Two Utility Stocks Worth Buying This Month
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 03 2026
0mins
Should l Buy BEPC?
Source: Yahoo Finance
- Brookfield Renewable Growth: As of the end of 2025, Brookfield Renewable operates 47 GW of renewable capacity and has over 200 GW of projects in development, with expected revenue CAGR of 22% from 2025 to 2028, indicating strong growth potential in the green energy market.
- Long-Term Contract Benefits: Brookfield has secured long-term renewable power agreements with hyperscalers like Microsoft and Google, incorporating inflation escalators in contracts to maintain profitability amid inflation, thereby reinforcing its market position.
- Rapid Growth of GE Vernova: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with projected revenue CAGR of 15% and adjusted EBITDA CAGR of 55% from 2025 to 2028, reflecting strong demand in the power and electrification sectors.
- Demand-Driven Market Expansion: GE Vernova's Power and Electrification orders have seen double-digit growth over the past two years, driven by the expansion of cloud computing and AI markets, although its wind segment grows slower, the overall business will benefit from surging electricity demand.
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Analyst Views on BEPC
Wall Street analysts forecast BEPC stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 43.610
Low
35.00
Averages
43.67
High
48.00
Current: 43.610
Low
35.00
Averages
43.67
High
48.00
About BEPC
Brookfield Renewable Corp. operates renewable power platforms and sustainable solutions. The Company’s operations consist of over 13,948 MW of installed hydroelectric, wind, solar, storage and ancillary capacity across Brazil, Colombia, North America and Europe. Its sustainable solutions assets include investment in a leading global nuclear services business and a portfolio of investments in carbon capture and storage capacity, agricultural renewable natural gas, materials recycling and eFuels manufacturing capacity, among others. It is focused on power markets in the United States. Its hydroelectric capacity in the United States is located in New York, Pennsylvania, and New England. In New York, it has over 74 hydroelectric facilities, in Pennsylvania, four hydroelectric facilities, and in New England, 48 hydroelectric facilities. Through its subsidiary TerraForm Power, it has a diverse portfolio of wind and solar platforms located in California, Illinois, Texas and New York.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Volatility: AI stocks plummeted in early 2025 due to economic concerns and have remained volatile in 2026, prompting investors to pivot towards more reliable dividend stocks, reflecting fears of an impending AI bubble burst.
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- Realty Income's Resilience: Realty Income (O), the largest net lease REIT with over 15,500 properties, maintained an occupancy rate above 96% even during the Great Recession, offering a robust 5.1% dividend yield that provides strong security for investors.
- Sustained Demand for Clean Energy: Brookfield Renewable (BEP) collaborates with AI-related companies to supply essential electricity, ensuring that even if the AI bubble bursts, its 3.6% and 4.6% dividend yields will continue to deliver stable cash flow amidst market uncertainties.
See More
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- Brookfield Asset Management: Brookfield Asset Management (BAM) focuses on high-demand sectors, targeting revenue growth of 15% to 20% over the next decade while committing 90% of earnings to dividends, with a current yield of 4.13%, showcasing strong cash flow and stable dividend capacity.
- Equinix's Growth Potential: Although Equinix (EQIX) has a current dividend yield of only 2%, its average annual dividend growth rate of 11% over the past decade indicates strong market demand and profitability in the cloud computing and data center sectors, with projected revenue growth of about 10% this year.
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- Investor Confidence and Market Opportunities: The unique strengths and growth potential of these three companies attract investor interest, particularly against the backdrop of surging demand for artificial intelligence data centers, which is expected to drive both stock prices and dividends higher.
See More
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- Surging Global Power Demand: Global electricity demand is projected to grow at an annual rate of 3.5%, primarily driven by skyrocketing energy needs from data centers, providing a robust market foundation for Brookfield Renewable's rapid expansion in the future.
- Stable Revenue Streams: The majority of Brookfield's electricity is sold under long-term, fixed-rate power purchase agreements (PPAs), with 70% of revenues linked to inflation, enabling the company to achieve stable and steadily rising earnings, thereby enhancing its financial resilience.
- Significant Investments and Partnerships: The company recently signed a $3 billion deal to supply hydropower to Google and a 10.5 gigawatt renewable energy development agreement with Microsoft, initiatives that not only elevate its market position but also further drive cash flow growth.
- Future Growth Expectations: Brookfield anticipates that its cash flow per share will achieve over 10% annual growth through multiple growth drivers, with plans to increase its high-yield dividend by 5% to 9% annually, indicating strong growth momentum for the company over the coming decades.
See More
Brookfield Renewable's Growth Potential in Energy Sector
- Rising Electricity Demand: Global electricity demand is projected to grow at an annual rate of 3.5%, driven primarily by surging electricity needs from data centers, which could exceed 8% to 10% annual growth, presenting a significant market opportunity for Brookfield Renewable.
- Stable Revenue Sources: Brookfield sells most of its electricity through long-term fixed-rate power purchase agreements (PPAs) with utilities and large corporations, with 70% of its revenues linked to inflation, ensuring stable and steadily rising earnings.
- Diverse Growth Catalysts: The company anticipates enhancing cash flow per share by 4% to 6% annually through higher-rate PPAs and approximately $850 million in new clean power investments, recently signing a $3 billion hydropower supply deal with Google, further solidifying its market position.
- Strong Dividend Growth: Brookfield plans to increase its current 3.9% high-yield dividend by 5% to 9% annually, expecting cash flow per share to grow over 10% annually through 2031, which will provide investors with substantial total return potential.
See More
Investment Strategy and Passive Income Growth
- Cash Reserve Strategy: I plan to transfer over $1,000 in excess cash into my brokerage account to capitalize on future market downturns, aiming for 10% of my portfolio to be in cash, with half of that goal already achieved.
- Passive Income Objective: I intend to invest about $400 in high-yield dividend stocks this April, including Brookfield Renewable, Energy Transfer, and W.P. Carey, which will help accelerate my path to financial independence through their growing dividends.
- Brookfield Renewable Growth Potential: The company has increased its dividend by at least 5% annually since its formation in 2011 and expects cash flow per share to grow over 10% annually, supporting its dividend growth targets.
- AI Investment Opportunity: I plan to invest the remaining approximately $100 in Brookfield Corporation, which sees AI as a significant investment trend, projecting 25% annual earnings growth over the next five years from its AI infrastructure investments.
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