Bernstein·2026-11-04SectorOutperform$108Americas Energy & Transition: Americas Power and Energy Transition: A PPA Deal Tracker, What's binding, What's in development? (Oct Nov 2026 Ed.)Disclosed power demand: PPA trackerNov-2026Binding capacity: PPA trackerNov-2026
Bernstein·2026-10-02SectorOutperform$108Americas Energy & Transition: Americas Power and Energy Transition: Dear PJM, It's not you..oh wait-it IS you!
Bernstein·2026-09-28SectorOutperform$108Americas Power and Energy Transition: A PPA Deal Tracker, What's binding, What's in development? (Sep 2026 Ed.)
Bernstein·2026-07-24CompanyOutperform$107 → $108▲NextEra Energy Inc (NEE.US) NextEra Energy (NEE) Q2 26: Firing on all cylinders - large load tariffs at FPL, strong origination at NEER
Morgan Stanley·2026-05-19CompanyOverweight$107 → $115▲NextEra Energy Inc (NEE.US) Dominion Merger: Adds Scale and Expands Data Center Growth Opportunities
Bernstein·2026-10-06SectorOutperform$108Americas Power & Energy Transition: How much power will the US need-our power demand forecast through 2030
Bernstein·2026-09-21ThematicOutperform$108Americas Power & Energy Transition: Beyond the cheapest MWh-a note on levelized cost metrics
Bernstein·2026-08-21ThematicBernstein Energy & Power: Loss, not change, is what we're actually afraid of...