Actualités

Nuclear PPAs surge as adjusted operating earnings jump to $2.55 per share.

Copenhagen Infrastructure Partners (CIP) has announced the commercial operation of Coalburn 1, a significant milestone in Europe's energy transition. This 500 MW, two-hour lithium-ion battery energy storage system (BESS) located in South Lanarkshire, Scotland, is now the largest operational battery in Europe. The Coalburn 1 project, along with Coalburn 2 and Devilla, forms part of CIP's extensive energy infrastructure investments in the UK, providing a combined 1.5 GW of power capacity and 3...

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

ABB has announced a strategic partnership and minority investment in LevelTen Energy, the largest clean energy marketplace worldwide. This partnership aims to enhance ABB's ability to support industrial and commercial customers in securing long-term, affordable clean energy, which is crucial to advancing the energy transition amid a complex grid environment. By integrating LevelTen's market-leading transaction platform with ABB’s expertise in electrification and energy management, the...

Constellation Energy is locking in long-term nuclear power contracts as AI drives electricity demand higher, giving the company unusual revenue visibility as it expands through Calpine.

Constellation Energy (NASDAQ:CEG) gave investors a lot to unpack on August 6 with the release of its second-quarter earnings report. The report raised full-year adjusted operating earnings guidance to $11.50 to $12.50 per share and stacked on a run of nuclear contract wins and regulatory approvals tied to its Crane Clean Energy Center restart. The […]

Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.

Constellation Energy has underperformed the broader market over the past year, yet analysts remain highly bullish about the stock’s prospects.

Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its growth outlook.

Moby summary of Constellation Energy Corporation's Q2 2026 earnings call

Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and a components maker each tell a very different story about risk and reward.

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

Higher adjusted profit, long-term nuclear contracts and progress at the Crane restart supported an increased annual forecast.

Power equipment companies are set to benefit from Elon Musk's compute capacity targets for SpaceX, says Melius Research.

CEG's Q2 adjusted earnings rise 33.5% and beat estimates as Calpine and portfolio gains lift results, prompting a higher 2026 outlook.

Nuclear play Constellation Energy jumped about 7% Thursday morning after beating analyst views on earnings and profits.

Montauk Renewables (MNTK) delivered earnings and revenue surprises of +100.00% and +11.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CEG stock heads into Q2 earnings with double-digit growth estimates, demand tailwinds but weaker margins remain a concern.

Advantage Renewables has acquired three early-stage battery energy storage system (BESS) projects in Michigan from 5 Rivers Energy, emphasizing the critical role of energy storage in the ongoing energy transition. This strategic acquisition highlights Advantage Renewables' commitment to enhancing grid resilience and integrating renewable resources in the Midwest. As Michigan aims for 100% carbon neutrality by 2050, the development of these BESS projects is expected to significantly contribute...

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Two of the world’s most important shipping lanes have been gummed-up by the Iran War. The canal is poised to reduce its capacity because of the onset of El Niño, a weather pattern that can cause severe droughts and other extreme weather events in various parts of the world. The canal authority has warned clients that the chances of a severe El Niño system had risen to 81% from 25%.

NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure underneath. Here is why the next wave of AI winners might look nothing like the first.

Constellation Energy Corporation (CEG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Array Technologies has introduced the Atlas suite, an advanced integration of foundation-to-tracker solutions aimed at enhancing solar project efficiency and performance across varying soil conditions. The Atlas suite is designed to improve installation predictability, streamline procurement, and offer greater design adaptability, addressing the often fragmented foundation-to-tracker interface in solar projects. By leveraging engineered solutions for both standard and challenging sites, Array...

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

Constellation Energy pairs high-return growth investments with dividends and buybacks to strengthen cash flow and long-term shareholder value.

SunPower Inc., a key player in the solar technology industry, reported a significant operational update as it works to navigate challenges in its energy transition journey. Despite experiencing a notable revenue drop in Q2’26 due to operational delays in its Direct Division, the company remains steadfast in prioritizing quality control to assure successful project execution. SunPower has undertaken structural adjustments, including cost reductions and management changes, to bolster future...

Based on the average brokerage recommendation (ABR), Constellation Energy Corporation (CEG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

These three energy companies are on different paths to reward shareholders, but all are well-positioned right now.

Investors need to pay close attention to CEG stock based on the movements in the options market lately.