A Constellation five-year double thesis focused on clean firm power scarcity, nuclear fleet value, data-center PPAs, regulation, and acquisition execution.
References
Sources used in this report
Company press releaseConstellation FY2025 results2026-02-26 · FY2025 adjusted operating EPS and operating context.Company press releaseConstellation Microsoft / Crane Clean Energy Center agreement2024-09-20 · Clean power agreement and restart plan context.Company press releaseConstellation and Meta agreement2025-06-03 · Long-term clean energy agreement for Clinton Clean Energy Center.