Xcel Energy has moved to lock in supply and development capacity for what could become 6 GW of data center load through separate strategic agreements with GE Vernova and NextEra Energy, announced this week, that reserve five F-class gas turbines, multiple gigawatts of wind capacity, and joint development resources to support generation buildout into the 2030s. The Minneapolis-headquartered electric and natural gas utility serving eight states on Feb. 3 announced a strategic alliance with GE Vernova covering ...

Nvidia (NASDAQ: NVDA) and other artificial intelligence (AI) companies dominated headlines with their meteoric stock performances over the past few years, but the behind-the-scenes businesses powering AI leaders are poised for serious gains now as well. Energy companies will play a vital role as AI electricity demand continues to compound. One of the most critical companies in providing the required power is NextEra Energy (NYSE: NEE). Sunny days ahead for NextEra The Florida-based utility company is uni ...

These utilities have high-powered total return potential.The utility sector has been charging higher over the past year. The Vanguard Utilities Index Fund ETF is up more than 11% over the last 12 months, a strong return for this typically sleepy sector. Utility stocks have gotten a boost from power demand to support AI. The AI power surge is in the early stages and should drive strong growth for utilities in the coming years. Two top utility stocks to buy this February to capitalize on this growth trend are ...

Many investors might be surprised that a relatively low-profile utility company like NRG Energy ( NRG ) has not only dramatically outperformed its arguably flashier peer NextEra Energy ( NEE ) over the past five years (see chart below) but has also tripledMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he a ...

Many investors might be surprised that a relatively low-profile utility company like NRG Energy ( NRG ) has not only dramatically outperformed its arguably flashier peer NextEra Energy ( NEE ) over the past five years (see chart below) but has also tripledMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he a ...

NextEra Energy, Inc. (NYSE:NEE) is included among the Dividend Growth Stocks: 25 Aristocrats. BMO Capital Highlights Earnings Visibility at NextEra Energy (NEE) On January 29, BMO Capital lifted its price target on NextEra Energy, Inc. (NYSE:NEE) to $95 from $93 and kept an Outperform rating. The firm described NextEra’s fourth-quarter results as a solid close to 2025, noting that management reaffirmed its 2026 EPS guidance and reiterated expectations for roughly 8% long-term earnings growth through 2035 ...

We came across a bullish thesis on NANO Nuclear Energy Inc. on Crack The Market’s Substack by Ozeco. In this article, we will summarize the bulls’ thesis on NNE. NANO Nuclear Energy Inc.'s share was trading at $29.40 as of January 30th. Is Oklo Inc (OKLO) The Best AI Energy Stock to Buy Now? NextEra Energy (NEE) is the largest energy infrastructure owner in North America and has quietly evolved into a critical enabler of U.S. electrification, AI-driven power demand, and long-term energy sovereignty. The ...

Group 1: Investment Opportunities in AI - Many investors are looking to invest in artificial intelligence (AI) through companies heavily investing in AI technology, such as Meta Platforms and Applied Digital [1] - NextEra Energy is highlighted as a viable investment option, being one of the largest electric companies in North America and involved in various energy sources [2] Group 2: NextEra Energy's Performance and Valuation - NextEra Energy's stock has shown variable returns, with an average annual return of 27.35% over one year and 14.25% over ten years [3] - The company has established partnerships with major firms like Alphabet and Meta Platforms to support data centers and nuclear energy development, indicating its role in the AI infrastructure boom [4] Group 3: Financial Metrics and Market Position - NextEra Energy's forward price-to-earnings (P/E) ratio is currently 21, slightly below its five-year average of 23, while its price-to-sales ratio is around 6.6, consistent with its historical average [5] - The company has a market capitalization of $182 billion, making it a leader in the utilities sector, and offers a dividend yield of 2.6%, with dividends increasing from $1.25 in 2019 to $2.27 recently [6]

Core Viewpoint - NextEra Energy, Inc. is recognized as one of the best long-term investment stocks, with a positive outlook driven by growth in the utility sector and increasing electricity demand from data centers [1][2]. Group 1: Financial Performance - NextEra narrowly exceeded Wall Street's expectations for Q4 profit, supported by growth in its regulated Florida utility and record additions in renewable energy and battery storage [5]. - Florida Power & Light reported a net income of $958 million, reflecting a 13.4% increase year-over-year, primarily due to higher capital investment [6]. Group 2: Growth Opportunities - Argus raised its price target for NextEra to $92 from $90, reaffirming a Buy rating based on confidence in the company's long-term growth outlook and the favorable economic conditions in Florida [2]. - The company is considering expanding its nuclear fleet to meet rising electricity demands from data centers, with advanced talks to supply power for an additional 9 gigawatts of server facilities [3]. - NextEra plans to restart the Duane Arnold nuclear plant in Iowa to support Google's data center operations and could add up to 6 gigawatts of new nuclear technologies at existing sites [4]. Group 3: Market Position - NextEra Energy operates as a major player in electric power generation and energy infrastructure through its subsidiaries, including NextEra Energy Resources, NextEra Energy Transmission, and Florida Power & Light [7].

I've owned NextEra Energy (NYSE: NEE) shares for a few years now, but I haven't increased my position since I originally bought in. That's going to change in 2026. I plan to load up on the stock and hold it for several more years. Let's talk about why I like NextEra Energy so much. A hybrid energy company NextEra posted its fourth-quarter and full-year 2025 earnings on Jan. 27. There was a lot to like and even more to look forward to. NextEra's earnings-per-share (EPS) growth hit 8.2% and the company sai ...