Constellation Energy and Vistra stock surge after PJM capacity auction results

Published 22/07/2025, 21:22
© Reuters

Investing.com -- Constellation Energy (NASDAQ:CEG) stock rose 4.6% and Vistra Corp (NYSE:VST) stock gained 6% after-hours Tuesday after PJM Interconnection announced the results of its capacity auction for the 2026-2027 delivery year.

The nation’s largest power grid operator set capacity prices at a record $329.17 per megawatt-day, significantly higher than previous auction results. This price increase pushed the total grid capacity cost to $16.1 billion, up from $14.7 billion in the prior auction.

The auction results represent a positive development for power generators like Constellation Energy and Vistra Corp, which receive payments through these capacity markets to ensure their power plants remain available to meet electricity demand during peak periods.

PJM Interconnection manages the electricity grid serving 65 million people across 13 states in the eastern U.S. The capacity auction is designed to secure sufficient power generation resources three years in advance to maintain grid reliability.

Investors viewed the record-high clearing prices as beneficial for the earnings potential of these power producers, driving the stock gains for both companies. 

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