NEXTERA ENERGY WKN: A1CZ4H ISIN: US65339F1012 Kürzel: NEE Forum: Aktien Thema: Hauptdiskussion

Shares of Florida utility giant and renewable power developer NextEra Energy (NEE -5.50%) fell 5.5% on Tuesday. Although utilities are supposed to be a stable and somewhat "boring" sector, they have been anything but over the past year. In NextEra's case, the stock swooned last year as long-term interest rates rose, but it recovered in early 2024 as the hypergrowth of artificial intelligence (AI) data centers spurred hope for outsized growth in electricity demand. However, at today's Investor Day event, NextEra's mid-term guidance out to 2027 may have underwhelmed those hoping for a bigger AI tailwind. While the guidance over the next few years marks an acceleration over the 2024 growth rate, it apparently wasn't enough to satisfy the hopes of investors. Over the past 10 years, NextEra's adjusted (non-GAAP) EPS growth averaged 9.8%. So, this forecast marks a bit of a deceleration. NextEra's stock had recovered some 30% in 2024, largely on the narrative that AI data centers, the onshoring of U.S. manufacturing, and the electrification of transportation would require a big step-change in demand for electricity going forward. NextEra actually confirmed that expected increase in demand, forecasting a 38% increase in electricity demand in the U.S. between 2020 and 2040. That might not sound like much over the course of 20 years, but it's actually a huge step up from the mere 9% increase in demand from 2000 to 2020. However, building all of that new power will also be expensive, especially as higher interest rates make those build-outs less affordable and therefore limit the ability to grow profits. NextEra forecasts spending between $53 billion and $59 billion cumulatively, on a net basis, on capital expenditures over the next four years. That averages out to about $14 billion per year, up from $9.3 billion last year. NextEra is best-in-class but not exactly cheap NextEra has become known as a great electric utility operator in Florida, a state with lots of growth. In addition, it has gotten kudos from investors for its leadership in renewable-energy development throughout the U.S. However, at the share price of $76.97 to start the day, NextEra's stock was still trading at 18.8 times the 2027 EPS forecast at the midpoint. With interest rates higher now than they have been in the past, that multiple may have been a bit too high for investors with bigger growth expectations.

Nein. Da braucht es mehrere Züge.

Und hier noch: NextEra Energy ( NEE ) erwartet für 2024 weiterhin einen bereinigten Gewinn von 3,23 bis 3,43 US-Dollar pro Aktie. Von Capital IQ befragte Analysten erwarten 3,41 US-Dollar. Die Aktie fiel um 6,1 %. https://www.nasdaq.com/articles/energy-sector-update-06-11-2024-obe-vist-slb-nee

Die Erwartungen wurden etwas pessimistischer angegeben, als von den Analysten erwartet, mehr nicht: "Shares of NextEra Energy were on the decline after the energy company guided for 2027 adjusted earnings per share that was lower than analysts' estimates. The stock fell 6.8% to $71.77 on Tuesday, putting it on track for its lowest close in about a month. Despite the intraday decline, shares remain up 18% year to date. NextEra reaffirmed its adjusted EPS outlook through 2026 and guided for 2027 adjusted EPS between $3.85 and $4.32 a share. Wall Street analysts polled by FactSet expected $4.35 a share. NextEra's stock has been trending downward six of the seven past trading days. The company on Friday announced a five-year joint development agreement to accelerate solar generation and energy storage projects with Entergy. Shares for electric power company Entergy are down nearly 3% in recent days".

Hört sich doch super an! Denke der Kurs erholt sich morgen wieder wenn es weiter fallen sollte wird der Sparplan wieder aktiviert 😂

NextEra Energy erwartet bis Ende 2027 eine kombinierte Kapazität von 81 Gigawatt (GW) an erneuerbaren Energien und Speicherkapazität und setzt dabei auf die steigende Nachfrage in den USA. Das Unternehmen, zu dem der Geschäftsbereich für erneuerbare Energien NextEra Energy Resources und der regulierte Stromversorger Florida Power & Light gehören, sagte auf seiner Investorenkonferenz, dass es von 2024 bis 2027 12 Milliarden Dollar in Solarenergie und 1,5 Milliarden Dollar in Batteriespeicher investieren will.

(MT Newswires) -- Charles E. Sieving, Executive Vice President, Chief Legal, Environmental and Federal Regulatory Affairs Officer, verkaufte am 31. Mai 2024 51.723 Aktien von Nextera Energy (NEE) für 4.062.600 $. Nach der Einreichung des Formulars 4 bei der SEC hat Sieving die Kontrolle über insgesamt 207.533 Aktien des Unternehmens, wobei 197.692 Aktien direkt und 9.841 indirekt kontrolliert werden.

Heute war Investor Day bei NextEra. Muss irgendwas damit zu tun haben.

Hab nur das gefunden: https://www.benzinga.com/insights/options/24/06/39274162/nextera-energy-unusual-options-activity-for-june-11

Oder wegen anstehender Dividende ?

Was ist los heute kann einer was sagen finde nichts

Da zum Zoomen des Bereichs: https://ibb.co/nQKTj8V Wir haben oberhalb geschlossen, nächsten Kerzen entscheiden. Wenn wir da jetzt drüber wollen, dann mMn. nur impulsartig (müssen aus den BB ausbrechen). Juni kommen divis, das wird im Kurs (auch wenn nur Kurz) Abschlag geben.

Oberere Grenze dürfte doch nach Kursverlauf durchbrochen sein oder?

Womöglich läuft NEE in einem Zug direkt zum ath

Da mein alter Link nicht mehr funktioniert, hier ein aktueller: https://www.tradingview.com/x/v9OiFVVg/

https://ibb.co/BTx4TXQ