Constellation Energy Corp (CEG)
- Analysts21
- Implied upside+30.5%
- Target range$296.00 to $441.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | July 14, 2026 | 8-K |
| 4 | July 1, 2026 | FORM 4 |
| 11-K | June 17, 2026 | 11-K |
| 8-K | June 2, 2026 | FORM 8-K |
| 424B4 | June 2, 2026 | 424B4 |
| FWP | June 1, 2026 | FWP |
| SCHEDULE 13G/A | May 14, 2026 | View on EDGAR |
| 10-Q | May 11, 2026 | 10-Q |
Our CEG coverage
11 articles
Alphabet (GOOGL) raised AI capex to $205 billion, its third hike this year. Nvidia (NVDA) and Broadcom (AVGO) barely moved after hours
Alphabet raised its 2026 capex guidance to $195-205 billion during Wednesday's call, its third increase this year, and GOOGL fell as much as 5% in extended trading. But the chip and power stocks that are supposed to benefit from that spending, Nvidia, Broadcom, TSMC, Micron, Vistra and Constellation, barely moved.
Oklo (OKLO) and X-Energy (XE) rallied Tuesday. After the bell, a Trump nuclear-for-AI report sent them higher again (July 21, 2026)
Oklo (OKLO) closed up about 6% Tuesday and X-Energy (XE) about 7%, then both extended those gains after the bell. Bloomberg reports the two nuclear reactor developers are joining Microsoft and Nvidia in a near-$200 million Trump administration effort to speed power plant construction for AI data centers.
Micron (MU), SK Hynix and AMD just gave chip stocks their first back-to-back gain in two weeks (July 21, 2026)
Micron (MU) closed up about 12 percent, SK Hynix's ADR about 14 percent, and AMD 8 percent Tuesday, chip stocks' first back-to-back gain in two weeks. A Bank of America upgrade on memory demand and a new AMD-Microsoft Azure deal did the heavy lifting.
China's Xi Jinping just launched a 29-nation AI bloc. That's bullish for US AI stocks (NVDA, PLTR)
Xi Jinping used the 2026 World AI Conference in Shanghai to launch a 29-nation World AI Cooperation Organization and take a shot at US chip export controls. History says Washington answers moves like this with money, and that is bullish for the US AI trade.
Nebius (NBIS) signed a $1 billion deal this week. Its stock is down 14% today anyway, worse than the chipmakers.
Nebius signed a $1 billion, multi-year AI compute deal with Reflection AI, and its stock is still down about 14% today. The pressure has spread well past chips: CoreWeave, crypto miners like IREN and Cipher Mining, power stocks like Talen Energy and Vistra, and now New York's data-center moratorium and a Trump-Hochul clash are all weighing on the same trade.
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
Frequently asked questions
What do analysts expect for CEG?
21 analysts cover Constellation Energy Corp (CEG). The consensus rating is Buy and the average price target is $357.91, in a range of $296.00 to $441.00.
Are insiders buying or selling CEG?
We have no qualifying Form 4 insider purchases or sales on record for Constellation Energy Corp (CEG). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see CEG SEC filings?
Recent filings are listed on this page, newest first. The latest is a 8-K filed July 14, 2026.