US nuclear regulator has not gotten application for Three Mile Island restart

Constellation Energy (CEG) PT Raised to $263 at BofA Securities

BofA Securities analyst Paul Zimbardo raised the price target on Constellation Energy (NASDAQ: CEG) to $263.00 (from $208.00) while maintaining a Neutral rating.

The analyst comments "We reiterate our Neutral rating on Constellation Energy Corp (CEG). On 9/20, CEG announced that will restart Unit 1 of the... More

Constellation Energy (CEG) PT Raised to $280 at Barclays, 'strong catalyst to support the thematic of nuclear contracting for AI'

Barclays analyst Nicholas Campanella raised the price target on Constellation Energy (NASDAQ: CEG) to $280.00 (from $211.00) while maintaining a Overweight rating.

The analyst comments "Reviewing what TMI is worth; PT raised to $280 & maintain Overweight: We review CEG's thesis post the historic announcement of TMI Unit 1 Restart with a deeper diver into deal economics, investment... More

Constellation Energy PT raised at Wells Fargo & Morgan Stanley on TMI restart

Both Wells Fargo and Morgan Stanley have raised their price targets for Constellation Energy Group, Inc. (NASDAQ: CEG) following last week's announcement of the restart of the Crane Clean Energy Center, formerly known as Three Mile Island Unit 1.

The move is fueled by a 20-year power purchase agreement (PPA) with Microsoft, reflecting strong demand for clean energy from major tech companies.

Wells Fargo... More

DA Davidson Downgrades Microsoft (MSFT) to Neutral, 'AI Lead Diminished'

DA Davidson analyst Gil Luria downgraded Microsoft (NASDAQ: MSFT) from Buy to Neutral with a price target of $475.00.

The analyst comments "We believe competition has largely caught up with Microsoft on the AI front, which reduces the justification for the current premium... More

Constellation Energy (CEG) PT Raised to $300 at Wells Fargo

Wells Fargo analyst Neil Kalton raised the price target on Constellation Energy (NASDAQ: CEG) to $300.00 (from $250.00) while maintaining a Overweight rating.

The analyst comments "Our Thoughts. First, the PPA demonstrates MSFT's strong commitment to decarbonization; a willingness to pay a premium price for... More

Constellation Energy (CEG) PT Raised to $256 at Jefferies

Jefferies analyst Paul Zimbardo raised the price target on Constellation Energy (NASDAQ: CEG) to $256.00 (from $183.00) while maintaining a Hold rating.

The analyst ocmments "CEG announced $1.6Bn nuclear restart supported by MSFT contract and tax credits translates into +$1.71/sh of EPS (+18%) and ~$600Mn... More