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Vistra stands out among nuclear utility stocks with stronger earnings growth, higher ROE and margins, and a cheaper valuation, despite more debt.

Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains. The reasoning behind that call cuts against almost everything the market currently believes about power prices and AI demand.

Constellation Energy stock has had a strong three year run, yet current valuation checks suggest the market price may still sit below what its cash flows and earnings imply. Both an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and traditional earnings multiples currently point to an undervalued profile, even after recent share price gains. Constellation Energy has delivered a 163.0% return over the past three years, which puts the recent share price in sharp focus...

The power producer's adjusted EBITDA is up more than 30% and its nuclear fleet is signing 20-year deals with tech giants. The stock is priced like none of that happened.

Constellation keeps racking up the deals, but its stock is trading more than 51% below its 52-week high.

Constellation Energy's 3.1% monthly rally reflects rising clean-energy demand, nuclear strength and Calpine gains, but margin pressures remain.

Constellation Energy has been a stand-alone public company for just five years, but it's quickly asserting itself as a credible dividend grower.

Constellation's massive power generation capacity helped it secure major deals in recent years, and it's beginning to reap the benefits.

CEG's rising revenues, long-term nuclear PPAs and fleet extensions support stronger earnings and more predictable growth.

Bloom Energy just posted one of the cleanest quarters in the AI infrastructure space, yet its stock sits 42% below its recent peak. One major Wall Street firm is doubling down with a price target that leaves every analyst on the Street standing alone.

Cipher Digital and Hut 8 are among the companies well-positioned to ride out anti-AI fervor, one analyst says.

AI data centers are devouring power faster than the grid can supply it, and three nuclear stocks sitting at different layers of the fuel-to-reactor stack are pricing in very different pieces of that scarcity trade.

Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most investors have not priced in.

These companies operate in two different phases of the power supply chain and complement each other.

Constellation Energy and Vistra are both top bets on the AI nuclear power demand, but their revenue divergence reveals an interesting story.

The integration of artificial intelligence (AI) with green hydrogen is gaining momentum as a transformative force in the global energy transition. A report from BCC Research highlights how AI is enhancing the efficiency, reliability, and cost-effectiveness of green hydrogen production across its entire value chain, from electrolyzer optimization to grid integration. Investment in clean hydrogen projects surged to $110 billion recently, with substantial contributions from Asia-Pacific and...

Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is rewriting how the market prices the entire sector.

Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three very different ETFs an investor happens to own.

Natural-gas and electricity distributor UGI recently received a roughly $9 billion takeover offer from KKR according to people familiar with the matter. The private-equity firm offered to buy UGI for $42.50 a share, the people said. It couldn’t be learned if UGI will be receptive and there are no guarantees of a sale to KKR or any other buyer, the people said.

Fluence Energy GmbH and LEAG Clean Power GmbH have commenced construction on the Heinersbrück GridBattery, a 400 MWh energy storage project in Germany. This installation will co-locate with wind and solar generation assets on regenerated former mining land and is part of efforts to bolster Germany's energy transition. The project aims to enhance the reliability of energy supply and alleviate grid pressure. This development marks the second collaborative project between Fluence and LEAG Clean...

Getting back to the record by 2030 takes about 13% a year. This year's guided earnings growth is running at twice that pace.

Nuclear is booming, and the smartest money may be flowing to the companies already selling the power, equipment, and fuel.

Constellation Energy represents a great, stable utility that uses nuclear power, while Cameco Corporation is a North America-based uranium miner that supplies nuclear facilities.

AI data centers are rewriting America's power grid math, and three nuclear operators have quietly positioned themselves to collect the bill. One even has NVIDIA on its cap table.

Energy stocks are becoming key players as data center energy demand explodes.

Nuclear PPAs surge as adjusted operating earnings jump to $2.55 per share.

Copenhagen Infrastructure Partners (CIP) has announced the commercial operation of Coalburn 1, a significant milestone in Europe's energy transition. This 500 MW, two-hour lithium-ion battery energy storage system (BESS) located in South Lanarkshire, Scotland, is now the largest operational battery in Europe. The Coalburn 1 project, along with Coalburn 2 and Devilla, forms part of CIP's extensive energy infrastructure investments in the UK, providing a combined 1.5 GW of power capacity and 3...

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

ABB has announced a strategic partnership and minority investment in LevelTen Energy, the largest clean energy marketplace worldwide. This partnership aims to enhance ABB's ability to support industrial and commercial customers in securing long-term, affordable clean energy, which is crucial to advancing the energy transition amid a complex grid environment. By integrating LevelTen's market-leading transaction platform with ABB’s expertise in electrification and energy management, the...

Constellation Energy is locking in long-term nuclear power contracts as AI drives electricity demand higher, giving the company unusual revenue visibility as it expands through Calpine.