NEE

NextEra Energy, Inc.

2026-01-16 03:23 PM

+1.90%

NextEra Energy extends rally on Barclays positive forecast, AI power demand theme

Barclays issued a positive forecast for NextEra Energy on January 15, adding to recent analyst attention. The stock continues to benefit from the narrative that AI data center power demands will drive growth for nuclear and renewable energy producers, with NextEra highlighted alongside Constellation Energy as a key beneficiary.

Analysis

This marks the fifth consecutive day of gains for NEE, continuing a rally that began with UBS reaffirming coverage earlier in the week. The stock is outperforming its utility sector peers by over 2.5 percentage points today, suggesting stock-specific catalysts rather than broad sector strength. While Jefferies trimmed its price target slightly to $87, the overall analyst sentiment remains constructive, and the AI-power demand thesis provides a longer-term tailwind.

Sources

Date: 2026-01-16

Price: $83.75

Type: Stock Specific

Confidence: medium