Constellation Energy Corporation (CEG)

NYSE · Utilities

Latest Move · 2026-02-10

+4.10%
CyrusOne data center deal lifts Constellation Energy as recovery from regulatory selloff continues

Constellation Energy (CEG) Stock Movement Summary Constellation Energy's stock rallied following several announced agreements and business developments: CyrusOne Data Center Deal: Constellation Energy's Calpine LLC unit signed a 380-megawatt power supply agreement with data-center operator CyrusOne for a new facility adjacent to the Freestone Energy Center in Texas. The deal includes an option for a second phase, bringing total commitment to CyrusOne facilities in Texas to over 1,100 megawatts. Additional Contracts: Constellation announced a 20-year agreement to serve as the Preferred Energy Source for the new Nissan Stadium and Tennessee Titans, effective upon the stadium's opening in 2027. The company will operate an on-site energy plant. Existing Partnerships: Constellation has long-term agreements with Microsoft and Meta to supply electricity for AI-focused data centers and plans to restart the Three Mile Island nuclear reactor. Analyst Support: Wells Fargo maintained an Overweight rating with a $460 price target, while Bank of America Securities and UBS maintained Buy ratings.

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Why did Constellation Energy Corporation stock move today?

Constellation Energy (CEG) Stock Movement Summary Constellation Energy's stock rallied following several announced agreements and business developments: CyrusOne Data Center Deal: Constellation Energy's Calpine LLC unit signed a 380-megawatt power supply agreement with data-center operator CyrusOne for a new facility adjacent to the Freestone Energy Center in Texas. The deal includes an option for a second phase, bringing total commitment to CyrusOne facilities in Texas to over 1,100 megawatts. Additional Contracts: Constellation announced a 20-year agreement to serve as the Preferred Energy Source for the new Nissan Stadium and Tennessee Titans, effective upon the stadium's opening in 2027. The company will operate an on-site energy plant. Existing Partnerships: Constellation has long-term agreements with Microsoft and Meta to supply electricity for AI-focused data centers and plans to restart the Three Mile Island nuclear reactor. Analyst Support: Wells Fargo maintained an Overweight rating with a $460 price target, while Bank of America Securities and UBS maintained Buy ratings.

What does Constellation Energy Corporation do?

Constellation Energy Corporation (CEG) is a publicly traded company in the Utilities sector.

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