NextEra says Iowa nuclear plant restart could come as soon as the end of 2028

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Wolfe Research on Meta Platforms Inc. (META), 'we expect a beat on both top and bottom lines'

January 28, 2025 12:09 PM EST

Wolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $730.00 price target on Meta Platforms Inc. (NASDAQ: META).

The analyst comments "For Q4, we expect a beat on both top and bottom lines, largely in-line with investor expectations. For FY25, we expect $112 - $117B Total Expenses... More

Goldman Sachs on Microsoft (MSFT): 'Strong cash yields as CapEx growth slows can drive accelerating net interest income'

January 27, 2025 2:11 PM EST

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "Microsofts -19% TTM vs. NASDAQ despite its pivotal Gen-AI infrastructure cycle and the percolation of Gen-AI into the platform and application layer, coupled with EPS leverage, reaffirms conviction in our Buy rating and $500 PT. While higher COGS, and FX... More

Raymond James Reiterates Strong Buy Rating on Microsoft (MSFT)

January 27, 2025 6:59 AM EST

Raymond James analyst Andrew Marok reiterated a Strong Buy rating and $480.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "Microsoft reports F2Q25 results on Wednesday, January 29 after market close. Sentiment still leans positive on Microsoft with AI dominating conversations... More

Citi Reiterates Buy Rating on Meta Platforms Inc. (META), PT $753, 'remains our Top Pick'

January 24, 2025 12:57 PM EST

Citi analyst Ronald Josey reiterated a Buy rating and $753.00 price target on Meta Platforms Inc. (NASDAQ: META).

The analyst comments "Earlier today, CEO Zuckerberg posted that Meta plans to invest $60-$65B in CapEx in 25E to support the companys product... More

BofA Securities Reiterates Neutral Rating on NextEra Energy (NEE)

January 24, 2025 10:02 AM EST

BofA Securities analyst Ross Fowler reiterated a Neutral rating and $71.00 price target on NextEra Energy (NYSE: NEE)

The analyst comments "We maintain our Neutral rating on NextEra Energy (NEE). NEE reported Q424 adj. EPS of $0.53/share versus BofA and Street estimates of $0.51 and $0.54 per... More

Goldman Sachs on NextEra Energy (NEE): 'see current valuation on NEE as creating an attractive entry point'

January 24, 2025 9:56 AM EST

Goldman Sachs analyst Carly Davenport reiterated a Buy rating and $92.00 price target on NextEra Energy (NYSE: NEE)

The analyst comments "NextEra Energy (NEE, Buy) reported 4Q24 adjusted EPS of $0.53 vs. GS/FactSet consensus of $0.55/$0.53. NEER added roughly 3.3 GW of renewables to the backlog this quarter, bringing the total for the year to roughly 12 GW... More