Stem, Inc.

In this video, Motley Fool contributor Jason Hall makes the case for Brookfield Renewable (NYSE: BEPC)(NYSE: BEP), Stem Energy (NYSE: STEM), Enphase Energy (NASDAQ: ENPH), and First Solar (NASDAQ: FSLR) as a basket of stocks that could double in value over the next five years.
*Stock prices used were from the afternoon of Oct. 17, 2025. The video was published on Oct. 17, 2025.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Should you invest $1,000 in Enphase Energy right now?
Before you buy stock in Enphase Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Enphase Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $646,805!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,123,113!*
Now, it’s worth noting Stock Advisor’s total average return is 1,055% — a market-crushing outperformance compared to 188% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of October 13, 2025
Jason Hall has positions in Brookfield Renewable, Brookfield Renewable Partners, Enphase Energy, First Solar, and Stem and has the following options: short January 2026 $1 puts on Stem and short January 2027 $40 puts on Enphase Energy. The Motley Fool has positions in and recommends First Solar. The Motley Fool recommends Brookfield Renewable, Brookfield Renewable Partners, Enphase Energy, and Stem. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Got $10,000? 4 Top AI Grid Resilience Stocks to Buy That Could Double by 2030

Stem STEM shares have gained 11.9% since it reported second-quarter 2025 results on Aug. 7. The uptick can be attributed to strong growth in software and managed services, new customer engagements, expanded professional services, and increased recurring revenue momentum.
In the second quarter of 2025, Stem reported a loss of $3.73 per share, which was narrower than $4.40 per share reported in the year-ago quarter. The figure missed the Zacks Consensus Estimate by 24.33%.
Revenues of $38.4 million climbed 12.9% year over year and beat the consensus mark by 15.93%.
Stem shares have gained 15.5% year to date, outperforming the Zacks Computer & Technology sector’s 13.5% return.
Stem, Inc. Price, Consensus and EPS Surprise
STEM Q2 Top-Line Details
Solar Software revenues (24.8% of revenues) climbed 20.4% year over year to $9.5 million. Edge Hardware (31.5% of revenues) increased 8.6% year over year to $12.1 million.
Project and Professional Services (6.1% of revenues) increased 76.1% year over year to $2.3 million. Storage Software & Managed services (23.5% of revenues) increased 53.2% year over year to $9 million. Battery Hardware resale (14.2% of revenues) decreased 30% year over year to $5.4 million.
In the second quarter of 2025, Stem maintained bookings of $34.3 million, slightly down from $34.5 million in the first quarter of 2025, and increased its contracted backlog by 6% to $26.8 million.
Storage operating assets under management (AUM) grew 42% year over year to 1.7 gigawatt hours (GWh), while solar operating AUM increased 22% year over year to 32.7 gigawatts (GW).
Contracted Annual Recurring Revenue remained nearly flat at $69.2 million, while Annual Recurring Revenue (ARR) rose 3% quarter over quarter to $58.5 million, reflecting 22% year-over-year growth.
STEM Q2 Operating Details
STEM’s second-quarter 2025 non-GAAP gross margin expanded 900 basis points (bps) to 48.9%.
In the second quarter, operating expenses decreased 95.6% year over year to $26.1 million. In the reported quarter, research & development expenses declined 34.6% year over year to $10 million. General & administrative expenses decreased 43.8% year over year to $8.9 million. Selling and marketing expenses decreased 33.8% year over year to $7.3 million.
In the second quarter of 2025, adjusted EBITDA reached $3.8 million, up from an adjusted EBITDA loss of 11.3 million in the second quarter of 2024.
STEM Balance Sheet Details
As of June 30, 2025, Stem had cash and cash equivalents of $40.8 million compared with $58.6 million as of March 31, 2025.
Operating cash outflow for the second quarter of 2025 was $21.3 million compared with $11.9 million in the second quarter of 2024.
STEM Provides 2025 Guidance
Stem now expects 2025 revenues between $125 million and $175 million.
Software, edge hardware, & services are expected to be between $120 million and $140 million.
For 2025, Battery hardware resale is expected to be approximately $35 million.
Non-GAAP gross margin is expected to be between 30% and 40%.
Adjusted EBITDA is expected to be between a loss of $10 million and a gain of $5 million.
Year-end ARR is projected to be between $55 million and $65 million.
Zacks Rank & Stocks to Consider
Stem currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector are Autodesk ADSK, Applied Materials AMAT, and Cisco Systems CSCO. Each stock carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Autodesk is set to report second-quarter fiscal 2026 results on Aug. 28. Autodesk shares have lost 3.7% year to date.
Applied Materials is slated to report third-quarter fiscal 2025 results on Aug. 14. Applied Materials shares have gained 13.5% year to date.
Cisco Systems is set to report fourth-quarter fiscal 2025 results on Aug. 13. Cisco Systems shares ave rallied 19.3% year to date.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

STEM Shares Gains 12% on Narrower Q2 Loss, Revenues Increased Y/Y

In trading on Friday, rental, leasing, & royalty shares were relative leaders, up on the day by about 1.2%. Leading the group were shares of VirnetX Holding, up about 7.3% and shares of VOC Energy Trust up about 4.6% on the day.
Also showing relative strength are electronic equipment & products shares, up on the day by about 1.1% as a group, led by Stem, trading up by about 49.4% and Westwater Resources, trading up by about 27.4% on Friday.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Friday Sector Leaders: Rental, Leasing, & Royalty, Electronic Equipment & Products

Stem, Inc. STEM shares ended the last trading session 8.8% higher at $6.71. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 33.7% loss over the past four weeks.
STEM is benefiting from its focus on high-margin software and services, particularly PowerTrack and managed services, along with cost reductions and improved operational efficiency.
This company is expected to post quarterly loss of $3.00 per share in its upcoming report, which represents a year-over-year change of +31.8%. Revenues are expected to be $33.1 million, down 2.7% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Stem, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on STEM going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Stem is part of the Zacks Computers - IT Services industry. Cognizant CTSH, another stock in the same industry, closed the last trading session 0.8% higher at $77.59. CTSH has returned -4.3% in the past month.
Cognizant's consensus EPS estimate for the upcoming report has changed +0.7% over the past month to $1.26. Compared to the company's year-ago EPS, this represents a change of +7.7%. Cognizant currently boasts a Zacks Rank of #2 (Buy).
Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.
See Our Top Stock to Double (Plus 4 Runners Up) >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stem (STEM) Soars 8.8%: Is Further Upside Left in the Stock?

Teladoc (TDOC) shares rallied 14.4% in the last trading session to close at $7.89. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.3% gain over the past four weeks.
Teladoc witnessed a price rise after Citron Research highlighted strong growth prospects following the company’s Goldman Sachs presentation, where management revealed that embedding BetterHelp in employer health plans could drastically improve conversion rates. The recent acquisition of UpLift enables insurance billing. Citron also emphasized TDOC’s AI edge and scale as key drivers of future profitability.
Besides, Teladoc's competitive strengths lie in its unmatched integration of virtual care services, global reach and data-driven innovation. It offers a comprehensive suite of clinical services—from wellness and acute care to chronic and mental health management—through a highly scalable, secure and API-driven platform. Its proprietary engagement science, predictive analytics and personalized communications drive exceptional member utilization.
This telehealth services provider is expected to post quarterly loss of $0.26 per share in its upcoming report, which represents a year-over-year change of +7.1%. Revenues are expected to be $621.69 million, down 3.2% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Teladoc, the consensus EPS estimate for the quarter has been revised 3.4% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on TDOC going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Teladoc is a member of the Zacks Medical Services industry. One other stock in the same industry, LifeMD, Inc. (LFMD), finished the last trading session 3.1% lower at $14.3. LFMD has returned 28% over the past month.
For LifeMD, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at -$0.02. This represents a change of +89.5% from what the company reported a year ago. LifeMD currently has a Zacks Rank of #3 (Hold).
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Teladoc (TDOC) Moves 14.4% Higher: Will This Strength Last?

Exelixis (EXEL) shares soared 7.4% in the last trading session to close at $43.37. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.8% loss over the past four weeks.
Shares rallied following the company's announcement that the late-stage STELLAR-303 study met one of its two dual primary endpoints, demonstrating a statistically significant improvement in overall survival (OS) for the intent-to-treat (ITT) population when treated with zanzalintinib in combination with Tecentriq compared to the current standard-of-care drug, regorafenib.
The positive data from this study increases the likelihood of a potential approval of zanzalintinib.
This drug developer is expected to post quarterly earnings of $0.63 per share in its upcoming report, which represents a year-over-year change of -25%. Revenues are expected to be $571.08 million, down 10.4% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For Exelixis, the consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on EXEL going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Exelixis is part of the Zacks Medical - Biomedical and Genetics industry. Cartesian Therapeutics, Inc. (RNAC), another stock in the same industry, closed the last trading session 0.7% higher at $9.83. RNAC has returned 6.6% in the past month.
Cartesian Therapeutics, Inc.'s consensus EPS estimate for the upcoming report has remained unchanged over the past month at -$0.77. Compared to the company's year-ago EPS, this represents a change of -242.6%. Cartesian Therapeutics, Inc. currently boasts a Zacks Rank of #3 (Hold).
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Exelixis (EXEL) Surges 7.4%: Is This an Indication of Further Gains?

Nektar Therapeutics (NKTR) shares soared 12.1% in the last trading session to close at $9.54. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 13.2% loss over the past four weeks.
The stock rallied as investor optimism grew over the company's review of top-line data from the phase IIb REZOLVE-AD study evaluating its pipeline candidate, rezpegaldesleukin, for treating moderate-to-severe atopic dermatitis.
This biopharmaceutical company is expected to post quarterly loss of $2.53 per share in its upcoming report, which represents a year-over-year change of +32.5%. Revenues are expected to be $10.78 million, down 54.1% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For Nektar, the consensus EPS estimate for the quarter has been revised 10.5% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on NKTR going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Nektar belongs to the Zacks Medical - Drugs industry. Another stock from the same industry, Indivior PLC (INDV), closed the last trading session 0.4% lower at $13.95. Over the past month, INDV has returned 24.4%.
For Indivior, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.25. This represents a change of -43.2% from what the company reported a year ago. Indivior currently has a Zacks Rank of #3 (Hold).
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Strength Seen in Nektar (NKTR): Can Its 12.1% Jump Turn into More Strength?

RGC Resources Inc. (RGCO) shares rallied 9.1% in the last trading session to close at $22.18. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.5% loss over the past four weeks.
RGCO’s share price surged on Monday, driven by a sharp increase in natural gas demand and prices amid an ongoing heatwave across the eastern U.S. The extreme temperatures significantly boosted power generation needs, prompting utilities to consume more natural gas to meet the spike in electricity usage. Although gas output in the Lower 48 states edged slightly higher in June, it remained below March’s record levels, keeping supply relatively tight. At the same time, seasonal maintenance at major LNG export facilities reduced outbound flows, easing pressure on domestic supply. Adding to the bullish sentiment, ongoing geopolitical instability in the Middle East has heightened concerns over potential disruptions to global LNG trade, particularly through the Strait of Hormuz—a key chokepoint for roughly one-fifth of the world's LNG shipments. This confluence of strong domestic demand, limited supply growth, and broader market uncertainty lifted investor confidence in regional gas utilities like RGC Resources, fueling the notable rise in its share price.
This company is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents no change from the year-ago quarter. Revenues are expected to be $15 million, up 3.7% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For RGC Resources, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on RGCO going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
RGC Resources belongs to the Zacks Oil and Gas - Refining and Marketing industry. Another stock from the same industry, TotalEnergies SE Sponsored ADR (TTE), closed the last trading session 2.1% lower at $61.28. Over the past month, TTE has returned 8.1%.
For TotalEnergies, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at $1.64. This represents a change of -17.2% from what the company reported a year ago. TotalEnergies currently has a Zacks Rank of #3 (Hold).
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RGC Resources (RGCO) Surges 9.1%: Is This an Indication of Further Gains?

Mobileye Global (MBLY) shares rallied 11.6% in the last trading session to close at $16.42. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 5.7% loss over the past four weeks.
Mobileye shares rallied amid broader macroeconomic and geopolitical shifts. The stock jumped after Iran’s missile strikes on U.S. bases hinted at possible de-escalation in Middle East tensions. The firm’s headquarters are located in Israel, which makes it highly exposed to regional instability. Following President Donald Trump’s call to end the conflict between Israel and Iran, indications emerged that military tensions may be easing. Adding to the positive mood, a Federal Reserve official’s comments increased hopes that interest rates might be cut next month.
This maker of driver-assistance systems and autonomous driving technologies is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents no change from the year-ago quarter. Revenues are expected to be $462.79 million, up 5.4% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Mobileye, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on MBLY going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Mobileye belongs to the Zacks Automotive - Original Equipment industry. Another stock from the same industry, Modine (MOD), closed the last trading session 0.5% higher at $97.17. Over the past month, MOD has returned 7.7%.
Modine's consensus EPS estimate for the upcoming report has changed -12.3% over the past month to $0.98. Compared to the company's year-ago EPS, this represents a change of -5.8%. Modine currently boasts a Zacks Rank of #3 (Hold).
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Strength Seen in Mobileye (MBLY): Can Its 11.6% Jump Turn into More Strength?

An updated edition of the May 6, 2025 article.
The global shift toward sustainability is transforming the energy landscape, with industries rapidly adopting renewable sources like solar and wind. However, their intermittent nature has highlighted the critical need for reliable energy storage. This has fueled growing interest in battery storage technologies, which store excess power generated during peak periods and release it when production dips, ensuring grid stability and consistent supply.
As a result, demand for scalable storage solutions has surged, in tandem with increased adoption of renewable energy, over the past decade, positioning both of them as key pillars of the global energy transition.
According to the International Energy Agency’s (“IEA”) Global Energy Review report, published in March 2025, global electricity generation grew over 1,200 terawatt-hours (TWh) in 2024, with clean energy accounting for 80% of this growth. This trend, reflecting the clean energy’s prowess in driving the majority of global electricity expansion, thus implies strong growth opportunities in renewable energy and battery storage space. Notably, utility providers like Ameren Corp. AEE and American Electric Power Corp. AEP are capitalizing on these growth opportunities through the rapid expansion of their renewable generation portfolio. On the other hand, technology-driven core clean energy stocks, like Vestas Wind Systems VWDRY, a wind turbine manufacturer, and Stem Inc. STEM, known for its AI-driven clean energy optimization solutions, have already found their place in a clean energy investor’s watchlist.
Looking ahead, the IEA projects that new renewable energy capacity added globally between 2024 and 2030 will amount to more than 5,500 gigawatts (GW) — almost three times the increase seen between 2017 and 2023. To support this massive renewable energy capacity expansion, energy storage is projected to increase six times. Such solid projections naturally boost growth opportunities for those who have invested in or intend to invest in the renewable energy and battery storage space.
A key catalyst driving growth in this space is the essential nature of electricity, which continues to fuel strong demand even during economic downturns. This offers relative stability to stakeholders in the renewable energy and battery storage space, as more and more industries are inclining toward clean energy.
Other factors like expanding industrial output, rapid growth in electric vehicle (EV) adoption, data center proliferation, and heightened use of cooling systems amid worsening climate conditions are contributing to a rapid surge in electricity demand and thereby attracting more investments in renewables and batteries.
Furthermore, robust policy support, fiscal incentives, international commitments to net-zero emissions, along with declining costs of installation, particularly for solar and wind, are enhancing the competitiveness of clean energy companies, enabling them to deliver sustainable long-term value in an evolving global energy market.
Ready to uncover more transformative thematic investment ideas? Explore 30 cutting-edge investment themes with Zacks Thematic Screens and discover your next big opportunity.
4 Renewable Energy & Battery Storage Stocks to Watch
Ameren, which generates and distributes electricity, has been steadily investing in offering electricity through cleaner sources of energy generation, such as solar, wind, natural gas, hydro and nuclear power. To this end, it is imperative to mention that the company has 1,200 MW of approved generation currently under construction.
Looking ahead, AEE targets to expand its renewable portfolio by adding 3,200 MWs of renewable generation by 2030 and an additional 1,500 MWs by 2035. It also aims to add 1,000 MWs of battery storage by the end of 2030 and an additional 800 MWs by 2042.
To facilitate this renewable expansion, in February 2025, the company’s Ameren Missouri segment filed an update to its Smart Energy Plan, which includes a five-year investment worth $16.2 billion during the 2025-2029 period to upgrade the company’s grid, harden its poles and conductors, as well as accommodate more renewable energy. Such an elaborate investment plan reflects this Zacks Rank #3 (Hold) stock’s long-term vision of delivering reliable, affordable and cleaner energy to all its customers. The Zacks Consensus Estimate for AEE’s 2025 and 2026 sales implies year-over-year growth of 10.4% and 5.3%, respectively. The long-term (three-to-five years) earnings growth rate is estimated to be 7%.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
American Electric Corp., one of the largest integrated utilities in the United States, has been investing steadily to enhance its renewable generation portfolio. In 2024, the company received regulatory approvals from various state regulatory commissions to acquire approximately 2,303 MWs of owned renewable generation facilities through investments worth $5.5 billion. In addition, AEP received regulatory approvals for 637 MWs of renewable power purchase agreements (PPAs).
Looking ahead, the company aims to spend $9.9 billion during 2025-2029 in regulated renewable expansion and enhance its renewable generation portfolio to 50% by 2030.
In November 2024, AEP placed an order to secure up to 1GW of Bloom Energy’s solid oxide fuel cells, marking the largest commercial procurement of fuel cells in the world to date. In April 2025, AEP’s Indiana Michigan Power company submitted a filing requesting approval of a certificate of public convenience and necessity to acquire the Oregon Clean Energy Center, an existing 870 MW natural gas plant located in Oregon, OH. Such initiatives should further strengthen this Zacks Rank #3 stock’s position in the rapidly evolving renewable energy space. The Zacks Consensus Estimate for AEP’s 2025 and 2026 sales implies year-over-year growth of 6.8% and 4.9%, respectively. Its long-term earnings growth rate is estimated to be 6.4%.
Vestas Wind Systems, the world’s largest wind turbine manufacturer, has been consistently engaged in the development and deployment of sustainable energy solutions. The company had around 56,700 wind turbines, equivalent to 157 GW under service, as of March 2025.
At the end of the first quarter of 2025, turbines produced and shipped by VWDRY (in the last 12 months) are expected to avoid 490 million tons of CO2, over the course of their lifetime, reflecting a 25% improvement year over year.
On June 17, 2025, Vestas received a 124 MW order from EDF power solutions North America (EDFps) to supply 20 EnVentus V162-6.2 MW wind turbines for the Haute-Chaudière wind project in Québec, including a 10-year Active Output Management (“AOM”) 5000 service agreement. In May 2025, Vestas announced that it will acquire LM Wind Power’s blade factory in Poland to expand its European manufacturing capacity and support growing regional energy demand. These announcements imply VWDRY’s rapidly expanding footprint in the renewable energy industry. Per the Zacks Consensus Estimate, this Zacks Rank #2 (Buy) company is projected to witness an 8.8% and 11.5% rise in 2025 and 2026 sales, respectively. Its long-term earnings growth rate is 33.4%.
Over the past 15 years, Stem Inc. has emerged as a leading clean energy software provider, with achievements including partnerships with Fortune 500 companies and operating California’s largest virtual power plant.
As of March 31, 2025, over 16,000 customers worldwide used its AI-driven solutions to optimize clean energy portfolios. The company manages nearly 30 GW of solar assets and over 5 GWh of contracted energy storage globally, operating one of the largest distributed clean energy networks.
In the first quarter of 2025, Stem had 1.6 GWh of energy storage and 32.4 GWh of solar systems in operation, which rose 100% and 20.4%, respectively, year over year, highlighting strong growth in renewables and storage. These trends underscore Stem’s expanding footprint in the clean energy space. Per the Zacks Consensus Estimate, this Zacks Rank #2 company is likely to witness a rise of 0.4% and 8.3% in 2025 and 2026 sales, respectively.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Ameren Corporation (AEE) : Free Stock Analysis Report
American Electric Power Company, Inc. (AEP) : Free Stock Analysis Report
Stem, Inc. (STEM) : Free Stock Analysis Report
Vestas Wind Systems AS (VWDRY) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

Stem, Inc.

Price history and volume

Shares 360

Investment risk — medium

Investment potential — low

About