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5 Alternative Energy Stocks Riding the AI Power Crunch
By Ryan Hasson. Date Posted: 1/26/2026.
Quick Look
- AI-driven electricity demand is fueling a power crunch, pushing alternative energy stocks into one of the market’s strongest momentum themes.
- Momentum spans the spectrum, from large-cap leaders like Bloom Energy to income plays like Clearway and high-risk innovators such as Amprius and Babcock.
- While valuations are elevated, the trends remain intact, with price action and capital flows signaling that investor enthusiasm is far from exhausted as AI adoption accelerates.
Several market themes have taken hold in 2026, producing outsized winners across multiple sectors. The memory chip shortage, for example, has reignited momentum in the sector this year, with names like SanDisk (NASDAQ: SNDK) picking up right where they left off last year. SanDisk is now the top-performing stock in the S&P 500, up nearly 100% year-to-date.
Aerospace and defense have also been front and center. Stocks like Rocket Lab (NASDAQ: RKLB) and FTAI Aviation (NASDAQ: FTAI) have delivered impressive double-digit gains early in the year as global defense spending and commercial aviation demand remain elevated.
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Add your name and claim your free Gold IRA Guide today.But while those sectors have captured most of the headlines, another area of the market has been building momentum: alternative energy.
A growing group of alternative energy stocks has begun to outperform the broader market, supported by a powerful — and increasingly unavoidable — narrative: the rapid acceleration of electricity demand driven by artificial intelligence.
AI Is Creating a Power Crunch
Momentum in alternative energy stocks didn't start this year. It began to build during the second half of last year, when investors started to appreciate just how power-intensive artificial intelligence really is.
AI data centers are massive consumers of electricity. As hyperscalers race to expand capacity and companies reshore manufacturing to the U.S., electricity demand is rising far faster than legacy infrastructure can handle. The result is an emerging power crunch.
Unlike prior energy cycles, this demand surge is not being met by a single favored source. Instead, everything is needed: traditional generation, renewables, nuclear, hydrogen, battery storage and distributed on-site power solutions. That reality has created a unique setup for alternative energy companies operating across infrastructure, storage and next-generation power technologies.
As a result, several alternative energy stocks have developed strong upside momentum, significantly outperforming the market over the past year and continuing to lead in early 2026.
Here are five alternative energy stocks generating impressive returns that momentum traders and investors should watch.
Bloom Energy: The Standout Momentum Leader
Bloom Energy (NYSE: BE) has established itself as one of the most powerful momentum names in the alternative energy space. Following triple-digit gains in 2025, shares have surged another 67% in 2026, lifting the stock's one-year return to an eye-catching 467%. Bloom Energy now carries a market capitalization of $34.2 billion and is a member of the Russell 2000 Index.
Bloom develops solid-oxide fuel cell systems for on-site power generation. These systems convert natural gas, biogas or hydrogen into electricity with lower carbon emissions and high reliability. The company's flagship product, the Bloom Energy Server, offers enterprises a grid-independent power solution—an increasingly valuable proposition as grid strain and reliability concerns grow.
Fundamentally, the company's execution has helped justify the market's enthusiasm. In its Q3 2025 earnings report, Bloom posted EPS of $0.15, beating consensus estimates of $0.08. Revenue surged 57.1% year-over-year to $519.05 million, also well above expectations.
Looking ahead, Bloom is scheduled to report Q4 earnings on February 5. Analysts expect EPS of $0.31, down year over year due to higher investment spending, while revenue is projected to rise about 13% to roughly $649 million.
While analysts currently rate the stock a Hold, expectations are rising. A strong earnings report and upbeat guidance could prompt a broader re-rating. That said, investors should be mindful of valuation risk: Bloom trades at a forward P/E north of 130, leaving little room for disappointment after such a powerful run.
T1 Energy: Small-Cap Momentum With Big Ambitions
T1 Energy (NYSE: TE) sits on the smaller-cap end of the spectrum, with a market capitalization of nearly $2 billion, but its momentum profile rivals that of much larger peers. The company focuses on building domestic solar and battery supply chains in the U.S., emphasizing scalability, reliability and cost efficiency. It develops energy storage systems and battery solutions designed to support both grid infrastructure and commercial mobility.
Despite the lack of profitability, shares have delivered impressive returns. The stock is up 27% year-to-date and more than 300% over the past year, reflecting strong investor appetite for high-growth, speculative energy infrastructure plays.
In its most recent report, T1 posted Q3 2025 revenue of $210.52 million, beating expectations and representing a sharp increase from Q2 revenue of $132 million. The company remains in a heavy investment phase, but top-line momentum is clearly building.
Wall Street appears constructive. The stock carries a Moderate Buy consensus rating based on seven analyst opinions, signaling confidence in the company's long-term growth trajectory despite near-term losses.
Clearway Energy: Momentum With Income
Clearway Energy (NYSE: CWEN) offers a different angle within the alternative energy space: momentum paired with income. The mid-cap company, with a market capitalization of $7.3 billion, owns and operates a diversified portfolio of contracted renewable and conventional generation assets, as well as thermal infrastructure. Its segments include renewable generation, conventional power and corporate energy services.
The company's standout feature is its dividend. The stock currently yields 5.05%, supported by a payout ratio near 77%. That income component has helped attract investors during periods of market volatility. Performance has been solid: shares are up nearly 8% year-to-date and roughly 46% over the past year, excluding dividends. When income is included, total returns become even more compelling.
Analysts rate the stock a Moderate Buy, with a consensus price target near $37.71, implying modest upside from current levels. Clearway may not deliver the explosive upside of smaller momentum names, but it offers a steadier way to gain exposure to rising power demand.
Amprius Technologies: High-Risk, High-Momentum Battery Play
Amprius Technologies (NYSE: AMPX) is a small-cap name best suited for investors with higher risk tolerance. The company, with a market capitalization of roughly $1.46 billion, focuses on advanced silicon-anode lithium-ion batteries designed to deliver significantly higher energy density. Its technology targets applications across aviation, electric vehicles and light electric mobility.
After gaining well over 160% in 2025, the stock has added another 42% in 2026, continuing its strong momentum trend. Financially, Amprius remains early-stage. In Q3 2025, the company reported revenue of $21.4 million and a loss of $0.03 per share. Despite limited revenue, Wall Street remains optimistic, assigning the stock a Moderate Buy rating and a consensus price target that implies about 43% upside potential.
Institutional flows support that optimism. Over the past 12 months, Amprius has seen $216 million in inflows versus just $13.75 million in outflows. That's a notable vote of confidence in the company's technology and long-term potential.
Babcock & Wilcox: Extreme Momentum, Elevated Volatility
Babcock & Wilcox (NYSE: BW) rounds out the list as one of the most volatile and powerful momentum movers in the alternative energy space. With a market capitalization of $1.05 billion, increased volatility is to be expected.
BW provides energy and environmental technologies serving power generation and heavy industrial markets. Its offerings include boilers, emissions-control systems and aftermarket services that support both fossil-fuel and renewable facilities.
The stock's performance has been relentless. Shares are up 49% year-to-date, pushing one-year gains to an astonishing 525%. Technically, the stock has repeatedly consolidated and broken higher, offering momentum traders multiple opportunities within its longer-term uptrend.
However, despite the impressive technicals, the fundamentals remain mixed. In Q3 2025, Babcock posted EPS of negative $0.06, beating estimates, but revenue of $149 million missed expectations. Yet the stock still surged to new 52-week highs following the report—perhaps a reminder that price action and momentum, not fundamentals, are currently driving the story.
Power Demand Is Reshaping the Alternative Energy Landscape
Alternative energy has emerged as one of the strongest momentum themes in the market, fueled by AI-driven electricity demand and structural power constraints.
From large-cap sector leaders like Bloom Energy to high-risk innovators like Amprius and Babcock, investors now have a wide range of ways to gain exposure. While valuations are elevated across the group, momentum remains intact. And as long as AI continues to strain global power infrastructure, the sector's tailwinds appear far from exhausted.
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