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Renewable Energy 1 February 2026 - 5 February 2026

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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LONGi share price watch: Davos remarks and metal swings in focus for 601012 ahead of Shanghai open

LONGi share price watch: Davos remarks and metal swings in focus for 601012 ahead of Shanghai open

LONGi Green Energy shares dropped 4.74% to 17.88 yuan Friday, nearing recent lows, as sector-wide pressure hit Chinese solar stocks. Management at Davos stressed cost cuts and overseas localization, while warning of volatile precious metals prices added to caution. LONGi projects a narrowed 2025 net loss of 6.0–6.5 billion yuan, citing supply-demand mismatch and rising costs.
2 February 2026
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First Solar stock (FSLR) heads into Monday after Tesla’s 100‑GW solar talk jolts sentiment

First Solar stock (FSLR) heads into Monday after Tesla’s 100‑GW solar talk jolts sentiment

First Solar closed Friday at $225.52, up 0.7% after a sharp 10% drop Thursday, ending the week down about 7%. BMO Capital Markets downgraded the stock, citing pricing concerns and rising U.S. supply. Tesla’s push into solar, including new panel production in Buffalo, has divided analysts on First Solar’s outlook. Wells Fargo said Tesla’s plans triggered the sector selloff but sees limited downside for First Solar.
2 February 2026
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Sungrow Power (300274.SZ) shares in focus ahead of open after Friday jump as China PMI slips

Sungrow Power (300274.SZ) shares in focus ahead of open after Friday jump as China PMI slips

Sungrow Power Supply closed up 3.2% at 151.00 yuan Friday in Shenzhen, ahead of Monday’s private-sector PMI release. China’s official manufacturing PMI fell to 49.3 in January, signaling contraction and sparking concern over domestic demand. Investors are watching for signs of weakness in new energy equipment orders as macroeconomic signals overshadow company news.
2 February 2026
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Brookfield Renewable Corporation stock jumps 6% after results and dividend hike — what investors watch next

Brookfield Renewable Corporation stock jumps 6% after results and dividend hike — what investors watch next

Brookfield Renewable Corporation shares rose 5.9% to $41.64 Friday after posting a 10% jump in 2025 funds from operations and raising its quarterly dividend to $0.392 per unit. The company launched a $400 million at-the-market share offering to fund buybacks. Brookfield Renewable Partners units gained 4.85% to $29.83. After-hours, BEPC traded at $41.46.
1 February 2026
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Plug Power stock slid nearly 10% Friday as share-issuance vote looms — what investors watch next

Plug Power stock slid nearly 10% Friday as share-issuance vote looms — what investors watch next

Plug Power Inc shares fell 9.8% to $2.12 Friday ahead of a Feb. 5 shareholder vote on doubling authorized shares to 3 billion. The company says the move is essential for meeting financial obligations but risks diluting current holders. Previous votes showed strong support but failed to meet turnout thresholds. An investor townhall is scheduled for Feb. 2.
1 February 2026
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Stock Market Today

  • Devon Energy Price Target Raised 10.85% to €46.73, Institutional Holdings Fall
    April 12, 2026, 2:18 PM EDT. Devon Energy (BIT:1DY6) sees its average one-year price target raised by 10.85%, now at €46.73 per share, up from €42.15. The target range spans €32.95 to €60.61. This new target exceeds the latest closing price of €41.74 by nearly 12%. Meanwhile, institutional ownership dropped 11.71% last quarter to 494 million shares, despite 1,161 funds holding positions. Notably, Geode Capital Management slightly increased shares but cut portfolio allocation by nearly 46%. Victory Capital Management boosted holdings by 15% and portfolio weight by 18%. Kimmeridge Energy Management also raised its stake by 36%. These movements reflect shifting fund sentiment amid rising price forecasts for Devon Energy shares.

Latest article

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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