Global electricity demand is on track to double by 2050. This growth comes from artificial intelligence data centers and the broader shift toward electrification.
Energy analysts have identified five stocks that could benefit from these trends. The selections include renewable power, nuclear energy, and traditional oil and gas companies.
NextEra Energy trades at $83.08 with a market cap of $170 billion. The company operates as the world’s largest wind and solar generator.
NextEra Energy, Inc., NEE
The firm’s Florida Power & Light utility provides regulated income. Its NextEra Energy Resources division plans to reach 81 gigawatts of capacity by 2027.
Wall Street analysts give NextEra a Moderate Buy rating. Twenty-one analysts include 13 Strong Buys, 7 Holds, and 1 Strong Sell.
The average price target sits at $91 per share. This represents more than 9 percent upside from current levels.
NextEra offers a 2.7 percent dividend yield. The company has paid dividends for 30 consecutive years.
Constellation Energy trades at $359.82 with a $71 billion valuation. The company controls 32 percent of America’s nuclear capacity.
Constellation Energy Corporation, CEG
The firm plans to restart Three Mile Island by 2027 with Microsoft backing. It also acquired Calpine for $26.6 billion to expand its power generation.
Third quarter 2025 net income increased from the previous year. Twelve analysts rate the stock as a Moderate Buy.
The analyst breakdown includes 8 Buys and 4 Holds with no Sells. The average price target of $391 suggests 8.75 percent upside.
BMO analyst James Thalacker rates Constellation as Outperform with a $406 target. He projects EPS growth above 20 percent through 2030.
The stock yields 0.6 percent. Its high-growth profile resembles technology companies more than traditional utilities.
Vistra trades at $168.46 with a $59 billion market cap. The company operates as the largest nuclear power producer in the United States.
Vistra Corp., VST
Vistra is signing co-location deals with technology companies. Its 41 gigawatts of capacity targets AI data center power needs.
The stock has gained over 200 percent year to date. Third quarter EBITDA remained stable despite some operational outages.
Eighteen analysts give Vistra a Strong Buy rating. The breakdown includes 15 Strong Buys and 3 Holds with no Sells.
BMO set a $245 price target representing 46 percent upside. The average analyst target reaches $234 per share.
Evercore ISI maintains a $243 target. Analysts project the company can achieve 15 percent annual growth.
ExxonMobil trades at $116.60 with a $460 billion market cap. The company produces 1.5 million barrels per day from its Permian Basin operations.
The firm is expanding LNG facilities and investing in carbon capture technology. It has increased its dividend for 42 consecutive years.
The current dividend yield stands at 3.4 percent. Twenty-five analysts provide a Moderate Buy rating on the stock.
The analyst breakdown shows 11 Buys and 4 Holds with no Sells. Scotiabank’s high target of $155 implies 33 percent upside.
The average price target reaches $129 per share. This represents 11 percent potential gains from current levels.
Wolfe Research rates ExxonMobil as Outperform with a $138 target. The firm expects 2026 earnings per share to reach $7.50.
Chevron trades at $161.25 with a $290 billion market cap. The company offers a 4.5 percent dividend yield with 38 years of increases.
The firm operates assets in the Permian Basin and Guyana’s Stabroek block. Guyana reserves total 11 billion barrels of oil.
Third quarter results exceeded analyst estimates. Production is growing at 3 percent annually.
Seventeen analysts rate Chevron as Strong Buy. This includes 14 Buys and 3 Holds with no Sells.
The average price target sits at $172 per share. This implies 7 percent upside from current trading levels.
Wells Fargo maintains the highest target at $196. HSBC recently upgraded the stock to Buy with a $169 target.
The top five energy stocks for a 5-year hold — NextEra Energy (NEE), Constellation Energy (CEG), Vistra (VST), ExxonMobil (XOM), and Chevron (CVX) — combine renewable leadership, nuclear/AI-power upside, and resilient oil majors, offering investors diversified exposure with potential 10–15% annualized returns through 2030.
Wall Street overwhelmingly backs the group with Strong Buy and Buy ratings and almost no Sell recommendations, though volatility from geopolitics and commodity cycles remains a risk.
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