NextEra Energy Inc is projected to report Q3 2026 revenue of $8.98 billion and EPS of $1.19, with the current stock price of $79.80 trading well below the $99.70 average analyst price target.
Investors are primarily focused on the volume of new renewable energy and storage backlog additions at NextEra Energy Resources (NEER), which is seeing a massive surge in project originations due to AI data center power demand. Recent developments include a landmark 25-year nuclear power agreement with Google and the launch of the $22 billion Project Star energy campus in Texas.
Management is expected to highlight robust customer growth at Florida Power & Light and provide updates on its long-term capital investment plan as the company targets the high end of its full-year 2026 adjusted earnings guidance.