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Barchart
Ebube Jones

Constellation Energy Soared on Its Huge Meta Platforms Deal. Why Some Analysts Aren’t Convinced.

Constellation Energy (CEG) is an energy giant, and it has grabbed attention lately thanks to its big moves in clean energy, especially after signing a huge 20-year nuclear power deal with Meta Platforms (META). This agreement is a big deal not just for Constellation, but also for Meta, as it comes at a time when the U.S. is using more electricity than ever. The main reason for this jump is the rapid growth of AI and data centers, which need a lot of power.

Worldwide, nuclear energy is also seeing more demand, with global use expected to hit 515.5 gigawatts by 2034, up from 442.9 gigawatts in 2025. After the Meta deal was announced, Constellation’s stock price rose to $342 briefly. 

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