US Green Energy Stocks That Could Outperform in 2025

The demand for renewable energy continues to surge as governments and corporations push for cleaner power sources. With the United States at the forefront of this transition, several green energy stocks are poised to deliver substantial growth. For investors seeking exposure to the booming US clean energy market, on this article we want to highlight some of the best green energy stocks that could outperform in 2025.

Why Invest in US Green Energy Stocks?

The US government’s Inflation Reduction Act, which allocates $369 billion toward climate initiatives, has accelerated renewable energy development. Companies involved in solar, wind, hydrogen, and battery storage are expected to benefit from tax incentives, subsidies, and increased demand.

For investors, adding US green energy stocks offers access to global innovation, diversified revenue streams, and strong growth potential.

So let’s see what we think it could be strong choices for growth stocks on the energy industry:

1. NextEra Energy (NYSE: NEE)

Overview:
NextEra Energy is the largest producer of wind and solar energy in the world. Through its subsidiaries, Florida Power & Light (FPL) and NextEra Energy Resources, the company supplies clean energy to millions of homes across the United States.

Key Strengths:

• Extensive Renewable Portfolio: NextEra owns over 27 GW of renewable capacity, including wind, solar, and battery storage.
• Hydrogen Focus: The company is actively developing green hydrogen projects to complement its renewable operations.
• Consistent Growth: With steady investments in renewable infrastructure, NextEra continues to expand its clean energy footprint.

Financial Outlook:

• Market Capitalization: ~$150 billion (March 2025)
• Dividend Yield: ~3.08%
• Revenue Growth: 10% CAGR projected through 2025

Should You Buy NextEra Energy in 2025?
Analysts see NextEra as a stable investment due to its strong dividend history and ambitious expansion plans. Price targets are on average at $85.47 while the bullish case puts the stock at $102. Currently it is trading at $73, so substantial gains are expected by them in the following 12 months.

2. Enphase Energy (NASDAQ: ENPH)

Overview:
Enphase Energy specializes in microinverter technology for solar energy systems. Their inverters convert solar-generated direct current (DC) into alternating current (AC) more efficiently than traditional systems.

Key Strengths:

• Market Leader: Enphase dominates the residential solar inverter market.
• Energy Storage Expansion: The company’s Enphase IQ Battery integrates seamlessly with its microinverter systems.
• Global Growth: Enphase continues to expand across Europe and Asia to meet rising solar demand.

Financial Outlook:

• Market Capitalization: ~$7.9 billion (March 2025)
• Revenue Growth: Expected CAGR of 15-20% through 2025

Should You Buy Enphase Energy in 2025?
Enphase is highly rated for its innovation and growth potential. Analysts predict a bullish target price of $105, although the average sits at $76.49, this is however still suggesting notable upside from its current $58 per share.

3. First Solar (NASDAQ: FSLR)

Overview:
First Solar is one of the largest solar panel manufacturers in the US, specialising in thin-film solar modules. These panels perform better in hot climates compared to traditional silicon-based models.

Key Strengths:

• Technological Edge: First Solar’s thin-film technology is cost-effective and durable.
• Strong Order Pipeline: The company has a backlog of over 70 GW of solar projects extending into 2027.
• US Expansion: First Solar’s investments in new manufacturing plants aim to expand production capacity.

Financial Outlook:

• Market Capitalization: ~$14 billion (March 2025)
• Revenue Growth: 20% CAGR projected for the next two years

Should You Buy First Solar in 2025?
With demand for solar infrastructure rising, analysts have set price targets with an average of $245.57 for First Solar in 2025. Its stock price is currently $132.51, so that is nearly double.

4. Brookfield Renewable Partners (NYSE: BEP)

Overview:
Brookfield Renewable Partners operates a diverse renewable energy portfolio, including hydroelectric, wind, and solar assets. The company’s projects span North America, South America, Europe, and Asia.

Key Strengths:

• Global Presence: Operations across multiple continents reduce geographic risks.
• Dividend Stability: Brookfield offers a reliable income stream for dividend investors.
• Sustainable Growth: Aggressive expansion into battery storage and offshore wind markets supports long-term growth.

Financial Outlook:

• Market Capitalization: ~$6 billion (March 2025)
• Dividend Yield: ~6.7%
• Revenue Growth: 12-15% CAGR projected through 2025

Should You Buy Brookfield Renewable Partners in 2025?
The stock is currently trading at $22.75 and the analysts have set an average target price of $30.30, indicating moderate growth with a strong income stream.

5. Plug Power (NASDAQ: PLUG)

Overview:
Plug Power is a leader in hydrogen fuel cell technology, developing solutions for forklifts, delivery vehicles, and stationary power. The company is expanding into green hydrogen production facilities.

Key Strengths:

• Strategic Partnerships: Collaborations with Amazon, Walmart, and FedEx enhance Plug Power’s growth prospects.
• Green Hydrogen Growth: New production plants are expected to reduce costs and increase adoption.

Financial Outlook:

• Market Capitalization: ~$1.50 billion (March 2025)
• Revenue Growth: Expected CAGR of 25-30% through 2025

Should You Buy Plug Power in 2025?
With growing hydrogen adoption, analysts have projected a price target of $1 in the bearish case while the most bullish analyst sees a $5 price tag on the stock. We have always seen Plug as a great promising stock, however it is still just promising and didn’t manage to be profitable for many years so it crashed the stock.

6. Clearway Energy (NYSE: CWEN)

Overview:
Clearway Energy owns and operates wind, solar, and natural gas assets. The company focuses on generating consistent cash flow through long-term power purchase agreements (PPAs).

Key Strengths:

• Stable Cash Flow: Long-term PPAs ensure predictable revenue.
• Dividend Growth: Clearway consistently raises dividends, making it appealing for income investors.

Financial Outlook:

• Market Capitalization: ~$5.8 billion (March 2025)
• Dividend Yield: ~6.2%
• Revenue Growth: Steady 8-10% CAGR projected

Should You Buy Clearway Energy in 2025?
Currently sitting at $29.14 per share, the analysts have set an average price target of $35 with a bullish case of $39 so it is reflecting steady growth potential.

7. ChargePoint Holdings (NYSE: CHPT)

Overview:
ChargePoint operates one of the largest electric vehicle (EV) charging networks in North America. The company provides hardware, software, and services for residential, commercial, and fleet charging.

Key Strengths:

• Dominant EV Charging Network: Over 200,000 charging ports across the US and Europe.
• Partnerships with Automakers: Collaborations with major car brands enhance growth.

Financial Outlook:

• Market Capitalization: ~$0.3 billion (March 2025)
• Revenue Growth: Expected CAGR of 30% through 2025

Should You Buy ChargePoint in 2025?
ChargePoint’s stock price is at $0.70, while the stock has been suffering a lot on the recent year with loss of 60%, the average price target is at $1.23 which it is almost double, with a bullish case of $3.00, that would be more than 4 times the investment, however we will need to see how is the evolution on the first months before looking at those prices.

Conclusion

The US green energy sector is poised for substantial growth in 2025 as renewable investments accelerate. For UK investors seeking exposure to sustainable energy stocks, these companies provide promising long-term opportunities.

From solar panel manufacturers like First Solar to hydrogen innovators like Plug Power, each stock offers a unique growth catalyst. Investors should assess their risk tolerance and investment horizon before choosing which green energy stocks align with their portfolio goals.

By strategically investing in these high-potential companies, UK investors can gain exposure to a rapidly expanding sector while contributing to a cleaner, greener future.