3 September 2026247wallst.com

Meta's Multi-Decade Nuclear PPA Tied to 920MW Constellation Contracts

SigSignificance2.60SenSentiment+2.80EnvEnvironment+3.60SocSocial+0.60GovGovernance+2.10

SigSignificance4.25SenSentiment+4.70EnvEnvironment+5.20SocSocial+0.80GovGovernance+0.60

Constellation signed about 920MW of long-term nuclear power contracts averaging 18.5 years in Q2, including the disclosed Meta Clinton PPA. The share of clean base-load output under long-term deal rose to roughly 30%, while Constellation’s backlog climbed to $8.4B. Q2 2026 revenue reached $902M, up 18% year over year, with adjusted EPS of $1.07.

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Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power (247wallst.com)

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