Constellation Energy Corporation

NASDAQ Global Select
Bullish +65

Constellation Energy stock rose 0.63 percent on September 25, 2026

πŸ“ˆ Constellation Energy stock rose 0.63 percent to close at USD 263.27 on September 25, 2026.

πŸ’° Second-quarter adjusted EPS reached USD 2.55, beating the consensus of USD 2.33 by USD 0.22.

πŸ“Š Revenue for the quarter totaled USD 7.50 billion according to Yahoo Finance reporting.

πŸš€ Morgan Stanley raised its price target to USD 369 and maintained an Overweight rating.

πŸ”­ The company raised full-year 2026 adjusted operating earnings guidance to USD 11.50 to USD 12.50 per share.

⚑ Constellation Energy added 920 megawatts of additional long-term power purchase agreements.

πŸ’Έ The company plans the sale of the 606-megawatt Brazos Valley Energy Center for USD 860 million.

πŸ“‰ Market capitalization stood at USD 94.5 billion with daily volume of 1,929,233 shares.

Bullish Signals
  • Constellation Energy beat second-quarter adjusted EPS expectations by USD 0.22, reporting USD 2.55 versus a consensus of USD 2.33.
  • Morgan Stanley raised its price target to USD 369 from USD 364 while maintaining an Overweight rating on the stock.
  • The company raised its full-year 2026 adjusted operating earnings guidance to a range of USD 11.50 to USD 12.50 per share.
  • Constellation Energy secured 920 megawatts of additional long-term power purchase agreements, strengthening future revenue visibility.
Full Analysis
Constellation Energy stock rose 0.63 percent to close at USD 263.27 on September 25, 2026, trading within a 52-week range of USD 228.63 to USD 412.70. The company reported strong second-quarter performance with adjusted earnings per share (EPS) reaching USD 2.55, beating the consensus estimate of USD 2.33 by USD 0.22. Revenue for the quarter totaled USD 7.50 billion. Analyst sentiment remains bullish despite the stock trading significantly below its yearly peak. Morgan Stanley raised its price target to USD 369 from USD 364 and maintained an Overweight rating, citing a clear valuation gap between the current market price and the bank's projection. The company also updated its full-year 2026 adjusted operating earnings guidance upward to a range of USD 11.50 to USD 12.50 per share. Strategic developments include the addition of 920 megawatts in new long-term power purchase agreements and the planned sale of the 606-megawatt Brazos Valley Energy Center for USD 860 million. These actions suggest a focus on optimizing the asset portfolio while securing future revenue streams, contributing to the positive market reaction and revised analyst targets.