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Constellation Energy and Vistra Vie for AI Power Revenue Race

Constellation Energy logoConstellation Energy
Sig1.90Sen+1.20Env-0.70Soc0.00Gov0.00
Vistra logoVistra
Sig1.85Sen+1.60Env-1.20Soc0.00Gov0.00

Constellation Energy reported a 7% net margin for the quarter ended June 30, 2026, as demand for nuclear power rises alongside the AI data center boom. Constellation’s revenue jump is linked to a Calpine deal, while Vistra’s revenue is more volatile due to energy-derivative hedging. Both firms are exposed to ERCOT and PJM and emphasize nuclear alongside adding natural gas flexibility.

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