มอร์แกน สแตนลีย์ ปรับเพิ่มเป้าหมาย NextEra Energy

PARAGRAPH 1 --- What happened: Morgan Stanley recently raised its price targets for several companies, signaling a bullish sentiment. On April 1, 2026, the firm increased its target for nCino (NCNO) to $23 from $21, citing stronger-than-expected traction in pricing and Banking Advisor. Insmed (INSM) saw a 28% price target upgrade, driving a 5.52% stock increase. NextEra Energy (NEE), the world's most valuable utility company, had its target raised to $110 from $106, with analysts highlighting load growth and data center demand. Morgan Stanley also raised targets for Atmos Energy (ATO) and American Electric Power (AEP), and lowered its target for Sea Limited (SE) due to growth investment increases.

PARAGRAPH 2 --- Market impact: The utility sector is experiencing strength, with Morgan Stanley's upgrades driving optimism in NextEra Energy, Atmos Energy, and American Electric Power. NextEra Energy's bullish outlook is further supported by Jefferies, which raised its target due to confidence in data center deals. The energy sector also benefits from high oil, LNG, and refining margins, as seen in Morgan Stanley's price target increase for Tourmaline Oil (TRMLF). Conversely, Sea Limited's target cut impacts the tech sector, with investors anticipating solid top-line growth despite reduced expectations.

PARAGRAPH 3 --- What to watch next: Investors should monitor NextEra Energy's earnings on May 1, 2026, to validate analysts' bullish outlook driven by data center demand and load growth. Additionally, keep an eye on Insmed's earnings on June 1, 2026, following Morgan Stanley's significant price target upgrade. Lastly, watch for any updates on Sea Limited's growth investments, with the next earnings report expected on July 1, 2026, following the target cut.