Stock Reviews

5 Energy Infrastructure Stocks to Watch in 2025

Roxanna Maglangit
Roxanna Maglangit6 minute read
Reviewed by: Thomas Richmond
Last updated Sep 29, 2025

The infrastructure that stores, transmits and supports renewable power has become increasingly important for meeting rising global demand for energy.

From transmission lines and grid upgrades to storage and charging networks, these businesses form the backbone of the energy transition.

For investors, clean energy infrastructure stocks can provide exposure to long-term growth while offering the stability of essential assets that utilities, businesses and governments rely on.

Here are 5 of the most exciting clean energy infrastructure stocks to watch in 2025. These picks highlight the importance of building and maintaining the systems behind renewable power.

Company Name (Ticker)P/E RatioAnalyst Upside
NextEra Energy (NEE)2017%
Constellation Energy (CEG)319%
GE Vernova (GEV)618%
First Solar (FSLR)115%
Plug Power (PLUG)-41%
Clean Energy Stocks (TIKR)

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NextEra Energy (NEE)

NextEra Energy Target Price (TIKR)

NextEra Energy is one of the largest electric utility and renewable energy companies in the United States.

The business operates through Florida Power & Light, the largest regulated utility in the country, and NextEra Energy Resources, one of the leading renewable energy developers. In 2024, the company reported revenue of approximately $24.75 billion, which was supported by continued investment in its regulated utility and a strong pipeline of new renewable generation capacity.

Its return on equity for 2024 was 14.2%, reflecting consistent profitability in both regulated and clean energy operations. With a strong pipeline of wind, solar, and battery storage projects, NextEra Energy continues to position itself at the forefront of the U.S. transition to low-carbon power.

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Constellation Energy (CEG)

Constellation Energy Target Price (TIKR)

Constellation Energy is the largest producer of carbon-free energy in the United States, with a generation portfolio heavily weighted toward nuclear, hydro, wind, and solar power.

In its most recent fiscal year, the company generated revenue of approximately $23.56 billion, benefiting from higher power prices and steady demand for clean energy. Net income reached approximately $3.75 billion, and the company has maintained healthy operating margins. Its position as a key supplier of zero-emission power to utilities, businesses, and government customers gives it a critical role in the U.S. decarbonization strategy.

Constellation has also been expanding its clean energy solutions business to serve corporations with renewable power purchase agreements.

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GE Vernova (GEV)

GE Vernova Price Target (TIKR)

GE Vernova is a newly listed energy division of General Electric, focused on power, wind, and electrification technologies.

Its portfolio spans natural gas turbines, onshore and offshore wind, grid solutions, and digital energy services. In its most recent fiscal year, the business generated $36.62 billion in revenue, supported by strong demand for gas power systems and gradual improvements in its renewable energy segment.

The company has a current operating margin of 3.96% and has outlined plans to improve profitability to 8-9% through cost efficiencies and higher-margin service contracts. With a return on equity of 12.66% and a forward dividend yield of 0.16%, the company is positioned to play an important role in balancing reliable fossil-fuel power with renewable energy growth as grids modernize worldwide.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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