Green Energy Demand Accelerates Globally
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NEE?
Source: Fool
- NextEra Growth: As of March 30, NextEra Energy boasts a market capitalization of $191 billion, with an anticipated 8.2% earnings-per-share growth in 2025, aiming to maintain this rate through at least 2032, highlighting its robust potential in the renewable energy sector.
- Stable Stock Performance: NextEra's stock exhibits lower volatility than the overall market, with a beta of 0.75; despite a trailing P/E ratio exceeding 27, its long-term revenue visibility and attractive 2.73% dividend yield justify the premium valuation.
- Brookfield's Impressive Growth: Brookfield Renewable Partners reported $1.3 billion in funds from operations in 2025, reflecting a 10% year-over-year increase, alongside a 5% rise in distributions, underscoring its ongoing growth in the green energy space.
- Acquisitions and Financing: In January 2026, Brookfield issued C$500 million in green bonds and announced an agreement to acquire Boralex with investment group La Caisse, further enhancing its investment in renewable energy projects aligned with the United Nations' Sustainable Development Goals.
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Analyst Views on NEE
Wall Street analysts forecast NEE stock price to fall
16 Analyst Rating
12 Buy
4 Hold
0 Sell
Strong Buy
Current: 92.850
Low
84.00
Averages
92.50
High
100.00
Current: 92.850
Low
84.00
Averages
92.50
High
100.00
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.
NextEra and Brookfield Lead the Green Energy Movement
- Growth Expectations: NextEra Energy anticipates an annual growth rate of at least 8% through the early 2030s, demonstrating its strong development potential in the green energy sector, particularly as electricity demand continues to rise, solidifying its market leadership.
- Financial Performance: In 2025, NextEra reported an 8.2% increase in earnings per share and added 13.5 gigawatts to its backlog last year, indicating its ongoing investment and expansion capabilities in renewable energy, which further enhances its long-term revenue visibility.
- Acquisition Plans: Brookfield Renewable announced its acquisition of Canadian independent renewable energy company Boralex and issued C$500 million in green bonds in 2026, which is expected to accelerate its growth and support sustainable development goals, showcasing its proactive positioning in green investments.
- Shareholder Returns: Brookfield's annual dividend stands at $1.57 per share, with both classes of stock rising over 40% in the past 12 months, which not only attracts investor interest but also reflects its strong total return potential, further solidifying its competitive advantage in the green energy market.
See More
Green Energy Demand Accelerates Globally
- NextEra Growth: As of March 30, NextEra Energy boasts a market capitalization of $191 billion, with an anticipated 8.2% earnings-per-share growth in 2025, aiming to maintain this rate through at least 2032, highlighting its robust potential in the renewable energy sector.
- Stable Stock Performance: NextEra's stock exhibits lower volatility than the overall market, with a beta of 0.75; despite a trailing P/E ratio exceeding 27, its long-term revenue visibility and attractive 2.73% dividend yield justify the premium valuation.
- Brookfield's Impressive Growth: Brookfield Renewable Partners reported $1.3 billion in funds from operations in 2025, reflecting a 10% year-over-year increase, alongside a 5% rise in distributions, underscoring its ongoing growth in the green energy space.
- Acquisitions and Financing: In January 2026, Brookfield issued C$500 million in green bonds and announced an agreement to acquire Boralex with investment group La Caisse, further enhancing its investment in renewable energy projects aligned with the United Nations' Sustainable Development Goals.
See More
Analysis of U.S. Energy Companies Amidst Volatility
- Enterprise Products Overview: Enterprise Products Partners operates over 50,000 miles of pipeline across 27 states, generating nearly $13.8 billion in revenue and close to $1.7 billion in net income in the latest quarter, showcasing its stable profitability and a dividend yield of 5.6%.
- Diverse Revenue Structure: As a vertically integrated operator, Enterprise ensures diversified income streams through various fee structures, effectively mitigating client sector volatility and providing consistent high-yield distributions to shareholders.
- NextEra Energy Overview: NextEra Energy combines traditional electricity with renewable sources, holding stakes in eight nuclear reactors, with the Duane Arnold reactor in Iowa set to restart in 2029 to supply power for Google's AI data centers.
- Stable Financial Performance: Over the past three years, NextEra has steadily increased revenue, achieving net margins between 26% and 32%, and raised its dividend by 10% to $0.62 per share in February 2023, currently yielding 2.7%.
See More
Nuclear Renaissance: Geopolitical Tensions Drive Investment
- Surge in Nuclear Demand: The closure of the Strait of Hormuz by Iran amid escalating Middle Eastern tensions has led to rising global oil and gas prices, prompting countries to pivot towards nuclear energy for greater energy independence.
- Global Nuclear Construction: According to the World Nuclear Association, there are currently 75 nuclear reactors under construction worldwide, with another 120 planned, indicating a strong commitment from nations to expand nuclear capacity over the coming decades.
- NextEra Energy's Strategy: As a major nuclear operator in the U.S., NextEra operates seven reactors across four plants and plans to add another by 2029, positioning itself as a prime investment opportunity in the nuclear renaissance.
- Partnership with Google: NextEra has partnered with Alphabet, Google's parent company, to supply electricity from the Duane Arnold Energy Center for 25 years, further advancing nuclear project development and highlighting the significance of nuclear energy in future power production.
See More
Closure of Strait of Hormuz Accelerates Nuclear Energy Shift
- Nuclear Energy Outlook: The closure of the Strait of Hormuz is accelerating global demand for nuclear energy, with 120 reactors planned for construction over the next few decades, indicating strong investment interest from various countries.
- NextEra Energy Performance: As a major nuclear operator in the U.S., NextEra Energy operates seven reactors and is set to add another by 2029, currently generating 6 gigawatts of nuclear power, showcasing its robust growth potential in the nuclear sector.
- Partnership with Alphabet: NextEra's agreement with Alphabet will allow Google to purchase electricity from the resuscitated Duane Arnold Energy Center for the next 25 years, further solidifying NextEra's position in the nuclear market and driving future expansion plans.
- Stable Dividend Yield: With a current dividend yield of 2.54% and a history of 32 consecutive years of dividend increases, NextEra demonstrates financial health, and in light of escalating geopolitical tensions, nuclear investments are expected to become a long-term income opportunity.
See More
A Guide for Managing Market Uncertainty in Q2 2026
Investment Strategies: Investors often choose between aggressive growth strategies or waiting for better market conditions, each carrying its own risks, such as potential losses or missing out on gains during market recoveries.
Johnson & Johnson's Performance: Johnson & Johnson has shifted focus towards innovation in its consumer products division, showing solid year-over-year revenue growth and maintaining strong earnings despite market challenges.
NextEra Energy's Stability: NextEra Energy is recognized for its steady performance in the clean energy sector, balancing growth with predictable cash flow, which appeals to long-term investors seeking stability.
Microsoft's Growth Potential: Microsoft is positioned as a strong investment due to its Azure cloud platform driving significant revenue growth, while maintaining financial stability and funding its expansion without risking shareholder dilution.
See More
NextEra and Brookfield Lead the Green Energy Movement
- Growth Expectations: NextEra Energy anticipates an annual growth rate of at least 8% through the early 2030s, demonstrating its strong development potential in the green energy sector, particularly as electricity demand continues to rise, solidifying its market leadership.
- Financial Performance: In 2025, NextEra reported an 8.2% increase in earnings per share and added 13.5 gigawatts to its backlog last year, indicating its ongoing investment and expansion capabilities in renewable energy, which further enhances its long-term revenue visibility.
- Acquisition Plans: Brookfield Renewable announced its acquisition of Canadian independent renewable energy company Boralex and issued C$500 million in green bonds in 2026, which is expected to accelerate its growth and support sustainable development goals, showcasing its proactive positioning in green investments.
- Shareholder Returns: Brookfield's annual dividend stands at $1.57 per share, with both classes of stock rising over 40% in the past 12 months, which not only attracts investor interest but also reflects its strong total return potential, further solidifying its competitive advantage in the green energy market.
See More
Green Energy Demand Accelerates Globally
- NextEra Growth: As of March 30, NextEra Energy boasts a market capitalization of $191 billion, with an anticipated 8.2% earnings-per-share growth in 2025, aiming to maintain this rate through at least 2032, highlighting its robust potential in the renewable energy sector.
- Stable Stock Performance: NextEra's stock exhibits lower volatility than the overall market, with a beta of 0.75; despite a trailing P/E ratio exceeding 27, its long-term revenue visibility and attractive 2.73% dividend yield justify the premium valuation.
- Brookfield's Impressive Growth: Brookfield Renewable Partners reported $1.3 billion in funds from operations in 2025, reflecting a 10% year-over-year increase, alongside a 5% rise in distributions, underscoring its ongoing growth in the green energy space.
- Acquisitions and Financing: In January 2026, Brookfield issued C$500 million in green bonds and announced an agreement to acquire Boralex with investment group La Caisse, further enhancing its investment in renewable energy projects aligned with the United Nations' Sustainable Development Goals.
See More
Analysis of U.S. Energy Companies Amidst Volatility
- Enterprise Products Overview: Enterprise Products Partners operates over 50,000 miles of pipeline across 27 states, generating nearly $13.8 billion in revenue and close to $1.7 billion in net income in the latest quarter, showcasing its stable profitability and a dividend yield of 5.6%.
- Diverse Revenue Structure: As a vertically integrated operator, Enterprise ensures diversified income streams through various fee structures, effectively mitigating client sector volatility and providing consistent high-yield distributions to shareholders.
- NextEra Energy Overview: NextEra Energy combines traditional electricity with renewable sources, holding stakes in eight nuclear reactors, with the Duane Arnold reactor in Iowa set to restart in 2029 to supply power for Google's AI data centers.
- Stable Financial Performance: Over the past three years, NextEra has steadily increased revenue, achieving net margins between 26% and 32%, and raised its dividend by 10% to $0.62 per share in February 2023, currently yielding 2.7%.
See More
Nuclear Renaissance: Geopolitical Tensions Drive Investment
- Surge in Nuclear Demand: The closure of the Strait of Hormuz by Iran amid escalating Middle Eastern tensions has led to rising global oil and gas prices, prompting countries to pivot towards nuclear energy for greater energy independence.
- Global Nuclear Construction: According to the World Nuclear Association, there are currently 75 nuclear reactors under construction worldwide, with another 120 planned, indicating a strong commitment from nations to expand nuclear capacity over the coming decades.
- NextEra Energy's Strategy: As a major nuclear operator in the U.S., NextEra operates seven reactors across four plants and plans to add another by 2029, positioning itself as a prime investment opportunity in the nuclear renaissance.
- Partnership with Google: NextEra has partnered with Alphabet, Google's parent company, to supply electricity from the Duane Arnold Energy Center for 25 years, further advancing nuclear project development and highlighting the significance of nuclear energy in future power production.
See More
Closure of Strait of Hormuz Accelerates Nuclear Energy Shift
- Nuclear Energy Outlook: The closure of the Strait of Hormuz is accelerating global demand for nuclear energy, with 120 reactors planned for construction over the next few decades, indicating strong investment interest from various countries.
- NextEra Energy Performance: As a major nuclear operator in the U.S., NextEra Energy operates seven reactors and is set to add another by 2029, currently generating 6 gigawatts of nuclear power, showcasing its robust growth potential in the nuclear sector.
- Partnership with Alphabet: NextEra's agreement with Alphabet will allow Google to purchase electricity from the resuscitated Duane Arnold Energy Center for the next 25 years, further solidifying NextEra's position in the nuclear market and driving future expansion plans.
- Stable Dividend Yield: With a current dividend yield of 2.54% and a history of 32 consecutive years of dividend increases, NextEra demonstrates financial health, and in light of escalating geopolitical tensions, nuclear investments are expected to become a long-term income opportunity.
See More
A Guide for Managing Market Uncertainty in Q2 2026
Investment Strategies: Investors often choose between aggressive growth strategies or waiting for better market conditions, each carrying its own risks, such as potential losses or missing out on gains during market recoveries.
Johnson & Johnson's Performance: Johnson & Johnson has shifted focus towards innovation in its consumer products division, showing solid year-over-year revenue growth and maintaining strong earnings despite market challenges.
NextEra Energy's Stability: NextEra Energy is recognized for its steady performance in the clean energy sector, balancing growth with predictable cash flow, which appeals to long-term investors seeking stability.
Microsoft's Growth Potential: Microsoft is positioned as a strong investment due to its Azure cloud platform driving significant revenue growth, while maintaining financial stability and funding its expansion without risking shareholder dilution.
See More
