In this article, we highlight the 9 Green Energy Stocks with Long-Term Upside Potential.
Stringent regulations and rising costs from President Donald Trump’s copper and steel tariffs are creating market instability for green energy stocks. The president’s attacks on solar and wind projects threaten to undermine companies’ growth metrics in the sector.
“We will not approve wind or farmer destroying Solar. The days of stupidity are over in the USA!” Trump.
The American Clean Power Association has already criticized industry fears that the Interior Department will block federal permits for solar and wind projects. That’s because such a move will worsen a looming power supply shortage amid growing demand for clean energy to power data centers amid the artificial intelligence boom.
“I don’t think everybody realizes how big the crunch is going to be. We’re making that crunch more and more difficult with these policy changes,” said Kevin Smith, CEO of Arevon.
Smith has warned that the costs for solar and battery storage projects could increase by as much as 30% due to the metal tariffs. The concerns have already forced renewable developers to renegotiate power prices for clean energy with utilities to cover the sudden spike in costs.
Green energy stocks spiked in July after a proposed tax on solar and wind projects was removed from a Senate version of the One Big Beautiful Bill Act. However, the Senate bill phased out clean electricity investment and production tax credits for wind and solar projects. The credits have played a significant role in the expansion of renewable energy in the US.
Amidst regulatory concerns, the US green energy market is expected to reach $158.82 billion by 2032, growing at a steady compound annual growth rate of 5.56%. Some of the factors expected to accelerate growth include advancements in areas such as battery storage and forecasting tools, which are making renewable energy more scalable and cost-effective.
Our Methodology
To compile our list of green energy stocks with long-term upside potential, we utilized the Finviz screener and referenced various ETFs to identify companies with a focus on green energy. We focused on green energy stocks with upside potential of more than 20% (as of September 1). We have also mentioned the hedge fund sentiment as per Insider Monkey’s Q2 2025 database. Finally, we ranked the stocks in ascending order based on their upside potential.
Why are we interested in the stocks that hedge funds pile into? The reason is straightforward: our research has demonstrated that we can outperform the market by replicating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Green Energy Stocks with Long-Term Upside Potential
9. Vistra Corp. (NYSE:VST)
Stock Upside Potential: 23.31%
Number of Hedge Fund Holders: 111
Vistra Corp. (NYSE:VST) is one of the green energy stocks with long-term upside potential. The stock has rallied by more than 26% year to date, outperforming the overall market, attributed to a robust and diverse power generation portfolio.
Additionally, the company has delivered solid earnings, characterized by an EBITDA of $1.35 billion in the second quarter, which exceeded consensus estimates by 13%. Additionally, it has reiterated full-year EBITDA guidance of between $5.5 billion and $6.1 billion. Consequently, on August 12, an analyst at BMO Capital raised the stock’s price target to $229, impressed by the strong EBITDA.
On the other hand, analysts at Melius Research initiated coverage of the stock on August 20, with a ‘Buy’ rating and a $194 price target. Melius remains optimistic about Vistra Corp due to its generation capacity, which stands at 41 GW, spanning nuclear, natural gas, and solar sources. The company owns the Moss Landing energy storage facility, which is the world’s largest battery storage system for clean energy.
The research firm has echoed the company’s investments in solar and battery storage, complemented by an aggressive acquisition business strategy. For starters, Vistra has already confirmed the acquisition of several natural gas plants, further strengthening its energy generation capacity.
Vistra Corp. (NYSE:VST) generates and sells electricity and power to customers, businesses, and communities across the U.S., operating a diverse portfolio of generation facilities that include natural gas, nuclear, coal, solar, and battery energy storage systems.
