"Constellation's pullback traces to two friction points, the first being FERC's rejection of a behind-the-meter nuclear colocation deal between Amazon and Talen Energy in November 2024, which sent shockwaves through the sector. While Constellation wasn't directly involved, the ruling raised questions about the viability of similar hyperscaler partnerships."
"Reddit discussion migrated from bullish options talk in r/stocks and r/options in January (sentiment scores of 73-78) to mixed debate in r/stockmarket by mid-February, where sentiment swung between 22 and 72 within 24-hour windows, signaling conflicting narratives among retail investors."
"The company's Q3 2025 earnings missed on both revenue ($6.57 billion vs. $6.63 billion estimate) and EPS ($3.04 vs. $3.13 estimate), with management narrowing full-year guidance to $9.05 to $9.45 per share, contributing to investor disappointment."
Constellation Energy, the largest carbon-free energy producer in the United States, has experienced significant headwinds in 2026. Trading near $293, the stock is down 17% year-to-date and faces a substantial $60 gap from its $353 starting price. Retail investor sentiment has deteriorated from 54.7 to 41.1, shifting from bullish to neutral. Two primary factors drove this decline: FERC's November 2024 rejection of Amazon and Talen Energy's behind-the-meter nuclear colocation deal, which raised concerns about hyperscaler partnership viability, and Constellation's Q3 2025 earnings miss on both revenue and EPS with narrowed full-year guidance. Reddit sentiment reflects this volatility, migrating from strongly bullish discussions in January to mixed debate by mid-February.
Read at 24/7 Wall St.
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