axiom

8Point3 Energy Partners LP (NASDAQ: CAFD), a joint venture formed by First Solar, Inc. (NASDAQ: FSLR) and SunPower Corporation (NASDAQ: SPWR), has significant “veiled risks” due to its high payout ratio, lack of debt controls and lack of growth, Axiom’s Gordon L. Johnson said in a...

After the newest batch of MSCI data for the month of February, Axiom analyst Gordon Johnson is as bearish as ever on steel prices. U.S. steel mill service centers recorded a 6.4 percent month-over-month decline in shipments and a 0.6 percent rise in inventories. Johnson notes that the historical...

Gordon Johnson, Axiom's noted alternative energy analyst, said in an e-mail response to Benzinga that he sees a lot of similar characteristics among 8Point3 Energy Partners LP (NASDAQ: CAFD), the now bankrupt Sunedison Inc (OTC: SUNEQ) and SolarCity Corp (NASDAQ: SCTY), which would have gone...

Iron ore investors should be prepared for a flood of new supply to come online in the next several years. According to a new report, Axiom analyst Gordon Johnson, excess seaborne supply of iron ore will jump from an estimated 37Mt in 2016 to 269Mt by 2020. Axiom has sorted through public filings of...

United States Steel Corporation (NYSE: X) has been rattled by reports of a potential delay in President Donald Trump’s infrastructure plan, and Axiom analyst Gordon Johnson said the series of events sounds about right. Contractors had previously expanded their inventories in hopes of inking a...

Music icon Jay Z has found his new calling: leading a venture capital fund. According to Axios, Jay Z is launching a venture capital firm along with his longtime business partner Jay Brown. The two are currently looking for a full-time investment partner to come on board and are also partnering...

While there seems to have been further deterioration in Solaredge Technologies Inc (NASDAQ: SEDG)'s underlying business, the company’s shares jumped 7 percent in after-market trading Tuesday, Axiom's Gordon L. Johnson said in a report. Citing the sudden surge in the stock, the analyst...

Data released by the U.S. Energy Information Administration indicated impressive growth in PV installs through November 2016. Despite this, growth in U.S. solar installations may actually be cooling, Axiom's Gordon L. Johnson said in a report. According to PVInsights data for this week, average...

Waning automotive production could dent the demand for steel in 2017 and crush market performance for industry players. Axiom steel expert Gordon Johnson first issued this theory on Tuesday, triggering a plunge in shares for both AK Steel Holding Corporation (NYSE: AKS) and United States Steel Corp...

China seems to have excess iron ore supply, and this “unaccounted inventory” poses “acute downside risk” to iron ore prices, Axiom’s Gordon L. Johnson said in a report. He assigned an Underweight rating on the sector and recommended short positions in Cliffs Natural...

During its latest conference call with investors, SunPower Corporation (NASDAQ: SPWR) provided details of its new restructuring plan, including cost cutting initiatives, strengthening its balance sheet and closing its 700MW Philippines fab. The company’s initiatives are indicative of...

One of the central parts of President-elect Donald Trump’s economic plan is his call for $1 trillion in infrastructure spending over the next 10 years. Investors have taken that massive infrastructure spending plan as spectacular news for infrastructure stocks, which have surged in 2016....

President-elect Donald Trump has never shied away from offering glimpses of what his energy policy would look like. Gordon Johnson, a notable solar analyst, cited the U.S. election results as one of a small handful of reasons why he downgraded the entire solar sector to Market Underweight with a...

Investors are clearly not satisfied with Facebook Inc (NASDAQ: FB)'s third-quarter earnings report and subsequent conference call based on the stock's 5 percent decline ahead of Thursday's market open. Trip Chowdhry of Global Equities Research presented the case against owning Facebook's stock...