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Renewable Energy 26 January 2026 - 30 January 2026

Brookfield Renewable stock jumps on 2025 results, 5% dividend hike and Google hydro deal

Brookfield Renewable stock jumps on 2025 results, 5% dividend hike and Google hydro deal

Brookfield Renewable Corporation shares rose 6.5% to $41.88 in New York after reporting higher 2025 results and raising its quarterly dividend to $0.392 per share. The company announced a major hydro power deal with Google and added 8,000 megawatts of new capacity. Brookfield also launched a $400 million equity program to fund buybacks. 2025 FFO fell to $628 million from $794 million, citing asset sales and reorganization.
30 January 2026
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Bloom Energy stock price slips again as BE pulls back ahead of Feb. 5 earnings

Bloom Energy stock price slips again as BE pulls back ahead of Feb. 5 earnings

Bloom Energy shares fell 3.4% to $151.18 Friday, extending a volatile slide after Barclays initiated coverage with an equal-weight rating and a price target suggesting a steep drop. The stock swung between $146.60 and $161.59 as traders weighed new analyst reports and data-center power demand. Plug Power, FuelCell Energy, and Ballard Power Systems also declined. Bloom’s quarterly results are due Feb. 5.
30 January 2026
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GE Vernova stock price rises as GEV lifts 2026 outlook, but wind delays keep traders wary

GE Vernova stock price rises as GEV lifts 2026 outlook, but wind delays keep traders wary

GE Vernova shares rose 0.9% to $723.87 Friday after the company raised its 2026 revenue and cash flow forecasts, citing strong turbine and grid demand. The company warned delays at its Vineyard Wind project could cut 2026 revenue by $250 million and deepen losses if more turbines remain uninstalled. Fourth-quarter results showed $11 billion in revenue and $1.8 billion in free cash flow.
30 January 2026
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GEV stock price holds $717 after outlook lift, but wind delays keep traders cautious

GEV stock price holds $717 after outlook lift, but wind delays keep traders cautious

GE Vernova shares rose 0.8% to $717.39 after the company projected 2026 revenue up to $45 billion, beating estimates. Orders reached $22.2 billion in Q4, with net income lifted by a $2.9 billion tax benefit. The company raised its share buyback authorization to $10 billion and doubled its dividend. Wind segment losses increased after Vineyard Wind installation delays.
30 January 2026
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Sembcorp share price jumps as Micron power deal expands and Vietnam park gets green light

Sembcorp share price jumps as Micron power deal expands and Vietnam park gets green light

Sembcorp Industries shares rose 3.4% to S$6.12 Thursday after announcing an expanded 18-year power deal with Micron and approval for a 467-hectare Vietnam industrial park. The company said the Micron contract will not significantly impact FY2026 earnings. Shareholders vote on the proposed Alinta Energy acquisition Jan. 30. FY2025 results are due Feb. 25.
29 January 2026
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GE Vernova stock wobbles after earnings as GEV lifts 2026 forecast but flags Vineyard Wind hit

GE Vernova stock wobbles after earnings as GEV lifts 2026 forecast but flags Vineyard Wind hit

GE Vernova raised its 2026 revenue forecast to $44–$45 billion and reported a $150 billion backlog, sending shares up 0.4% to $695.58 Wednesday. The company warned its wind division could lose $250 million in revenue this year due to Vineyard Wind delays. Fourth-quarter orders jumped 65% to $22.2 billion. GE Vernova’s acquisition of Prolec GE is set to close February 2.
28 January 2026
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Cadeler stock jumps as Europe doubles down on offshore wind — what to know before the next session

Cadeler stock jumps as Europe doubles down on offshore wind — what to know before the next session

Cadeler shares jumped 5.4% in Oslo to 58.10 crowns Tuesday, extending a two-day rally after European governments pledged 100 GW of North Sea offshore wind capacity. U.S.-listed Cadeler ADRs rose 8.6% to $24.36, hitting a one-year high. The Oslo OBX index gained 0.35%, with Cadeler among the top performers. Trading volume increased amid optimism for wind supply-chain companies.
27 January 2026
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National Grid share price slips as GriffinLink UK-Germany wind link plan lands

National Grid share price slips as GriffinLink UK-Germany wind link plan lands

National Grid shares slipped 0.2% to 1,202 pence in early London trading after announcing studies with TenneT Germany for the proposed 2-gigawatt GriffinLink offshore wind interconnector. Traders cited funding conditions and a crowded grid project pipeline. Societe Generale will support a planned €500 million bond sale. Sea Link project hearings begin Jan. 27.
27 January 2026
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National Grid’s North Sea “GriffinLink” plan puts its share price back in focus

National Grid’s North Sea “GriffinLink” plan puts its share price back in focus

National Grid and Germany’s TenneT announced a 2-gigawatt North Sea power link, aiming for completion in the late 2030s. The move follows a Hamburg pact by 10 countries to build 100 GW of shared offshore wind. National Grid shares rose 0.4% in early London trading Monday. The new project targets cross-border electricity transmission between Britain and Germany.
27 January 2026
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Vestas stock price jumps 5% as North Sea offshore wind pledge lifts the sector — what traders watch next

Vestas stock price jumps 5% as North Sea offshore wind pledge lifts the sector — what traders watch next

Vestas shares rose 5.2% to 188.75 Danish crowns by 1221 GMT after European countries announced plans for 100 GW of joint offshore wind projects in the North Sea. The company will release its annual report and updated guidance on Feb. 5. JPMorgan maintained a “buy” rating with a 200-crown target. RWE shares edged up, while Siemens Energy was flat.
26 January 2026
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Ocean Power Technologies (OPTT) stock jumps premarket as dilution vote nears

Ocean Power Technologies (OPTT) stock jumps premarket as dilution vote nears

Ocean Power Technologies shares jumped 18% to $0.547 in premarket trading Monday, after an 8.1% rise Friday. Shareholders will vote Jan. 27 on proposals to raise authorized shares to 400 million and expand the equity incentive pool by 5 million shares. The company recently secured a $5 million U.S. homeland security contract. Ocean Power posted a $10.8 million quarterly net loss on $0.4 million revenue.
26 January 2026
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National Grid share price ticks up in early London trade as North Sea wind push puts grids back in focus

National Grid share price ticks up in early London trade as North Sea wind push puts grids back in focus

National Grid shares rose 0.4% to 1,196.5 pence in early London trading, outpacing the FTSE 100. Investor attention shifted to policy moves on North Sea wind and cross-border cables ahead of a clean-energy pact at the Hamburg summit. The company reaffirmed its medium-term earnings target after a first-half profit beat. Full-year results are due May 14.
26 January 2026
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SSE stock price edges up in London as Europe doubles down on 100GW North Sea wind plan

SSE stock price edges up in London as Europe doubles down on 100GW North Sea wind plan

SSE shares rose 0.2% to 2,326 pence by 0902 GMT after securing a 20-year contract for 1.4 GW of offshore wind in the UK’s latest CfD auction. The company’s Berwick Bank project will receive £89.49 per megawatt hour, inflation-adjusted. SSE’s market cap stood near £27.9 billion. Britain and other European countries plan to sign a pact Monday for 100 GW of joint offshore wind projects.
26 January 2026
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Puducherry could meet 60%+ of power demand from renewables by 2030, Auroville study says

Puducherry could meet 60%+ of power demand from renewables by 2030, Auroville study says

Renewables could supply over 60% of Puducherry’s electricity by 2030, up from the current 19%, according to Auroville Consulting. The study warns of rising demand and a coal-heavy mix, with coal still providing nearly 60% of power. Shifting industrial use away from peak times and expanding wind capacity could ease grid strain and cut emissions. The full report will be released January 26.
26 January 2026
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JinkoSolar 688223 stock price hits limit-up; ‘space solar’ talk clouds Monday open

JinkoSolar 688223 stock price hits limit-up; ‘space solar’ talk clouds Monday open

Jinko Solar’s Class A shares hit the 20% daily limit on Friday in Shanghai, closing at 6.90 yuan after opening lower. The company warned of a 2025 net loss up to 6.9 billion yuan, citing weak prices and trade tensions. Over the weekend, Jinko completed a 10MWh battery project in Hebei. Traders are watching for continued momentum in solar stocks after recent “space solar” buzz.
26 January 2026
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Stock Market Today

  • NIO Shares Decline Amid Mixed Valuation Signals After Recent Gains
    May 3, 2026, 1:26 PM EDT. Shares of Chinese electric vehicle maker NIO (NYSE:NIO) dipped 7.5% in the past day, following a 6.2% monthly decline after a strong 30.8% rally over three months. The stock closed at $5.91, valuing the company around $14.8 billion. Investor debate centers on whether NIO's current price underestimates its growth potential or fairly reflects risks including ongoing losses and fierce competition. The prevailing analyst narrative sets a fair value at $6.24, implying shares are 5.3% undervalued based on expected revenue growth and improved profitability. However, a discounted cash flow (DCF) model from Simply Wall St estimates fair value at $4.44, suggesting overvaluation. NIO remains a high-risk, high-reward play in the competitive electric vehicle space, with significant questions over its path to sustainable profitability.

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Rigetti Computing Stock Faces May 11 Earnings Test as RGTI Quantum Rally Cools

Rigetti Computing Stock Faces May 11 Earnings Test as RGTI Quantum Rally Cools

3 May 2026
Rigetti Computing shares closed at $17.50 ahead of its first-quarter earnings report due May 11. The company recently launched its 108-qubit Cepheus-1-108Q system, now available via its cloud and Amazon Braket. Analysts expect a quarterly loss of 5 cents per share on $3.3 million revenue. Rigetti reported 2025 revenue of $7.1 million and a net loss of $216.2 million.
Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

3 May 2026
Malaysia’s anti-graft agency has summoned former economy minister Rafizi Ramli for questioning over a $279 million government chip-design deal with Arm Holdings. Rafizi said he was called to appear May 4 in Putrajaya and could face criminal charges. The probe comes days before Arm’s May 6 earnings webcast. The deal, announced in March 2025, aimed to boost Malaysia’s chip-design sector.
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