Experts: Top 3 energy stocks

Analysts at Wells Fargo, the largest American bank holding company, presented an overview of the most promising companies in the energy sector that can benefit from both the development of traditional infrastructure and the transition to «green» technologies. 

1. GE Vernova (GEV)

The Bank recommends GE Vernova shares for purchase with an Overweight rating and a target price of $697. The growth potential is associated with high demand for generation and power grid equipment, as well as improved margins. Among the risks are a slowdown in electricity demand and possible regulatory changes. The company recently sold Proficy for $600 million and received an upgrade to «Buy» from Melius Research.

2. Williams Companies (WMB)

Williams shares are rated by Wells Fargo with an Overweight rating and a target price of $70.  The growth is supported by increased demand for gas for AI data centers, electric vehicles, and resourcing. The main risks are falling gas prices and slowing consumption. The company accelerated the launch of the Southeast Supply Enhancement Project (expected in Q3 2027), and BMO assigned the Outperform rating.

3. Bloom Energy (BE)

The rating is Equal Weight, with a target price of $65. Wells Fargo notes the prospects of the company's fuel cells powered by gas and hydrogen, which are in demand in the energy supply of data centers. Among the risks are slower business expansion and technology commercialization. Morgan Stanley and UBS raised their forecasts after signing an agreement with Oracle AI.