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Renewable Energy 11 March 2026 - 30 April 2026

Brookfield Renewable Stock Drops 12% Before Q1 Results as BEPC Investors Brace for Friday

Brookfield Renewable Stock Drops 12% Before Q1 Results as BEPC Investors Brace for Friday

Brookfield Renewable Corp’s NYSE shares fell 12.5% to $35.20 on Wednesday, with volume quadrupling the three-month average ahead of first-quarter results due Friday. The drop came despite a higher quarterly dividend and mixed analyst views. The company operates 47 GW of clean energy assets globally. Analysts expect a first-quarter loss of 33.92 cents per share on $1.62 billion in revenue.
FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy shares climbed $2.75 to $12.69 Wednesday, trading on heavy volume after Bloom Energy raised its 2026 outlook and reported a 130% jump in first-quarter revenue to $751.1 million. Bloom shares surged over 23% after announcing its fuel cells would power Oracle’s planned New Mexico AI data center. FuelCell’s first-quarter revenue rose 61% to $30.5 million, but it posted a $23.7 million net loss.
Enphase Energy, Inc. Stock Slides as Q1 Reveals a Solar Demand Hangover

Enphase Energy, Inc. Stock Slides as Q1 Reveals a Solar Demand Hangover

Enphase Energy shares dropped 7.3% to $31.80 after reporting a first-quarter revenue decline to $282.9 million and a GAAP loss of $7.4 million. U.S. revenue fell 23% from the prior quarter, with sell-through demand down 48% sequentially. Adjusted earnings beat estimates, but investors appeared unconvinced demand had stabilized. SolarEdge and Sunrun shares also fell in early trading.
Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy raised its 2026 revenue forecast to $3.4–$3.8 billion after first-quarter revenue surged 130% to $751.1 million, beating analyst estimates. Net profit reached $70.7 million, reversing a year-ago loss. Oracle and BorderPlex said their New Mexico data center project will use up to 2.45 GW of Bloom fuel-cell capacity. Shares last traded at $226.37, down $8.36 before the market opened.
Lithium Americas Stock Jumps As Thacker Pass Turns Into America’s Big Lithium Test

Lithium Americas Stock Jumps As Thacker Pass Turns Into America’s Big Lithium Test

Lithium Americas shares rose 13% Monday, closing at $5.26 with over 19 million shares traded, as focus returned to its Thacker Pass lithium project in Nevada. The company targets late 2027 for mechanical completion and aims to ramp up commercial production through 2028. Capital spending for 2026 is projected at $1.3–$1.6 billion. The U.S. government holds a 5% stake and has backed the project with a $2.23 billion loan.
Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

BlackRock disclosed an 8.2% passive stake in Bloom Energy, holding 22.9 million Class A shares, according to an amended SEC filing signed April 24. The disclosure comes ahead of Bloom’s first-quarter results on April 28, with focus on its 2.8-gigawatt fuel-cell deal with Oracle. Bloom shares closed Friday at $231.17, down 2.7%. Analyst targets shifted after the Oracle agreement, with Jefferies, Citi, and UBS raising estimates.
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.
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Stock Market Today

  • Isuzu Motors Stock Seen 17.7% Undervalued Amid Mixed Recent Momentum
    June 13, 2026, 3:25 AM EDT. Isuzu Motors (TSE:7202) shares gained 2.5% in one day but declined over the past week and month, reflecting weak recent momentum after robust long-term gains. The stock's 1-year total return is 24.19%, and the 5-year return is 81.06%, though year-to-date it fell 13.48%. Market valuation points to a 17.7% undervaluation, with a fair value estimate of ¥2,594.62 against a closing price of ¥2,135. Planned investments totaling ¥2.6 trillion by 2031 in innovation and advanced driving R&D underpin a positive growth outlook. Risks include potential margin pressure from rising material costs and yen volatility. Investors are advised to weigh long-term growth prospects against near-term fluctuations.

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SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

13 June 2026
SGH closed at A$41.51, up 0.70% but underperformed the S&P/ASX 200’s 1.98% surge, as investors weighed solid cash flow and Boral margin gains against a high 36.03 P/E, mixed demand, and M&A risk; the next key catalyst is FY26 results on August 11, with analysts’ average target at A$47.64, 14.76% above Friday’s close.
NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

13 June 2026
NCR Voyix soared 10.25% to $7.85, far outpacing the market, as investors focus on the company’s 2026 cash-flow and earnings targets; the next key catalyst is the Q2 2026 earnings update, with stock valuation appearing low if management delivers on margin and cash-flow goals, but risks remain with declining reported revenue and high debt.
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