The Motley Fool
26 Jun 2026, 01:13 UTC · 2h ago
Constellation Energy vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
26 Jun 2026, 01:13 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Constellation Energy has secured major 20-year power purchase agreements with Microsoft and Meta Platforms to support AI data center demand. — Long-term contracts with hyperscalers provide highly predictable, high-growth revenue streams and validate the AI-driven nuclear energy thesis.
+0.60GE Vernova's net income for FY 2025 reached approximately $4.9 billion, marking a significant recovery from a net loss two years prior. — A swing from losses to multi-billion dollar profitability demonstrates successful scaling and operational turnaround in the energy grid sector.
+0.50Constellation Energy's net margin declined to 9.1% in FY 2025 from approximately 15.9% in FY 2024. — Significant margin compression despite revenue growth suggests rising operational costs or pricing pressures that could weigh on profitability.
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GE Vernova is expanding its grid automation and distribution capabilities through the acquisition of Robotech Automation and the remaining stake in Prolec GE. — Strategic acquisitions increase the company's moat and capacity to capture the global energy infrastructure modernization trend.
+0.30Which stocks this story touches
Strong revenue growth, improved net income, and expansion of grid automation capabilities.
Strong revenue growth and strategic agreements with big tech, though net margins declined.
Mentioned as a large industrial user of GE Vernova's services.
Mentioned as a partner in a deal for the Clinton plant.
Mentioned as a partner in a power purchase agreement for clean energy.
[a_to_b] Constellation Energy has a deal to provide power to Meta Platforms from the Clinton plant.
[a_to_b] Constellation Energy has a 20-year power purchase agreement to provide energy to Microsoft.
[a_to_b] GE Vernova sells power grid hardware and software to large industrial users such as Amazon.
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