Argus Sees Long-Term Growth Tailwinds Building at NextEra Energy (NEE)

NextEra Energy, Inc. (NYSE:NEE) is included among the 12 Best Stocks to Buy for the Long Term.

On January 28, Argus raised its terms people connected NextEra Energy, Inc. (NYSE:NEE) to $92 from $90 and reaffirmed its Buy standing pursuing the company’s Q4 net beat. In a probe note, the steadfast highlighted assurance successful NextEra’s semipermanent maturation outlook and its quality to payment from broader momentum crossed the inferior sector. Argus besides pointed to Florida arsenic a cardinal agleam spot, citing the state’s strengthening system and fast-growing colonisation arsenic supportive factors for aboriginal demand.

A January 27 Reuters study added different furniture to that optimism. NextEra is weighing an enlargement of its atomic fleet to assistance conscionable rising energy needs from information centers. The institution said it is already successful precocious talks to proviso powerfulness for an further 9 gigawatts of server facilities. Demand from Big Tech continues to propulsion US powerfulness depletion higher, prompting utilities to onslaught large proviso agreements and adjacent bring antecedently unopen atomic plants backmost online.

Last year, NextEra announced plans to restart the Duane Arnold atomic works successful Iowa to enactment Google’s information halfway operations. Management has since told investors that the institution could adhd up to 6 gigawatts of caller atomic technologies astatine existing sites to service information halfway customers. It is besides exploring caller locations to make precocious atomic facilities from the crushed up.

The institution narrowly topped Wall Street’s expectations for fourth-quarter profit, supported by dependable maturation astatine its regulated Florida inferior and a grounds twelvemonth for renewable vigor and artillery retention additions. As energy request rises nationwide, these businesses person go progressively important drivers of performance.

Florida Power & Light, NextEra’s regulated utility, reported nett income of $958 million, up 13.4% from a twelvemonth earlier, mostly owed to higher superior investment. In Florida alone, the institution has astir 20 gigawatts of information halfway customers seeking to link to its grid. Nearly fractional of that request is already successful precocious discussions, with respective projects perchance coming online by 2028.

NextEra Energy, Inc. (NYSE:NEE) is simply a large subordinate successful electrical powerfulness procreation and vigor infrastructure. Through its subsidiaries, including NextEra Energy Resources, NextEra Energy Transmission, and Florida Power & Light, the institution operates crossed regulated utilities, renewables, transmission, and precocious vigor solutions.

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