NextEra Energy (NYSE:NEE) Raised to Sell at Wall Street Zen

Key Points

• Wall Street Zen upgraded NextEra Energy from “strong sell” to “sell,” while the broader analyst consensus remains “Moderate Buy,” with 17 Buy and six Hold ratings and an average price target of $100.19.
• NextEra reported quarterly EPS of $1.15, beating the $1.11 consensus, although revenue of $7.53 billion fell short of estimates. Management provided fiscal 2026 EPS guidance of $3.92–$4.02.
• Shares opened at $80.52, down 0.9%, with a market capitalization of approximately $168 billion; institutional investors and hedge funds own 78.72% of the stock.

NextEra Energy (NYSE:NEE - Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a "strong sell" rating to a "sell" rating in a research note issued to investors on Saturday, Wall Street Zen reports.

Other analysts also recently issued research reports about the stock. BMO Capital Markets increased their target price on shares of NextEra Energy from $94.00 to $96.00 and gave the company an "outperform" rating in a research report on Monday, July 27th. Sanford C. Bernstein restated an "outperform" rating and issued a $108.00 price target on shares of NextEra Energy in a research report on Monday, July 27th. Jefferies Financial Group set a $94.00 price objective on shares of NextEra Energy in a research note on Tuesday, July 14th. Mizuho set a $95.00 price objective on shares of NextEra Energy in a research report on Monday, July 27th. Finally, Bank of America lowered their target price on shares of NextEra Energy from $95.00 to $93.00 and set a "neutral" rating for the company in a research note on Monday, July 13th. Seventeen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $100.19.

NextEra Energy Trading Down 0.9%

Shares of NYSE NEE opened at $80.52 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.53. NextEra Energy has a 52-week low of $70.37 and a 52-week high of $98.75. The firm has a 50 day moving average price of $85.39 and a two-hundred day moving average price of $88.62. The stock has a market cap of $167.97 billion, a P/E ratio of 18.10, a price-to-earnings-growth ratio of 2.52 and a beta of 0.65.

NextEra Energy (NYSE:NEE - Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping analysts' consensus estimates of $1.11 by $0.04. The company had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. NextEra Energy's revenue was up 12.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, equities analysts forecast that NextEra Energy will post 4.01 EPS for the current year.

Institutional Trading of NextEra Energy

Several large investors have recently made changes to their positions in NEE. Pin Oak Investment Advisors Inc. acquired a new stake in NextEra Energy in the 2nd quarter valued at $26,000. Kilter Group LLC acquired a new stake in shares of NextEra Energy in the 2nd quarter worth about $25,000. Manning & Napier Advisors LLC acquired a new stake in shares of NextEra Energy in the 2nd quarter worth about $26,000. Financial Life Planners bought a new position in NextEra Energy in the 1st quarter valued at about $30,000. Finally, Osbon Capital Management LLC bought a new position in NextEra Energy in the 4th quarter valued at about $27,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting NextEra Energy

Here are the key news stories impacting NextEra Energy this week:

• Positive Sentiment: Morgan Stanley remains bullish: The firm lowered its price target from $114 to $111 but maintained an “overweight” rating, implying substantial potential upside from recent trading levels. The target reduction may reflect valuation or near-term market considerations rather than a change in its broader view. Benzinga report on Morgan Stanley's NextEra Energy price target
• Positive Sentiment: Electricity demand is a potential growth catalyst: Data-center expansion is straining the U.S. power grid, while PJM’s latest capacity auction cleared at $325. Utilities with generation, transmission and renewable-development capabilities could benefit from higher power prices and infrastructure investment. NextEra’s energy-infrastructure business is positioned to participate in this trend. The AI Boom Has a Power Problem
• Positive Sentiment: Fundamental growth remains intact: A bullish analysis highlights NextEra’s regulated Florida utility, 35.1 gigawatts of renewable projects in its backlog, infrastructure spending and management’s adjusted 2026 EPS guidance of $3.92 to $4.02. Management also targets approximately 6% annual dividend growth from 2026 through 2028. NextEra Energy: A Premium Worth Paying For
• Neutral Sentiment: Merger approval is a major swing factor: NextEra’s proposed $66.8 billion all-stock merger with Dominion Energy could reshape future cash flows and broaden the company’s utility footprint, but investors are also questioning whether the current valuation and dividend adequately compensate for execution and approval risks. NextEra Energy Stock Looks Fairly Priced As Merger Approval Looms Large
• Negative Sentiment: Jim Cramer urged investors to sell: Cramer called NextEra “not a good stock to own” and said investors should “take the money and run.” His view reflects fading enthusiasm for clean-energy and nuclear-themed investments and may weigh on sentiment, particularly among retail investors. Jim Cramer tells investors to sell NextEra Energy
• Negative Sentiment: Valuation concerns remain: A contrasting analysis argues that NextEra’s role in energy infrastructure may already be reflected in the share price, limiting upside if growth or merger benefits fall short of expectations. NextEra Energy: Why I See Limited Upside Despite Its Key Role in Energy Infrastructure

About NextEra Energy

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), it generates, transmits, distributes and sells electricity to customers in Florida. FPL serves residential, commercial and industrial customers across much of the state.

Through NextEra Energy Resources, the company develops, owns and operates power-generation and storage projects in the United States and Canada.

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