Constellation Energy Stock Rises

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Samiat

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Nov 12, 2024
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Constellation Energy Stock Rises

Constellation Energy (CEG) shares climbed on Thursday after Bank of America upgraded the stock to "buy" from "neutral" and raised its price target from $237 to $269, close to Wall Street's average of $280. The upgrade reflects growing demand for electricity, particularly from data centers, which analysts believe will drive Constellation's revenue growth.

Analysts described Constellation as a "unique investment opportunity" in the nuclear energy sector, highlighting its strong business model, recent growth, and attractive valuation compared to peers. They noted the company remains undervalued despite rising energy prices and increasing demand expected to outpace supply.

Uncertainty remains around regulatory challenges, including a Federal Energy Regulatory Commission (FERC) decision last month temporarily blocking a power deal between Talen Energy and Amazon, which could affect future agreements between energy firms and tech companies.

Constellation shares, up nearly 3% recently, have more than doubled in value since the start of 2024, signaling strong market confidence.