StreetInsider.com News Articles

CIBC Starts Constellation Energy (CEG) at Outperformer

Fri, 16 Oct 2026 13:32:57 -0400

CIBC analyst Mark Jarvi initiates coverage on Constellation Energy (NASDAQ: CEG) with a Outperformer rating and a price target of $358.00.

For an analyst ratings summary and ratings history on Constellation Energy click here. For more ratings news on Constellation Energy click here.

Shares of Constellation Energy closed at $275.00 yesterday.

Form 144 Constellation Energy Filed by: Novotny Andrew R.

Thu, 15 Oct 2026 18:04:00 -0400

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Constellation sells Brazos Valley Energy Center to LS Power

Wed, 14 Oct 2026 16:00:21 -0400

Constellation (Nasdaq: CEG) has completed the sale of the Brazos Valley Energy Center, a 606-megawatt natural gas-fired combined-cycle facility located near Houston, to LS Power. The transaction is part of Constellation's regulatory commitments to the U.S. Department of Justice related to its acquisition of Calpine, which closed on Jan. 7, 2026.

Constellation had entered into the agreement to sell the Brazos Valley facility, which operates in the ERCOT market, to LS Power in August 2026.

Separately, Constellation previously announced an agreement to sell approximately 4.4 gigawatts of predominantly natural gas-fired generation assets in Delaware and Pennsylvania to LS Power. Those assets include

Constellation Completes Sale of Brazos Valley Energy Center to LS Power

Wed, 14 Oct 2026 16:00:00 -0400

Transaction marks another key step in satisfying regulatory commitments related to Constellation’s acquisition of Calpine

BALTIMORE--(BUSINESS WIRE)-- Constellation (Nasdaq: CEG) today announced that it has completed the sale of the Brazos Valley Energy Center to LS Power. The 606-megawatt (MW) natural gas-fired combined-cycle facility is located outside Houston and operates in the ERCOT market.

The transaction represents continued progress in satisfying regulatory commitments related to Constellation’s acquisition of Calpine, which closed in January 2026.

Constellation entered into an agreement to sell Brazos Valley to LS Power in August 2026, as reported in the Q2

Constellation Completes Sale of Brazos Valley Energy Center to LS Power

Wed, 14 Oct 2026 16:00:00 -0400

Transaction marks another key step in satisfying regulatory commitments related to Constellation’s acquisition of Calpine

The transaction represents continued progress in satisfying regulatory commitments related to Constellation’s acquisition of Calpine, which closed in January 2026.

Constellation entered into an agreement to sell Brazos Valley to LS Power in August 2026, as reported in the Q2

Citi Names 2 Best Electric Utility Stocks Amid AI Agent Disruption Risk

Mon, 12 Oct 2026 09:13:26 -0400

Investing.com -- Citi analysts identified retail electricity companies best positioned to withstand potential disruption from AI agents that could compress industry margins, according to a new report examining the impact of Agentic AI on the economy.

The investment bank warned that AI agents could enable customers to seamlessly switch retail power providers, potentially eroding margin profiles and valuation multiples across the sector in the near term. This technology-driven price discovery could trigger market consolidation, though Citi noted that larger players appear better equipped to navigate the transition with tools designed to limit price discovery and deter customer switching.

Despite the disruption risks

Citi Names 2 Best Electric Utility Stocks Amid AI Agent Disruption Risk

Mon, 12 Oct 2026 09:13:26 -0400

Despite the disruption risks

Citi Names 2 Best Electric Utility Stocks Amid AI Agent Disruption Risk

Mon, 12 Oct 2026 09:13:26 -0400

Despite the disruption risks

Citi Names 2 Best Electric Utility Stocks Amid AI Agent Disruption Risk

Mon, 12 Oct 2026 09:13:26 -0400

Despite the disruption risks

BMO Capital on Constellation Energy (CEG): 'Google Adds Critical Mass to Existing Asset Contracting'

Thu, 08 Oct 2026 07:36:20 -0400

BMO Capital analyst James Thalacker reiterated an Outperform rating and $350.00 price target on Constellation Energy (NASDAQ: CEG).

The analyst commented: "CEG's Chain Reaction: Google Adds Critical Mass to Existing Asset Contracting; Constellation announced two PPAs with Google, including a 20-year PPA supporting 890MW of nuclear uprates and 15-year PPA for an additional 2,700MW in PJM. The agreements cover 340MW of uprates at Limerick/LaSalle each, ~88MW at Salem (pro-rata share), and ~122MW at Byron/Braidwood/Quad Cities facilities. We estimate the nuclear PPAs could contribute EPS/FCFbG of ~$2.15/$685mm at full run rate. CEG's second major uprate-related deal within a week (cumulatively ~1,100MW/5,200MW uprate

Constellation Energy Group, Inc. (CEG) call put ratio 1.3 calls 1 put on 50K contracts as share price up 11.4%

Tue, 06 Oct 2026 15:24:44 -0400

Constellation Energy Group, Inc. (NASDAQ: CEG) 30-day option implied volatility is at 48; compared to its 52-week range of 39 to 62. Call put ratio 1.3 calls 1 put on 50K contracts as share price up 11.4%.

Constellation shares gain on 20-year nuclear power deal with Google

Tue, 06 Oct 2026 06:50:28 -0400

Investing.com -- Constellation Energy shares are trading about 5% higher in pre-market on Tuesday after the company announced a 20-year power purchase agreement with Google to add 890 megawatts of new nuclear capacity to the PJM Interconnection grid.

The agreement will fund investments in new equipment and technology at 11 Constellation-owned nuclear units in Illinois, Pennsylvania, and New Jersey. The upgrades will increase thermal and electrical efficiency to unlock additional power for the grid. The capacity represents new generation that will expand total electricity available across the PJM footprint.

The deal will help sustain roughly 4,400 existing jobs and create approximately 7,200

Constellation shares gain on 20-year nuclear power deal with Google

Tue, 06 Oct 2026 06:50:28 -0400

The deal will help sustain roughly 4,400 existing jobs and create approximately 7,200

Google and Constellation sign 20-year nuclear power deal for PJM grid

Tue, 06 Oct 2026 06:31:06 -0400

Google and Constellation Energy (Nasdaq: CEG) announced a long-term clean energy agreement under which Constellation will add 890 megawatts of nuclear capacity to the PJM Interconnection grid through upgrades at 11 existing nuclear units in Illinois, Pennsylvania, and New Jersey.

The 20-year power purchase agreement will fund investments in turbines, steam generators, and digital control systems at the nuclear plants. The first uprate is expected to be delivered by 2028. Constellation said the deal represents more than $4.3 billion in new investment and is expected to sustain roughly 4,400 existing jobs while creating approximately 7,200 construction jobs during the build period.

Separately,

Google and Constellation sign 20-year nuclear power deal for PJM grid

Tue, 06 Oct 2026 06:31:06 -0400

Separately,

Google and Constellation sign 20-year nuclear power deal for PJM grid

Tue, 06 Oct 2026 06:31:06 -0400

Separately,

Google and Constellation sign 20-year nuclear power deal for PJM grid

Tue, 06 Oct 2026 06:31:06 -0400

Separately,

Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid as Part of Long-Term Power Deal

Tue, 06 Oct 2026 06:30:00 -0400

Agreement adds new baseload supply to the PJM grid equivalent to a new nuclear reactor

Constellation to deploy Google Cloud and Gemini Enterprise to build the “AI for Energy” blueprint for next-generation grid operations to improve affordability and resiliency

BALTIMORE & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)-- Google and Constellation Energy today announced a long-term strategic clean energy collaboration to bring 890 megawatts (MW) of new, reliable nuclear capacity onto the PJM Interconnection grid to meet growing demand and increase grid reliability.

The 20-year power purchase agreement will enable investments in new equipment and technology at 11 Constellation-owned nuclear units

Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid as Part of Long-Term Power Deal

Tue, 06 Oct 2026 06:30:00 -0400

Agreement adds new baseload supply to the PJM grid equivalent to a new nuclear reactor

Constellation to deploy Google Cloud and Gemini Enterprise to build the “AI for Energy” blueprint for next-generation grid operations to improve affordability and resiliency

The 20-year power purchase agreement will enable investments in new equipment and technology at 11 Constellation-owned nuclear units

Google, Constellation Near Billion-dollar Deal For Atomic Power - Bloomberg

Mon, 05 Oct 2026 21:42:40 -0400

Google, Constellation Near Billion-dollar Deal For Atomic Power - Bloomberg

Mon, 05 Oct 2026 21:42:40 -0400

Google, Constellation Near Billion-dollar Deal For Atomic Power - Bloomberg

Mon, 05 Oct 2026 21:42:40 -0400

Google, Constellation Near Billion-dollar Deal For Atomic Power - Bloomberg

Mon, 05 Oct 2026 21:42:40 -0400

Google, Constellation Near Billion-dollar Deal For Atomic Power - Bloomberg

Form 4 Constellation Energy For: Sep 30 Filed by: Harrington Charles L.

Fri, 02 Oct 2026 16:07:00 -0400

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Form 4 Constellation Energy For: Sep 30 Filed by: CRANDALL ROGER W

Fri, 02 Oct 2026 16:06:00 -0400

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