2025
- Anthony Crowdell from Mizuho set a target price of $390.0 on 10/27/2025
- Sophie Karp from Keybanc set a target price of $417.0 on 10/15/2025
- Angie Storozynski from Seaport Global set a target price of $407.0 on 10/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
