Track solar manufacturers, wind infrastructure, hydrogen and fuel cells, and energy storage in one place. Compare growth, margins, and dividends across clean-energy leaders.
Investment Thesis
A research-first view of renewable energy exposure for separating real clean-energy winners from subsidy-dependent narratives.
Performance Dashboard
Use the basket chart to see whether the move is broad-based or being carried by a narrow set of names.
Live Screener
Scan the leaders, compare returns against growth and valuation, then open the full screener when you want to refine the universe.
| Ticker | Company | Mkt Cap | YTD | Rev G TTM | Gross M | Op Margin | |
|---|---|---|---|---|---|---|---|
| GE Aerospace | $299.53B | -10.6% | 21.9% | 36.8% | 19.1% | ||
| GE Vernova Inc. | $294.3B | 61.2% | 10.2% | 19.8% | 3.6% | ||
| NextEra Energy, Inc. | $200.77B | 19% | 10.5% | 62.8% | 30.1% | ||
| Constellation Energy Corporation | $100.08B | -12.5% | 8.3% | 75.8% | 12.1% | ||
| Bloom Energy Corporation | $70.98B | 199.2% | 56.5% | 29% | 3.6% | ||
| Vistra Corp. | $54.3B | -2.9% | -13.7% | 17.5% | 7.9% | ||
| First Solar, Inc. | $23.56B | -20.1% | 27.3% | 40.6% | 32.3% | ||
| Brookfield Renewable Partners L.P. | $10.31B | 20.6% | 9.4% | 16.8% | 13.4% | ||
| The AES Corporation | $10.25B | -3% | -0.4% | 18.1% | 16.1% | ||
| Clearway Energy, Inc. | $8B | 14.6% | 4.2% | 15.2% | 12.3% | ||
| UGI Corporation | $7.55B | -6.5% | 3.1% | 42.1% | 14.5% | ||
| Ormat Technologies, Inc. | $6.98B | 1.4% | 12.5% | 27.6% | 18.5% | ||
| HA Sustainable Infrastructure Capital, Inc. | $5.49B | 35% | — | 99.6% | 66.2% | ||
| Enphase Energy, Inc. | $4.75B | 6.7% | -1.6% | 46.6% | 11.2% | ||
| Plug Power Inc. | $4.61B | 48.7% | 12.9% | 99.8% | 38.1% | ||
| Sunrun Inc. | $3.14B | -30.8% | 45.1% | -9.9% | -4.3% | ||
| SolarEdge Technologies, Inc. | $2.66B | 42.3% | -2.6% | 15.3% | -24.1% | ||
| Ameresco, Inc. | $1.63B | 0.3% | 8.6% | 15.7% | 6.5% | ||
| Enovix Corporation | $1.43B | -12.8% | 15.6% | 19.2% | -557% | ||
| Shoals Technologies Group, Inc. | $1.36B | -10.6% | 37.8% | 35% | 11.9% | ||
| Ballard Power Systems Inc. | $1.3B | 61.8% | 43.2% | 2.4% | -80.6% | ||
| Array Technologies, Inc. | $1.25B | -15.5% | 40.2% | 23.2% | -2.3% | ||
| Canadian Solar Inc. | $1.12B | -33.9% | -6.6% | 18.3% | -0.5% | ||
| Fluence Energy, Inc. | $654M | -44.9% | 1.2% | 13.1% | -1.5% | ||
| Gevo, Inc. | $507M | 1.5% | 849.3% | — | -12.6% | ||
| JinkoSolar Holding Co., Ltd. | $322M | -11.9% | -32.7% | 2.2% | -11.1% | ||
| Emeren Group, Ltd. | $100M | — | -30.5% | 26.2% | -0.5% | ||
| Stem, Inc. | $90M | -37.6% | 8.1% | 38.4% | -38.7% |
Valuation Pulse
Aggregated DCF intrinsic value and Wall Street analyst consensus across the theme universe — see where the opportunities and risks sit before you commit capital.
DCF Intrinsic Value
6 of 28 stocks with a DCF view
0
Undervalued
0
Fair Value
6
Overvalued
Wall Street Consensus
27 stocks with analyst coverage
74%
Buy or Strong Buy
+20%
Median Target Upside
Daily Intelligence
Start with the daily narrative, then review the setups across the value chain with catalyst and valuation context before you act.
Today's Brief
Apr 10, 2026
Renewable stocks rally on policy support, decarbonization demand, and new tech. Bloom Energy surged after a strong earnings beat and a new partnership, driving a 30% jump. Plug Power is buying on hydrogen hype but remains volatile; its stock is a short‑term play. GE Vernova’s wind‑farm lawsuit and high valuation fuel a 52‑week rally, but its core units are under pressure. Constellation Energy fell on a weak earnings preview but has a 3‑year upside case. SolarEdge and Clearway lag behind the market, reflecting margin pressure. Investors should weigh short‑term momentum against long‑term fundamentals.
Top Drivers
Bloom Energy’s earnings beat and partnership lift the stock 30%.
Hydrogen hype fuels a short‑term rally, but volatility remains high.
GE Vernova’s lawsuit and high valuation drive a 52‑week high.
Constellation Energy’s weak earnings preview but 3‑year upside case.
Enphase’s strong battery demand keeps it trending upward.
Featured Setups By Segment
These are the cards worth scanning first: current narrative, Street target, VCP DCF view, peer-multiple verdict, and forward estimates in one place.
Solar Energy
Panel manufacturers, inverter suppliers, residential installers, and solar-tracking companies that benefit directly from photovoltaic deployment.
No fresh company update today.
Street
Buy
Target $264.13 • +20% • 73 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+129% • 89/100 confidence
VCP Est.
FY+1 Rev +4%
Base target $376.59 • 47/100 confidence
First Solar to Release Q1 Earnings: What's in Store for the Stock?
zacks.com • 2026-04-28 12:36
Enphase Energy beat earnings estimates but posted a year‑over‑year revenue decline and weaker solar demand, leading to a stock dip today.
Street
Hold
Target $43.48 • +21% • 55 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+73% • 66/100 confidence
VCP Est.
FY+1 Rev -5%
Base target $47.27 • 44/100 confidence
Enphase Energy Q1 Earnings Beat Estimates, Revenues Decline Y/Y
zacks.com • 2026-04-29 11:51
Sunrun has priced a $584 million securitization of its residential solar and storage assets, providing liquidity and reducing debt exposure. The transaction supports growth and improves cash flow, likely boosting investor confidence.
Street
Buy
Target $18.14 • +35% • 36 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+65% • 56/100 confidence
VCP Est.
FY+1 Rev +21%
43/100 confidence
Sunrun Prices $584 million Securitization of Residential Solar and Storage Assets
globenewswire.com • 2026-04-28 17:45
Clean Energy Utilities and Infrastructure
Large-scale renewable utilities, yieldcos, and infrastructure operators with contracted cash flows, dividend programs, and grid-scale wind and solar capacity.
NextEra Energy is gaining traction with a new 250 MW solar project in Texas and a 20‑year extension for its St. Lucie nuclear plant, boosting its clean‑energy portfolio and long‑term cash flow. Rising investor interest and a solid dividend yield of ~4% keep the stock attractive.
Street
Buy
Target $98.13 • +2% • 36 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-19% • 77/100 confidence
VCP Est.
FY+1 Rev +9%
Base target $129.83 • 58/100 confidence
46% of Americans Split Their Investments Into Separate Buckets. Should Your Retirement Strategy Too?
247wallst.com • 2026-04-29 14:12
No fresh company update today.
Street
Buy
Target $405.33 • +26% • 19 analysts
VCP DCF
overvalued
-74% • FV $78.63
Peers
Overvalued
-32% • 79/100 confidence
VCP Est.
FY+1 Rev +10%
Base target $474.22 • 53/100 confidence
Constellation Energy Corporation (CEG) Declines More Than Market: Some Information for Investors
zacks.com • 2026-04-29 18:47
GE Vernova shares fell after a weaker-than-expected earnings report and a broader energy sell‑off as oil prices climb, despite growing investor interest in its new renewable projects and potential partnerships.
Street
Buy
Target $1119.95 • +2% • 28 analysts
VCP DCF
overvalued
-89% • FV $113.58
Peers
Overvalued
-60% • 64/100 confidence
VCP Est.
FY+1 Rev +11%
Base target $2226.82 • 61/100 confidence
GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
zacks.com • 2026-04-29 10:01
Hydrogen, Fuel Cells, and Alternative Energy
Hydrogen production, fuel-cell systems, geothermal, and renewable-fuel companies with long development cycles and high execution risk.
Plug Power shares surged today after a Fool.com headline highlighted a rally driven by expectations of strong Q1 earnings and potential new contracts, with the company set to report results on May 11.
Street
Buy
Target $3.91 • +18% • 38 analysts
VCP DCF
overvalued
-81% • FV $0.60
Peers
Overvalued
-26% • 47/100 confidence
VCP Est.
FY+1 Rev +10%
31/100 confidence
Why Plug Power Stock Is Surging Today
fool.com • 2026-04-29 15:02
Bloom Energy shares surged 23% on a blowout quarter, driven by strong demand for its fuel‑cell tech in AI infrastructure and growing options activity fueling a melt‑up.
Street
Buy
Target $187.56 • -36% • 31 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-90% • 53/100 confidence
VCP Est.
FY+1 Rev +35%
44/100 confidence
Stock Market Today, April 29: Plug Power Jumps on Sector Strength and a Price Target Boost
fool.com • 2026-04-29 17:28
Ballard Power Systems (BLDP) is gaining momentum after appointing Ralph Robinett as Chief Operating Officer, signaling a strategic push to accelerate product development and market expansion, which may boost investor confidence and support share price.
Street
Hold
Target $2.72 • -37% • 25 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Fair
+4% • 48/100 confidence
VCP Est.
FY+1 Rev -12%
43/100 confidence
Ballard welcomes Ralph Robinett as Chief Operating Officer
prnewswire.com • 2026-04-13 07:30
Energy Storage and Grid Technology
Battery storage, next-gen cell chemistry, and grid-edge software companies that enable renewable integration and grid flexibility.
STEM's stock is buoyed by recent acquisitions—Noveris Health Sciences' purchase of a stem cell distribution business and raicoon's PowerTrack tech—plus a buy rating upgrade, indicating growth prospects.
Street
Hold
Target $20.67 • +95% • 17 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+423% • 54/100 confidence
VCP Est.
FY+1 Rev +4%
24/100 confidence
Noveris Health Sciences Provides Corporate Update, and Announces Agreement for Acquisition of Stem Cell Distribution Business
thenewswire.com • 2026-04-29 12:05
Zacks has issued a new Strong Sell rating for FLNC, citing weak earnings outlook and declining revenue, pushing the stock lower.
Street
Hold
Target $19.15 • +51% • 27 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+1720% • 52/100 confidence
VCP Est.
FY+1 Rev +12%
32/100 confidence
New Strong Sell Stocks for April 8th
zacks.com • 2026-04-08 07:01
Enovix (ENVX) is awaiting Q1 2026 earnings on May 13, 2026; investors should monitor the results for guidance and potential upside/downside.
Street
Buy
Target $17.75 • +158% • 16 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+48% • 37/100 confidence
VCP Est.
FY+1 Rev +44%
32/100 confidence
Enovix to Report First Quarter 2026 Financial Results on May 13, 2026
globenewswire.com • 2026-04-27 16:15
More Daily Summaries
Review the rest of the names in the theme that have fresh stock-level news coverage today.
Ameresco, Inc.
Ameresco is driving growth through a new solar partnership with Montgomery County Public Schools and a strong 2025 impact report, but analysts expect Q1 earnings to decline, weighing on the stock.
HA Sustainable Infrastructure Capital, Inc.
No material news or catalysts for HASI today; the market is largely unchanged.
SolarEdge Technologies, Inc.
SEDG is trading on anticipation of its Q1 earnings, with analysts projecting a beat to estimates, while the stock has dipped more than the broader market ahead of the release.
Emeren Group, Ltd.
Solana (SOL) is trading on mixed signals: recent price forecasts have disappointed, but a Fidelity report hints at a broader digital‑asset recovery that could support the token.
Array Technologies, Inc.
No fresh company update today.
Brookfield Renewable Partners L.P.
No fresh company update today.
Earnings Calendar
Earnings are the single biggest catalyst for theme stocks. Track which names report soon and prepare before the move.
No earnings in the next 30 days
Dates can shift, so if you are tracking a specific stock, open its page for the latest earnings calendar and setup.
Theme Breakdown
These buckets separate the companies building, supplying, and monetizing the theme across the value chain.
Panel manufacturers, inverter suppliers, residential installers, and solar-tracking companies that benefit directly from photovoltaic deployment.
Large-scale renewable utilities, yieldcos, and infrastructure operators with contracted cash flows, dividend programs, and grid-scale wind and solar capacity.
Hydrogen production, fuel-cell systems, geothermal, and renewable-fuel companies with long development cycles and high execution risk.
Battery storage, next-gen cell chemistry, and grid-edge software companies that enable renewable integration and grid flexibility.
This page covers the full clean-energy value chain, not just solar panel makers.
Renewable energy investing spans more than solar panels. Grid-scale utilities, hydrogen producers, battery storage, and clean-energy financiers often carry more investable scale with different risk profiles. Stocks qualify when clean-energy demand — installations, policy incentives, grid buildout — can materially move the business.
Installation volumes matter, but policy support, input costs, and financing conditions drive what you actually earn.
The clean-energy cycle is policy-driven and rate-sensitive. Adoption accelerates when tax credits, utility mandates, and interconnection timelines align. But rising rates can stall project finance even when demand is strong — renewable assets are 20-to-30-year infrastructure bets funded at the cost of capital. Performance, margins, and news in one view helps verify whether current catalysts are fundamental or macro-driven.
The biggest mistakes come from treating all renewables as one trade and ignoring the gap between policy promise and execution.
Clean energy had one of the most painful drawdowns 2021-2024: solar inverters dropped 90%, hydrogen gave back pandemic gains, even large-caps cut in half as rates repriced duration. Survivors had contracted revenue, visible margins, manageable leverage, and cash to fund growth without toxic dilution. Operating margin, debt-to-equity, and dividend yield separate durable businesses from narrative-only positions.
Companies whose revenue or growth is materially driven by clean-energy demand — solar installations, wind capacity, hydrogen production, battery storage, grid modernization, or utility-scale decarbonization. Spans equipment manufacturers (FSLR, ENPH), project developers, clean utilities (NEE, CEG), hydrogen (PLUG, BE), and storage companies.
39 stocksTrack US AI stocks with live market data, an equal-weight theme performance chart, daily theme intelligence, and a research-first stock table.
46 stocksResearch and screen biotech and healthcare stocks in one place — large-cap pharma, gene therapy, medical devices, life sciences tools, and AI-driven drug discovery with live market data, theme performance, and daily intelligence in 2026.
20 stocksResearch and screen crypto stocks in one place — Bitcoin miners, exchanges, blockchain companies, and digital-asset financials with live market data, theme performance, and daily intelligence in 2026.
27 stocksResearch and screen cybersecurity stocks in one place — network security, endpoint detection, identity management, and cloud security companies with live market data, theme performance, and daily intelligence in 2026.
24 stocksResearch and screen data center and AI infrastructure stocks in one place — REITs, power management, cooling, networking, server hardware, and power utilities fueling the AI buildout with live market data, theme performance, and daily intelligence in 2026.
32 stocksResearch and screen defense stocks in one place — prime contractors, defense IT, military technology, and aerospace components with live market data, backlogs, dividends, and daily intelligence in 2026.
23 stocksResearch and screen EV stocks in one place — live market data, equal-weight theme performance, daily intelligence, and a screener covering automakers, charging networks, battery suppliers, and electrification enablers in 2026.
28 stocksResearch and screen fintech stocks in one place — card networks, digital payments, neobanks, buy now pay later, payment processing, market infrastructure, and emerging market fintech with live market data, theme performance, and daily intelligence in 2026.
25 stocksResearch and screen gold and precious metals stocks in one place — senior gold miners, silver producers, royalty and streaming companies, and critical minerals miners with live market data, theme performance, and daily intelligence in 2026.
23 stocksResearch and screen nuclear energy stocks in one place — nuclear power operators, uranium miners, small modular reactor developers, and nuclear services companies with live market data, theme performance, and daily intelligence in 2026.
28 stocksResearch and screen oil and gas stocks in one place — integrated majors, shale producers, pipeline operators, refiners, and oilfield services with live market data, dividends, and daily intelligence in 2026.
14 stocksResearch and screen quantum computing stocks in one place — pure-play quantum hardware companies, post-quantum cryptography, and diversified tech platforms investing in quantum with live market data, theme performance, and daily intelligence in 2026.
25 stocksResearch and screen robotics and automation stocks in one place — industrial automation, surgical robots, warehouse automation, semiconductor equipment, and AI-driven autonomous systems with live market data, theme performance, and daily intelligence in 2026.
31 stocksResearch and screen space stocks in one place — launch providers, satellite operators, Earth observation companies, and aerospace crossovers with live market data, theme performance, and daily intelligence in 2026.
Start with the basket, verify the drivers, then screen the names that still fit your process.
