NextEra Energy, Inc. vs STMicroelectronics NV — how do they compare? NextEra Energy, Inc. trades at $85.8 (market cap $176.68B), while STMicroelectronics NV trades at $55.16 (market cap $49.31B). The key difference: NextEra Energy, Inc. is far larger — about 3.6× STMicroelectronics NV's market cap, and NextEra Energy, Inc. pays the higher dividend (2.94%). Which is the better fit depends on your goals.
| NEE | STM | |
|---|---|---|
Market Cap | $176.68B | $49.31B |
Sector | Utilities | Financials |
52-Week High | $97.88 | $79.91 |
52-Week Low | $69.77 | $21.20 |
Enterprise Value | $284.01B | $47.30B |
Dividend Yield | 2.94% | 0.66% |
Signals from Pluang's Aura AI — not financial advice
NextEra Energy (NEE) trades at $84.65, showing minimal daily movement with a 0.06% gain. The stock is in a bearish technical phase, with support at $84 and resistance at $86. Recent earnings beat expectations in Q1 and Q2 2026, while Q4 2025 missed. The company benefits from strong AI-driven power demand, highlighted by a $100 billion data center project in Kentucky announced on July 29, 2026 (Reuters).
NEE offers solid fundamentals with a 32.4% net income margin and 17.23% ROE, but faces risks from high debt levels and capital expenditures. Analysts are bullish with a $101.17 consensus price target, implying 19% upside. Key opportunities include AI infrastructure growth, while risks involve execution on large projects and interest rate sensitivity.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
Trailing returns across standard periods
Latest headlines on both assets
NextEra Energy's regulated utility, Florida Power & Light, distributes power to more than 5 million customers in Florida. FP&L contributes more than 60% of the group's operating earnings. The renewable energy segment generates and sells power throughout the United States and Canada. Consolidated generation capacity totals more than 50 gigawatts and includes natural gas, nuclear, wind, and solar assets.
Read more on NEE →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →