NEW YORK, Feb 1, 2026, 16:54 EST — Market closed.
Shares of NextEra Energy Inc slipped 0.32% on Friday, finishing at $87.90 after moving within a range of $86.17 to $88.30. The stock still managed to close the week about 2.8% higher, helped by a near 2% jump on Tuesday. (MarketScreener)
This will be crucial on Monday since utilities tend to react to changes in interest-rate forecasts. When Treasury yields climb, the sector’s appeal as a dividend play weakens, and financing big capital projects gets pricier.
NextEra is stuck in the middle of this tug-of-war. Though it’s fundamentally a rate-regulated utility, investors focus on its renewables division and the drive to supply data centers, treating it more like a growth stock.
NextEra outpaced Wall Street’s fourth-quarter adjusted profit forecasts on Tuesday and stuck to its 2026 adjusted earnings targets. The company also disclosed it’s deep into talks to provide an additional 9 gigawatts to data centers and may ramp up nuclear capacity by about 6 gigawatts at current sites, with potential new locations in the mix. In Florida alone, around 20 gigawatts of data-center demand is queued up to hook into its grid. Its renewables arm pushed its project backlog to roughly 30 gigawatts. (Reuters)
“NextEra Energy delivered strong operational and financial results in 2025, with full-year adjusted earnings per share climbing more than 8% versus 2024,” CEO John Ketchum said in a company statement.
Adjusted earnings are a company-specific measure that leaves out certain items driving quarter-to-quarter swings. Meanwhile, a project backlog is the total of contracted projects still awaiting construction and commissioning.
NextEra fell Friday, weighed down more by sector rotation than company news. The S&P 500 lost 0.43%, as utilities posted uneven results — Duke Energy gained 0.38%, but Dominion Energy dropped 1.08%, according to MarketWatch data. (MarketWatch)
Bond markets appear poised to take the lead in early trades this week. Treasury yields fell toward the end of last week as investors stayed cautious ahead of fresh U.S. jobs figures, which have the potential to shake up rate forecasts quickly. (CaixaBank Research)
NextEra investors are navigating a crowded data-center market. Any slowdown in contract signings or delays in construction could shake confidence in demand growth outpacing higher financing costs. Nuclear projects, in particular, come with lengthy timelines and permitting hurdles.
Friday at 8:30 a.m. ET brings the U.S. January jobs report, a key trigger for the market’s next big move. Investors are focused on how the numbers might push yields and what that means for NextEra’s valuation. (Bureau of Labor Statistics)
