The Smartest Green Energy Stocks to Buy With $100 Right Now
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The Motley Fool

The Smartest Green Energy Stocks to Buy With $100 Right Now

July 27, 2025
09:00 AM
5 min read
AI Enhanced
investmentstocksfinancialrenewable energyelectric vehiclesmarket cyclesseasonal analysismarket

Key Takeaways

Nio, Plug Power, and Cameco could keep growing as the renewable market expands.

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5 min read

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investment

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Published

July 27, 2025

09:00 AM

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The Motley Fool

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Key Topics
investmentstocksfinancialrenewable energyelectric vehiclesmarket cyclesseasonal analysismarket

The analysis indicates that What's particularly noteworthy is Over the past decade, many countries prioritized the development of renewable energy solutions to curb their greenhouse emissions

From 2025 to 2033, Grand View Re expects the global renewable energy market to keep expanding at a compound annual growth rate (CAGR) of 14. 9% as that secular trend continues

That expansion is generating tailwinds for many green energy companies, but it can be tough to separate the winners from the losers in this fragmented market, given current economic conditions

So today, I'll take a closer look at three mising companies in the electric vehicle (EV), hydrogen, and nu : Nio (NIO 1. 86%), Plug Power (PLUG 4

Conversely, 24%), and Cameco (CCJ -0

All three of these stocks are speculative, but they might just churn a modest $100 investment into thousands of dollars over the next few years

In contrast, Image source: Getty Images

The EV play: Nio Nio is a major Chinese EV maker which is gradually expanding into Europe

It differentiates itself from its competitors with its removable batteries, which can be quickly swapped out at its power swap stations across China and Europe

Nevertheless, In contrast, Its drivers can pay for those battery swaps individually or pay a monthly fee for lower rates

Additionally, Nio's namesake brand sells higher-end sedans and SUVs

However, Its newer Onvo and Firefly sub-brands sell cheaper SUVs and compact cars, respectively

From 2020 to 2024, Nio's annual deries rose more than fivefold, its revenue grew at a CAGR of 42%, and its number of year-end battery-swapping stations jumped from 155 to 3,445

Most of its recent growth was driven by brisk sales of Nio's higher-end sedans, its gradual growth in Europe, and the recent launches of its Onvo and Firefly vehicles, in this volatile climate

From 2024 to 2027, analysts expect Nio's revenue to grow at a CAGR of 26% as it continues to grow its market in China and disrupt the European market

However, It isn't fitable yet, but it's growing at an impressive rate for a stock which trades at less than one times this year's sales

The hydrogen play: Plug Power Plug Power is the world's largest pure play hydrogen charging and storage company (noteworthy indeed), in today's financial world

It mainly vides hydrogen fuel cells and charging stations for warehouse forklifts, and its top customers include Amazon and Walmart

In contrast, It's already deployed more than 70,000 fuel cell systems and over 250 fueling stations across the world

However, In 2024, Plug Power's revenue plunged 29% as its net loss widened

That decline was caused by the challenging macroheadwinds, which throttled the market's demand for new hydrogen-charging jects, and tough year-over-year comparisons to two big acquisitions (which expanded its smaller, cryogenic-systems ) in 2022 and 2023 (noteworthy indeed)

Moreover, But from 2024 to 2027, analysts expect Plug's revenue to grow at a CAGR of 30% as the macroenvironment stabilizes and the hydrogen market heats up again

However, Furthermore, It also aims to narrow its losses with ject Quantum Leap, a cost-cutting plan aimed at reducing its expenditures by $150 million to $200 million each year (something worth watching)

Meanwhile, 66 billion loan guarantee from the U

Department of Energy (DOE) for the construction of six green hydrogen manufacturing plants should help it stay solvent as it tries to expand its again

Nevertheless, That outlook seems mising, yet Plug trades at less than three times this year's sales

Nevertheless, Furthermore, Therefore, any positive news the hydrogen market could drive its stock a lot higher

Furthermore, The nu play: Cameco Cameco, which is based in Canada, is the world's second-largest uranium miner after Kazakhstan's national miner Kazatomm

It mined 17% of the world's uranium in 2024, and it operates its mines and mills in Canada, the U, considering recent developments

Additionally, , and Kazakhstan

The company's revenue declined every year from 2011 to 2021

Furthermore, That decline started after the Fukushima disaster in 2011, which drove many countries to reevaluate their nu energy plans

As uranium's spot price plunged, Cameco susp its biggest mines to conserve its cash

The COVID-19 pandemic then hampered its recovery

But from 2021 to 2024, Cameco's revenue grew at a CAGR of 29% in Canadian dollar (CAD) terms as its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) surged at a CAGR of 206%

That recovery was driven by soaring uranium spot prices (which rose from $29 (this bears monitoring), given current economic conditions

Moreover, 63 in January 2021 to $78. 50 this June), its restarted mines, and its acquisition of a 49% stake in the nu power plant designer and builder Westinghouse Electric in late 2023

Uranium's comeback was driven by the market's rising demand outstripping its tight supply, supply chain disruptions in Kazakhstan, Russia, and Niger, as well as the rapid growth of the power-hungry cloud and AI data center

Nevertheless, From 2024 to 2027, analysts expect its revenue to grow at a CAGR of 8% (in CAD terms) as its adjusted EBITDA rises at a CAGR of 16%

On the other hand, Those are impressive growth rates for a stock which trades at just 25 times this year's adjusted EBITDA, so Cameco's stock could still have plenty of room to run.