#Calpine
Weel dun Calpine.
November 4, 2026 at 12:53 PM
America's biggest nuclear operator just smashed earnings — revenue up 45% as the Calpine deal and AI's endless appetite for power pay off.
paktechstan.com/article/cons...
November 9, 2026 at 12:33 PM
Reported: $6.570B → $9.550B. Note 2 pro forma: $9.446B → $9.550B. Calpine closed Jan. 7, 2026; the note assumes Jan. 1, 2025. The +1.1% is our calculation on that hypothetical base. www.sec.gov/Archives/edg...
ceg-20260930
www.sec.gov
November 10, 2026 at 4:19 AM
Constellation's second guidance raise this year lifts the 2026 range to $12.50-$12.80 a share, from $11.50-$12.50 in August. Third-quarter adjusted earnings were helped by the Calpine purchase; the DOE loan is still conditional. #energy #nuclear
Constellation Q3 Adjusted EPS $5.06, Up From $3.04; Guidance Raised
Constellation lifted its 2026 adjusted earnings guidance to $12.50-$12.80 a share on Nov. 9 after a $5.06 third quarter helped by Calpine, and listed new nuclear supply deals with Amazon and Google.
voltgridnews.com
November 9, 2026 at 1:21 PM
Constellation’s Q3 operating revenue reached $9.55B. It rose 45.4% from the reported 2025 base. The 10-Q’s unaudited acquisition pro forma base gives about 1.1%. Save both starting points before comparing growth across the Calpine deal.
November 10, 2026 at 4:19 AM
⚡ Constellation Q3: adjusted EPS $5.06 vs ~$3.89 expected, up 66%. Revenue $9.55B (+45%). 🎯 FY guidance midpoint raised again, now $12.50–12.80. 🏭 Calpine drives growth, so compare carefully. #$CEG ~$256 pre-market, still down ~29% this year. Nuclear power meets the AI@ConstellationEn @NRCgov @ENERGY
November 9, 2026 at 1:06 PM
#$CEG Constellation supplies baseload power for AI infrastructure, but its expanded valuation leaves little margin of safety against regulatory price caps or Calpine integration problems.
intickers.com/reports/ceg/
Constellation Energy Corporation (CEG) Stock Analysis | InTickers
Constellation supplies baseload power for AI infrastructure, but its expanded valuation leaves little margin of…
intickers.com
October 11, 2026 at 8:25 PM
Constellation ($CEG) owns generation. After Calpine, it isn’t simply nuclear.

Oct. 4 chart context:
$245–255 interest
$270–280 repair
$300–306 major repair

Not buy signals. Contracts show demand, not guaranteed profit.

invest4tomorrow.substack.com/p/vertiv-vs-...
October 7, 2026 at 5:15 PM
October 3, 2026 at 8:26 AM
CEG — HOLD 🟡

Constellation Energy (CEG) is rated Hold as scale and growth improved, but levered free cash flow remains deeply negative after the Calpine deal. The stock’s valuation already reflects stronger earnings power, while integration execution and balance-sheet pressure remain…

lf0.com ↗
September 28, 2026 at 1:47 PM
The Calpine Dry Shampoo Bowl
September 25, 2026 at 12:30 PM
Through the annual Community Benefits Grant program CPA and Calpine Community Energy support local LA and Ventura non-profits in their mission to improve community resilience and increase access to clean energy for all.

The 2026-2027 grant application cycle is now open.

cleanpoweralliance.org/cbg
September 4, 2026 at 5:32 PM
Across Southern California, local nonprofit organizations are leading the way to create a healthier and more sustainable future. Through the Community Benefits Grant program, CPA and Calpine Community Energy are proud to support these organizations.

Learn how: cleanpoweralliance.org/2026/07/29/c...
Community Benefits Grant Supports Local Organizations Creating a More Sustainable California | Clean Power Alliance
Across Southern California, local nonprofit organizations are leading the way to create a healthier and more sustainable future. Whether inspiring the next generation through environmental education, ...
cleanpoweralliance.org
August 17, 2026 at 7:30 PM
January 8, 2025 at 8:32 PM
Grants worth $900K awarded to support clean energy projects, education in San Diego

San Diego awarded $914,000 in grants to 14 organizations for clean energy initiatives. Projects include transforming a cultural hub into a resilience center, educating s…
Grants worth $900K awarded to support clean energy projects, education in San Diego
San Diego Community Power, San Diego Foundation and Calpine Community Energy awarded the grants to 14 local groups.
timesofsandiego.com
September 4, 2025 at 2:25 AM
$1 million in grant funds awarded to San Diego community projects

San Diego Community Power is awarding $1 million in grants to 14 local organizations, including the Partnership for the Advancement of New Americans (PANA). The funding supports projects …
$1 million in grant funds awarded to San Diego community projects
San Diego Community Power, the San Diego Foundation, and Calpine Community Energy are announcing the list of grant recipients next week.
timesofsandiego.com
August 31, 2025 at 9:45 PM
Natural gas will power about 60% of all this new datacenter demand, says Goldman Sachs.

Such a boom is not unprecedented.

In 2002 developers added 57 GW of gas turbines to the grid, led by power producer Calpine, which subsequently went bankrupt in 2005 due to surging natural gas prices:
How The Nation's Power Grid Will Handle The $2.5 Trillion A.I. Boom
The U.S. has plenty of options to meet the vast energy demands of A.I. From solar and batteries to natural gas and new nuclear, if there is a will there's a way.
www.forbes.com
November 28, 2025 at 1:37 AM