A Look At Constellation Energy (CEG) Valuation After New CyrusOne Data Center Power Deal

Simply Wall St.02-15

Constellation Energy (CEG), through its Calpine unit, just signed a 380-megawatt power and infrastructure deal with data center operator CyrusOne in Texas, plus an exclusive option for another 380 MW....

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See our latest analysis for Constellation Energy. That CyrusOne agreement lands while Constellation Energy’s shares trade at US$288.43, with a 7 day share price return of 10.33%, a 30 day share price return of 12.70% and a 3 year total shareholder return of about 2.5x, which together indicate long term strength but more recent fading momentum. If you are interested in how large power users like data centers may influence other opportunities, it could be a good time to scan 34 AI infrastructure stocks as a starting list of ideas. With CEG trading around US$288.43 after a sharp multi year run and a recent pullback, current metrics hint at some discount to analyst targets. This raises the question of whether there is still an entry point here, or if potential future growth is already reflected in the price. AdvertisementMost Popular Narrative: 27.9% Undervalued With Constellation Energy last closing at $288.43 against a narrative fair value of about $399.93, the current gap puts the data center power story into sharper focus.  Strategic investments and progress in nuclear plant restarts (Crane Clean Energy Center), upgrades (900MW in engineering), and selective M&A (Calpine acquisition) provide visible avenues for substantial capacity additions and operational synergies, enhancing EBITDA and free cash flow over the medium to long term.  Read the complete narrative. Curious how a utility gets priced like a growth story? This narrative leans on steadier revenue, firmer margins, and a richer future earnings multiple. The numbers behind that jump are worth a closer look. Result: Fair Value of $399.93 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this growth story can wobble if nuclear regulatory costs climb faster than expected, or if data center power deals slip, shrink, or take longer to close. Find out about the key risks to this Constellation Energy narrative. Another View: Expensive On Earnings That 27.9% gap to a $399.93 fair value sits beside a much tougher message from the market. Constellation Energy trades on a P/E of 38.2x, versus 22.4x for the US electric utilities industry and a fair ratio of 33.1x that our model suggests the market could move toward. If earnings or sentiment cool, that richer P/E leaves less room for error than the narrative fair value implies. Which signal do you put more weight on today: the cash flow story, or what current buyers are willing to pay? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:CEG P/E Ratio as at Feb 2026 Build Your Own Constellation Energy Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a complete view in just a few minutes: Do it your way. A great starting point for your Constellation Energy research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Constellation Energy is on your radar, do not stop there. Widen your watchlist with a few focused stock ideas that match how you like to invest.  Target value by scanning our list of 53 high quality undervalued stocks that combine quality fundamentals with prices that may not fully reflect their financial strength. Prioritize resilience by reviewing 85 resilient stocks with low risk scores that score well on stability so you are not relying on just one company for steadier exposure. Get ahead of the crowd by checking our screener containing 23 high quality undiscovered gems before they attract broader attention and potentially become harder to buy at current levels.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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