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solar-clean-energy theme · 12 dossiers
Dossiers in the solar-clean-energy theme cluster — 12 names moving on shared catalysts.
All dossiersSHLS
Shoals Technologies Group, Inc.
Solar/BESS EBOS name re-rated as a 2nd-order AI-datacenter-power play on a record $758M Q1 backlog and the multi-GW ON.energy deal; price reclaimed the $10 pivot but consensus PT sits at spot (~$10.63 vs $10.02), so the confirmed…
NXT
Nextpower Inc.
Falling knife has based and turned: after a -34% unwind from the $163 high to a ~$107 June base, a fresh cluster (Truist initiate Buy $140 07-14, Guggenheim upgrade Buy 07-15) plus a 07-15 surge is re-rating the M&A-drift story. The…
BLDP
Ballard Power Systems, Inc.
The +80% Q1 turnaround re-rate round-tripped from the $6.57 high and stays broken: BLDP trades below the lost 20-EMA (~$5.00) and the $4.80 shelf in a catalyst vacuum until the 2026-08-12 Q2 print, with Susquehanna's 2026-07-10 cut to…
CSIQ
Canadian Solar Inc.
Solar policy-relief rally is dead — CSIQ round-tripped $34.59 (May) to $14.75 (Jul 8) as the July 4 ITC deadline passed into a demand-cliff narrative. The US-HJT reshoring/45X pivot is real but a 2027 P&L event; broken below all MAs into a…
ELVR
Elevra Lithium Limited
Lithium-recovery narrative that ran Elevra ~5x has rolled over. China lithium carbonate hit a 3-month low (CNY 151,750/t, Jul 7 2026), the ASX line broke to A$8.86 (Jul 11) below its A$12.20 May placement base, and the Jul 10 June-quarter…
ENPH
Enphase Energy, Inc.
IQ SST AI-data-center pivot (announced 2026-04-28) that drove a spring squeeze has stalled — stock de-rated ~16% in a month to ~$45 (2026-07-09), sell-side uniformly neutral with PTs on top of price (Susquehanna $45, 2026-07-10), and SST…
FAC
Factorial Energy Inc.
Freshly de-SPAC'd solid-state battery name has fully unwound its debut mania — down ~78% from the $25.33 ATH to ~$5.67, breaking clean through the former $9.26 floor into a fresh 52-week low at $4.24. Cantor's $18 target now sits ~217%…
FCEL
FuelCell Energy, Inc.
Data-center-power narrative intact, but the June re-rating just met a $225M equity raise (10.71M sh at $21.00, July 8) that capped the move; a Siemens design/supply partnership (July 9) stabilized the tape, yet a fresh entry near $21…
FSLR
First Solar, Inc.
July re-stacked a capped bull cluster — Deutsche Bank Buy $272 (07-07), Morgan Stanley OW $245 (07-09), Susquehanna Positive $270 (07-10) — yet every target sits at/below the June $305–310 high, and a third "10-year returns" retail piece…
KODK
Eastman Kodak Company
Pension-reversion fat pitch fired and is spent; the re-rate has fully unwound from the $14.87 May high to ~$7.78, losing the $9 June shelf and printing a $4.94 52-week low. A July 1 resale shelf of up to ~39.46M shares and a June 29 Sell…
LAC
Lithium Americas Corp.
US critical-minerals-sovereignty policy re-warming (Pentagon's $725M Energy Fuels stake, the Intel/US Steel government-equity template), but the lithium-price recovery leg is cold — carbonate rolling over keeps LAC pinned to its $4.50…
PLUG
Plug Power, Inc.
The +475% hydrogen-comeback squeeze has broken: the $3.12 Q1 gap and the 50-day both failed, price is ~$2.17 (-20% in 30d), and Susquehanna cut its target $3.75 → $2.50 on 2026-07-10. The June 30 NY Gateway close resolved as a restructure…