2 Monster Energy Stocks to Hold for the Next 10 Years

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Vistra and Constellation Energy are two energy companies that are well-positioned for long-term growth in the energy sector. Vistra is the largest unregulated power producer in the U.S. and partners with tech giants like Amazon and Meta to meet their power needs. Constellation Energy is the largest regulated producer of nuclear energy in the U.S. and is also a major generator of carbon-free energy. Both companies have made strategic acquisitions and have long-term deals with major tech companies that are driving their revenue growth.

Why it matters

The increasing electricity demands of data centers and the growing use of nuclear power in the U.S. are creating significant opportunities for energy companies like Vistra and Constellation Energy. As hyperscalers like Amazon and Meta continue to expand their operations, they will need reliable and sustainable energy sources to power their data centers, which is where Vistra and Constellation Energy come in. These companies are well-positioned to capitalize on these trends and provide investors with long-term growth potential.

The details

Vistra is the largest unregulated power producer in the U.S., generating 44,000 megawatts (MW) of energy through nuclear, natural gas, coal, and battery energy storage facilities. The company's revenue rose 2.9% to $17.7 billion in 2025, thanks to an AI-driven surge in electricity demand from data centers. Vistra is expected to close a $4 billion deal to buy Cogentrix Energy later this year, adding roughly 5,500 MW of natural gas-fueled generation capacity. The company also closed a $1.9 billion acquisition from Lotus Infrastructure Partners in November 2025. Constellation Energy, based in Baltimore, is the largest regulated producer of nuclear energy in the U.S. and the largest generator of carbon-free energy. The company's revenue grew 12.9% to $6.07 billion in the fourth quarter, and it has made a $16.4 billion acquisition of Calpine, known for its natural gas and geothermal power facilities.

• In 2025, Vistra's revenue rose 2.9% to $17.7 billion.
• Vistra is expected to close its $4 billion deal to buy Cogentrix Energy later this year.
• Vistra closed a $1.9 billion acquisition from Lotus Infrastructure Partners in November 2025.
• In the fourth quarter, Constellation Energy's adjusted operating EPS rose 8% year over year to $9.39, and its revenue rose 12.9% to $6.07 billion.
• Constellation Energy has made a $16.4 billion acquisition of Calpine this year.