keine FinanzberatungCEG · Constellation Energy Corp.
Largest US nuclear power fleet, repositioned as an AI data-center energy play
Risiko 6/10 · MODERATE-HIGH RISK · AI power story · $298.96 ▲ 4.88%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $298.96
- Market cap $105.9B
- P/E (ttm) 29.25
- Div yield 0.57%
- 52-wk range $228.63 – $412.70
- Index rank #122 / #41
Wichtigste Risiken
- AI data-center demand fails to convert into signed long-term contracts (Shareholders) — HIGH
- Merchant power price swings drive earnings the story ignores (Shareholders) — MED
- Regulators can block or reprice co-location deals with data centers (Shareholders) — MED
- A single nuclear outage or incident hits both output and the narrative (Shareholders) — MED
Fazit
A real, scarce asset wrapped in a hot narrative — the fleet is irreplaceable, but a third of the price is the AI story, and stories reprice faster than power plants.
Recherche, keine Anlageberatung.