ZACKS·2025-12-24 15:06Core Insights - Global investments in renewable energy have reached record levels, driven by strong policy support and rising demand for clean power, particularly in solar and wind sectors [1][2] - The momentum in renewable energy spending is expected to continue as countries aim to reduce carbon emissions and enhance energy security, with electric vehicles and AI-based data centers increasing electricity demand [2][3] - Select green energy companies are well-positioned to benefit from the ongoing shift toward clean energy, supported by government climate programs and long-term clean power agreements [4][5] Company Summaries - NextEra Energy (NEE): A leading clean energy company focused on wind and solar power generation, with plans to add 36.5-46.5 GW of new renewables from 2024 to 2027. The Zacks Consensus Estimate for NEE's 2026 earnings indicates a 7.8% improvement, with a 17.7% increase in sales. The stock has gained 13.4% in the past six months [6][7] - Dominion Energy (D): A major U.S. energy company transitioning toward cleaner power with a focus on regulated electric utilities and long-term contracted clean energy assets. The Zacks Consensus Estimate for D's 2026 earnings suggests a 22.47% improvement, with an 8.4% increase in sales. The stock has gained 5% in the past six months [8][9] - Canadian Solar (CSIQ): A global provider of solar modules and energy storage solutions, forecasting total module shipments of 25-30 GW and energy storage shipments of 14-17 GWh for 2026. The Zacks Consensus Estimate for CSIQ's 2026 earnings implies a 77.7% improvement, with a 34.8% increase in sales. The stock has gained 121.2% in the past six months [10][11]