Why This NextEra Energy Analyst Is No Longer Bullish
Why This NextEra Energy Analyst Is No Longer Bullish
NextEra Energy Partners LP (NYSE:NEP) shares tanked in early trading on Monday.
NextEra Energy Partners LP (纽交所:NEP)的股票在周一早间交易中大跌。
The company has a "challenging road ahead," with "insufficient growth from wind repowering and the looming ~$3.7B CEPF liabilities post-2026," according to RBC Capital Markets.
据RBC资本市场称，该公司面临着“具有挑战性的未来道路”，“来自风电再生和在2026年后出现的约37亿美元的CEPF负债的增长不足”，
The NextEra Energy Partners Analyst: Shelby Tucker downgraded the rating for NextEra Energy Partners from Outperform to Sector Perform, while reducing the price target from $38 to $30.
NextEra Energy Partners分析师Shelby Tucker将下一步行动的评级从Outperform降低到Sector Perform，同时将价格目标从38美元降低到30美元。
The NextEra Energy Partners Thesis: The suite of solutions offered by the company is insufficient for it to maintain a healthy CAFD run-rate that would satisfy dividend payouts, given its CEPF liability post-2026, Tucker said in the downgrade note.
由于NextEra Energy Partners的解决方案不足以维持健康的CAFD运行率，以满足其CEPF在2026年后的负债要求，导致该公司面临着具有挑战性的未来道路，Tucker在降级评级记录中表示。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
NextEra Energy's plans to repower 1.3GW is estimated to yield $70 million of CAFD, which could "partially offset the financing headwinds from upcoming maturities," the analyst wrote.
分析师写道，NextEra Energy的计划将使1.3千兆瓦达到70百万美元的CAFD，这可能“部分抵消未来到期的融资风险”。
A dividend cut of around 50% "would reset the payout ratio to below 60%, which helps offset the CEPF liabilities and provides a payout ratio cushion through the late years of the CEPF buyout periods," he added.
他还补充说，约50％的股息减少“将使支付比率重新设定为低于60％，从而有助于抵消CEPF的负债，并在CEPF收购期间的后期提供支付比率缓冲。
NEP Price Action: Shares of NextEra Energy Partners had declined by 5.35% to $26.16 at the time of publication on Monday.
NEP股票价格表现：周一公布时，NextEra Energy Partners的股票价格下跌了5.35％，至26.16美元。
Photo: Courtesy of NextEra Energy, Inc.
图片：NextEra Energy, Inc.提供。