Filtered library · Theme
Solar & clean energy theme · 10 dossiers
Dossiers in the Solar & clean energy theme cluster — 10 names moving on shared catalysts.
DormantLast produced 26 May 2026, 107 days ago — outside the 14-day window the model counts as current work.
All 10 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers SHLS Shoals Technologies Group, Inc. fresh LOW 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… BLDP Ballard Power Systems, Inc. MEDIUM The pivot is a fact with no disclosed GeoPura revenue; the first checkable figure arrives with the 2026-11-10 Q3 print, leaving a dead narrative trading an empty 30-day calendar. CLMT Calumet, Inc. MEDIUM The eleven-week catalyst gap closed in 48 hours: 2026-09-01 cut remaining MaxSAF capital to $137M from a $1.2B plan, 2026-09-02 EPA small-refinery exemptions removed 71M RINs worth ~$170M.C. Wainwright's $75 (from $60) became the first… FSLR First Solar, Inc. MEDIUM Section 232 supplied a new leg: the 2026-08-06 proclamation sets a $0.38/W minimum import price on modules from 2026-12-04, above the ~$0.36/W FSLR struck on Q2 US bookings. Baird upgraded 2026-08-11 with a target moved to $318 from $205.… NXT Nextpower Inc. MEDIUM 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… CSIQ Canadian Solar Inc. LOW The reshoring re-rating broke at the 2026-08-27 print: Q2 EPS -$1.40 vs -$1.18 consensus, Q3 revenue guided $1.3–1.5B against $1.813B consensus, and the 2026-08-28 close of $13.14 is under the $14 shelf. What replaces it is a policy leg —… ENPH Enphase Energy, Inc. LOW 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. LOW 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. LOW Street targets re-rated up to the price rather than the reverse: average PT $22.83 across 8 analysts vs the 2026-08-07 close of $20.43, after B. Riley $13→$32 (6/29) and UBS $22→$27 (7/14). The AI-power bid still works (7/30 Microsoft… PLUG Plug Power, Inc. LOW 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…