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Nextera Energy Inc

Nextera Energy Inc

NEE
$88.80USD↓-0.62%-0.55 today

MARKET CAP

185.2B

P/E (TTM)

23.3x

FWD P/E

21.4x

DAY RANGE

$88 – $91

52W RANGE

$69
$99

AI Summary

Stalk
Buy NowMedium

NEE remains in a Stage 2 advancing regime within a broader uptrend after resolving a corrective consolidation. Price has pulled back into and held at the rising 9, 21, and 50 EMAs, forming a supportive dynamic confluence. The active momentum breakout pattern signals fresh demand, while neutral OB/OS conditions reinforce pullback entries. Under the Stable strategy’s focus on controlled, high-probability zones, we buy now on this shallow retracement toward EMA support.

  • ↑Q1 2026 adj EPS $1.09, +10% YoY; targets 8%+ CAGR through 2032
  • ↑$90–100B capex plan expands solar, wind, nuclear and grid assets
  • ↓Renewable build‐outs hinge on timely regulatory approvals
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

NextEra Energy, Inc. (NYSE: NEE) is a leading player in the clean energy sector based in the United States, primarily through its subsidiaries, Florida Power & Light Company (FPL) and NextEra Energy Resources. The company focuses on generating energy from renewable sources such as solar, wind, and nuclear, while also maintaining a substantial portfolio in regulated utility operations. NextEra is strategically positioned to benefit from the growing demand for electricity, particularly as it explores potential acquisitions such as Dominion Energy, and is expected to thrive within the increasing emphasis on clean power solutions.

Bull says

  • ↑Q1 2026 adj EPS $1.09, +10% YoY; targets 8%+ CAGR through 2032
  • ↑$90–100B capex plan expands solar, wind, nuclear and grid assets
  • ↑Renewables backlog at ~33GW plus storage underpins future revenues
  • ↑Dividend growth target ~10% annually through 2026; yield 0.71%
  • ↑Stock up 5.2% past month; positive price momentum persists
  • ↑Electricity demand rising (AI data centers; Florida GDP +4.7% forecast)

Bear says

  • ↓Renewable build‐outs hinge on timely regulatory approvals
  • ↓Rising interest rates and elevated leverage risk press financing costs
  • ↓Labor shortages and higher OPEX could compress margins
  • ↓Weak profitability and negative earnings revisions may drag EPS
  • ↓Elevated short interest reflects market skepticism on growth
  • ↓Competition from smaller developers and hyperscalers threatens share

Investment themes with NEE

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-23-2026neutral

Transcript signals

Bull points

  • NextEra Energy is off to a terrific start to the year, delivering strong first quarter results.
  • Adjusted earnings per share increased by 10 percent year over year, reflecting strong financial and operational performance at both FPL and Energy Resources.
  • demand for electricity in this country is not slowing down. In fact, it's accelerating.

Bear points

  • we haven't actually stepped into the acceleration yet.
  • This is just a reflection of some of the growth that we've seen out in the market, and so it's it's really the reflection of the growth as opposed to acceleration.
  • As the PPAs begin to expire over the next several years, we believe recontracting will command a higher price.
Read full transcript analysis ›