Trump considers halting another $12B in clean energy funding, according to Semafor.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 07 2025
0mins
Funding Cancellation Consideration: The White House is contemplating an additional $12 billion in funding cuts for clean energy projects, building on previous announcements, which could intensify the Trump administration's stance against clean energy initiatives.
Impact on Clean Energy Companies: The potential funding cuts could affect various publicly traded companies in the clean energy sector, including major players like GE Vernova, NextEra Energy, and First Solar, among others.
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Analyst Views on NEE
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
12 Buy
4 Hold
0 Sell
Strong Buy
Current: 88.180
Low
84.00
Averages
92.50
High
100.00
Current: 88.180
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 Energy Reports Strong 2025 Earnings Growth Amid Rising Energy Demand
- Strong Financial Performance: NextEra Energy's adjusted earnings per share rose 8.2% in 2025, exceeding the upper end of guidance, reflecting the company's robust profitability amid surging energy demand.
- Florida Power Growth: Florida Power & Light's net income surpassed $5 billion, growing over 10% due to $8.9 billion in capital investments, supporting the state's rapidly growing economy and solar initiatives.
- Renewable Energy Expansion: The company added 3.6 gigawatts of renewable energy projects in the last three months, driving 13% earnings growth, demonstrating its adaptability to the strong demand from data center developers.
- Future Growth Outlook: NextEra expects earnings per share to grow to $3.92 to $4.02 in 2026, with plans to increase dividends by 6% annually from 2026 to 2028, showcasing strong long-term growth potential.
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NextEra Energy Fuels Data Center Growth
- Surge in Power Demand: U.S. electricity demand is projected to grow by 58% over the next 20 years, six times faster than the previous decade, indicating a substantial need for power driven by data centers, positioning NextEra Energy, the largest utility in the U.S., to benefit significantly from this trend.
- Strategic Partnership Agreements: NextEra Energy signed 11 new power purchase agreements totaling 2.5 gigawatts (GW) with Meta Platforms, alongside developing several solar projects to meet Meta's power needs, further solidifying its position in the data center market.
- Nuclear Energy Collaboration: The strategic partnership with Google includes restarting a dormant 615-megawatt (MW) nuclear power plant and exploring additional nuclear capacity for AI data centers, enhancing NextEra's energy supply capabilities and laying the groundwork for future technological collaborations.
- Carbon Capture Projects: NextEra is partnering with ExxonMobil to develop a 1.2 GW power plant that combines gas generation with carbon capture technology, which could serve as the foundation for multiple gas-powered data center projects in the future, further promoting the application of clean energy.
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