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.
8. NexGen Energy Ltd. (NYSE:NXE)
Stock Upside Potential: 32.99%
Number of Hedge Fund Holders: 40
NexGen Energy Ltd (NYSE:NXE) is one of the green energy stocks with long-term upside potential. On August 28, the company announced a significant uranium discovery at the Patterson Corridor East. The company has discovered intense, high-grade uranium at a depth of just 454.5 meters, marking the shallowest intersection.
Mineralization at the hole is open up to 300m up-dip and contains competent basement rock. The company is drilling deeper where strongly developed alteration and structural disruptions persist. According to chief executive officer Leigh Curyer, PCE is slowly evolving into a world-class system of its own.
Likewise, the PCE mine is delivering the exact results expected of a generational uranium discovery.
“NexGen’s summer drill program is off to a fantastic start. PCE continues to deliver intense high-grade uranium at shallower depths than the world-class Arrow deposit, only 3.5km away. Early summer drilling results are building on emerging interpretations that include systematic repetition of high-grade shoots within the overall mineralized footprint, indicating potential for significant expansion at PCE,” said Jason Craven, Vice President and Exploration.
NexGen Energy Ltd (NYSE:NXE) acquires, explores, and develops uranium properties to deliver clean energy. Its primary project is the Rook I Project in the Athabasca Basin, Saskatchewan, where they are developing the Arrow Deposit, one of Canada’s largest and highest-grade uranium discoveries.
7. Lithium Americas Corp. (NYSE:LAC)
Stock Upside Potential: 33.44%
Number of Hedge Fund Holders: 14
Lithium Americas Corp. (NYSE:LAC) is one of the green energy stocks with long-term upside potential. The company has reiterated significant progress on the development of its flagship Thacker Pass project in Nevada.
The project, which contains the largest lithium resource needed to power batteries for clean energy, is undergoing noticeable growth every week. The significant progress follows the company’s signing of a strategic investment with General Motors, which has accelerated the construction of Phase 1.
Amid the Thacker project development, Scotiabank analyst Ben Isaacson has reiterated a Hold rating on the stock with a $2.75 a share price target. The positive stance follows the stock rallying by more than 12% over the past month.
As of the end of the second quarter, Lithium Americas had $509.1 million in cash and restricted cash, affirming a robust financial position. However, the company exited the first six months of the year with a net loss of $24.8 million, wider than the $12.8 million loss as of the same period last year. The wider-than-expected net loss following the closing of the Orion Investment and advisory fees.
Lithium Americas Corp. (NYSE:LAC) develops the Thacker Pass lithium project in Nevada to become a domestic supplier of battery-grade lithium carbonate for the electric vehicle (EV) and energy storage industries. The project is being developed in partnership with GM, which owns a 38% interest.
6. Canadian Solar Inc. (NASDAQ:CSIQ)
Stock Upside Potential: 38.04%
Number of Hedge Fund Holders: 9
Canadian Solar Inc. (NASDAQ:CSIQ) is one of the green energy stocks with long-term upside potential. On August 22, Mizuho reiterated an ‘Outperform’ rating on the stock but cut its price target to $15 from $17.
The price cut follows disappointing second-quarter results, in which Canadian Solar reported a loss of $0.53 per share, worse than the expected earnings of $1.48 per share. Revenue, on the other hand, totaled $1.7 billion, missing estimates of $1.93 billion. The disappointing results were attributed to delayed project sales and energy storage shipments.
Nevertheless, the company’s gross margin increased due to a favorable US sales mix and one-time project sales. Mizuho remains optimistic about Canadian Solar’s prospects, thus maintaining the outperform rating. That’s in part because shipments are expected to increase in the second half of the year due to tariff clarity.
Canadian Solar Inc. (NASDAQ:CSIQ) is a global renewable energy company that manufactures solar photovoltaic modules, provides solar energy and battery energy storage solutions, and develops, owns, and operates large-scale solar and battery energy storage projects worldwide.
5. HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI)
Stock Upside Potential: 42.10%
Number of Hedge Fund Holders: 20
HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) is one of the green energy stocks with long-term upside potential. The stock has rallied by more than 10% over the past month, with analysts confident of room for additional gains, going by the expected 42% upside potential.
The positive stance is echoed across various research firms, owing to HASI’s solid growth metrics and expectations of portfolio growth. HASI has $357 million in commercial paper with a 5.46% interest rate maturing in 2025.
On August 11, TD Cowen reiterated a ‘Buy’ rating on the stock and a $40 price target. With a spread of about 2.5% over 2024 to 2027, TD Cowen expects portfolio expansion to drive adjusted earnings per share growth. Similarly, the research firm has raised its estimate for HASI 2027 adjusted EPS to $3.16, which falls within management’s expected guidance range of $3.03 to $3.26. The firm also expects the company to generate a dividend per share of $1.76, implying a 56% payout.
Analysts at UBS also share similar sentiments, having raised the stock’s price target to $39 from $38 on August 11, while reiterating a Buy rating. The research firm revised its core EPS estimates for 2025, 2026, and 2027 to $2.66, $2.86, and $3.11, respectively.
HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) offers financial solutions to companies and projects that focus on energy efficiency, renewable energy, and other sustainable infrastructure initiatives. It provides financing solutions such as loans and investments to support the development and implementation of these sustainable projects.
4. ChargePoint Holdings, Inc. (NYSE:CHPT)
Stock Upside Potential: 51.46%
Number of Hedge Fund Holders: 19
ChargePoint Holdings, Inc. (NYSE:CHPT) is one of the green energy stocks with long-term upside potential. On August 28, the company unveiled a new ultrafast charging architecture designed for passenger electric vehicles.
The architecture can deliver up to 600kW of power and also provides megawatt charging capability for heavy-duty commercial applications. Powered by Eaton, the system features vehicle-to-everything (V2X) capabilities and a modular DC Grid design. Additionally, it can be deployed for 30% less capital expenditure and has a 30% smaller footprint.
Its competitive edge stems from combining ChargePoint’s Express chargers and Eaton’s electrical infrastructure solutions. Therefore, it can synchronize between onsite renewable energy storage and vehicle batteries to help reduce fueling costs.
“The new ChargePoint Express architecture, and particularly the Express Grid variant, will take DC fast charging to levels of performance and cost not previously imagined,” said Rick Wilmer, CEO of ChargePoint.
ChargePoint Holdings, Inc. (NYSE:CHPT) provides electric vehicle (EV) charging hardware, software, and services to power charging stations. It also offers integrated hardware and cloud-based software, allowing ChargePoint Operators (CPOs), fleet managers, and individual drivers to set up, manage, and use EV charging infrastructure.
3. EVgo, Inc. (NASDAQ:EVGO)
Stock Upside Potential: 80.62%
Number of Hedge Fund Holders: 26
EVgo, Inc. (NASDAQ:EVGO) is one of the green energy stocks with long-term upside potential. On August 20, analysts at UBS reiterated Buy rating on the stock and raised the price target to $5.40 from $5. The positive stance follows the company’s demonstration of strong revenue growth of 49% over the past 12 months.
Similarly, the UBS price target hike reflects revised revenue estimates over the next three years. The research firm expects Evgo to deliver $359 million in revenue in 2025, which will rise to $442 million in 2026 and to $537 million in 2027. It is a significant upgrade from the previous estimates of $340 million, $436 million, and $521 million, respectively.
Likewise, UBS reiterated that Evgo is a buy owing to its competitive edge in the electric vehicle charging space. Among the catalysts that the research firm expects to strengthen the company’s sentiments in the market are positive adjusted EBITDA in Q4 2025.
EVgo, Inc. (NASDAQ:EVGO) operates one of the largest public fast-charging networks for electric vehicles (EVs). It provides charging infrastructure for individual drivers, ride-sharing services, and commercial fleets. They build, own, and operate these charging stations and offer services to businesses, automakers, and fleet operators to accelerate EV adoption.
2. PowerBank Corporation (NASDAQ:SUUN)
Stock Upside Potential: 102.10%
Number of Hedge Fund Holders: N/A
PowerBank Corporation (NASDAQ:SUUN) is one of the green energy stocks with long-term upside potential. On August 28, the company confirmed its 3.16 MW Honesdale ground-mount solar project in Pennsylvania has secured site control. Consequently, it can now progress into the interconnection study phase.
The company is poised to take advantage of House Bill 1842, which paved the way for companies to expand in the region and provide green energy to residents. Consequently, the company stands to feed its solar energy from the 3.16 MW into the grid.
PowerBank boasts of in-depth experience with over 100MW of completed projects. It’s also working on a pipeline of over 1 GW of clean energy. It has already inked strategic partnerships, supplemented by institutional-grade development capabilities that position it to deliver reliable, high-impact renewable energy solutions.
PowerBank Corporation (NASDAQ:SUUN) is an independent company specializing in renewable and clean energy. It develops solar and Battery Energy Storage System (BESS) projects that sell electricity to utilities, as well as commercial, industrial, municipal, and residential off-takers.
1. NextNRG Inc. (NASDAQ:NXXT)
Stock Upside Potential: 229.67%
Number of Hedge Fund Holders: N/A
NextNRG Inc. (NASDAQ:NXXT) is one of the green energy stocks with long-term upside potential. On August 26, the company unveiled RenCast, a patented solar energy forecasting platform. It is designed to address cost and reliability challenges in solar power generation.
RenCast combines machine learning with physical photovoltaic modeling to provide solar PV forecasts and 15-minute resolution of up to seven days. It can also operate in cloud-only mode, using modeled data, or in hybrid mode.
The platform can analyze weather patterns, equipment characteristics, and operational variables to provide forecasting data for operators, traders, and energy managers. It’s also designed for commercial, industrial, utility-scale, and residential applications, scaling from single installations to multi-site portfolios.
“By combining AI-powered machine learning with physical PV modeling, we’re delivering the site-specific accuracy that energy professionals need to optimize operations and maximize returns,” said Michael D. Farkas, Executive Chairman and CEO of NextNRG.
The new platform expands NextNRG’s technology portfolio beyond mobile fuelling operations and smart microgrid solutions.
NextNRG Inc. (NASDAQ:NXXT) is an energy technology company focused on developing an integrated ecosystem for renewable energy and transportation. It utilizes artificial intelligence (AI) and machine learning (ML) to manage solar power generation, battery storage, wireless EV charging, and on-demand mobile fuel delivery.
While we acknowledge the potential of NextNRG Inc. (NASDAQ:NXXT) as an investment, 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 NXXT and that has 100x upside potential, check out our report about this cheapest AI stock.
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