Monster Energy 2 stocks are held for the next 10 years

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If you’re an investor looking for growth stocks in the energy sector, start looking for companies that are benefiting from the power demand of data centers and the growing use of nuclear power in the United States.

Westra (NYSE: VST ) and Constellation energy (NASDAQ: CEG ) Fits that description, and both of their contributions are worth keeping for the next decade.

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A nuclear power plant. — Image source: Getty Images.

Westra is the largest unregulated power producer in the United States, and partners with it Amazon (NASDAQ: AMZN ) and Meta platforms (NASDAQ: META ) To help meet their power needs. The Texas-based company generates 44,000 megawatts (MW) of energy through nuclear, natural gas, coal and battery energy storage facilities. Its shares are down a little more than 1% so far in 2026, but up more than 46% from last year.

In 2025, Westra’s revenue rose 2.9% to $17.7 billion, thanks to an AI-driven increase in power demand from data centers. Net income fell 52.5% to $233 million due to higher interest expenses and costs related to recent acquisitions.

The company is expected to close a $4 billion deal to buy Cogentrix Energy later this year, adding about 5,500 megawatts of natural gas-fired generating capacity. It closed the acquisition of 2,600 MW from Lotus Infrastructure Partners for $1.9 billion in November.

For 2026, management is guiding for adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $6.8 billion to $7.6 billion, which would be a 22% increase over the midpoint. Analysts are currently projecting annual earnings per share (EPS) growth of more than 230% as the company’s new nuclear contracts and natural gas expansion in the Permian Basin come online.

The company has a 20-year contract to provide Amazon Web Services with up to 1,200 megawatts of power from its Comanche Peak nuclear power plant, and a similar agreement to supply 2,600 megawatts of Metta from three nuclear plants.

One of the more subtle reasons to buy Vistra is its dividend yield. Thanks to rising stocks, the yield has fallen from the 2.2% to 3.5% range it was just a few years ago to around 0.6% now. However, the company has raised its payout (admittedly, by small increments) for 17 consecutive quarters. Despite this increase, the payout ratio is only 41.2%, which leaves room for more dividends.

Bridge, based in Baltimore, is the largest regulated producer of nuclear power in the United States, as well as a major generator of carbon-free energy. Its revenue should grow, thanks to long-term deals Microsoft (NASDAQ: MSFT ) and meta. The stock is up more than 49% over the past year, while it is down more than 14% in 2026.

In the fourth quarter, its adjusted operating EPS rose 8% year over year to $9.39, and revenue rose 12.9% to $6.07 billion.

Constellation has already made a major acquisition this year, buying Calpin, known for its natural gas and geothermal power facilities, for $16.4 billion. The company said the move would be accretive to its adjusted operating EPS of more than 20% in 2026 and would add at least $2 to EPS in subsequent years.

Also boosting revenue will be the planned restart of the Unit 1 reactor at the Crane Clean Energy Center, formerly known as the Three Mile Island Nuclear Facility. Backed by a $1 billion loan from the Department of Energy and a 20-year power purchase agreement with Microsoft, the project is expected to generate 835 megawatts. The company has a similar 20-year contract in the works with Meta for power from the Clinton Clean Energy Center in Illinois.

Before you buy stock in Vistra, consider this:

of the Motley Fool Stock Advisor The analyst team identified only what they believed 10 best stocks For investors to buy now… and Westra was not one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

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James Haley holds positions at Microsoft. Motley Fool owns and recommends positions in Amazon, Constellation Energy, MetaPlatforms, and Microsoft. Motley Fool has a disclosure policy.

2 Monster Energy Stocks to Hold for the Next 10 Years was originally published by The Motley Fool

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