TLDR
- Five energy stocks are positioned for growth as worldwide electricity consumption is projected to double by 2050
- NextEra Energy leads renewable generation with target of 81 gigawatts capacity and receives Moderate Buy rating from 21 analysts
- Constellation Energy and Vistra benefit from nuclear power revival with Three Mile Island restart and AI data center contracts
- ExxonMobil produces 1.5 million barrels per day from Permian Basin while maintaining 42-year dividend growth streak
- Chevron provides 4.5 percent yield with 38 years of dividend increases and growing Guyana production
Electricity demand is climbing rapidly across the globe. Projections show power consumption will double over the next 25 years.
Data centers running artificial intelligence systems require massive amounts of energy. Electric vehicles and other electrification efforts add to this demand.
Five energy companies stand out for investors seeking long-term positions. The selections cover renewable power, nuclear generation, and oil production.
Each stock offers different risk and return characteristics. Analysts have provided ratings and price targets for all five names.
NextEra Energy
NextEra Energy holds a $170 billion market capitalization. The stock trades at $83.08 per share.
The company generates more renewable energy than any competitor worldwide. Wind and solar facilities form the core of its generation portfolio.
Florida Power & Light operates as the regulated utility subsidiary. NextEra Energy Resources handles the competitive generation business.
Capacity will expand to 81 gigawatts by 2027. This represents growth from current levels.
Twenty-one Wall Street analysts track the company. The consensus shows 13 Strong Buys, 7 Holds, and 1 Strong Sell.
The average price target comes to $91 per share. Some analysts like Jefferies see near-term value at $85.
Dividend payments total 2.7 percent annually. The company has paid distributions for 30 years without interruption.
Earnings are expected to grow 6 to 8 percent each year. Contracts with AI companies support this growth trajectory.
Constellation Energy
Constellation Energy trades at $359.82 with a $71 billion valuation. The firm leads U.S. nuclear power generation.
Constellation Energy Corporation, CEG
Nuclear facilities represent 32 percent of American nuclear capacity. The company operates these plants across multiple states.
Three Mile Island will return to service by 2027. Microsoft has agreed to support the reactor restart.
The Calpine acquisition cost $26.6 billion. This deal added substantial generation capacity to the portfolio.
Third quarter 2025 earnings showed improvement year over year. Twelve analysts cover the stock with 8 Buys and 4 Holds.
Price targets average $391 across analyst estimates. This suggests 8.75 percent potential appreciation.
BMO analyst James Thalacker sees earnings growing over 20 percent annually through decade’s end. His target price stands at $406.
The dividend yield measures 0.6 percent. Growth potential takes priority over income for this stock.
Vistra
Vistra shares are priced at $168.46 per share. Market capitalization totals $59 billion.
The company operates the largest nuclear generation fleet in the country. Total capacity reaches 41 gigawatts across all facilities.
Technology companies are signing power agreements with Vistra. These co-location deals provide electricity for AI computing centers.
The stock price has more than tripled in 2025. Third quarter EBITDA remained stable despite maintenance outages.
Eighteen analysts rate Vistra as Strong Buy overall. The split includes 15 Strong Buys and 3 Holds with no Sell ratings.
BMO projects the stock could reach $245 per share. The analyst consensus averages $234 across all estimates.
Evercore ISI maintains a $243 price target. Compound annual growth rate estimates exceed 15 percent.
ExxonMobil
ExxonMobil trades at $116.60 with a $460 billion market value. The integrated oil company ranks among the largest globally.
Permian Basin production reaches 1.5 million barrels each day. These low-cost operations provide stable cash flow.
Liquefied natural gas projects are expanding capacity. Carbon capture investments position the company for energy transition.
Dividend payments have increased for 42 straight years. The current yield stands at 3.4 percent annually.
Coverage includes 25 analysts with Moderate Buy consensus. The breakdown shows 11 Buys and 4 Holds with zero Sells.
Scotiabank’s high target of $155 implies 33 percent upside. Average estimates across all analysts reach $129 per share.
Wolfe Research assigns an Outperform rating with $138 target. Earnings per share could hit $7.50 in 2026.
Chevron
Chevron is priced at $161.25 per share. The company’s market cap stands at $290 billion.
Shareholders receive a 4.5 percent dividend yield. Payments have increased annually for 38 consecutive years.
Permian Basin assets generate domestic oil production. International operations include Guyana’s Stabroek offshore block.
Stabroek reserves are estimated at 11 billion barrels. This field drives international production growth.
Third quarter results exceeded Wall Street expectations. Annual production growth runs at 3 percent.
Seventeen analysts provide a Strong Buy rating. This includes 14 Buys and 3 Holds with no Sell recommendations.
Average price targets sit at $172 per share. Wells Fargo maintains the highest forecast at $196.
HSBC upgraded Chevron to Buy recently. The bank’s target price is set at $169 per share.
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