Nextera Energy

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: U.S., South Korea Select $Nextera Energy(NEE.US) NextEra-Led Partnership for $22.3 Billion Texas Energy Campus

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ Project Star represents a massive $𝟮𝟮.𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 Texas energy infrastructure investment.

➤ Campus will provide 𝟲.𝟰𝟳 𝗚𝗪 of natural gas-powered generation capacity.

➤ Power will primarily support Related Digital's adjacent 𝟱 𝗚𝗪 data center campus.

➤ Excess electricity will be supplied back to the 𝗘𝗥𝗖𝗢𝗧 grid.

➤ 𝗡𝗲𝘅𝘁𝗘𝗿𝗮, 𝗥𝗲𝗹𝗮𝘁𝗲𝗱 and 𝗟𝗲𝘄𝗶𝘀 𝗘𝗻𝗲𝗿𝗴𝘆 will develop the project.

➤ Initial power generation could begin as early as 𝟮𝟬𝟮𝟵.

➤ Project is expected to create approximately 𝟴,𝟰𝟬𝟬 peak construction jobs.

➤ Energy campus could support around 𝟭𝟳𝟬 permanent jobs once operational.

➤ Korean companies are expected to provide technology and supply-chain support.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Adds substantial generation capacity alongside a major new data center development.

➤ Highlights surging 𝗔𝗜 and data center demand for dedicated power infrastructure.

➤ Excess generation could provide additional electricity to the 𝗧𝗲𝘅𝗮𝘀 𝗴𝗿𝗶𝗱.

➤ Deepens U.S.-South Korea cooperation across energy, technology and infrastructure investment.

➤ Creates a major potential growth project for 𝗡𝗲𝘅𝘁𝗘𝗿𝗮 𝗘𝗻𝗲𝗿𝗴𝘆.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗝𝗼𝗵𝗻 𝗞𝗲𝘁𝗰𝗵𝘂𝗺, Chairman and CEO of NextEra Energy:

"Project Star demonstrates how energy infrastructure and economic growth can advance together. By bringing new generation online to serve new demand, we're helping strengthen reliability, support investment and jobs and protect electricity customers."

$Nextera Energy(NEE.US) | Mizuho reiterates 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 on 𝐍𝐞𝐱𝐭𝐄𝐫𝐚 𝐄𝐧𝐞𝐫𝐠𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟗𝟓

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.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: White House officials say top utilities and data center developers have joined President Trump’s 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.

$Nextera Energy(NEE.US) | BofA Securities maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 on 𝐍𝐞𝐱𝐭𝐄𝐫𝐚 𝐄𝐧𝐞𝐫𝐠𝐲, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟗𝟑

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.

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.

• $NVIDIA(NVDA.US) earnings are important but consumer companies may dominate market attention this week.

• Retailers like $Walmart(WMT.US) and $Target(TGT.US) will report earnings, indicating consumer spending trends amid rising inflation.

• Higher gas prices could impact consumer spending, with gas currently around $4.51 per gallon. $XLE $ExxonMobil(XOM.US)

• 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)

• 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

• SpaceX has split its stock ahead of a potential IPO, which could value the company at $2 trillion.

$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: 110

Source: First Fellow

$Nextera Energy(NEE.US) | 𝐍𝐞𝐱𝐭𝐄𝐫𝐚 𝐄𝐧𝐞𝐫𝐠𝐲: BTIG reiterates 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟏𝟐

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

$Nextera Energy(NEE.US) Earnings Beat, Sales Miss

Q1 Adj EPS: $1.09 vs $0.96 est

Q1 REV: $6.701B vs $7.275B est

Fy2026 Adj EPS: Affirmed at $3.92-$4.02 vs $4.03 est

🟩 +2.09%

Source: TrendSpider