Morgan Stanley Maintains An Overweight Rating On NextEra Energy, Inc. (NEE)

Group 1 - NextEra Energy, Inc. (NYSE:NEE) is recognized as one of the 10 Best Performing Electrical Infrastructure Stocks in 2025 [1] - Morgan Stanley has lowered its price target for NextEra Energy from $97 to $95 while maintaining an Overweight rating, anticipating significant growth in utility performance driven by data center-related demand [3] - BMO Capital has also reduced its price target for NextEra Energy from $90 to $89, continuing to assign an Outperform grade [4] Group 2 - BMO's valuation adjustment for NextEra Energy includes a sum-of-parts valuation approach and a revised base valuation year to 2028, projecting an earnings per share growth rate of 8% or higher through 2035 [5] - NextEra Energy's infrastructure division has agreed to purchase Symmetry Energy Solutions to enhance its natural gas capacity in the US, addressing the increasing demand for AI power [6] - Florida Power & Light, a regulated utility of NextEra Energy, is noted as Florida's largest rate-regulated utility [6]