Stocks · Theme
Solar & clean energy stocks · 9 research notes
9 Solar & clean energy stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeStage: saturated, as of 15 November 2026.
All 9 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksARRYArray TechnologiesLow Array Technologies' shares are more likely to lag the S&P 500 while they trade on the all-stock Shoals merger after a cut to 2026 guidance; the S-4 filing, both shareholder votes and a first-quarter-2027 closing decide whether the $2.2–2.4…CHPTChargePoint HoldingsLow ChargePoint shares are more likely to lag the S&P 500 after a 102% three-month rally that outran a business guiding third-quarter revenue below its second quarter. ChargePoint's early-December third-quarter report shows whether revenue and…FRVOFervo EnergyLow Fervo Energy shares look more likely to lag the S&P 500 over three months: IPO lock-up supply and broker target cuts outweigh an $11.9 billion backlog. Cape Station's GeoBlocks 2 and 3 reaching commercial operation by 1 January 2027 decide…TET1 EnergyLow T1 Energy's shares are more likely to lag the S&P 500 over three months because its G2_Austin cell plant still lacks closed financing and unrestricted cash was $59.5 million at 30 September 2026; a financing close, targeted by year-end…NXTNextpowerMedium Nextpower beat and raised fiscal 2027 guidance to $4.2B–$4.45B revenue on 28 October 2026, and the shares closed at $104.89 on 9 November 2026; the 16 November 2026 Capital Markets Day shows whether the longer-term outlook supports the…CSIQCanadian SolarLow Canadian Solar's shares are more likely to lag the S&P 500 over three months: subsidiary CSI Solar's revenue fell 42.63% in the third quarter, and the parent's own third-quarter report, expected around 18 November 2026, must show a turn to…ENPHEnphase EnergyLow Enphase Energy's core residential business is shrinking faster than its transformer pivot can offset, so the shares are more likely to lag the S&P 500; the fourth-quarter 2026 report, guided at $225–255 million, settles it.FSLRFirst SolarLow First Solar's third-quarter report cut 2026 sales guidance, left backlog at 44.0 GW and showed new US bookings near $0.36 per watt, so the case now rests on the $0.38 import price floor starting 4 December 2026 lifting prices.SHLSShoals Technologies GroupLow Shoals Technologies' third-quarter beat and raised 2026 revenue guide are now overshadowed by its 4 November 2026 all-stock merger with ARRAY Technologies, which makes the shares a claim on the combined company; shareholder votes and a Q1…