Morgan Stanley Maintains An Overweight Rating On NextEra Energy, Inc. (NEE)

NextEra Energy, Inc. (NYSE:NEE) is among 10 Best Performing Electrical Infrastructure Stocks in 2025. 

Recently, on December 16, 2025, TheFly reported that Morgan Stanley lowered its price goal for NextEra Energy, Inc. (NYSE:NEE) from $97 to $95 and retained an Overweight rating. The change was included in the company’s utilities outlook for the upcoming year. The analyst projects that data center-related demand would have a significant impact on utility performance, with more growth upside anticipated for 2026.

The Fly reported on December 10, 2025, that BMO Capital had reduced its price goal for NextEra Energy, Inc. (NYSE:NEE) from $90 to $89. It continued to receive an Outperform grade.

As per BMO, the modification features a sum-of-parts valuation approach, revised mark-to-market assumptions, and a rollover of the firm’s base valuation year to 2028. NextEra Energy, Inc. (NYSE:NEE) is anticipated to grow its earnings per share at a compound annual growth rate of 8% or higher through 2035, according to management commentary from the company’s Analyst Day, which BMO also cited.

A deal was also made this month. On December 8, Bloomberg announced that the infrastructure division of NextEra Energy, Inc. (NYSE:NEE) had reached an agreement to purchase closely held Symmetry Energy Solutions for an undisclosed amount. The goal is to increase its natural gas capacity in the US and assist in supplying the growing need for AI power, as per Bloomberg.

NextEra Energy, Inc. (NYSE:NEE)’s regulated utility, Florida Power & Light, is Florida’s biggest rate-regulated utility.

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