Zacks Investment Ideas feature highlights: NextEra Energy, Meta, Amazon and Oklo

For Immediate ReleaseChicago, IL – October 24, 2025– Today, Zacks Investment Ideas feature highlights NextEra Energy NEE, Meta META, Amazon AMZN and Oklo OKLO.Is NextEra (NEE) a Must-Buy AI Energy Stock Ahead of Earnings?NextEra Energy is one of the largest electric power and energy infrastructure companies, with a growing portfolio across solar, battery storage, nuclear energy, and beyond.NEE stock doubled the S&P 500 over the past 25 years, soaring over 900%. Despite this run, NextEra Energy climbed just 10% in the past five years.Yet, there are signs of a turnaround brewing. NextEra Energy stock climbed 15% in the past month to the top of a key technical range.NextEra Energy could easily become the next breakout stock in the artificial intelligence energy trade, especially if it provides solid guidance when it reports its Q3 results on October 28.It's time for investors to consider buying NextEra Energy as a potential best-in-class AI energy stock that boasts a strong earnings and revenue growth outlook, great value, dividends (2.7% yield), and breakout potential.NEE might gain even more momentum as Wall Street takes profits on speculative nuclear energy stocks such as Oklo and other AI energy stocks that have skyrocketed over the last few years.The Bull Case for NextEra Energy StockThe renewable energy and Florida-based utility powerhouse steadily grew its earnings and raised its dividend over the past 25 years as it adapted and expanded alongside shifting energy trends in the U.S.NextEra Energy's Florida Power & Light (FPL) segment is one of the largest electric utilities in the U.S. On top of its massive utility in a key growth region of the U.S., NEE's NextEra Energy Resources division is one of the biggest electric power and energy infrastructure companies in the world.All in, NEE is one of the largest producers of wind and solar energy on the planet, a battery storage leader, and an under-the-radar nuclear energy standout. Plus, FPL "continues to operate and invest in the nation's largest gas-fired fleet."Generative AI platforms like ChatGPT use 10X the energy of an average Google search, while large data centers consume as much electricity as a mid-sized city.This backdrop is why the AI future that the hyperscalers such as Amazon and Meta are betting on is impossible without spending hundreds of billions, if not trillions of dollars, expanding energy generation capacity and the grid over the coming decades.NextEra Energy is prepared to be a long-term winner as Meta, Amazon and all the AI hyperscalers turn to nuclear and renewables to drive their AI growth. On top of that, the U.S. is slowly weaning off coal while growing the economy and using more energy than ever.Speaking of, NextEra Energy Resources added 3.2 GW to its backlog in the second quarter, including more than 1 GW serving hyperscalers. Its backlog hit nearly 30 GW, with roughly 6 GW of projects in its backlog intended to serve technology and data center customers.NEE said last quarter that it will have over 10.5 GW serving technology and data center customers across the U.S. through its operating portfolio and its expected buildout.Buy NEE Stock for Dividends, Value, and Breakout PotentialThe stock has climbed around 220% in the past decade, blowing away its highly ranked Utility-Electric Power industry's 45%, and lagging not too far behind the S&P 500's 240%. This is more impressive since NEE has climbed just 10% over the last five years while the benchmark soared 100%.The energy stock underperformed over the last five years as Wall Street grew concerned about slowing earnings and dividend growth, as well as the possibility that some of the beneficial government subsidies for renewable energy would disappear. On top of that, higher interest rates made dividend-paying utility stocks less attractive.Thankfully, NEE said last quarter that its "long-term financial expectations remain unchanged," calling for earnings per share to grow at a roughly 6% to 8% range through 2027, off a 2024 base. NextEra Energy also continues to project ~10% annual dividend per share growth through at least 2026. And the Fed is set to keep lowering interest rates.The company's dividend currently yields 2.7%. NextEra Energy is one of roughly 70 S&P 500 Dividend Aristocrats (meaning it's paid and raised dividends for at least 25 straight years). And 14 of the 23 brokerage recommendations Zacks has are "Strong Buys," with only one sell.The energy giant is projected to grow its revenue by 13% this year and 14% next year. NextEra Energy is projected to grow its adjusted earnings by 7% in 2025 and 8% in 2026, following a 10% average expansion in the past five years. NEE has also topped our bottom-line estimates for five years running.NextEra Energy held its ground above its pre-Covid selloff peaks, and its 15% charge in the past month has it on the verge of overtaking a key technical range. It's also far from overheated compared to Oklo and other AI energy stocks that have skyrocketed in 2025.NEE stock trades 11% below its all-time high, and it could easily break out if it impresses Wall Street. On the valuation front, NextEra trades at a 36% discount to its highs and in line with its 10-year median at 21.4X forward 12-month earnings.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report NextEra Energy, Inc. (NEE): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis Report Oklo Inc. (OKLO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks