Constellation Energy stock price target raised to $375 by BMO Capital

Published 11/08/2025, 14:34
Constellation Energy stock price target raised to $375 by BMO Capital

Investing.com - BMO Capital raised its price target on Constellation Energy (NASDAQ:CEG) to $375.00 from $350.00 on Monday, while maintaining an Outperform rating on the stock. The company, currently trading at $332.41 and boasting a market cap of $105 billion, has delivered impressive returns with a 78% gain over the past year. According to InvestingPro analysis, the stock appears fairly valued at current levels.

The price target increase follows Constellation Energy’s second-quarter 2025 earnings report, which showed earnings per share of $1.91, exceeding both BMO’s expectation of $1.80 and the consensus estimate of $1.85.

Constellation Energy reaffirmed its full-year 2025 adjusted operating earnings guidance range of $8.90-9.60 per share, with a midpoint of $9.25, which aligns with the current consensus estimate of $9.38.

The company continues to project standalone adjusted operating earnings growth of 13%+ on base earnings through 2030, using 2024 base earnings of $5.50 per share as the starting point.

BMO Capital cited the upcoming closure of the Calpine transaction in the fourth quarter of 2025 and benefits to cash flow from provisions in the OBBBA as factors contributing to "a materially higher FCFbG outlook" for Constellation Energy when it updates its long-term guidance.

In other recent news, Constellation Energy reported its second-quarter 2025 earnings, revealing strong performance with GAAP earnings of $2.67 per share and adjusted operating earnings of $1.91 per share. This marks a $0.23 increase compared to the previous year. The company also reaffirmed its full-year operating earnings per share (EPS) guidance, projecting between $8.90 and $9.60. Additionally, Constellation Energy reiterated both its 2025 and long-term guidance during the earnings report.

Following these results, KeyBanc raised its price target for Constellation Energy from $337 to $359, maintaining an Overweight rating on the stock. Raymond (NSE:RYMD) James also adjusted its price target, increasing it to $393 from $391, while keeping an Outperform rating. These recent developments highlight the company’s robust financial performance and continued confidence from analysts.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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