1 Stock I Plan to Load Up On in 2026

Core Viewpoint - NextEra Energy is positioned for growth with a strong earnings outlook and strategic partnerships, making it an attractive investment opportunity in the energy sector [2][4][5]. Financial Performance - NextEra reported a fourth-quarter and full-year 2025 earnings growth of 8.2% in earnings-per-share (EPS) and expects a compound annual growth rate in adjusted EPS to remain above 8% through 2032 [2]. - The company anticipates a dividend growth of approximately 10% per year through 2026, followed by 6% growth through 2028 [2]. Business Model - NextEra operates as a hybrid energy company, combining a regulated utility business with a rapidly growing renewable energy segment, providing a natural hedge against volatility [4][6]. - The utility arm, Florida Power & Light, generates stable cash flow and reliable returns, while the renewable segment is expanding its storage capacity to meet rising electricity demand, particularly from AI data centers [4]. Market Position - NextEra's stock has increased by 19% year to date and is trading at a forward price-to-earnings (P/E) ratio of about 21, which aligns with its utility peers but offers greater upside potential [6]. - Partnerships with major tech companies like Alphabet's Google Cloud and Meta Platforms indicate NextEra's critical role in supplying power to the growing AI and tech sectors [5].