Cox Infrastructure Group And 2 Other Renewable Energy Stocks To Watch

The closure of the Strait of Hormuz in 2026 shook fossil fuel supply routes and reminded everyone how easily oil flows can be disrupted. When shipping lanes stall, attention often shifts to power sources that do not rely on narrow sea passages. That focus puts companies building and running solar, wind, hydro and tidal projects on many investors’ radar. This article highlights three stocks from that group that may merit closer examination.

The three stocks below are just a starting sample from a much wider pool. The full screen surfaced 219 more renewable energy companies with equally detailed stories that are not covered here. To identify and analyze the highest conviction ideas that match your own criteria, head straight to the Renewable (solar, wind, hydro or tidal) Energy screener.

Cox Infrastructure Group (BME:COXG)

Cox Infrastructure Group runs desalination, water treatment and renewable power assets, with the screener link coming from its solar PV, solar thermal and biofuel generation and transmission activities. Energy EPC and services generate about €771 million, and energy concessions add roughly €355 million, far ahead of its water lines. The stock’s market value is around €933 million.

For an investor focused on renewable projects, Cox Infrastructure Group offers sizeable solar generation and transmission operations priced at a P/S of 0.6x against an unprofitable but improving earnings profile and quicker top line expansion than the Spanish market. The real test will be how one pressure on its funding costs resolves.

That funding squeeze is the pivot point, so it is worth scanning the 2 key rewards and 2 important warning signs (1 is major!) to see what might accelerate or stall Cox Infrastructure Group next

Econergy (TASE:ECNR)

Econergy develops, owns and operates utility scale solar and wind farms plus battery storage across several European markets, earning about €9 million from non regulated utility activities. The group is valued at roughly ₪4.6b and is tightly tied to the renewable project development theme.

Econergy is tightly linked to the renewable energy theme because the whole business is geared to building and running large solar and wind projects, with battery storage alongside. Revenue is forecast to climb quickly while the company is still loss making and relies heavily on debt, so the real opportunity depends on how one unseen pressure shapes that growth path.

That inflection point starts with the balance sheet, so head to the Econergy financial health report to see whether Econergy’s leverage is amplifying or masking the growth story.

Econergy financial health report

O.Y. Nofar Energy (TASE:NOFR)

O.Y. Nofar Energy develops and runs rooftop and utility scale photovoltaic projects, which link it cleanly to the solar side of this renewable energy screen. Revenue is led by Israeli solar initiation and investment at ₪190 million, USA projects at about ₪130 million, and domestic construction and operation at roughly ₪49 million, with a market cap near ₪5.4b.

O.Y. Nofar Energy is closely aligned with the theme through rooftop and utility scale solar projects, with wind and storage providing additional ways to access the shift toward cleaner power. Recent profitability and sector-focused growth are notable, although the impact of changes in funding costs remains an important uncertainty.

With funding costs in the spotlight, the 2 key rewards and 3 important warning signs (2 are major!) shows where O.Y. Nofar Energy’s solar growth could accelerate or quietly stall next.

Seeking Fresh Alternatives Beyond Renewables?

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