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Renewable Energy 7 January 2026 - 12 January 2026

Plug Power stock slides after TD Cowen downgrade revives cash-burn fears

Plug Power stock slides after TD Cowen downgrade revives cash-burn fears

Shares of Plug Power Inc dipped 5.6% on Friday, closing at $2.19, pressured by a TD Cowen downgrade that nudged the hydrogen fuel-cell company back toward the $2 mark. The stock fluctuated between $2.14 and $2.33 during the session, after ending Thursday at $2.32. Volume hit around 114 million shares, surpassing the company’s recent averages. Meanwhile, the Nasdaq Composite climbed 0.81%, and rival Ballard Power Systems gained 1.1%.
10 January 2026
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Plug Power stock in focus as TD Securities downgrades to Hold, cuts target to $2

Plug Power stock in focus as TD Securities downgrades to Hold, cuts target to $2

Plug Power shares hovered around $2.32 in premarket trading on Friday after TD Securities downgraded the hydrogen equipment maker to hold from buy and cut its price target to $2 from $4. The broker pointed to slower demand and execution risks in electrolyzers — machines that split water to make hydrogen — and in the material-handling business tied to fuel-cell forklifts and service. TD said Plug still lacks a clear path to positive free cash flow, the cash left after capital spending, and flagged management targets of about $215 million in quarterly revenue for gross margin break-even and $300 million for EBITDA positive.
9 January 2026
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First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

Shares of First Solar fell 10.3% to $241.11 on Wednesday after Jefferies downgraded the U.S. solar panel maker to “hold” from “buy” and cut its price target to $260 from $269. The brokerage cited “limited booking visibility” for 2026 and said a hoped-for “S232” tailwind — shorthand for potential Section 232 duties that can be imposed after a Commerce Department national-security investigation — could “underwhelm investor expectations,” flagging possible carve-outs for Germany and developers moving ahead of any levies. The stock opened at $254.02 and touched $239.26 at its low; volume was about 6.2 million shares. TipRanks
8 January 2026
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Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention NEW YORK,

Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention NEW YORK,

Bloom Energy Corp shares rose 8.1% to $111.38 on Wednesday, lifting off an intraday low of $100.87, as investors refocused on a new $600 million bank line and a large fuel-cell microgrid purchase linked to Quanta. The stock hit an intraday high of $111.41 and traded more than 8.3 million shares by late morning, keeping the $100 level in play for traders after the early slide.
7 January 2026
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