Best Energy Stocks to Buy Now – December 2025

TLDR

• Energy analysts recommend five stocks as global electricity needs are set to double by 2050 from AI and electrification
• NextEra Energy operates the world’s largest wind and solar portfolio with plans for 81 gigawatts by 2027
• Nuclear power companies Constellation Energy and Vistra are capitalizing on data center power demands and plant restarts
• ExxonMobil maintains 42 years of dividend increases while producing 1.5 million barrels daily from Permian operations
• Chevron offers 4.5 percent dividend yield and holds 11 billion barrels in Guyana reserves

The global energy landscape is transforming as power consumption accelerates. Analysts project electricity demand will double by 2050.

Artificial intelligence data centers and vehicle electrification are driving this growth. Investment firms have selected five energy companies positioned for this transition.

The list spans renewable energy, nuclear power, and traditional oil production. Each company offers different exposure to the changing energy mix.

NextEra Energy

NextEra Energy operates with a $170 billion market capitalization. Shares currently trade at $83.08.

NextEra Energy, Inc., NEE

The company generates more wind and solar power than any other firm globally. Florida Power & Light provides its regulated utility foundation.

NextEra Energy Resources is expanding to 81 gigawatts of capacity. The target date for this milestone is 2027.

Twenty-one analysts cover the stock with varying opinions. The consensus rating is Moderate Buy with 13 Strong Buys, 7 Holds, and 1 Strong Sell.

Price targets average $91 per share. Jefferies maintains a more conservative $85 estimate.

The company pays a 2.7 percent dividend yield. NextEra has distributed dividends for three decades straight.

Management projects 6 to 8 percent annual earnings growth. Deals with AI hyperscaler companies support this forecast.

Constellation Energy

Constellation Energy trades at $359.82 per share. The company’s market value stands at $71 billion.

Constellation Energy Corporation, CEG

This firm generates more nuclear power than any other U.S. operator. It controls 32 percent of the nation’s nuclear capacity.

Three Mile Island will restart operations by 2027. Microsoft is providing backing for this project.

Constellation acquired Calpine for $26.6 billion. The purchase expands its generation portfolio.

Third quarter 2025 profits increased from prior periods. Twelve analysts follow the stock with 8 Buys and 4 Holds.

The average analyst target reaches $391 per share. This implies 8.75 percent upside potential.

BMO analyst James Thalacker projects earnings growth exceeding 20 percent annually through 2030. His price target sits at $406.

The stock pays a 0.6 percent dividend. Its growth profile resembles technology stocks more than traditional utilities.

Vistra

Vistra shares trade at $168.46 with a $59 billion market cap. The company runs the largest nuclear fleet in America.

Vistra Corp., VST

Management is securing co-location agreements with technology firms. The company’s 41 gigawatts of capacity serves AI infrastructure needs.

Shares have climbed more than 200 percent this year. Third quarter EBITDA held steady despite some plant outages.

Eighteen analysts rate Vistra as a Strong Buy. The breakdown includes 15 Strong Buys and 3 Holds with zero Sells.

BMO set a $245 price target on the stock. The average across all analysts reaches $234.

Evercore ISI maintains a $243 estimate. Wall Street expects 15 percent compound annual growth from the company.

ExxonMobil

ExxonMobil trades at $116.60 with a $460 billion valuation. The company ranks among the world’s largest oil producers.

Permian Basin operations produce 1.5 million barrels daily. This low-cost production anchors the company’s portfolio.

ExxonMobil is expanding liquefied natural gas capacity. The firm also invests in carbon capture technology.

The company has raised its dividend for 42 years. Current yield stands at 3.4 percent.

Twenty-five analysts provide coverage with a Moderate Buy consensus. The breakdown shows 11 Buys and 4 Holds with no Sells.

Scotiabank’s $155 target implies 33 percent upside potential. The average target across all analysts is $129.

Wolfe Research rates the stock as Outperform. The firm projects 2026 earnings of $7.50 per share.

Chevron

Chevron shares trade at $161.25 with a $290 billion market cap. The dividend yield reaches 4.5 percent.

The company has increased dividends for 38 consecutive years. Permian Basin assets drive domestic production.

Guyana’s Stabroek block holds 11 billion barrels of reserves. This offshore development supports long-term growth.

Third quarter earnings beat analyst forecasts. Production is expanding at 3 percent per year.

Seventeen analysts rate Chevron as Strong Buy. This includes 14 Buys and 3 Holds with no Sells.

The average price target is $172 per share. Wells Fargo maintains the highest estimate at $196.

HSBC recently upgraded Chevron to Buy. The firm set a $169 price target on the shares.

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