In this article, we will take a look at the 5 Best AI Power Grid Stocks to Buy According to Analysts. For a deeper discussion and an extended list, please see the 10 Best AI Power Grid Stocks to Buy According to Analysts.
5. Energy Vault Holdings, Inc. (NYSE:NRGV)
Analyst Upside: 30.48%
Energy Vault Holdings, Inc. (NYSE:NRGV) is among the Best AI Power Grid Stocks.
On June 11, Citi started coverage of Energy Vault Holdings, Inc. (NYSE:NRGV) with a Neutral rating and a $5.25 price target. Analyst Vikram Bagri said the company’s capital-light model provides exposure to power infrastructure and data center demand. He commented that Citi wants a more attractive entry point or better visibility into growth catalysts before turning more constructive.
Separately, on May 27, Energy Vault Holdings, Inc. (NYSE:NRGV) said it completed its acquisition of an 850 MW battery energy storage portfolio in Japan from BayWa r.e. AG. It established an operational platform in the country. The firm said the portfolio includes 350 MW of advanced-stage projects expected to reach notice to proceed in the second half of 2027 and 500 MW of early-stage projects. It is also expanding its global owned asset base to more than 1 GW. CEO Robert Piconi said the acquisition strengthens Energy Vault’s long-term growth strategy and positions the company to scale energy storage projects in Japan.
Energy Vault Holdings, Inc. (NYSE:NRGV) is an integrated power infrastructure company. It develops, owns, and operates flexible and reliable energy systems for utilities, independent power producers, industrial customers, and the AI and data center sectors.
4. EQT Corporation (NYSE:EQT)
Analyst Upside: 34.12%
On June 29, Morgan Stanley lowered its price target on EQT Corporation (NYSE:EQT) to $68 from $74. The firm retained an “Overweight” rating on the shares. Morgan Stanley said it refreshed its estimates to mirror lower energy prices after oil retreated following the June 14 US-Iran memorandum of understanding. West Texas Intermediate is trading only slightly above pre-conflict levels.
Separately, the natural gas production firm’s second-quarter 2026 outlook expects a total sales volume of 570-620 Bcfe. It includes 10-15 Bcfe of strategic curtailments. The company also guided for $525 million to $595 million in maintenance capital expenditures and $210 million to $235 million in growth capital spending.
The corporation’s second-quarter capital expenditures should mark the year’s peak as growth-project spending moderates in the second half. EQT Corporation (NYSE:EQT) further said it expects to turn in 30-45 net wells during the quarter.
EQT Corporation (NYSE:EQT) is a natural gas production company and works in the provision of supply, transmission, and distribution of natural gas.
3. Vistra Corp. (NYSE:VST)
Analyst Upside: 39.28%
Vistra Corp. (NYSE:VST) is among the Best AI Power Grid Stocks.
On June 24, Morgan Stanley lowered its price target on Vistra Corp. (NYSE:VST) to $210 from $212. The firm maintained an “Overweight” rating on the shares. Analyst David Arcaro said the firm updated its North American regulated and diversified utilities coverage for May. The utilities underperformed the S&P during the month.
On June 17, Bernstein analyst Sunaina Ocalan initiated coverage of Vistra Corp. (NYSE:VST) with a bullish “Outperform” rating and a price target of $187. The analyst noted a major, persistent shift in how the United States produces and consumes energy. The firm said natural gas will fund this transition, utilities will build the necessary infrastructure, and the end goal is clean energy. Finally, Bernstein expects the company’s specific combination of power plants to generate massive earnings as overall power demand rises.
Separately, Vistra Corp. (NYSE:VST) had a strong start to 2026. CEO Jim Burke said the firm announced plans to acquire the 5,500 megawatt Cogentrix natural gas generation portfolio. It signed long-term power purchase agreements with Meta for its PJM nuclear sites and delivered solid fleet performance during volatile winter weather.
Vistra Corp. (NYSE:VST) is a holding company working in the provision of electricity and power generation. It works through Retail, Texas, East, West, and Asset Closure segments.
2. Constellation Energy Corporation (NASDAQ:CEG)
Analyst Upside: 41.41%
Wall Street analysts are weighing in on Constellation Energy Corporation (NASDAQ:CEG).
On June 24, Morgan Stanley increased its price target for Constellation Energy Corporation (NASDAQ:CEG) to $364 from $359. The firm maintained its “Overweight rating” on the stock. This update was part of a broader regular review of North American utilities, a sector that underperformed the S&P 500 index during the month.
On June 18, Goldman Sachs initiated coverage of Constellation Energy Corporation (NASDAQ:CEG) with a Neutral rating and a $305 price target. Analyst Joe Ritchie described the company as a “high-quality” independent power producer. Joe said its shares already trade at a meaningful premium to the peer group, recommending the firm to favor more attractive valuation opportunities elsewhere.
Days later, on June 23, Reuters reported that Walmart signed a long-term deal for Constellation Energy Corporation (NASDAQ:CEG). The agreement is to supply nuclear power from its Dresden Clean Energy Center in Illinois to the retailer’s planned perishable distribution center in Belvidere. Under two 15-year contracts beginning in 2029 and 2030, Walmart will purchase about 176 megawatts of electricity. It includes 30 megawatts from planned plant upgrades.
Constellation Energy Corporation (NASDAQ:CEG) generates, supplies, and markets clean electricity and renewable energy products and solutions. It works under the Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas, and Other Power Regions segments.
1. Array Technologies, Inc. (NASDAQ:ARRY)
Analyst Upside: 46.73%
Array Technologies, Inc. (NASDAQ:ARRY) is among the Best AI Power Grid Stocks.
On June 11, Array Technologies, Inc. (NASDAQ:ARRY) announced that it surpassed 100 GW of solar tracker product deliveries across more than 30 countries. It marked a milestone in its global expansion and utility-scale solar business.
CEO Kevin Hostetler said the achievement shows the company’s ongoing investment in domestic manufacturing and the reshoring of solar supply chains and supports growing demand for affordable, reliable electricity in the US and international markets.
Array Technologies, Inc. (NASDAQ:ARRY) also pointed out recent product launches, including ARRAY OmniTrack, DuraTrack with Skylink, and DuraTrack HailXP, along with continued expansion of its SmarTrack software platform. The firm credited the milestone to years of growth with its 2020 IPO, the 2021 acquisition of STI Norland, the 2024 groundbreaking of its New Mexico manufacturing campus, and the 2025 acquisition of APA Solar.
Sen. Martin Heinrich said the achievement displays New Mexico’s leadership in US clean-energy manufacturing and innovation.
Array Technologies, Inc. (NASDAQ:ARRY) manufactures and sells solar tracking technology products in the United States, Spain, Brazil, Australia, and internationally.
While we acknowledge the potential of ARRY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ARRY and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 10 Best Semiconductor Stocks to Buy According to Billionaires and 10 Best AI-Powered Healthcare Stocks to Buy According to Hedge Funds.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
