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Constellation Energy Corp. (CEG) is poised to benefit from the artificial intelligence boom as the nuclear energy utility works to meet significant data center demand. A 20-year contract with Meta Platforms (META) validates its leading position in the industry. Revenue is growing, but a high stock valuation is a concern.
In this article, we’ll look at CEG’s latest share price, Wall Street sentiment, multiyear price forecasts, and the key factors that are playing a critical role in the company’s path going forward.
Current Stock Overview
Market Cap: $109.28 billion
Trailing P/E Ratio: 37.27
Forward P/E Ratio: 31.75
1-Year Return: 47%
2025 YTD: 56%
CEG has a consensus Buy rating from 21 analysts, according to Benzinga. The average price target is $346.14 per share, which suggests a slight downside from current levels. The highest price target is $478, and the lowest is $97. The three most recent ratings suggest a near-term average target of $412, suggesting an 18% upside.
Quick Snapshot Table of Predictions & Methodology for Forecasting
|
Year |
Bullish Prediction |
Average Prediction |
Bearish Prediction |
|---|---|---|---|
|
2025 |
$375.96 |
$362.35 |
$347.06 |
|
2026 |
$426.52 |
$363.26 |
$308.39 |
|
2027 |
$940.34 |
$577.59 |
$437.92 |
|
2028 |
$1457.41 |
$1002.09 |
$699.17 |
|
2029 |
$1708.4 |
$1304.51 |
$728.9 |
|
2030 |
$1557.96 |
$1509.54 |
$1473.44 |
|
2031 |
$1885.82 |
$1650.8 |
$1558.87 |
|
2032 |
$2223.23 |
$1925.87 |
$1728.44 |
|
2033 |
$2387.01 |
$2126.5 |
$1747.84 |
|
2040 |
$4998.14 |
$4328.81 |
$3885.8 |
|
2050 |
$11872.36 |
$11450.62 |
$11165.9 |
The forecast range in this table is based on algorithmic projections provided by CoinCodex. These models use historical price trends, volatility patterns, and moving averages to estimate future stock prices over multiple time horizons.
Bull & Bear Case
Constellation Energy is poised to capitalize on the AI boom, but the stock has a high valuation and depends on tax credits.
Bull Case
- AI data centers should boost demand for the company’s nuclear and clean energy. Tech companies have demonstrated a strong willingness to plow significant capital into AI, which can lead to higher revenue growth rates for Constellation Energy.
- The company entered a 20-year contract with Meta Platforms, which may lead to more big tech companies following suit. Constellation Energy is also working on a 20-year term with Microsoft for its Three Mile Island site, which still needs to be completed.
- President Donald Trump recently signed multiple executive orders to speed up nuclear energy development. These orders aim to quadruple U.S. nuclear energy output by 2050.
Bear Case
- CEG stock’s P/E ratio is higher than its 10-year median P/E ratio, which suggests it may be overvalued. The company has to see significant earnings growth to justify the high price.
- Any changes to nuclear energy tax credits, zero-emission credits (ZEC), and production tax credits can have an adverse impact on Constellation Energy’s financials. The company was in danger of shutting down its Illinois plant prematurely due to expiring zero-emissions credits until it reached a 20-year deal with Meta Platforms.
- CEG’s business model heavily depends on nuclear energy, offering limited downside protection if that segment loses demand and becomes less profitable. Nuclear energy must be successful for AI applications and scale to gain more market share.
Stock Price Prediction for 2025
CoinCodex projects CEG stock gaining value this year, with the possibility of a moderate rise. AI data centers may be a critical catalyst since they require significant energy that Constellation Energy is ready to offer. The company’s 20-year deal with Meta Platforms suggests it can secure similar deals with other big tech companies in the future.
Stock Price Prediction for 2026
CoinCodex anticipates that the CEG rally will continue in 2026. It’s possible that the company signs multiple big contracts with tech giants, and its nuclear energy continues to exhibit high demand. Double-digit revenue growth rates may extend into 2026, which may warrant a higher stock price.
Stock Price Prediction for 2030
CoinCodex projects a substantial surge for CEG stock in 2030. The company has to sign several big deals and become a nuclear energy leader that fully capitalizes on the AI boom.
These price targets indicate significant gains from current levels if they materialize. Investors should monitor the progress of Constellation Energy’s projects and its ability to secure deals with tech giants.
Investment Considerations
Constellation Energy is in the right place at the right time as AI data centers’ need for additional power soars. Rising demand for nuclear and other clean energy sources elsewhere also bode well for the stock.
Growth investors who can hold shares of CEG for a few years may have an easier time overlooking their historically high valuation. If Constellation Energy attracts more big tech deals, its revenue and net income can grow at a rate that makes the current valuation look more reasonable.
