Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Top Energy and Utility Stocks Wall Street Analysts Are Talking About

Page 1 of 10

In this article, we will discuss the Top Energy and Utility Stocks Wall Street Analysts Are Talking About.

The US Energy Information Administration has increased its forecast for retail electricity sales to better demonstrate expected growth in demand, mainly in the Electricity Reliability Council of Texas (ERCOT) and PJM independent system operators. The revisions were most notable in the broader commercial sector, where data centers remain an expanding demand source. As per EIA, the US commercial electricity sector consumption is expected to grow by 3% in 2025 and by 5% in 2026.

It also expects total U.S. electricity generation this summer to increase by 1% compared to the summer of 2024. This is due to increased power demand from the commercial and industrial sectors. Furthermore, EIA expects that increased natural gas prices this summer will lead to less generation from natural gas-fired power plants as compared with last summer. This is expected to be mitigated by more generation from coal, solar, and hydro.

Key Trends in the Power and Utility Sector

As per PwC, post a period of caution in late 2023, M&A activity in the power and utilities sector saw a significant rebound over the previous 12 months. Between May 2024 to May 2025, total sector deal value touched ~$77.7 billion. This reflects a strong increase as compared to 2023 ($43.3 billion) and 2024 ($29.6 billion) levels. Moving forward, the firm plans to monitor how 3 major dynamics will continue to shape the power and utilities M&A landscape. These dynamics include the increased energy demands of data centers, evolving federal energy policy, as well as higher attention on grid reliability and system resilience.

Amidst such trends, we will now have a look at the Top Energy and Utility Stocks Wall Street Analysts Are Talking About.

An agricultural field full of solar panels, capturing the sun’s energy for the company.

Our Methodology

To list the Top Energy and Utility Stocks Wall Street Analysts Are Talking About, we sifted through several online rankings to shortlist the stocks catering to the broader energy and utility sector. Next, we narrowed the list down to the ones analysts are talking about. Finally, we chose the stocks popular among hedge funds and ranked them according to hedge fund sentiments, as of Q1 2025.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating 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).

Top Energy and Utility Stocks Wall Street Analysts Are Talking About

10. Infinity Natural Resources, Inc. (NYSE:INR)

Number of Hedge Fund Holders: 21

Infinity Natural Resources, Inc. (NYSE:INR) is one of the Top Energy and Utility Stocks Wall Street Analysts Are Talking About. On June 13, Siebert Williams Shank & Co analyst Gabriele Sorbara initiated coverage on the company’s stock with a “Buy” rating and a price objective of $23. The analyst’s rating is backed by a combination of factors demonstrating the company’s robust growth potential and strategic positioning. Notably, Infinity Natural Resources, Inc. (NYSE:INR) happens to be a unique, small-cap exploration and production firm in the Appalachia region, emphasizing oil and gas with an increased reinvestment rate, which can fuel significant production growth.

While this growth strategy impacts near-term FCF, it is expected to result in a more attractive valuation regarding enterprise value to EBITDA and net asset value. Furthermore, the analyst highlighted that Infinity Natural Resources, Inc. (NYSE:INR) possesses a clean balance sheet, offering the ability for potential acquisitions and development acceleration. The company’s ability to switch between liquids and dry gas development, along with robust margins and low-cost structure, helps its competitive edge, added Sorbara. Infinity Natural Resources, Inc. (NYSE:INR) delivered robust operational performance in Q1 2025, with production of ~26.5 MBoe/d, demonstrating 13% sequential growth as compared to Q4 2024, aided by consistent well performance throughout the asset base.

Page 1 of 10

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…