Morgan Stanley cuts target to USD 110 for NextEra Energy stock

Published on 10/19/2026 at 09:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NextEra Energy stock costs EUR 70.86 on October 19, 2026, against USD 166.5 billion market value. Results arrive October 21 before open.

Earnings and valuation

Morgan Stanley cut its target from USD 111.00 to USD 110.00 on October 14, 2026.
Second-quarter revenue reached USD 7.53 billion, up 12.40 percent year over year.
NextEra Energy stock trades at EUR 70.86 at 9:05 a.m. CEST at Lang & Schwarz on October 19, 2026.
Third-quarter results are scheduled for October 21, 2026.

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NextEra Energy (ISIN US65339F1012) faces a lower analyst target ahead of its October 21 results release. Markets Insider reported on October 14, 2026 that Morgan Stanley cut its target for NextEra Energy from USD 111.00 to USD 110.00 while retaining an Overweight rating.

Target cut meets earnings countdown

The USD 1.00 reduction amounts to a 0.90 percent cut and reflects the rate and valuation pressures cited in the analyst note. The new target remains above the latest US quote of USD 79.80 from October 16, 2026, while the euro reference price is EUR 70.86 at Lang & Schwarz on October 19, 2026.

NextEra Energy will publish third-quarter 2026 results before the New York Stock Exchange opens on October 21, 2026, followed by a management webcast at 9:00 a.m. ET. The company announced the schedule on October 7, 2026, in an NextEra Energy release.

What does the target cut mean?

The immediate issue is whether the upcoming figures can support the growth profile behind the valuation. For the second quarter of 2026, MarketBeat reported adjusted earnings per share of USD 1.15, above the USD 1.11 consensus, while revenue rose 12.40 percent year over year to USD 7.53 billion. The same report cited full-year 2026 adjusted earnings guidance of USD 3.92 to USD 4.02 per share.

Three dated signals for NEE

On July 24, 2026, NextEra Energy reported second-quarter adjusted earnings per share of USD 1.15 against a USD 1.11 consensus, according to MarketBeat. On October 7, 2026, the company set October 21, 2026 as the release date for third-quarter results through its investor release. On October 14, 2026, Morgan Stanley lowered its target from USD 111.00 to USD 110.00, as reported by Markets Insider.

Next dates for investors

The next scheduled date is October 21, 2026, when NextEra Energy will publish third-quarter results before the market opens and host its webcast at 9:00 a.m. ET. The figures will show whether second-quarter revenue growth of 12.40 percent and the USD 3.92 to USD 4.02 full-year adjusted earnings range remain credible reference points.

Price and market value

NextEra Energy stock was trading at EUR 70.86 at Lang & Schwarz on October 19, 2026 at 9:05 a.m. CEST. Its US market capitalization was USD 166.5 billion as of October 16, 2026.

The further course of trading is shown by the continuously updated real-time quote of NextEra Energy stock.