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Renewable Energy 2 March 2026 - 26 April 2026

Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Inc. shares fell 1.26% to $3.14 on Friday, extending a two-day slide and leaving the stock 31% below its 52-week high. The company reported $5.5 million in positive gross profit for the fourth quarter and a 12.9% rise in 2025 revenue. Plug recently won a contract for a 275-megawatt electrolyzer system in Quebec and agreed to sell its Project Gateway site for at least $132.5 million.
Plug Power Stock Watch: Louisiana Hydrogen Plant Hits 90% Availability As Cash Burn Test Looms

Plug Power Stock Watch: Louisiana Hydrogen Plant Hits 90% Availability As Cash Burn Test Looms

Plug Power’s Olin joint-venture plant in St. Gabriel, Louisiana produced 448.3 metric tons of liquid hydrogen in Q1 and filled 101 trailers, the company said Friday. Shares of Plug fell 1.3% to $3.14, while Ballard Power and Bloom Energy also declined. Plug ended 2025 with $368.5 million in unrestricted cash and used $535.8 million in operations during the year.
SolarEdge Stock Jumps as Bigger Battery Bet Puts Its Turnaround to the Test

SolarEdge Stock Jumps as Bigger Battery Bet Puts Its Turnaround to the Test

SolarEdge Technologies shares rose over 11% to $47.36 Thursday, pushing its market value to about $2.8 billion and outpacing other solar stocks. The company reported 2025 revenue of $1.18 billion, up 31%, but posted a net loss of $405.4 million. SolarEdge launched a 197 kWh battery system for commercial use in Europe and Asia. Wall Street analysts maintain a consensus “Reduce” rating, with an average target price of $29.90.
Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

China is considering export restrictions on advanced solar-manufacturing equipment to the U.S., potentially affecting Tesla’s plans for new factories, sources told Reuters. Tesla aims to buy $2.9 billion in solar-panel equipment from China and expand U.S. solar production. China produces over 80% of global solar panel components. No final decision has been made, and consultations remain preliminary.
Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power shares rose 2.5% to $2.715 Thursday after the company reaffirmed its target of positive EBITDAS by end-2026 and projected up to $200 million in savings from Project Quantum Leap. The update followed a major electrolyzer project win in Quebec and investor meetings in Toronto and Montreal. Plug reported 2025 revenue of $710 million and a fourth-quarter gross profit of $5.5 million.
Plug Power Stock Rises as Quebec Contract Puts 2026 Turnaround Back in Focus

Plug Power Stock Rises as Quebec Contract Puts 2026 Turnaround Back in Focus

Plug Power shares rose about 1.5% in premarket trading Monday after announcing a major electrolyzer contract for Hy2gen Canada’s Courant project in Quebec. The company will supply a 275-megawatt GenEco system to produce low-carbon ammonia. Plug ended 2025 with $368.5 million in cash and reported a $1.63 billion net loss on $710 million in revenue. The Quebec award still carries execution and liquidity risks, the company said.
Strait of Hormuz Crisis Hits Asia Hard as Fuel Rationing Spreads and Renewables Gain

Strait of Hormuz Crisis Hits Asia Hard as Fuel Rationing Spreads and Renewables Gain

Asian governments expanded emergency measures Monday as Strait of Hormuz disruption kept fuel and transport costs high. India cut fuel taxes and rationed gas, while Pakistan, Bangladesh, and Sri Lanka imposed new restrictions to conserve supplies. U.S. fuel exports to Asia more than doubled in March, with WTI crude spot premiums jumping to $30–$40 a barrel above benchmarks. China increased LNG re-exports as domestic demand stayed weak.
6 April 2026
Plug Power Stock Jumps After Hy2gen Picks It for 275-MW Quebec Hydrogen Project

Plug Power Stock Jumps After Hy2gen Picks It for 275-MW Quebec Hydrogen Project

Plug Power won a FEED contract for a 275-megawatt electrolyzer system at Hy2gen Canada’s Courant project in Baie-Comeau, Quebec. Shares rose 7% to $2.41 after the announcement. The project aims to start construction in 2027 and produce renewable ammonia by 2030, but final investment decisions and project details remain pending. Plug continues to target positive operating income by late 2027.
Plug Power Stock Slides as CEO Crespo Reaffirms 2028 Profit Path

Plug Power Stock Slides as CEO Crespo Reaffirms 2028 Profit Path

Plug Power shares fell to $2.18 Friday, capping a four-day slide, as CEO Jose Luis Crespo reaffirmed targets for positive EBITDA in late 2026 and full profitability in 2028. The company reported $368.5 million in unrestricted cash at 2025’s end and expects $132.5 million from a data-center asset sale. Plug posted a 2025 net loss of $1.63 billion despite a fourth-quarter gross profit.
Plug Power Inc. Stock Price Today: PLUG Slides as Investors Test New CEO’s Turnaround

Plug Power Inc. Stock Price Today: PLUG Slides as Investors Test New CEO’s Turnaround

Plug Power shares fell 2.6% to $2.25 Tuesday, erasing part of Monday’s rebound after executives pitched a turnaround at Roth’s growth conference. The stock remains about 50% below its 52-week high. Plug ended 2025 with $368.5 million in cash and expects asset sales to add $275 million. Wall Street analysts remain cautious, seeking proof of sustained improvement despite a positive fourth-quarter gross margin.
Plug Power Stock Price Today: PLUG Rally Stalls as Investors Test Turnaround, Liquidity Plan

Plug Power Stock Price Today: PLUG Rally Stalls as Investors Test Turnaround, Liquidity Plan

Plug Power shares traded at $2.32 early Thursday, about half their October high, as the company pushes asset sales and cost cuts to fund operations through 2026. Plug reported fourth-quarter revenue up 17.6% to $225.2 million and a positive gross profit of $5.5 million. The company agreed to sell part of its Project Gateway site for at least $132.5 million. Analysts remain cautious, citing ongoing cash burn and lower revenue forecasts.
Plug Power Stock Price Today: PLUG Slips Near $2.21 as New York Hub Exit Sharpens Cash Focus

Plug Power Stock Price Today: PLUG Slips Near $2.21 as New York Hub Exit Sharpens Cash Focus

Plug Power shares slipped 0.4% to $2.21 Friday after the company’s exit from its STAMP project in New York drew renewed scrutiny. Plug agreed to sell the site to Stream Data Centers for at least $132.5 million, with closing expected by June 30. The company reported $5.5 million in fourth-quarter gross profit and ended 2025 with $368.5 million in cash. Wall Street analysts remain cautious, with BMO setting a $1 price target.
Plug Power Stock Price Today: PLUG Slips After Rally as Data-Center Power Push Faces a Fresh Test

Plug Power Stock Price Today: PLUG Slips After Rally as Data-Center Power Push Faces a Fresh Test

Plug Power shares fell 0.9% to $2.20 Thursday after a report said the company may sell up to 250 megawatts of electricity into the PJM power market. The stock had surged 5.2% Wednesday. Plug reported 2025 revenue up 12.9% to $710 million and ended the year with $368.5 million in cash. Jefferies cut its price target to $1.80, citing uncertainty over Plug’s profitability goals.
Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power shares rose 2.1% to $2.17 Wednesday after reports the company may sell up to 250 megawatts of power into PJM Interconnection. Chairman Andy Marsh said Plug is seeking long-term contracts and is in talks with data-center and utility customers. Plug recently signed a $132.5 million deal with Stream Data Centers, aiming to unlock over $275 million from asset sales and cash releases.
Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power is seeking to sell up to 250 megawatts of power into PJM Interconnection, targeting data center operators and utilities with contracts of at least seven years, Chairman Andy Marsh told Bloomberg. Plug shares fell 3.2% to $2.12 in late trading. The company reported 2025 revenue up 12.9% to $710 million and ended the year with $368.5 million in unrestricted cash. Jose Luis Crespo became CEO on March 2.
Turbo Energy stock rips higher again — the tiny Spanish solar-storage name behind Thursday’s 80% jump

Turbo Energy stock rips higher again — the tiny Spanish solar-storage name behind Thursday’s 80% jump

Turbo Energy shares surged 79.8% Thursday, closing at $3.02, and rose about 43% premarket Friday after the company announced a $53 million industrial backlog for 366 MWh of projects in Spain. Trading volume hit 38.1 million shares Thursday, triggering a Nasdaq volatility pause. The company also disclosed a Nasdaq compliance issue over minimum stockholders’ equity.
GE Vernova wins 17-turbine Italy wind deal as it pours $30 million into grid parts plant

GE Vernova wins 17-turbine Italy wind deal as it pours $30 million into grid parts plant

GE Vernova will supply 17 onshore wind turbines to IVPC Group’s Fortore wind farm in Benevento, southern Italy, with deliveries starting in the second quarter of 2027. The company is investing about $30 million to expand transformer-component production at its Sesto San Giovanni site, adding around 50 jobs. GE Vernova shares fell roughly 4% to $806.50 in U.S. trading on Thursday.
5 March 2026
BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

Babcock & Wilcox received full notice to proceed on a $2.4 billion contract to supply equipment for Applied Digital’s AI data center campuses. The deal includes four 300-megawatt natural gas-fired boiler and generator systems. Shares rose nearly 31% after B&W reported fourth-quarter revenue of $161 million, beating analyst estimates. A securities filing set a fixed fee of about $434.8 million plus variable charges.
GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

GE Vernova shares rose 0.8% to $848.76 after announcing new wind and grid equipment deals in Italy, including 17 turbines for IVPC Group’s Fortore wind farm. The company will invest $30 million to expand its Milan-area plant, adding 50 jobs. GE Vernova also closed the $600 million sale of its Proficy software unit to TPG. Equipment shortages and labor constraints continue to affect project timelines.
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Stock Market Today

  • Knowles, Crane NXT, QuinStreet Shares Rally as Dow Hits Record High
    May 23, 2026, 11:18 PM EDT. Shares of Knowles, Crane NXT, and QuinStreet surged following a Dow Jones Industrial Average gain exceeding 300 points, briefly surpassing 50,700. The rise reflects improved market sentiment amid falling Treasury yields, which ease financing costs for mid-sized firms and boost business services revenue. Progress in an Iran peace deal also alleviated geopolitical risks, encouraging corporations to resume paused projects. Knowles, noted for low volatility, climbed to a 52-week high at $36.67, up 67% year-to-date, despite recent concerns over cash flow reversals. The broader market optimism and renewed corporate confidence signal potential further gains in business services stocks.

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Exxon Mobil Corporation Wants a Texas Legal Home as Shareholder Battles Mount

Exxon Stock Moves in Holiday Week Trading

24 May 2026
Exxon Mobil shares closed at $154.92 Friday, down 0.24% on the day and 1.9% for the week, ahead of the Memorial Day market closure. The stock retreated from a midweek high as investors weighed possible Venezuela oil deals and volatile crude prices. Exxon’s annual meeting is set for Wednesday, with a shareholder vote on moving its legal home to Texas. Brent crude settled at $103.54 a barrel, posting a weekly loss.
Why SoFi Technologies Stock Is Slipping After Its PrimaryBid Deal

SoFi Moves Back Into Focus After Unnoticed Deal

24 May 2026
SoFi closed Friday at $15.62, down 3 cents for the day and nearly flat for the week. Trade publications reported SoFi acquired Peach Finance, a California lending software startup; terms were not disclosed. U.S. stock trading will resume Tuesday after Memorial Day.
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