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Renewable Energy 26 December 2025 - 4 January 2026

Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

Fluence Energy shares jumped 16.3% Friday to close at $23.01, trading between $20.14 and $23.12. The rally followed investor interest in AI-driven power demand and energy storage. Peers Stem and Sunrun also gained, while Tesla slipped. Fluence is set to report earnings on Feb. 9, with focus on revenue backlog and fiscal 2026 targets.
4 January 2026
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First Solar stock jumps 5% to start 2026 as Google-Intersect link puts solar orders in focus

First Solar stock jumps 5% to start 2026 as Google-Intersect link puts solar orders in focus

First Solar shares rose 4.98% to $274.34 Friday, leading gains among solar stocks in the first U.S. trading session of 2026. Enphase, SolarEdge, and Sunrun also advanced. Intersect Power, which has a 2.4 GW supply deal with First Solar, drew focus after reports of Alphabet’s planned acquisition. Investors await U.S. jobs data Jan. 9 and CPI Jan. 13 for signals on rates.
3 January 2026
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Bloom Energy stock jumps 14% today as fuel-cell rally lifts BE above $98 — what traders watch next

Bloom Energy stock jumps 14% today as fuel-cell rally lifts BE above $98 — what traders watch next

Bloom Energy shares rose 13.6% to $98.69 in after-hours trading Friday, after surging as high as $100.35 during the session. FuelCell Energy and Plug Power also posted double-digit gains. Traders are watching if Bloom can hold near $100 after the company secured a $600 million credit facility. The stock remains below its October record of $108.17.
3 January 2026
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EOSE stock jumps 13% as energy-storage names rally to start 2026

EOSE stock jumps 13% as energy-storage names rally to start 2026

Eos Energy Enterprises shares jumped 13% to $12.95 by midday Friday, with 8.8 million shares traded. The stock led gains among U.S.-listed energy-storage firms, as Fluence Energy rose 14% and Stem climbed 11%. Eos has high short interest, with nearly 30% of its float sold short as of mid-December, according to MarketBeat. Joseph Nigro became non-executive chair on Jan. 1, succeeding Russell Stidolph.
2 January 2026
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Siemens Energy rebuffs wind spin-off call as Siemens targets 200,000 U.S. electricians by 2030

Siemens Energy rebuffs wind spin-off call as Siemens targets 200,000 U.S. electricians by 2030

Siemens Energy has rejected Ananym Capital’s call to spin off its loss-making wind unit Siemens Gamesa, aiming instead for a 3%–5% operating margin at Gamesa by 2028, the Financial Times reported. The wind division lost €1.36 billion in the last fiscal year. Siemens Energy plans to return up to €10 billion to shareholders by 2028, citing strong demand for power infrastructure. Its U.S. arm will expand workforce training to reach 200,000 by 2030.
2 January 2026
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Bahrain breaks ground on 100MW Al Dur solar plant as it chases 2035 renewables target

Bahrain breaks ground on 100MW Al Dur solar plant as it chases 2035 renewables target

Bahrain’s Electricity and Water Authority has started construction of a 100-megawatt solar PV plant at Al Dur, aiming for completion in Q3 2026, PV Tech reported. The project will use about 135,000 panels across 830,000 square metres and connect to the national grid via a 66/11-kilovolt substation. EWA says the plant supports Bahrain’s goal of 20% renewables in the energy mix by 2035.
31 December 2025
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Sunrun stock drops today as Treasury yields tick higher in year-end trading

Sunrun stock drops today as Treasury yields tick higher in year-end trading

Sunrun Inc. shares dropped 3.8% to $18.37 in afternoon trading Wednesday, tracking declines across solar stocks as U.S. Treasury yields edged higher. The stock traded between $18.34 and $19.20, with little company-specific news. Sunrun last announced a partnership with NRG Energy on Dec. 16. Investors are watching labor data and interest rates for further signals.
31 December 2025
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Trump offshore wind freeze heads to court as judge seeks classified evidence in Dominion case

Trump offshore wind freeze heads to court as judge seeks classified evidence in Dominion case

A federal judge in Virginia has delayed Dominion Energy’s attempt to restart offshore construction on its Coastal Virginia Offshore Wind project, pending review of classified material cited by the Trump administration to justify its stop-work order. The government must submit the material to the court by Jan. 9, with the next hearing set for Jan. 16. The pause is costing Dominion over $5 million a day.
31 December 2025
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Plug Power (PLUG) stock slips below $2 as revenue target and dilution vote loom

Plug Power (PLUG) stock slips below $2 as revenue target and dilution vote loom

Plug Power shares fell 4.83% to $1.97 Monday, underperforming Ballard Power and the Nasdaq. Trading volume was 72.2 million shares, below the 50-day average. Plug needs about $215 million in Q4 revenue to hit its 2025 target of $700 million, after reporting $484.7 million through September. Shareholders will vote January 29 on doubling authorized shares or, if rejected, a reverse stock split.
30 December 2025
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Trump offshore wind pause sparks governors’ push for classified briefing and restart

Trump offshore wind pause sparks governors’ push for classified briefing and restart

Four Northeast governors asked Interior Secretary Doug Burgum to lift stop-work orders on five offshore wind projects and provide a classified briefing on national security concerns. The Trump administration paused the projects, citing military radar interference. Developers including Ørsted and Equinor say they are complying. At least 50 workers lost jobs at Vineyard Wind due to the halt, according to union officials.
29 December 2025
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Plug Power Stock (NASDAQ: PLUG) News Today: Shares Hold Near $2 as Analysts Stay Cautious—What Investors Should Watch Before Monday’s Open

Plug Power Stock (NASDAQ: PLUG) News Today: Shares Hold Near $2 as Analysts Stay Cautious—What Investors Should Watch Before Monday’s Open

Plug Power shares closed at $2.07 Friday, down 1.43%, and traded near $2.06 after hours, with volume around 55 million shares. The stock remains well below its 52-week high of $4.58 and above its low of $0.69. Analyst consensus is “Hold,” with a 12-month target near $2.80. No new company announcements were issued over the weekend.
28 December 2025
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GE Vernova Stock (GEV) Weekend Outlook: Data-Center Turbine Demand in Focus, New Wind Deal, and Analyst Targets Ahead of Monday’s Open

GE Vernova Stock (GEV) Weekend Outlook: Data-Center Turbine Demand in Focus, New Wind Deal, and Analyst Targets Ahead of Monday’s Open

GE Vernova shares closed Friday at $663.46, down 0.58%, as investors weighed rising demand for its aeroderivative turbines from data centers against long equipment lead times. The company is supplying turbines for a major Texas data center project backed by OpenAI, Oracle, and SoftBank. Reuters highlighted turbine delivery bottlenecks that could stretch to eight years. Markets reopen Monday.
27 December 2025
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Plug Power Stock (NASDAQ: PLUG) Today: Price Action, Latest News, Analyst Forecasts, and What Investors Are Watching Into the Close

Plug Power Stock (NASDAQ: PLUG) Today: Price Action, Latest News, Analyst Forecasts, and What Investors Are Watching Into the Close

Plug Power shares traded near $2.10 Friday afternoon, down about 0.5% in thin post-holiday volume as U.S. indexes hovered close to records. The stock moved between $2.04 and $2.11 on tens of millions of shares traded. Plug Power recently raised $399 million through convertible notes and reported Q3 revenue of $177 million. Management reaffirmed a goal to reach EBITDAS-positive in the second half of 2026.
26 December 2025
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Sunrun Stock (NASDAQ: RUN) News Today: NRG Texas Virtual Power Plant Deal, Tax-Credit Deadline, and Analyst Targets as Markets Rally

Sunrun Stock (NASDAQ: RUN) News Today: NRG Texas Virtual Power Plant Deal, Tax-Credit Deadline, and Analyst Targets as Markets Rally

Sunrun shares traded near $19.78 Friday morning after opening at $20.10, with early volume around 428,000. The company recently announced a Texas partnership with NRG’s Reliant to expand grid services using home batteries. Investors are watching the impact of a looming tax-credit cliff and shifting Federal Reserve rate policy on Sunrun’s financing costs. The S&P 500 hovered near record highs in thin post-holiday trading.
26 December 2025
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