NextEra Energy: On The Verge Of A New Era Of Growth


  • NextEra Energy is positioned to benefit from AI, electrification, and reshoring trends in the United States.
  • Lower than expected fiscal 2027 EPS guidance led to a share price drop, but the long-term growth potential remains strong.
  • NEE outlined its advantages and positioning in its annual investor conference presentation.
  • The company’s scale, experience, and technological capabilities make it a solid investment for long-term shareholders.

Wind Turbines and Solar Panels


Investment Thesis

We might be coming upon a new era of power generation in the United States, driven by artificial intelligence (AI), electrification, and reshoring. I believe that AI will deliver winning businesses and stocks for years to come, but the winners will come

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NEE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I do not intend to add to my position in NextEra within the next 72 hours. I may do so at a later date if the price is right.

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