Filtered library · Theme
Solar & clean energy theme · 7 dossiers
Dossiers in the Solar & clean energy theme cluster — 7 names moving on shared catalysts.
DormantLast produced 26 May 2026, 117 days ago — outside the 14-day window the model counts as current work.
All 7 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… FSLR First Solar, Inc. fresh 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. fresh 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 Canadian Solar’s recovery thesis rests on domestic-module contract repricing after management’s 2026-08-27 policy discussion. Disclosed price increases and a weekly close above the former $14.00 shelf would establish the case; a weekly… 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%… PLUG Plug Power, Inc. fresh 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…