Oil has roared back into the headlines, with U.S. crude above $100 as conflict hits key shipping routes and refineries. Higher fossil fuel costs make dependable power from the sun, wind and water look less optional and more like insurance. That shift in attention is creating fresh interest in companies that build and run clean power projects. This article walks through three renewable energy stocks from our screener worth a closer look.
The three stocks that follow are only a small sample, and the full screen surfaced 213 more renewable energy companies with equally compelling narratives that are not covered here. If you want to go beyond the shortlist and actively identify, compare, and analyze potential opportunities, head straight to the Renewable (solar, wind, hydro or tidal) Energy screener .
Solaria Energía y Medio Ambiente (BME:SLR)
Overview:Solaria Energía y Medio Ambiente develops, owns, and operates utility scale solar photovoltaic plants across Southern Europe and Latin America, supplying renewable electricity.
Operations:The group records almost all its revenue in Spain at about €251.9 million, with smaller contributions from Italy and Uruguay.
Market Cap:€2.1b
Solaria Energía y Medio Ambiente matters for this renewable energy screen because its entire model revolves around building and running large solar projects that lock in long term clean power contracts.
"The September 2026 Royal Decree on Spanish data centers, which has already led to interest from more data center operators seeking reliable power and connection partners, introduces a new regulatory tailwind that could expand Solaria Energía y Medio Ambiente's pipeline of long duration infrastructure contracts and raise future Infra revenue."
The real swing factor for Solaria may be how one pressure on future cash generation plays out against those long term contracts.
How that cash tension resolves sits at the heart of the full narrative for Solaria Energía y Medio Ambiente . The narrative maps how data center demand, regulation and capital needs could be pulling in different directions.
ERG (BIT:ERG)
Overview:ERG produces electricity mainly from onshore wind and solar farms across Europe, with smaller hydro and natural gas cogeneration activities.
Operations:ERG generates about €634 million from wind and €140 million from solar, with Italy, France and the UK its largest reported markets.
Market Cap:€3.3b
ERG matters in this renewable screen because it is already running a sizeable fleet of wind and solar assets. The business is now leaning harder into projects that aim to secure long duration, contract backed output from that portfolio.
"Normalization of wind speeds after historically weak European conditions, together with ERG continuing to spread its portfolio across different regions and technologies, would support a rebound in production volumes that flows through to revenue and EBITDA."
The real test for ERG is whether that improving production backdrop can offset the pressure from lower incentives and one critical cost of capital question.
That capital question is exactly what the full narrative for ERG unpacks, separating short term weather noise from how ERG's cash engine could be quietly resetting.
EDP Renewables (ENXTLS:EDPR)
Overview:EDP Renewables plans, builds, operates and maintains large wind farms and solar parks worldwide, selling clean electricity under long term contracts.
Operations:The group records around €1 billion in revenue from North America, about €952 million from Europe and roughly €145 million from APAC.
Market Cap:€13.29b
EDP Renewables matters for this renewable energy screen because its core activity is owning and running utility scale wind and solar projects that feed contracted green power into grids across several continents.
"The continued focus on cost efficiency, reflected in a 12% reduction in adjusted core OpEx per average MW and a 9% cut in headcount while keeping core OpEx broadly flat despite portfolio growth, provides a base for future projects to scale with less incremental cost and can support net margin resilience."
The interaction between that cost discipline and a growing pipeline of contracted wind and solar assets could prove crucial for future profitability.
That cost and pipeline mix is exactly what the full narrative for EDP Renewables unpacks, separating operational efficiency from capital pressures and highlighting where EDP Renewables' next leg of growth could be quietly building.
Seeking Alternatives Before Momentum Flies
Fresh ideas move first. By the time every investor notices the breakout, the best entry points can be gone. Scan these under the radar lists while it matters and look for opportunities early.
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Spot cash generative compounders early by tracking a curated list of solid balance sheet and fundamentals (203 results) that can help keep portfolios from being caught off guard when weaker peers start dropping.
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Target durable income streams by scanning 213 dividend fortresses that aim to keep yields flying while prices still look reasonable and under the radar for now.
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Ride major infrastructure trends by reviewing 41 power grid technology and infrastructure stocks before capital rushes in and turns today's mispriced outliers into yesterday's missed breakout, so consider acting while conditions remain favorable.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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