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NextEra Energy Could Be An Indirect Winner From AI
Seeking Alpha· 2024-06-14 01:00
文章核心观点 - NextEra Energy (NEE)是一家拥有10年投资银行从业经验的资深研究分析师所关注的公司 [1] - NEE在过去一年经历了剧烈的股价波动,从2023年10月的52周低点47.15美元反弹至2024年5月31日的80美元以上 [1] - NEE在疫情后一度超越埃克森美孚(XOM)成为市值最大的公司,但后来由于NextEra Energy Partners (NEP)减少增长指引而受到影响 [1] - 尽管如此,NEE仍在持续增加股息,分析师预计2024年其每股收益和收入将实现显著同比增长 [1] 行业和公司分析 行业分析 - 人工智能(AI)的兴起带来了巨大的能源需求,数据中心的电力需求相当于一个小城市 [7] - 预计到2030年,全球21%的电力将用于计算和通信技术 [7] - 美国主要数据中心集中在北弗吉尼亚、德克萨斯州达拉斯、加州硅谷等地区,NEE在这些地区都有业务布局 [7] 公司分析 - NEE在2023年第一季度新增约2,765兆瓦的可再生能源和储能项目,创下历史第二高纪录 [8] - NEE旗下的佛罗里达电力与照明公司在第一季度新增1,640兆瓦的太阳能发电 [8] - NEE目前拥有74吉瓦的总装机容量,未来3年内将增加到100吉瓦以上 [8] - 分析师预计NEE未来5年每年的每股收益和收入将实现高个位数的同比增长 [9] - NEE是一家连续34年派发股息的股息贵族,过去5年的股息增长率为10.74% [10] - 根据管理层指引,NEE未来3年每年将增加约10%的股息 [10] 投资评级 - 分析师认为NEE是一家具有吸引力的公司,未来有望受益于人工智能带来的能源需求增长 [12] - NEE当前估值低于20倍2026年预期收益,预计未来几年每股收益和收入将保持高个位数增长,股息增长也将持续 [12] - 分析师对NEE的长期投资价值持乐观态度,计划在股价见底后开始建仓 [12]
Why NextEra Energy Raises Forecast After Analyst Day
Benzinga· 2024-06-13 00:09
Loading... The NextEra Energy Analyst: Carly Davenport maintained a Buy rating while raising the price target from $74 to $81. Management also highlighted the competitive advantages of the company's renewable business, Davenport added. Loading... The company's guidance appears conservative, given the strong performance over the last three months, according to Goldman Sachs. Check out other analyst stock ratings. "We continue to see risk around estimates as skewed to the upside," Davenport wrote, adding that ...
Why NextEra Energy Sank Today
The Motley Fool· 2024-06-12 08:18
Shares of Florida utility giant and renewable power developer NextEra Energy (NEE -5.50%) fell 5.5% on Tuesday. | --- | --- | --- | |-----------------------------|----------------------------------------------------------------------------------------------------------------------------------------|--------------------| | NextEra Energy (NEE -5.50%) | In today's presentation, NextEra gave a multiyear earnings-per-share (EPS) guidance going out to 2027: \n Earnings-Per-Share Guidance | Growth at Midpoint | | ...
NextEra Energy (NEE), Entergy to Build 4.5 GW Energy Projects
ZACKS· 2024-06-08 00:41
NextEra Energy (NEE) announced its unit NextEra Energy Resources LLC and Entergy Corporation (ETR) entered an agreement to develop up to 4.5 gigawatts (GW) of new solar generation and energy storage projects. This 4.5-GW agreement strengthens the existing collaboration as both companies have more than 1.7 GW of renewable energy projects in progress. The ongoing development of renewable projects globally will create demand for storage projects. These projects assist in storing electricity from renewable proj ...
NextEra Energy to host investor conference on June 11
Prnewswire· 2024-06-07 18:30
Cautionary Statements and Risk Factors That May Affect Future Results This news release contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not statements of historical facts, but instead represent the current expectations of NextEra Energy, Inc. (together with its subsidiaries, NextEra Energy) regarding future operating results and other future events, many of which, by their nature, a ...
Is NextEra (NEE) a Buy as Wall Street Analysts Look Optimistic?
ZACKS· 2024-06-05 22:31
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about NextEra Energy (NEE) . NextEra currently has an average brokerag ...
NextEra Energy (NEE) Stock Drops Despite Market Gains: Important Facts to Note
ZACKS· 2024-06-05 06:52
NextEra Energy (NEE) closed the most recent trading day at $77.15, moving -0.72% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.15% for the day. Meanwhile, the Dow experienced a rise of 0.36%, and the technology-dominated Nasdaq saw an increase of 0.17%. The the stock of parent company of Florida Power & Light Co. Has risen by 9.07% in the past month, leading the Utilities sector's gain of 2.08% and the S&P 500's gain of 3.2%. The investment community wi ...
DTE or NEE: Which Is the Better Value Stock Right Now?
ZACKS· 2024-06-04 00:46
DTE currently has a forward P/E ratio of 17.40, while NEE has a forward P/E of 23.55. We also note that DTE has a PEG ratio of 2.12. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. NEE currently has a PEG ratio of 2.93. Another notable valuation metric for DTE is its P/B ratio of 2.16. The P/B is a method of comparing a stock's market value to its book value, which is defined as to ...
NextEra Energy (NEE) Declines More Than Market: Some Information for Investors
zacks.com· 2024-05-30 06:51
文章核心观点 - 公司在最新的交易会议上收盘价为76.68美元,较前一交易日下跌1.1% [1] - 公司股价在过去一个月内上涨15.77%,领先了公用事业板块4.5%和标普500指数4.27%的涨幅 [2] - 公司即将公布的财报备受投资者关注,预计每股收益将同比增长3.41% [3] - 预计全年每股收益和收入将分别同比增长7.26%和3.26% [5] 行业分析 - 公用事业行业目前在250多个行业中排名第91位,位于前37% [11][12] - 公司估值方面,其市盈率为22.82倍,高于行业平均水平15.16倍 [9] - 公司的PEG率为2.84,高于行业平均水平2.63 [10]
NextEra Energy board declares quarterly dividend
prnewswire.com· 2024-05-24 05:18
JUNO BEACH, Fla., May 23, 2024 /PRNewswire/ -- The board of directors of NextEra Energy, Inc. (NYSE: NEE) declared a regular quarterly common stock dividend of $0.515 per share. The dividend is payable on June 17, 2024, to shareholders of record on June 3, 2024. NextEra Energy, Inc. NextEra Energy, Inc. (NYSE: NEE) is a leading clean energy company headquartered in Juno Beach, Florida. NextEra Energy owns Florida Power & Light Company, which is America's largest electric utility that sells more power than a ...