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Reading: Morgan Stanley Lifts NextEra (NEE) Goal as Utility Expectations Reset
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Money

Morgan Stanley Lifts NextEra (NEE) Goal as Utility Expectations Reset

Madisony
Last updated: January 28, 2026 7:28 am
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Morgan Stanley Lifts NextEra (NEE) Goal as Utility Expectations Reset
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NextEra Vitality, Inc. (NYSE:NEE) is included among the many 12 Most Worthwhile Dividend Shares to Purchase in 2026.

Morgan Stanley Lifts NextEra (NEE) Goal as Utility Expectations Reset

On January 21, Morgan Stanley raised its worth goal on NextEra Vitality, Inc. (NYSE:NEE) to $104 from $95 and stored an Obese ranking. The agency mentioned the transfer comes because it refreshes its view on regulated and diversified utilities and impartial energy producers throughout North America. Utilities lagged the S&P 500 in December, the analyst famous, which has reset expectations throughout the group.

The inventory additionally picked up help from different analysts as nicely. In a January 20 report revealed by CNBC, Sean Russo of Ritholtz Wealth Administration pointed to a number of strengths in NextEra’s enterprise.

Russo mentioned the corporate’s long-standing push into clear power continues to repay. Florida Energy & Gentle has locked in a multiyear regulatory plan beginning in 2026, with an allowed return on fairness of about 11%. That settlement provides traders clearer visibility into regulated money flows whereas nonetheless leaving room to maintain investing in photo voltaic and battery initiatives.

He additional mentioned that on the similar time, NextEra Vitality Assets is including momentum on the expansion aspect. The unit has signed massive renewable and storage offers with main expertise corporations, together with Alphabet and Meta. The corporate expects roughly 15 gigawatts of incremental energy demand tied to AI clients by 2035.

NextEra Vitality, Inc. (NYSE:NEE) is an electrical energy and power infrastructure firm. Its operations run by way of Florida Energy & Gentle and its power sources and transmission companies, which collectively type the core of its regulated and renewable platforms.

Whereas we acknowledge the potential of NEE as an funding, we imagine sure AI shares supply better upside potential and carry much less draw back danger. In case you’re on the lookout for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.

READ NEXT: Dividend Contenders Listing: High 20 Shares and 15 Finest Excessive Yield Shares To Purchase.

Disclosure: None.

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