| Ticker | Status | Jurisdiction | Filing Date | CP Start | CP End | CP Loss | Deadline |
|---|
| Ticker | Case Name | Status | CP Start | CP End | Deadline | Settlement Amt |
|---|
| Ticker | Name | Date | Analyst Firm | Up/Down | Target ($) | Rating Change | Rating Current |
|---|
NextEra Energy Inc. (NYSE:NEE) is ready to report its fourth-quarter earnings on Friday before the market opens. Analysts expect the energy giant to report earnings per share (EPS) of 52 cents and revenues of $7.53 billion.
Despite recent setbacks—the company’s stock is down 4.31% over the past six months and 3.64% year-to-date—NextEra Energy has a lot to prove as it faces increasing competition in the renewable energy space.
JPMorgan’s Mark Strouse believes that the growth-oriented strategy of NextEra's subsidiary, Nextera Energy Partners LP (NYSE:NEP), could help stabilize its long-term outlook, despite challenges with financing and project development.
Investors should pay attention to cash flow visibility, U.S.-based manufacturing and diversified end markets when considering clean energy stocks in the current environment.
Read Also: Utilities Rebound As AI Powers Energy Demand: 3 ETFs To Watch
NextEra Energy's stock isn’t the only clean energy stock on a rocky ride lately. Brookfield Renewable Partners LP (NYSE:BEP) and Brookfield Renewable Corp (NYSE:BEPC) are two names that investors have been eyeing. JPMorgan maintains an "Overweight" rating on both. The bank has a price target of $28 for BEP and $32 for BEPC by December 2025.
Meanwhile, Enphase Energy Inc (NASDAQ:ENPH), another clean energy player, is expected to continue its growth with a price target of $91, although analysts have reduced the target from a previous $112.
But not all players are in favor—Nextera Energy Partners LP (NYSE:NEP), with its reliance on NextEra, remains a bit of a wildcard. With JPMorgan’s neutral rating and a revised price target of $20 for NEP, it's clear that the market views some caution as warranted.
In contrast, Nextracker Inc (NASDAQ:NXT), a leader in solar energy, has seen an "Overweight" rating with a target price of $58 by December 2025.
Despite these targets, NextEra's recent struggles and broader market conditions, including interest rates and potential delays in new projects, suggest that clean energy stocks may face a bumpy ride ahead.
Still, with renewable energy's long-term growth prospects and NextEra's vast footprint in solar and wind generation, there's reason to believe that the utility will continue to be a cornerstone in any clean energy-focused portfolio.
As NextEra prepares to deliver its fourth-quarter results, all eyes will be on whether the company can deliver on expectations.
Could a surprise earnings beat turn the tide for NextEra? Despite its diversified business model and massive scale in renewable energy, NextEra Energy's short-term prospects remain tied to broader market dynamics at play.
Read Next:
Image: Shutterstock
