Key Stats for NextEra Energy Stock
- This Week Performance: +3%
- 52-Week Range: $61.7 to $95.9
- Current Price: $95.1
What Happened?
NextEra Energy (NEE) is trading near its 52-week high of $95.91 at $95.11, a position that reflects its transformation from a traditional utility into America’s most aggressive energy infrastructure builder, commanding a 30-gigawatt contracted backlog and a pipeline that rivals the fourth-largest public utility in the country.
The most immediate flashpoint came on February 13, when NextEra’s Board declared a quarterly dividend of $0.62 per share, representing a 10% increase year-over-year, reinforcing institutional confidence in a company that has met or exceeded its annual financial expectations every single year since 2010.
The engine behind NEE’s re-rating is its Q4 2025 earnings delivery, where the company posted full-year adjusted EPS of $3.71, up over 8% from the prior year, while Energy Resources reported 13% adjusted earnings growth and placed a record 7.2 gigawatts of new generation into commercial operation in a single year.
Beyond the numbers, the market is fundamentally rethinking NextEra as an AI-era infrastructure play rather than a conventional utility, with its 20 active data center hub negotiations, a 95-gigawatt battery storage pipeline, and a landmark strategic technology partnership with Google Cloud redefining what a utility company can become.
Chairman, President and CEO John W. Ketchum stated on the Q4 earnings call that “America needs more electrons on the grid and America needs a proven energy infrastructure builder to get the job done,” contextualizing NextEra’s “15 by 35” origination channel targeting 15 gigawatts of new data center generation by 2035, a goal Ketchum publicly expects to double to 30 gigawatts.
Furthermore, NextEra’s financing activity signals deep capital market conviction, with the company completing a $1.3 billion USD debenture offering on February 5 and a separate €1.3 billion euro-denominated offering on February 10, followed by a new filing for an additional €1.75 billion offering, underscoring aggressive capital deployment ahead of its $90 to $100 billion FPL investment plan through 2032.
Looking at the next three to five years, NextEra’s combination of a locked-in Florida rate agreement, 20-plus gigawatts of active hyperscaler discussions, secured solar and battery supply chains through 2029, and an 8%-plus EPS CAGR target through 2032 positions it as the defining infrastructure partner of the AI power buildout, widening a competitive moat that smaller rivals simply cannot replicate.
Wall Street’s Take on NextEra Energy Stock
NextEra’s record 13.5-gigawatt origination year and its locked-in Florida rate agreement through the decade’s end directly underpin management’s 8%-plus EPS CAGR target through 2032, converting today’s newsflow into a multi-year compounding engine.
The fundamental case strengthens further as revenue accelerates from 10.7% growth in 2025 to an estimated 13.9% in 2026, while EBITDA margins expand from 54.2% to a projected 59.6%, confirming the business is clearly in an acceleration phase rather than a plateau.
Wall Street currently shows 12 buys, 4 outperforms, 7 holds, and 1 sell among 22 analysts, with a mean price target of $93.05 implying roughly 2.1% downside from the current $95.11, suggesting analysts are holding conviction but have not yet fully upgraded into the stock’s recent strength.
The spread between the analyst low of $55.00 and high of $111.00 is wide enough to warrant attention, with the bull case hinging on FPL large-load announcements materializing in 2026 and the bear case reflecting multiple compression risk if hyperscaler demand disappoints or interest rates stay elevated longer than expected.
What Does the Valuation Model Say?
Given NextEra’s accelerating revenue trajectory, expanding EBITDA margins, and unmatched 30-gigawatt contracted backlog, TIKR’s mid-case valuation model prices NEE at $144.76, projecting a 52.2% total return over roughly 4.8 years at a 9.0% annualized IRR.
The most visible risk is multiple compression, as NEE’s EBT normalized actually declined 7.7% in 2025 and the valuation model assumes a P/E CAGR of negative 0.8% through 2031, meaning the return thesis depends almost entirely on earnings growth rather than any expansion in the market’s willingness to pay a higher multiple.
At $95.11, NEE looks modestly ahead of current Wall Street consensus but fundamentally undervalued against its own long-term compounding potential, with the key trigger to watch being the first confirmed large-load data center announcement within FPL’s service territory in 2026.
Should You Invest in NextEra Energy, Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up NEE stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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