topstockalerts
Sep 24, 8:42 PM
UBS highlighted its top stock picks across seven segments of the U.S. Energy, Mining and Utilities sectors, focusing on companies positioned for growth through acquisitions, production expansion and operational improvements.
Nexpower is UBS’s top clean-energy pick. The firm expects the company to raise its fiscal 2030 revenue target from
$5.2 billion at its upcoming Capital Markets Day, reflecting acquisitions in inverters, battery energy storage systems and fixed-tilt structures. UBS sees an additional
$1.4 billion revenue opportunity from new product segments and forecasts fiscal 2030 EBITDA of
$1.55 billion, 2% above consensus.
Canadian Natural Resources is UBS’s top integrated-oil pick and is expected to deliver the strongest near-term volume growth among oil-sands producers. 2026 average production is targeted at 1.66 million barrels of oil equivalent per day, up 5.7% from 2025. The Trans Mountain expansion has narrowed heavy-oil differentials and reduced volatility.
$NXT $CNQ
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