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Nuclear Stock Surges on Power Deal With Meta

CEG options bulls are chiming in after the announcement

Digital Content Manager
Jun 3, 2025 at 10:47 AM
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Constellation Energy Inc (NASDAQ:CEG) stock is up 4.6% to trade at $328.03 at last check, after the utility giant inked a 20-year agreement to supply nuclear power to Meta Platforms' (META) data centers. The company will keep one of its Illinois utility reactors operating through 2047.

CEG earlier came just shy of its Jan. 23 record high of $352, but is stalling out $330, an area that turned away a rally in February. The security is now trading well above all relevant short- and long-term moving averages and boasts a 47.2% year-to-date lead.

Overall options volume is running at five times the intraday average amount, with 20,000 calls and 11,000 puts traded so far today. The most popular contract is the weekly 5/6 365-strike call call, where new positions are being bought to open.

Options traders were already firmly bullish prior to today's announcement. Over at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), CEG's 50-day call/put volume ratio of 2.27 sits in the 99th percentile of annual readings.

With the stock's Schaeffer's Volatility Scorecard (SVS) ranking at 94 out of a possible 100, Constellation Energy usually exceeds options traders' annual volatility expectations.
 

 

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