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NextEra Energy, Inc. Stock Price

NYSE:NEE Community·US$198.9b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 352 Fair Values set on narratives written by author

NEE Share Price Performance

US$93.32
25.00 (36.59%)
US$98.48
Fair Value
US$93.32
25.00 (36.59%)
5.2% undervalued intrinsic discount
US$98.48
Fair Value
Price US$93.32
AnalystConsensusTarget US$98.48
sorkdhkddlek US$94.33
AnalystHighTarget US$111.00

NEE Community Narratives

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Fair Value US$98.48 5.2% undervalued intrinsic discount

NEE: Long-Term Clean Energy Demand Will Drive Future Performance

4users have liked this narrative
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184users have followed this narrative
Fair Value
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Fair Value US$94.33 1.1% undervalued intrinsic discount

NEE Valuation — The Convergence of Grid Stability and AI Growth

1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Fair Value US$111 15.9% undervalued intrinsic discount

Accelerated Decarbonization And Electrification Will Reshape Energy Markets

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21users have followed this narrative
US$94.33
1.1% undervalued intrinsic discount
Fair Value
Profit Margin
24.93%
Future PE
29.37x
Price in 2031
US$0
US$98.48
5.2% undervalued intrinsic discount
Revenue
11.43% p.a.
Profit Margin
27.04%
Future PE
25.06x
Price in 2029
US$120.53
US$111
15.9% undervalued intrinsic discount
Revenue
16.12% p.a.
Profit Margin
25.31%
Future PE
27.02x
Price in 2029
US$135.89

Trending Discussion

Updated Narratives

NEE logo

NEE Valuation — The Convergence of Grid Stability and AI Growth

Fair Value: US$94.33 1.1% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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NEE: Data Center Power Demand And Project Execution Will Drive Future Returns

Fair Value: US$98.48 5.2% undervalued intrinsic discount
184 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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NEE: Data Center And Gas Project Execution Will Likely Trail EPS Ambitions

Fair Value: US$72.93 28.0% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Solid track record average dividend payer.

2 Risks
2 Rewards

NextEra Energy, Inc. Key Details

US$27.9b

Revenue

US$10.8b

Cost of Revenue

US$17.1b

Gross Profit

US$8.9b

Other Expenses

US$8.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.92
61.40%
29.37%
156.7%
View Full Analysis

About NEE

Founded
1925
Employees
17400
CEO
John Ketchum
WebsiteView website
www.nexteraenergy.com

NextEra Energy, Inc., through its subsidiaries, generates, stores, transmits, distributes, and sells electric power to retail and wholesale customers in North America. It operates through Florida Power & Light Company (FPL) and NEER segments. The company generates electricity from wind, solar, nuclear, natural gas, and other clean energy assets. It also invests in generation, storage, transmission, and distribution facilities; owns, develops, constructs, manages, and operates generation facilities, including renewables, nuclear and natural gas, and battery storage facilities in the wholesale energy market in the United States and Canada, as well as electric and gas transmission assets, and natural gas pipelines; provides full energy and capacity requirement services; markets and trades in energy-related commodities; and participates in the production of natural gas, natural gas liquids, and oil. As of December 31, 2025, the company had approximately 35,963 megawatts of net generating capacity; approximately 93,000 circuit miles of transmission and distribution lines; and 932 substations. It serves approximately 12 million people through approximately 6 million customer accounts on the east and lower west coasts of Florida. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in 2010. NextEra Energy, Inc. was founded in 1925 and is headquartered in Juno Beach, Florida.

Recent NEE News & Updates

Seeking Alpha 13h

NextEra Energy: The Utility Built For The Data Center Power Crunch

Summary I am rating NextEra Energy a Strong Buy, because I believe the market is underestimating its role in solving AI's growing power constraint. NEE's growth should be driven by FPL's large-load demand, Energy Resources' 33 GW Backlog and data center hub that has grown to more than 60 GW. My valuation points to a $150 price target over 2-3 years based on EPS compounding toward $5.35 and a premium supported by AI-driven load growth, and regulated energy infrastructure. The key risks are execution delays, regulation and financing costs, but I believe NEE's scale and direct exposure to data center power demand still make the risk-reward attractive. Read the full article on Seeking Alpha
Narrative Update May 04

NEE: Data Center Power Demand And Project Execution Will Drive Future Returns

Analysts have lifted the implied fair value for NextEra Energy by about $5 to $98.48 per share. This reflects updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a somewhat higher future P/E multiple after a series of recent price target revisions across the Street.

Recent updates

No updates