In this article, we will discuss: 10 Best AI Power Grid Stocks to Buy According to Analysts.
On June 29, Reuters reported that automakers and energy-storage providers are increasing sodium-ion battery output as AI-powered data center demand increases the requirement for grid-scale storage. Earlier this month, General Motors announced a partnership with Peak Energy to create sodium-ion battery supply chains, with production set to begin in Michigan by 2028. GM Vice President Kurt Kelty stated that sodium-ion batteries provide “a compelling mix of durability” and lower system costs for grid-scale storage. Senior Scientist at Argonne National Laboratory Venkat Srinivasan told Reuters that tighter lithium availability, higher pricing, and improved sodium-ion economics continue to push investment.
As per Reuters, Peak Energy has signed a strategic development deal with Energy Vault to set up sodium-ion energy management systems, with a production capacity of 1.5 GWh. Energy Vault Chief Revenue Officer Marco Terruzzin said data centers benefit from decreased cooling requirements and wider operational temperatures. As reported by Reuters, the International Energy Agency predicts that by 2030, sodium-ion batteries will account for around 10% of global annual energy storage additions.
With that said, here are the 10 Best AI Power Grid Stocks to Buy According to Analysts.
Methodology
We used the stock screeners to identify the best AI Power Grid stocks that have high analyst upside potential (over 20%) as of June 29. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. The stocks are arranged in ascending order of analyst upside.
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10. Powell Industries, Inc. (NASDAQ:POWL)
Analyst Upside: 20.91%
Powell Industries, Inc. (NASDAQ:POWL) is among the Best AI Power Grid Stocks.
On May 5, Powell Industries, Inc. (NASDAQ:POWL) reported that its board declared a quarterly cash dividend of $0.09 per share payable on June 17, 2026, to shareholders as of May 20, 2026.
Looking ahead, Powell Industries, Inc. (NASDAQ:POWL)’s market conditions across its core businesses remain favorable. The firm is constantly investing in data center growth, AI capacity, and power infrastructure as drivers of demand in its commercial and electric utility markets. The corporation also expects sustained activity in LNG, gas pipeline, and gas-to-chemical markets backed by the competitive position of US exporters.
Chief Financial Officer Michael Metcalf said year-to-date financial growth solidifies confidence in delivering another year of solid fiscal 2026 performance. He pointed out that backlog composition helps margins be consistent with the prior year. Accelerating backlog growth justifies further manufacturing capacity investments aided by commercial visibility.
Powell Industries, Inc. (NASDAQ:POWL) and its subsidiaries design, develop, manufacture, sell, and service custom-engineered equipment and systems.
9. Core Scientific, Inc. (NASDAQ:CORZ)
Analyst Upside: 23.27%
Core Scientific, Inc. (NASDAQ:CORZ) is among the Best AI Power Grid Stocks.
On June 25, BTIG raised its price target on Core Scientific, Inc. (NASDAQ:CORZ) to $38 from $33. The firm maintained a Buy rating on the shares. BTIG said accelerating data center construction and persistent demand for prompt power continue to create artificial intelligence colocation opportunities. The firm also noted five high-performance compute infrastructure contracts signed across its coverage universe during the second quarter.
Core Scientific, Inc. (NASDAQ:CORZ) built up its capital structure by closing a $3.3 billion offering of 7.75% senior secured notes due 2031. It expanded its gross power capacity pipeline to 4.5 GW and acquired land and power assets in Hunt County, Texas, for approximately $233 million. The firm supports about 430 MW of capacity.
CEO Adam Sullivan said the corporation continues investing ahead of contracts. It is advancing development timelines across multiple sites to speed up customer discussions and sustain its high-density compute infrastructure platform.
Core Scientific, Inc. (NASDAQ:CORZ) operates a purpose-built facility for digital asset mining and the provision of blockchain infrastructure, software solutions, and services. It works under the Mining and Hosting segments.
