NextEra Energy, Inc. (NEE) is poised for a potential breakout as it approaches its Q4 earnings release on January 27, 2026, trading 10% below its 2021 highs. The company, which boasts a market cap of $174 billion, has seen its stock soar by 1,050% over the past 25 years, significantly outperforming the S&P 500’s 450% increase during the same period.
NextEra is a leader in renewable energy, focusing on solar, battery storage, and nuclear initiatives. Recently, the company announced agreements with Google to enhance U.S. nuclear energy capabilities, with plans to add 15 gigawatts of new power generation by 2035. Electricity demand is anticipated to rise by approximately 25% by 2030, driven by AI and electrification trends.
Despite underperforming in recent years, NextEra expects revenue growth of 12% in 2025 and 16% in 2026, contributing to an 8% boost in adjusted earnings for both years. The company’s earnings revisions are solidifying its position as a strong investment, currently earning a Zacks Rank of #2 (Buy).
