Morgan Stanley lifts target to USD 378 for Constellation Energy stock

Published on 10/26/2026 at 16:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q3 results are scheduled for November 9, 2026. Constellation Energy stock costs EUR 227.08 on October 26, 2026 at 4:33 p.m. CEST.

Analyst target and reporting date

Morgan Stanley raised its Constellation Energy target to USD 378 on October 21, 2026.
Second-quarter 2026 revenue reached USD 7.50 billion, up from USD 6.10 billion.
Constellation Energy stock costs EUR 227.08 at Lang & Schwarz on October 26, 2026 at 4:33 p.m. CEST.

Constellation Energy, US21037T1097, Illustration mit AI erstellt.

Constellation Energy (ISIN US21037T1097) is facing a higher Wall Street valuation after Morgan Stanley raised its price target from USD 369 to USD 378 on October 21, 2026, according to MarketScreener. The target implies 48.88 percent upside to the USD 253.89 Nasdaq price at the recorded October 26, 2026 quote. At Lang & Schwarz, the stock was trading at EUR 227.08 on October 26, 2026 at 4:33 p.m. CEST.

November 9 brings the next test

Constellation Energy is scheduled to report third-quarter 2026 results on November 9, 2026, according to Yahoo Finance. The calendar lists a consensus earnings-per-share estimate of USD 3.71 for the quarter, giving investors a defined checkpoint for the outlook behind the elevated analyst target.

Second-quarter growth came with a split

In the second quarter of 2026, operating revenue reached USD 7.50 billion, up from USD 6.10 billion a year earlier, while GAAP earnings per share fell to USD 1.42 from USD 2.67. MarketWatch reported that adjusted operating earnings per share rose to USD 2.55 from USD 1.91. The company also raised its fiscal-year 2026 adjusted operating earnings guidance to USD 11.50-12.50 per share from USD 11.00-12.00.

Valuation remains tied to execution

Constellation Energy had a market capitalization of USD 89.96 billion and a trailing price-to-earnings ratio of 24.66 as of October 26, 2026. The Nasdaq price stood within a USD 228.63 to USD 406.04 52-week range, leaving the stock USD 25.26 above its yearly low and USD 152.15 below its yearly high.

The business enters the reporting date with a large operating base. Constellation lists 55 gigawatts of generating capacity and approximately 2.5 million customer accounts, while its second-quarter release cited 44,160 gigawatt-hours of nuclear generation and a 93.00 percent capacity factor.

Target increase puts earnings in focus

Morgan Stanley's move gives the November report added significance because the revised USD 378 target sits well above the USD 253.89 Nasdaq quote used for the comparison. The valuation case now depends on whether adjusted earnings growth and the company's nuclear generation platform can support the expectations embedded in that target.

Stock price and investor view

For investors, the key market figures are the EUR 227.08 Lang & Schwarz quote on October 26, 2026 at 4:33 p.m. CEST, the USD 89.96 billion market capitalization and the November 9 reporting date. The next results will provide the first fresh operating figures after the second-quarter guidance increase.

The further course of trading is shown by the continuously updated real-time quote of Constellation Energy stock.