SPDR S&P Kensho Clean Power ETF

Bank of America Raises Application Materials Target Price to $540, Maintains Buy Rating

JPMorgan raises Applied Materials price target to $515, maintains Overweight rating

Needham's Charles Shi Maintains Buy Rating on AMAT with $530 Target Price

Wells Fargo Raises Applied Materials Price Target to $520

Citigroup Raises Applied Materials Price Target to $550

Bloom Energy Receives 'Moderate Buy' Consensus from Analysts with Average Target Price of $217.48

TD Cowe Raises Applied Materials Price Target to $525 from $450

Coinbase to Launch Four AI Infrastructure Stock Perpetual Contracts on May 18

Applied Materials released FY2026 Q2 earnings on May 14 After-Market EST, actual revenue USD 7.91 B (forecast USD 7.691 B), actual EPS USD 3.51 (forecast USD 2.6933)

HSBC Initiates Coverage on Applied Materials with Buy Rating and $517 Target Price

Applied Materials Forecasts Over 30% Growth in Semiconductor Equipment Business for 2026

Applied Materials Forecasts Q3 Revenue Above Wall Street Expectations, Driven by Strong AI Demand

Applied Materials Reports Q2 Earnings, Net Profit $2.8B Beats Expectations

Applied Materials to Report Q2 FY2026 Earnings After Market Close Today

Analysts Raise Applied Materials Target Price to $550 on AI Chip Cycle Hopes

Vanguard Group Increases Stake in SolarEdge by 5.5% in Q4 2023, Holding 3.37M Shares

Pinnacle Associates Reduces Corning Stake, Analysts Raise Price Target to $177.92

Julius Baer and E Fund Increased Holdings in Corning

Telecom Industry's ROE Improved in 2025 with Stable Optic Communications Sector

HCW Biologics

P3 Health Partners

Murano Global BV

Auddia

Super League Enterprise

Trio-Tech Int

Ernexa Therapeutics

Robostrategy

Jiade

FLNC

CNRG

GRID

CTEX

Fluence Energy is experiencing a surge in premarket trading following the announcement of new master supply agreements with two major hyperscalers, despite reporting disappointing Q2 results. CEO Julian Nebreda highlighted a 12 gigawatt pipeline linked to data center projects. Analysts from JPMorgan, Canaccord, Jefferies, Goldman Sachs, and Roth Capital have raised their price targets for Fluence, indicating a shift in sentiment after the unexpected hyperscaler announcement.

Sherwoodnews

Fluence Energy

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Proshares S&P Kensho Cleantech ETF

JPMorgan Chase

Jefferies Financial

Goldman Sachs

Citigroup

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

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JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

Fluence Energy keeps surging after hyperscaler supply agreements outweigh soft quarter

UPGR

Fluence Energy (FLNC) is set to report earnings after market hours on Wednesday. Last quarter, it missed revenue expectations with $475.2 million, a 154% year-on-year increase, but fell short on adjusted operating income and EBITDA. Analysts expect a 41.7% revenue growth this quarter, a turnaround from a 30.7% decline last year. Despite positive trends in the renewable energy sector, Fluence's stock is down 7% recently, with an average analyst price target of $15.24 against a current price of $12.28.

Stock Story

Xtrackers US Green Infrastructure Select Equity ETF

Bloom Energy

Generac

NVIDIA

NVIDIA Corporation

Fluence Energy (FLNC) To Report Earnings Tomorrow: Here Is What To Expect

Fluence Energy's stock surged over 40% following a record order backlog of $5.6 billion and new deals with major tech companies. CEO Julian Nebreda highlighted a doubling of orders to $2 billion this year. Despite quarterly revenue of $464.9 million falling short of expectations, the company maintains its 2026 sales target of $3.2-$3.6 billion. Analysts rate Fluence stock as a Hold, with a 12-month price target of $16.73, indicating a potential 23.4% upside.

Tip Ranks

Fluence Energy Stock Skyrockets over 40% on Record Order Backlog and Tech Giant Deals

AMSC

ACES

Universal Beteiligungs und Servicegesellschaft mbH has reduced its stake in American Superconductor Corporation (NASDAQ: AMSC) by 82.1%, selling 64,898 shares and retaining 14,181 shares valued at $408,000. Other investors, including Lodestone Wealth Management and Canada Pension Plan Investment Board, have also adjusted their positions. Analysts have downgraded AMSC from 'strong-buy' to 'hold', with an average rating of 'hold'. AMSC reported a significant earnings beat with $2.75 EPS, exceeding estimates, and a revenue increase of 21.4% year-over-year.

Market Beat

American Superconductor

ALPS Clean Energy ETF

Universal Beteiligungs und Servicegesellschaft mbH Sells 64,898 Shares of American Superconductor Corporation $AMSC

ARRY

Array Technologies (ARRY) has experienced significant stock volatility, with a recent 5.7% decline and a 7.4% drop over the past week, despite a 30-day return of 8.7%. The stock closed at $7.48, with a fair value estimate of $14.29, suggesting it may be undervalued. However, a discounted cash flow analysis indicates a fair value of $7.01, implying a small premium. Investors are advised to consider both narratives and monitor key risks and growth potential in the renewable energy sector.

Simplywall

Array Tech

Pwrs Wildh Clean Engy

Assessing Array Technologies (ARRY) Valuation After Recent Volatility And Conflicting Fair Value Signals

ICLN

A federal judge has temporarily halted several Trump administration policies that hinder renewable energy projects. Judge Denise Casper issued a preliminary injunction preventing the enforcement of these anti-renewable policies against regional trade groups representing renewable developers. The ruling is seen as a significant victory for renewable energy advocates, who argue that the policies unfairly disadvantage wind and solar technologies. The federal government cannot apply these policies while the case is ongoing, allowing for continued progress in renewable energy initiatives.

Thehill

iShares S&P Global Clean Energy

Invesco Solar ETF

First Trust Global Wind Energy

Court temporarily curtails Trump’s anti-renewable move

BMO Capital has maintained a Hold rating on Fluence Energy (FLNC) with a price target of $15.00, according to analyst Ameet Thakkar. Thakkar has an average return of -6.5% and a 50.37% success rate. Fluence Energy also received a Hold rating from Barclays, while UBS downgraded it to a Sell on April 17.

Bank of Montreal

First Solar

Enphase Energy

Solaredge Tech

Barclays

UBS Group AG

BMO Capital Sticks to Its Hold Rating for Fluence Energy (FLNC)

American Superconductor (AMSC) has surged 129% over the past year, currently priced at $46.15. Despite recent strong returns, a Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by 179%, with an intrinsic value of $16.54 per share. Additionally, its P/E ratio of 16.84x is below industry averages, indicating potential overvaluation. Investors are encouraged to consider business fundamentals and valuation metrics before making decisions.

Is It Too Late To Consider American Superconductor (AMSC) After A 129% One-Year Surge?

American Superconductor (NASDAQ:AMSC) shares gapped up from $48.15 to $51.25 before trading at $46.53. Analysts have mixed ratings, with Zacks downgrading to 'hold' and Weiss maintaining a 'hold (c-)' rating. The company reported $2.75 EPS, significantly beating estimates, with a revenue increase of 21.4% year-over-year. Institutional investors hold 52.28% of shares, with notable increases from Royal Bank of Canada and Goldman Sachs. AMSC specializes in power electronics and high-temperature superconductor systems, focusing on renewable energy solutions.

ROYAL BANK OF CANADA

American Superconductor (NASDAQ:AMSC) Shares Gap Up   - Time to Buy?

HydroGraph Clean Power (CNSX:HG) has gained investor interest following the opening of its new Austin headquarters, which consolidates its research and production assets. The company has seen significant share price increases, with a 90-day return of 101.85% and a year-to-date return of 180.22%. However, it trades at a high P/B ratio of 78.8x, indicating strong future expectations despite current unprofitability. The article discusses the potential risks and opportunities for investors, emphasizing the need for careful evaluation of HydroGraph's growth prospects against its financial fundamentals.

Assessing HydroGraph Clean Power (CNSX:HG) Valuation After New Austin Facility And Commercial Expansion Plans

SPDR S&P Kensho Clean Power ETF(CNRG.US)