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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$95B
P/E ratio
~28×
Div yield
~0.5%
Adj. EPS (2026E)
$11–12
Capacity
~55 GW
Nuclear output
~183 TWh
Revenue (TTM)
~$24B
EPS growth
+20%
In plain English
Constellation runs the largest fleet of nuclear power plants in the United States — clean, always-on electricity that it increasingly sells straight to the AI data centres of Microsoft and Meta on 20-year contracts (including the restart of Three Mile Island as the 'Crane Clean Energy Center'). After buying gas-and-geothermal giant Calpine in early 2026, it became the country's biggest private-sector power producer, at roughly 55 gigawatts.
In simple terms
What Constellation Energy really sells
Constellation runs the largest fleet of nuclear power plants in the United States — clean, always-on electricity that it increasingly sells straight to the AI data centres of Microsoft and Meta on 20-year contracts (including the restart of Three Mile Island as the 'Crane Clean Energy Center'). After buying gas-and-geothermal giant Calpine in early 2026, it became the country's biggest private-sector power producer, at roughly 55 gigawatts.
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