Why This NextEra Energy Analyst Is No Longer Bullish
Why This NextEra Energy Analyst Is No Longer Bullish
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.NextEra Energy Partners LP (NYSE:NEP) shares tanked in early trading on Monday.
NextEra Energy Partners LP (紐交所:NEP)的股票在週一早間交易中大跌。
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.
據RBC資本市場稱，該公司面臨着“具有挑戰性的未來道路”，“來自風電再生和在2026年後出現的約37億美元的CEPF負債的增長不足”，
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分析師Shelby Tucker將下一步行動的評級從Outperform降低到Sector Perform，同時將價格目標從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.
由於NextEra Energy Partners的解決方案不足以維持健康的CAFD運行率，以滿足其CEPF在2026年後的負債要求，導致該公司面臨着具有挑戰性的未來道路，Tucker在降級評級記錄中表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
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.
分析師寫道，NextEra Energy的計劃將使1.3千兆瓦達到70百萬美元的CAFD，這可能“部分抵消未來到期的融資風險”。
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.
他還補充說，約50％的股息減少“將使支付比率重新設定爲低於60％，從而有助於抵消CEPF的負債，並在CEPF收購期間的後期提供支付比率緩衝。
NEP Price Action: Shares of NextEra Energy Partners had declined by 5.35% to $26.16 at the time of publication on Monday.
NEP股票價格表現：週一公佈時，NextEra Energy Partners的股票價格下跌了5.35％，至26.16美元。
Photo: Courtesy of NextEra Energy, Inc.
圖片：NextEra Energy, Inc.提供。
