Core Insights - Constellation Energy Corporation (CEG) shares have increased by 62.3% over the past year, outperforming the Zacks Alternate Energy – Other industry's growth of 53.9% [1][8] - The company is focusing on strategic capital expenditures, with plans for nearly $3 billion in 2025 and $3.5 billion in 2026, of which 35% is allocated for nuclear fuel acquisitions [6][23] - CEG is well-positioned to meet the rising energy demands from data centers, particularly in the AI sector, by connecting them directly to its nuclear energy generation facilities [9][23] Financial Performance - CEG's nuclear fleet capacity factor was 94.8% in Q2 2025, highlighting its reliability in providing zero-carbon electricity [5] - The Zacks Consensus Estimate for 2025 earnings per share indicates a slight decrease of 0.42%, while the estimate for 2026 shows an increase of 2.86% [11] - CEG has a trailing 12-month return on equity of 21.61%, significantly higher than the industry average of 8% [16] Shareholder Value - The company has authorized a share repurchase program of up to $3 billion, with approximately $540 million remaining as of June 30, 2025 [17] - CEG aims to increase its annual dividend by 10%, subject to board approval, and pays a quarterly dividend to shareholders [18] Market Position - CEG is currently trading at a premium compared to its industry on a forward 12-month P/E basis [19] - The company is strategically enhancing its position in the clean energy sector by leveraging its diverse power generation portfolio [4]