NEENextEra Energy
$77.06-1.05%Delayed market dataUtilities & clean energyUtilities & power · 13 peers →What's moving this stock lately
2 direct · 5 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact2.4%bullishDirectGoogle's Historic 396 MW Clean Energy Deal Just Changed the Game for 1 AI Power Play26d ago
Secures long-term power purchase agreements with hyperscalers like Google, locking in decades of revenue visibility
Also named: CEG · VST · GOOG · GOOGL · MSFT · AMZN
- #2Impact1.69%bullish2nd-orderGoogle Is Buying Half a Nuclear Plant's Output Through 2049. Cheap Power Just Became the Real AI Moat.28d ago
Large utility and nuclear assets benefit from structurally rising AI power demand, though scale limits the upside sensitivity.
Also named: CEG · VST · TLN · GOOGL · GOOG · MSFT
- #3Impact1.27%bullishDirectNextEra Just Secured Up to $1.9 Billion to Restart Iowa's Only Nuclear Plant. Here's The Real Reason Why.30d ago
Directly secures up to $1.9bn to restart Duane Arnold with a Google offtake, adding visible nuclear upside and an AI-narrative premium to its $25.8bn revenue base.
Also named: CEG · VST · TLN · GOOGL · GOOG · CCJ
- #4Impact1.08%bullish2nd-orderMU & SNDK Show Memory Shortages, Energy Next Key Bottleneck for AI Trade17d ago
Renewable and grid expansion benefits from expectations of rising AI-driven electricity demand
Also named: MU · SNDK · 000660.KS · 005930.KS · SMCI · DELL
- #5Impact0.81%bullish2nd-orderBerkshire Hathaway's New CEO Warns Energy Will Be the Biggest Constraint on AI Data Centers35d ago
As the largest U.S. utility and renewables developer, NextEra benefits from sustained investment demand tied to grid expansion and new generation capacity.
Also named: BRK-A · BRK-B · CEG · VST · GOOG · GOOGL
- #6Impact0.51%bearish2nd-orderStates That Gave Data Centers Billions in Tax Breaks Are Now Ripping Up the Deals29d ago
Data center-driven load growth is a key assumption in its grid investment plans; the policy reversal introduces uncertainty to incremental demand forecasts
Also named: AMZN · GOOGL · META · MSFT · VRT · ETN
As a major grid and renewables operator, NextEra's long-term incremental power-sales thesis faces marginal pressure if the data-center self-generation trend accelerates.
Also named: BE · PLUG · FCEL · VRT · GEV
🎯 Market expectations
Estimate coverage Medium · 56/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.15 vs $1.09+5.5%
- Mar 2026$1.09 vs $0.98+11.22%
- Dec 2025$0.54 vs $0.53+1.89%
- Sep 2025$1.13 vs $1.04+8.65%
The takeaway
Recent results have exceeded consensus by an average of +6.8%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $25.8B · latest quarter up 1.7% YoY · profitable (FY net income $6.8B) · short activity within its normal range.
FY revenue
$25.8B
2025-12
Latest Q YoY
+1.7%
FY net income
$6.8B
Diluted EPS
$3.31
Short volume
54.7%
20d avg 51.6% · normal
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-05-13passive (13G)JPMORGAN CHASE & CO
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
47 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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