1. Constellation Energy reported strong Q2 2025 results with 11.3% YoY revenue growth, $1.91 EPS beat, and 94% nuclear fleet efficiency; 2. Robust financial health includes over $2B cash, $6.7B debt, and strong free cash flow, supporting dividends and growth investments; 3. Despite a premium valuation, the company's leadership in clean energy, AI/data center demand, and favorable policies justify a BUY rating despite sector risks.