BMO Capital Highlights Earnings Visibility at NextEra Energy (NEE)

NextEra Energy, Inc. (NYSE:NEE) is included among the Dividend Growth Stocks: 25 Aristocrats.

On January 29, BMO Capital lifted its terms people connected NextEra Energy, Inc. (NYSE:NEE) to $95 from $93 and kept an Outperform rating. The steadfast described NextEra’s fourth-quarter results arsenic a coagulated adjacent to 2025, noting that absorption reaffirmed its 2026 EPS guidance and reiterated expectations for astir 8% semipermanent net maturation done 2035.

According to Reuters, NextEra is besides weighing an enlargement of its atomic fleet to assistance conscionable rising energy request from information centers. The institution said connected January 27 that it is successful precocious talks to proviso powerfulness for an further 9 gigawatts of information halfway capacity. Growing request from Big Tech has been pushing US powerfulness depletion higher, starring to landmark agreements betwixt utilities and information halfway operators, including efforts to bring antecedently unopen atomic plants backmost online. Last year, NextEra said it would restart its Duane Arnold atomic works successful Iowa to service information centers operated by Google.

On a caller capitalist call, NextEra said it could adhd up to 6 gigawatts of caller atomic technologies astatine existing sites to enactment information halfway demand. The institution is besides evaluating caller locations wherever precocious atomic facilities could beryllium built from the crushed up.

Financially, NextEra edged past Wall Street’s fourth-quarter nett expectations. Results were supported by dependable maturation astatine its regulated Florida inferior and a grounds twelvemonth for renewable vigor and artillery retention additions, arsenic energy request continues to ascent crossed the US. Looking ahead, powerfulness depletion is expected to scope caller all-time highs successful 2026 arsenic AI and cryptocurrency information centers grow and much households and businesses displacement from fossil fuels to energy for heating and transportation, according to the Energy Information Administration.

NextEra Energy, Inc. (NYSE:NEE) operates Florida Power & Light and its vigor infrastructure arm, NextEra Energy Resources. The institution remains focused connected expanding its wind, solar, and artillery retention portfolio.

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Disclosure: None.