Green energy stocks cover the companies that produce or enable low-carbon electricity — solar, wind, storage and the utilities that run large clean generation fleets. It is a theme where the long-term direction is widely agreed and the short-term economics are not: growth has been real, but so have the losses for companies that grew without margin. Below, our model ranks every US-listed green energy stock by score and momentum.
| Stock | Momentum | Score | To target |
|---|---|---|---|
| First Solar, IncAverage | 22 | 188 | +59% |
| Sunrun IncWeak | 9 | 142 | +91% |
| Nextpower Inc.Weak | 19 | 141 | +70% |
| Enphase Energy, IncWeak | 16 | 123 | +60% |
| Vistra CorpWeak | 43 | 123 | +49% |
| NRG Energy, IncWeak | 17 | 121 | +97% |
| Shoals Technologies Group, IncWeak | 31 | 114 | +45% |
| Constellation Energy CorporationWeak | 34 | 114 | +33% |
| Canadian Solar IncWeak | 6 | 86 | +83% |
| SOLV Energy, IncWeak | 18 | 85 | +92% |
| JinkoSolar Holding Co., LtdWeak | 5 | 69 | +138% |
| SolarEdge Technologies, IncWeak | 15 | 64 | +12% |
| Brookfield Renewable CorporationWeak | 31 | 60 | +31% |
| Fluence Energy Inc. Class A Common StockWeak | 2 | 51 | +57% |
| Oklo Inc.Weak | 2 | 37 | +186% |
| Energy Vault Holdings IncWeak | 11 | 28 | +145% |
Equipment and installation — First Solar, Enphase, Nextpower and Sunrun — sell the hardware and put it up. Power producers such as Vistra, Constellation Energy and NRG Energy own generation and sell electricity, which is a completely different business: they earn on power prices and contracts rather than on selling equipment. The distinction matters, because rising electricity demand can be excellent for a producer and irrelevant for a panel maker.
Electricity demand. Data centres and electrification have changed the outlook for producers with existing capacity — the ones who can sell power now rather than build it later.
Interest rates. These projects are paid up front and earn back over decades, so financing cost decides which ones get built.
Subsidies and rules. Political support can create a market, and its removal can end one. This sector is more exposed to legislation than most.
Overcapacity in equipment. Falling hardware prices help the producers and squeeze the manufacturers — the same trend, opposite effects.
Because several of them own large low-carbon generation fleets and sell that electricity. They earn from power prices and long-term contracts rather than from selling equipment, which makes them the steadier half of the theme.
Solar is narrower — panels, inverters and installers. The green theme also holds storage and power producers, so several companies appear in both lists.
The underlying demand has grown, but that has not automatically produced profit: heavy competition in equipment has meant growing volumes with shrinking margins. Look at whether a company earns money today, not only at how fast its market grows.
After every close. Score, momentum and price targets are recalculated automatically, so the order always reflects the latest trading day.