5 clean-energy stocks to buy for 2026, according to a director overseeing $150 million

Ticker: MYRG

2025 return: +53%

Commentary: This electrical infrastructure company may not be well known outside its industry, but Krull sees it as a strategic play on an extremely important industry. MYR Group is coming off a strong year, and he thinks it will continue making progress in 2026 as demand increases due to the ongoing AI boom.

"Between the clean energy transition and the AI buildout, we're going to need to move electrons efficiently across the country," he said. "MYR designs and builds transmission lines to meet the ever-growing demand for more electricity. I see continued growth for at least the next decade in their services."

Ticker: RXRX

2025 return: -44%

Commentary: While not a direct clean energy play, Recursion Pharmaceuticals is known for prioritizing sustainability in its operations. Krull remains highly bullish on the stock, citing the potential for AI to help transform the world of biotechnology and pharmaceutical development.

"Recursion teamed up with Nvidia to build a supercomputer to analyze potential drug opportunities. The analysis performed by the Recursion system has the potential to speed up the drug development process and reduce the cost of development by half.

Krull said that while he views Recursion as a riskier play than the other clean energy stocks on his list, he still sees high upside potential.

Ticker: FSLR

2025 return: +43%

Commentary: First Solar is a leader in the solar technology space, a key component of the clean energy sector. The stock performed well in 2025, and Krull maintains that its growth is still in its early stages as the company prepares to continue expanding its empire in 2026.

"They are focused on innovation in the solar manufacturing space, investing in clean manufacturing and higher cell efficiency," Krull noted. "The company has a year-long backlog and is sold out through 2026."

Ticker: HSAI

2025 return: +13%

Commentary: Hannon Armstrong Sustainable Infrastructure invests in sustainable infrastructure companies, specifically those in the renewable energy space, such as solar and wind power firms. Krull sees this as a lucrative niche that will pay off as clean energy demand rises.

"There will be more opportunities to build out our renewable energy systems, and companies like Hannon Armstrong will be vital for financing," he predicted.

Ticker: RIVN

2025 return: +18%

Commentary: This electric vehicle producer rebounded in 2025 after shaking off significant volatility. Krull thinks that Rivian is poised to emerge stronger than ever in 2026, even as the EV market faces uncertainty.

Krull thinks the automaker is well-positioned to serve a section of the market that industry leader Tesla hasn't focused on.

"Their anticipated R3 models will be in the lower-end EV market, a market Tesla doesn't seem to be targeting," he said of Rivian. "Their CEO, R.J. Scaringe, is brilliant; he understands the importance of connected and integrated systems in EVs."