NEE NextEra Energy Inc

$NEE | NEXTERA ENERGY, INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $1.24 vs. $1.20 est. ✅ ◆ Revenue: $8.09B vs. $8.47B est. ❌ ◆ Net Income: $4.775B (+95.9% YoY) ◆ Operating Income: $2.624B (+3.8% YoY) ◆ Operating Expenses: $5.510B (-1.3% YoY) ◆ H1+Q3 Operating Cash Flow: $12.322B (+23.4% YoY) Segment Performance: ◆ Florida Power & Light: $5.421B (+2.6% YoY) ◆ NextEra Energy Resources: $2.52B (-1.9% YoY) ◆ Corporate and Other: $0.153B (+33.0% YoY) Key Metrics: ◆ FPL Q3 capital expenditures were approximately $2.4B; regulatory capital employed grew ~9.2% YoY. ◆ NEER added 3.7 GW of renewables and storage to backlog in Q3 2026; total backlog now ~36.7 GW. ◆ NEER closed a DOE loan of up to $1.9B to support Duane Arnold nuclear plant restart by Q1 2029. Forward Guidance: ◆ FY2026 adjusted EPS: $3.92 to $4.02, targeting high end of range (unchanged). ◆ Adjusted EPS CAGR: 8%+ annually through 2032, same target 2032-2035, off $3.71 2025 base. ◆ FPL full-year capital investments expected to be approximately $12 billion. ◆ Dividend growth: ~10% per year through 2026 (off 2024 base); 6% per year from year-end 2026 through 2028.

$NEE as one of the project managers for the Hardening Project (years ago) - it's so good to hear them finally recognizing the department on their earnings calls made my heart squeal 🥹🥹

Project Star / $NEE $NEE — the data-center buildout is also a power-generation story. NextEra Energy Resources and Related are named developers of Project Star in Encinal, Texas: a planned $22.3B, 6.47 GW gas-power campus serving adjacent data centers. Initial generation is targeted as early as 2029, subject to permits and approvals. The headline project cost is not NEE revenue. What would you watch next: permits, power contracts, or construction milestones?

$NEE Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.24 up 9.73% YoY • Reported revenue of $8.09B up 1.56% YoY • NextEra Energy expects 2026 adjusted earnings per share of $3.92 to $4.02, targeting the high end, and expects 8%+ adjusted earnings-per-share compound annual growth through 2032, targeting the same through 2035.

$NEE ER tomorrow at open - Beatable bar: Consensus is about $1.18, and the whisper number is $1.24, so a repeat beat is plausible Beaten-down stock: Shares have drifted about 13% lower since the July report, now near $79. Expectations may be low, and good news could trigger a sharp snap-back. Growing backlog: The renewables and storage backlog grew to about 35 GW after 3.6 GW were added in Q2. Another record or near-record addition would reinforce the growth story Data center demand: Management broadened its data-center hub strategy to 30-40 hubs, with a 15-30 GW generation target by 2035. Morningstar also expects more data center contracts to be announced through the year, and Florida's FP&L reported up to 12 GW of long-term data center interest. A new contract announcement would be a major catalyst. • Regulatory tailwind: Large-load tariff expectations were raised from 6 GW to 8 GW by 2032. NEE is the most valuable utility in the world, with a mix of gas, nuclear, renewables,

$NEE: NextEra's $8M 401(k) deal had its final-approval hearing Sept 18. No claim form; participants get automatic payments if it clears. The suit alleges forfeitures were used to trim the company's own match costs. Open Class Actions.

$NEE | Snapshot 📊⚡ • Business: NextEra Energy, Inc. is a major electric power and renewable energy infrastructure provider operating Florida Power & Light Company and NextEra Energy Resources. • Financial Health & Pipeline: Backed by regulated utility growth at FPL, expanding solar, wind, and energy storage development pipelines, and stable long-term power purchase agreements. • Bias & Conviction: Bullish Macro Support Test | Moderate-High Conviction (Bouncing directly off primary channel trendline support with ask-side call flow accumulating). 🎯 Key Levels: 🐂 Bull Trigger: $78.10 / $81.00 🚀 Targets: $85.70 / $88.50 / $92.00 🛡️ Support: $75.00 / $74.50 ⚠️ Risk: $68.80 / $52.37 🔥 Volume & Flow: • 🟢 Ask-side call buying in 12/18 $80 Calls ($123.6K), 03/2027 $82.5 Calls ($67.5K) #NEE #stocks #finance #hovdid

$NEE: Oct. 20 orders closed the NextEra 401(k) case on the docket. The $8M deal stays automatic, but former participants owed under $25 get nothing, and accounts always under $5,000 get nothing. Open Class Actions.

$NEE: active vs former matters for NextEra pay. Still in the Plan? Your $8M 401(k) settlement share is deposited to your account. Left? A check is mailed instead. No form either way. Open Class Actions.

$NEE I expect Q3 to be around 4M maybe a little more. The new peptide line is running and the AI platform is rolling out. All of that adds to the revenue they already have

#SPMNOTES $NEE $78.61 / BUY AT $75.00 carries "current" SPM 87.11 tag to $150.00 in midterm Punchbowl News reporter Joshua Siegel says "The Trump admin is easing its blockade on wind projects as it looks to motivate Democrats to support the Senate’s bipartisan permitting reform bill"

$NEE Adjusted EPS came in at 1.24 dollars, up 9.7% YoY and ahead of the 1.18 dollar consensus (LSEG). That's five straight EPS beats now. Revenue was light again though, 8.09 billion dollars vs about 8.47 billion expected, up just 1.6% YoY. Same pattern as Q2. Management still guides 3.92 to 4.02 dollars for 2026, but now expects the high end of that range. Energy Resources added 3.7 GW to its backlog in the quarter, taking it to about 36.7 GW.

$NEE NextEra reports Wednesday. Zacks consensus sits at 1.18 dollars EPS on 9.05 billion dollars revenue, up 13.7% from a year ago, and that EPS estimate has been revised 2.51% higher in the last 30 days. The EPS bar is usually not the problem here. NextEra has beaten the EPS consensus four quarters in a row, and in Q2 it beat on EPS at 1.15 dollars while revenue came in light, 7.53 billion dollars vs 8.11 billion expected. KeyCorp cut its Q3 estimate to 1.23 dollars from 1.34 on Oct 12, still above consensus. Estimates are drifting up into the print, just not from the same starting point.

NextEra Energy shares could experience a 3.1% move following its October 21 earnings report, scheduled before market open, according to Bloomberg options-market data. The implied move reflects expectations for potential volatility around the results, although options have correctly predicted the magnitude of the stock’s post-earnings move in only two of the past eight quarterly announcements. In the latest report on July 24, options implied a 2.9% move, but the stock changed just 0.5%. On April 23, the expected move was also 2.9%, while shares moved 5.5%. On January 27, options projected a 3.7% move, compared with an actual 4.2% change. Historical data further highlights the uncertainty surrounding earnings-related volatility. For the October 28, 2025 report, options implied a 2.3% move, while shares fell 1.4%. On July 23, 2025, the expected move was 3.5%, versus an actual 2.5% decline. The April 23, 2025 report showed an implied 2.4% move, compared with a 0.6% drop. $NEE

$NEE | BULLISH SETUP 🐂 ⭐ Setup Quality Grade: B+ 📌 Grade Justification: • Profitability: Top 10th Percentile (32.4% net margin, $1.15 Q2 EPS beat, $3.92–$4.02 FY26 EPS guide). • Revenue Growth: Top 35th Percentile (+12.4% YoY Q2 revenue to $7.53B). • Options Flow: Selective Accumulation ($60.8K sweep on Nov $75C at ask vs $77.8K block on Sept 2027 $70 put). • Technical Setup: A- Cleanliness (Macro 1W rising trendline support retest at $75–$77 spot holding higher-low structure). • Wall St Target: +25%–30%+ Upside ($95.89–$100.33 consensus targets). 🏢 Profile: Largest renewable energy & utility giant ($187B+ market cap, 3.0% dividend yield). 📉 Setup: 1W rising channel support retest holding $76.00–$77.00 spot! 🔎 Options Flow: Nov 20 $75C (2.6% ITM) ($60.8K sweep). 🎯 Levels: • Bulls: Hold $75.00 & claim $80.00 ➡️ Targets: $84.00 / $88.50 / $95.00+. • Bears: Break under $72.00 support. #NEE #options #trading #hovdid

$NEE | Snapshot 📊⚡ • Business: NextEra Energy, Inc. is North America's largest electric power and energy infrastructure company, operating regulated utility Florida Power & Light alongside global renewable developer NextEra Energy Resources. • Overall Bias: NEUTRAL TO BULLISH• Rationale: $NEE is testing a key multi-year ascending trendline and horizontal support confluence at $75.00–$76.01. As long as this support holds on a weekly closing basis, the longer-term uptrend remains active. A reclaim of $81.27 provides confirmation for a bounce back toward volume profile targets at $85.72 and $88.38. 🎯 Key Levels: 🐂 Bull Trigger: $76.60 / $81.27 🚀 Targets: $85.72 / $88.38 / $92.30 🛡 Support: $76.01 / $75.00 ⚠️ Risk: $72.00 / $68.00 #NEE #stocks #finance #hovdid