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Renewable Energy News 2 February 2026 - 7 February 2026

Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla shares closed up 3.5% at $411.11 on Friday after news of a U.S. solar hiring push and an AI training center in China. The company targets 100 GW of U.S. solar manufacturing by 2028, far above current national output. Investors remain focused on Tesla’s autonomy and energy projects. Upcoming U.S. jobs and inflation data may affect market sentiment next week.
7 February 2026
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GE Vernova stock jumps nearly 6% as traders digest upgrade, debt deal and wind repower push

GE Vernova stock jumps nearly 6% as traders digest upgrade, debt deal and wind repower push

GE Vernova shares jumped 5.7% to $779.35 Friday, rebounding from two days of losses, and edged up further after hours. Baird upgraded the stock to Outperform and raised its price target to $923. The company completed a $2.6 billion senior notes offering and finalized its $5.275 billion purchase of the remaining Prolec GE stake. Investors await the April 22 earnings update.
7 February 2026
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First Solar stock falls 7% as Tesla solar-cell expansion report jolts FSLR

First Solar stock falls 7% as Tesla solar-cell expansion report jolts FSLR

First Solar shares dropped 7.2% to $217.49 Friday after a report said Tesla is scouting U.S. sites to expand solar cell production. The decline came as the S&P 500 and solar sector ETFs rose. Tesla is also considering boosting output at its Buffalo, New York, plant, Bloomberg reported. Investors now await First Solar’s Feb. 24 results and 2026 outlook.
6 February 2026
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GE Vernova stock pulls back after a volatile week — new wind orders, bond sale and a fresh Baird upgrade in focus

GE Vernova stock pulls back after a volatile week — new wind orders, bond sale and a fresh Baird upgrade in focus

GE Vernova shares fell about 1% to $737.53 in after-hours trading Thursday, extending losses from Wednesday’s drop. The company announced $2.6 billion in new bonds, fresh wind repower orders, and a major electrification contract. Baird upgraded the stock and raised its price target to $923. Investors await GE Vernova’s April 22 earnings report.
6 February 2026
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Plug Power stock drops nearly 10% as share-vote delay returns — what PLUG traders watch next

Plug Power stock drops nearly 10% as share-vote delay returns — what PLUG traders watch next

Plug Power shares fell 9.3% to $1.86 Thursday after another delay in a shareholder vote on charter changes, with only 39.63% and 49.40% of outstanding shares backing two key proposals. The company rescheduled the special meeting for Feb. 17 and warned a reverse stock split may follow if the proposal to increase authorized shares does not pass.
5 February 2026
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GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova shares fell 1.6% to $734.33 Thursday after completing a $2.6 billion senior notes offering to help fund its Prolec GE acquisition. The company reported 1.1 GW of U.S. wind repower orders for 2025, prompting Baird to upgrade the stock. Xcel Energy finalized deals with GE Vernova for gas turbines and wind projects amid rising power demand.
5 February 2026
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Cummins stock in focus as it pulls back on electrolyzers and maps 2026 outlook

Cummins stock in focus as it pulls back on electrolyzers and maps 2026 outlook

Cummins will halt new commercial ventures in its electrolyzer division and took a $218 million charge for the segment in Q4. Shares rose about 0.5% in premarket trading after the company projected 2026 revenue growth of 3% to 8%, citing steady demand for data-center backup power. Fourth-quarter revenue rose 1% to $8.5 billion, while net income reached $593 million.
5 February 2026
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Neste Oyj stock slides as flat 2026 renewables volume outlook jars investors despite profit rebound

Neste Oyj stock slides as flat 2026 renewables volume outlook jars investors despite profit rebound

Neste shares fell 4.65% to 20.51 euros by 14:28 EET after the company forecast flat renewable product volumes for 2026, disappointing investors expecting growth. Q4 comparable EBITDA jumped to 601 million euros from 168 million a year earlier. The company proposed a 0.20 euro per share dividend. Investors await further details on renewables margins during a 3 p.m. Finland call.
5 February 2026
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Suzlon Energy Q3 results: Profit up 15%, revenue jumps 42% — but shares still slide

Suzlon Energy Q3 results: Profit up 15%, revenue jumps 42% — but shares still slide

Suzlon Energy shares fell nearly 6% to 47.76 rupees on Thursday after Q3 net profit rose 15% year-on-year to 4.45 billion rupees. Revenue from operations jumped 42% to 42.28 billion rupees. The company delivered a record 617 MW in the quarter, with an order book of 6.4 GW as of December 31. Sequential profit dropped 65% from the previous quarter, partly due to a prior deferred tax gain.
5 February 2026
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Bloom Energy stock slides in after-hours as traders brace for Thursday earnings

Bloom Energy stock slides in after-hours as traders brace for Thursday earnings

Bloom Energy shares dropped 12.8% to $147.35 in after-hours trading Wednesday after a volatile session. Wall Street expects fourth-quarter profits to fall from last year despite higher revenue, with analysts forecasting $0.25 per share on $649.12 million in sales. Investors are focused on guidance and orders tied to data-center power demand. Bloom reports earnings Thursday after the close.
5 February 2026
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Enphase stock jumps nearly 39% — here’s what traders are watching after ENPH outlook and upgrades

Enphase stock jumps nearly 39% — here’s what traders are watching after ENPH outlook and upgrades

Enphase Energy shares soared 38.6% to $51.67 in after-hours trading Tuesday after the company projected first-quarter revenue of $270 million to $300 million. RBC and BMO raised their ratings, citing improved demand visibility. Fourth-quarter revenue reached $343.3 million, with U.S. demand up 21% but European revenue down 29%. CEO Badri Kothandaraman said bookings are about 90% filled at the midpoint of guidance.
5 February 2026
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Sunrun stock jumps 12% as RUN touts record growth in “distributed power plant” programs

Sunrun stock jumps 12% as RUN touts record growth in “distributed power plant” programs

Sunrun shares jumped 12.2% to $20.72 Wednesday after the company reported a fivefold increase in customer participation for its battery grid-services programs in 2025. Over 106,000 customers are now enrolled, with nearly 18 gigawatt-hours dispatched. Trading volume reached 12 million shares by mid-afternoon. Investors await Sunrun’s earnings report on Feb. 26 for updates on cash flow and guidance.
4 February 2026
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Enphase Energy stock jumps 36% on Q4 results, upbeat outlook and fresh analyst upgrades

Enphase Energy stock jumps 36% on Q4 results, upbeat outlook and fresh analyst upgrades

Enphase Energy shares jumped 36% to $50.50 after the company posted fourth-quarter revenue of $343.3 million and a 21% rise in U.S. sell-through demand. The stock saw heavy trading, with volume surpassing 35 million shares. Analysts at BMO and RBC upgraded Enphase following its upbeat outlook and forecast for first-quarter revenue of $270–$300 million. SolarEdge and Sunrun also rose, while First Solar slipped.
4 February 2026
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Enphase Energy stock jumps 23% premarket after outlook; tariffs and tax-credit clock back in focus

Enphase Energy stock jumps 23% premarket after outlook; tariffs and tax-credit clock back in focus

Enphase Energy shares jumped 23% to $45.98 in premarket trading after reporting Q4 revenue of $343.3 million and forecasting Q1 revenue between $270 million and $300 million. U.S. “sell-through” demand rose 21% from the previous quarter, while European revenue fell 29%. BMO raised its rating to “market perform” and set a $41 price target.
4 February 2026
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Bloom Energy stock price jumps after close — what traders are watching before earnings (BE)

Bloom Energy stock price jumps after close — what traders are watching before earnings (BE)

Bloom Energy shares jumped 8.1% to $168.89 Tuesday, trading as high as $176.35 on volume of 13.7 million ahead of its Feb. 5 earnings report. Other fuel-cell stocks, including Plug Power and FuelCell Energy, also rose late. The moves follow a Financial Times report on surging demand for onsite power at data centers. Investors await Bloom’s update on bookings, deliveries, and margins.
4 February 2026
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Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy shares rose 2.3% to $159.72 Tuesday after hitting $176.35, with nearly 9.7 million shares traded. Investors are awaiting fourth-quarter results due after markets close Feb. 5. A new report highlighted fuel cells as a stopgap for data-center power shortages, and Bloom’s stock is up over 400% in the past year. Roth Capital raised its price target to $133 but kept a Neutral rating.
3 February 2026
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Plug Power stock dips premarket as share vote nears and reverse-split threat hangs over PLUG

Plug Power stock dips premarket as share vote nears and reverse-split threat hangs over PLUG

Plug Power shares fell 1.2% to $2.09 in premarket trading Monday as investors focus on a Feb. 5 shareholder vote to double authorized common shares. The company warned that if the proposal fails, it may pursue a reverse stock split. CEO Andy Marsh said Plug is close to approval but needs more proxies. Trading volume spiked Friday as the stock closed down 9.6%.
2 February 2026
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Stock Market Today

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

7 February 2026
Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

7 February 2026
Walmart shares climbed 3.34% to $131.18 Friday, pushing its market value to about $1.05 trillion as the Dow closed above 50,000 for the first time. Retail stocks mostly gained, with Target up 4.24% and Costco up 1.20%, while Amazon dropped 5.55%. Investors await Walmart’s fiscal Q4 results on Feb. 19 and key U.S. economic data next week.
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