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3 Stocks Set For Major Upside From Inflation Reduction Act — Why Tesla Misses Goldman's List
Thursday, November 7, 2024 - 4:06pm | 554Goldman Sachs analysts have highlighted nine companies with significant earnings exposure to Inflation Reduction Act (IRA) incentives. With Donald Trump returning to the White House in January, the market is assessing how his policies might influence renewable investments. Goldman's note includes...
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Trump Vs. Harris: EVgo, Cleveland-Cliffs, Plug Power, Nucor Brace For 2024 Election Impact
Monday, November 4, 2024 - 2:13pm | 710As Election Week 2024 is upon us, Wall Street is geared up for sector-specific shakeups, with JPMorgan's Bill Peterson spotlighting a decisive split in potential stock moves. With a Democratic win likely to power up the clean energy sector and a Donald Trump victory poised to boost steel, the...
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Clean Tech Titans: Can Enovix, ChargePoint, Archer, Joby Defy The Doubters?
Wednesday, July 24, 2024 - 8:33am | 920As the Q2 earnings season approaches, clean tech stocks like Enovix Corp (NASDAQ:ENVX) and ChargePoint Holdings Inc (NYSE:CHPT) are catching the spotlight, navigating a landscape fraught with both opportunities and challenges. According to JPMorgan analyst Bill Peterson, the sentiment among...
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Clean Tech Companies In 'Defense Mode' Ahead Of Q4 Earnings, Yet Analyst Says This EV Stock May Offer Over 50% Upside
Monday, February 12, 2024 - 2:18pm | 779As the clean tech sector faces headwinds amid liquidity concerns and weaker-than-expected demand, JPMorgan’s analysis suggests that clean tech companies are likely to adopt a defensive stance in the upcoming Q4 earnings. Clean Tech Stocks Have Underperformed Market With 1 Exception Clean...