Canadian Solar's New Contract: Canadian Solar Inc. is enhancing its presence in Australia's energy storage market with a contract to supply a 408 megawatt-hour battery system for the Tailem Bend 3 project in South Australia, set to begin operations in 2027.
Grid Stability and Renewable Energy: The battery installation will support grid stability in South Australia, which relies on renewable energy sources, by balancing supply and demand as these sources increase.
Service Agreement: Canadian Solar's e-STORAGE division will maintain the battery system under a five-year service agreement, ensuring reliable performance post-commissioning.
Investor Interest: The company's stock has seen a surge, attributed to its focus on battery storage projects, which are viewed as a significant growth opportunity alongside competitors like Tesla and NextEra Energy.
Wall Street analysts forecast NEE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NEE is 92.50 USD with a low forecast of 84.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast NEE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NEE is 92.50 USD with a low forecast of 84.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
4 Hold
0 Sell
Strong Buy
Current: 83.850
Low
84.00
Averages
92.50
High
100.00
Current: 83.850
Low
84.00
Averages
92.50
High
100.00
Morgan Stanley
NULL
to
Overweight
maintain
$95 -> $104
2026-01-21
New
Reason
Morgan Stanley
Price Target
$95 -> $104
AI Analysis
2026-01-21
New
maintain
NULL
to
Overweight
Reason
Morgan Stanley raised the firm's price target on NextEra Energy to $104 from $95 and keeps an Overweight rating on the shares. The firm is updating its Regulated & Diversified Utilities / IPPs in North America under its coverage, noting utilities underperformed the S&P's return in December, the analyst tells investors.
Jefferies
Julien Dumoulin-Smith
Hold
maintain
$85 -> $88
2025-12-31
Reason
Jefferies
Julien Dumoulin-Smith
Price Target
$85 -> $88
2025-12-31
maintain
Hold
Reason
Jefferies analyst Julien Dumoulin-Smith raised the firm's price target on NextEra Energy to $88 from $85 and keeps a Hold rating on the shares. Following deep-dive to update EPS estimates after NextEra's analyst day, the firm projects about a 9% EPS compound annual growth rate through 2032, exceeding the company's 8%-plus guidance and 7.6% consensus for 2025-2032, the analyst tells investors.
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UBS
William Appicelli
Buy
downgrade
$94 -> $91
2025-12-17
Reason
UBS
William Appicelli
Price Target
$94 -> $91
2025-12-17
downgrade
Buy
Reason
UBS analyst William Appicelli lowered the firm's price target on NextEra Energy to $91 from $94 and keeps a Buy rating on the shares.
Morgan Stanley
Overweight
to
NULL
downgrade
$97 -> $95
2025-12-16
Reason
Morgan Stanley
Price Target
$97 -> $95
2025-12-16
downgrade
Overweight
to
NULL
Reason
Morgan Stanley lowered the firm's price target on NextEra Energy to $95 from $97 and keeps an Overweight rating on the shares. Utility performance will be heavily driven by data centers and growth upside in 2026, the analyst tells investors in a year-ahead note.
About NEE
NextEra Energy, Inc. is an electric power and energy infrastructure company. It operates through its wholly owned subsidiaries, NextEra Energy Resources, LLC and NextEra Energy Transmission, LLC (collectively, NEER) and Florida Power & Light Company (FPL). Its segments include NEER and FPL. FPL segment is a rate-regulated electric utility engaged in the generation, transmission, distribution and sale of electric energy in Florida. FPL has approximately 35,052 megawatts of net generating capacity, over 91,000 circuit miles of transmission and distribution lines and 921 substations. The NEER segment owns, develops, constructs, manages and operates electric generation facilities in wholesale energy markets in the United States and Canada and includes assets and investments in other businesses with a clean energy focus, such as battery storage, natural gas pipelines, and renewable fuels. It owns, develops, constructs and operates rate-regulated transmission facilities in North America.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
