$Nextera Energy(NEE.US) | Mizuho reiterates ๐๐๐ฎ๐ญ๐ซ๐๐ฅ on ๐๐๐ฑ๐ญ๐๐ซ๐ ๐๐ง๐๐ซ๐ ๐ฒ, maintains ๐๐ ๐๐ญ $๐๐
Analyst presents a balanced view, highlighting a Q2 EPS beat and merger progress against concerns like slowing backlog and lack of new data center deals.
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๐ข ๐๐๐๐ ๐๐: White House officials say top utilities and data center developers have joined President Trumpโs pledge to protect ratepayers; the companies agreed to pay higher rates for data-center electricity. - WSJ - $Duke Energy(DUK.US) $Nextera Energy(NEE.US) $Southern(SO.US)
White House says nearly 200 institutions, including NextEra Energy, Duke Energy and Southern Co., have signed the commitment. - H
$Nextera Energy(NEE.US) | BofA Securities maintains ๐๐๐ฎ๐ญ๐ซ๐๐ฅ on ๐๐๐ฑ๐ญ๐๐ซ๐ ๐๐ง๐๐ซ๐ ๐ฒ, ๐๐ฎ๐ญ๐ฌ ๐๐ ๐ญ๐จ $๐๐
Analyst lowers NEE's price target to $93, citing updated peer multiples, and expects Q2 EPS to be impacted by costs despite rate base growth. - F
These are the market leaders of the Power/Energy suppliers of the Data Centers.
You don't even need to read in between the lines, $GE Vernova(GEV.US) & $Nextera Energy(NEE.US) are leaders. $Constellation Energy(CEG.US) is holding its place, $Bloom Energy(BE.US) made it to the list very fast. - US dominates with 5 of 10 companies (~52.6% of combined market cap)- Iberdrola leads European renewables - Constellation is the nuclear powerhouse (Meta & Microsoft deals)- China Yangtze Power runs the Three Gorges Dam, world's largest hydropower plant. - F
โข $NVIDIA(NVDA.US) earnings are important but consumer companies may dominate market attention this week.
โข Retailers like $Walmart(WMT.US) and $Target(TGT.US) will report earnings, indicating consumer spending trends amid rising inflation. โข Higher gas prices could impact consumer spending, with gas currently around $4.51 per gallon. $XLE $ExxonMobil(XOM.US) โข NextEra Energy is in talks to merge with Dominion Energy to capitalize on the data center energy boom. $Nextera Energy(NEE.US) $Dominion Energy(D.US) โข Berkshire Hathaway significantly increased its stake in Alphabet and initiated a new investment in Delta Air Lines. $BRK.B $Alphabet(GOOGL.US) $Dominion Energy(D.US)AL โข SpaceX has split its stock ahead of a potential IPO, which could value the company at $2 trillion. - H
๐ข ๐๐๐๐ ๐๐: Nextera and Dominion in Talks Over Tie-up to Create $400Bn US Utility Giant - FT - $Dominion Energy(D.US) $NANO Nuclear Energy(NNE.US)
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$Nextera Energy(NEE.US) looks interesting with a big base and a decent PEG candle. As long as 93 holds, this daily breakout might work in its favor. There has been some news over the weekend for utilities, not ideal to chase tomorrow IMHO. Fundamentally, a lot of it is priced in.
PT: 110Source: First Fellow
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$Nextera Energy(NEE.US) | ๐๐๐ฑ๐ญ๐๐ซ๐ ๐๐ง๐๐ซ๐ ๐ฒ: BTIG reiterates ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐๐
Analyst sees NEE as a core play on large load buildout, driven by data center demand, renewable backlog growth, and tariff upside potential.Source: Hardik Shah
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$Nextera Energy(NEE.US) Earnings Beat, Sales Miss
Q1 Adj EPS: $1.09 vs $0.96 estQ1 REV: $6.701B vs $7.275B estFy2026 Adj EPS: Affirmed at $3.92-$4.02 vs $4.03 est๐ฉ +2.09%Source: TrendSpider
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This wave of clean energy is really making me envious. The gains of CEG and GEV have really rubbed salt in the wound for an old bagholder like me who got off the ride too early. I previously kept only a small position in NEE due to insider selling, and now the entire sector is rallying, leaving me on the sidelines, going in circles. Even old-guard energy companies like VST and CEG are rejuvenated, and the AI smart grid concept has ignited GEV. Looking back, GE Aerospace has instead stalled. Should I adjust my positions, or wait a bit longer? The more I hesitate, the more passive I become. The market always makes people both greedy and timid.
