5 Best Infrastructure Stocks to Buy with Highest Upside Potential

4. NextEra Energy, Inc. (NYSE:NEE)

On April 24, 2026, BTIG analyst Alex Kania raised his price target on NextEra Energy, Inc. (NYSE:NEE) to $112 from $103 and maintained a Buy rating. The firm said the company’s first-quarter results topped expectations, but the bigger takeaway was that NextEra remains one of the best-positioned utilities to benefit from rising electricity demand tied to large-load customers. BTIG noted that the data center backlog at NextEra Energy Resources expanded, its renewable development pipeline grew by a record amount in the quarter, and opportunities to extract more value from its existing portfolio are becoming clearer.

Wells Fargo also raised its price target on NextEra Energy, Inc. (NYSE:NEE) to $102 from $99 while maintaining an Overweight rating following quarterly results. The firm said long-term thematic tailwinds continue to drive the story, even if the earnings impact will take longer to fully materialize. Wells added that the quarter included several constructive long-term signals and does not alter its bullish thesis.

On April 23, 2026, NextEra reported adjusted EPS of $1.04, beating consensus estimates of 97 cents, while revenue of $6.70 billion came in below expectations of $7.27 billion. CEO John Ketchum said the company is off to a strong start to the year, with adjusted EPS rising 10% year over year. He said rising electricity demand continues to support strong performance across Florida Power & Light and NextEra Energy Resources, adding that the company’s national footprint, broad energy infrastructure capabilities, and long-term contracted business model position it well for growing power demand. NextEra reaffirmed its fiscal 2026 adjusted EPS guidance of $3.93 to $4.02, compared with consensus estimates of $4.01.

NextEra Energy, Inc. (NYSE:NEE) generates, stores, transmits, distributes, and sells electricity across North America.